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Common Magic

GBUSDEFRESB2B SaaSAI/MLDevtoolsHealthtechEnterpriseConsumerDeep Tech

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Investment thesis

Common Magic is a solo GP fund founded by Sarah Drinkwater that invests in pre-seed and seed-stage startups in Europe and the US where the ecosystem or community around the product is the core competitive moat. The fund believes that the best companies are built bottom-up through strong communities — as exemplified by Monzo, Figma, Hugging Face, and Depop — and that founders who can articulate compelling narratives and build ecosystems will create the most resilient businesses. Common Magic is intentionally 'specialist generalist', building a diverse portfolio united by one clear thread: community and narrative as core building blocks. Sarah emphasises angel-style speed and blunt feedback while providing deep operational support in narrative building and ecosystem strategy, drawing on her experience at Google, Protocol Labs, and 35+ angel investments. The fund does not lead deals or take board seats, and operates a light reserve strategy targeting 32–35 investments from Fund I (£10m target).

Notable quotes

My goal with this fund is really to weave the speed and style of an angel — fast decisions, blunt feedback — while at the same time being operationally useful in a particular area. I see VC as a support function.

Sarah Drinkwater · Sifted, 'Solo GP Sarah Drinkwater raises fund to back community startups' · 2023-06-05

It's pretty clear to me that advertising doesn't work and we're over the growth hacking madness of the 2000s and 2010s. I believe for certain companies, community can replace that as a mechanism to build trust.

Sarah Drinkwater · Sifted, 'Solo GP Sarah Drinkwater raises fund to back community startups' · 2023-06-05

I started the fund in 2023 with a slow hunch that 'community' isn't a trend or a vertical but a secret hiding in plain sight for how generational companies get built. Community and narrative can be core building blocks for startups in multiple domains from developer tools to consumer, robotics to enterprise AI and hardware.

Sarah Drinkwater · LinkedIn post, Common Magic Fund operating principles · 2025-01-01

Recent investments

CompanyRoundSizeDate
BountiSeed$4m2026-03
Modern RelaySeed$3m2026-04
EthosSeries A2026-05
GoodFitSeries A$12m2025-09
Those BeyondSeed$2m2025-09
AUARSeed$7m2025-06
.txt (dottxt)Seed$12m2024-10
TrailPre-seed$2m2024-07
EmbeddSeed
The LowdownSeed

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