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Incisive Ventures

Micro-fund

USCAINOtherB2B SaaSAI/MLFintechHealthtechMarketplacesEnterprise

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Investment thesis

Incisive Ventures is a pre-seed venture capital firm based in Seattle, founded in 2020 by Martin Tobias. The firm's core thesis is investing in 'technology companies that reduce friction at scale'—inspired by transformational companies like Amazon (frictionless shopping) and Uber (frictionless transportation) that fundamentally changed how we interact with services by eliminating unnecessary complexity. The firm focuses on B2B software, particularly AI applications in legacy and regulated industries such as healthcare, supply chain, and fintech where process friction is highest. Operating as a 'theme syndicate' with a high-conviction, low-volume model, Incisive uses low-cost investment vehicles designed to boost LP returns. The firm writes $250k–$500k checks at pre-seed into companies that have already built an MVP and brought it to market. With a $10.5M inaugural fund closed in May 2025, 74% of portfolio companies have gone on to raise follow-on institutional financing—approximately 2.5x the industry average.

Notable quotes

After 20 years of investing and over 300 investments, it is more clear than ever that pre-seed investing isn't about spreadsheets and market projections—it's about people and pattern recognition.

Martin Tobias · incisive.vc/insight/ — 'How I Gain Conviction in Early-Stage Startups' · 2025-10-16

At Incisive Ventures we back founders who turn previously impossible problems into tractable businesses.

Martin Tobias · incisive.vc — 'With AI Solve for the Previously Intractable' · 2025-06-04

Incisive Ventures is focused on investing in the first institutional round of technology companies that reduce friction at scale.

Martin Tobias · The Pitch Podcast / thepitch.show · 2023-08-09

Team

Martin Tobias

Founder & Managing Partner (Solo GP)

B2B SaaSAI/MLFintechHealthtechMarketplacesEnterprise

Recent investments

CompanyRoundSizeDate
MangxoSeries A2025
ModduleSeed$2m2025-05-30
Grw AIPre-Seed2024-11-19
TangiblySeed$7m2023-07-14
KatalystSeries A$26m2022-10-04
Vega CloudSeed$9m2022-10-02
WorkRailsSeed2021-09-16
PublicSeed2021-12-20
Hapbee TechnologiesSeed2020
TRIPPSeed

Frequent co-investors

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