Investor profile
Mighty Capital
VC
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Mighty Capital is the VC firm that leverages the Product Alpha Effect™ — a data-backed approach to producing outliers by reading product signals from a 600,000-strong product-leader network (Products That Count). Founded in 2018 by SC Moatti and Jennifer Vancini, the firm invests at the 'Discovery Stage': after initial product validation but before full growth velocity, partnering with convicted, data-driven B2B tech founders at Seed through Series A. Rather than developing a thesis and hunting for companies that fit it, Mighty Capital reads product signals in real time, forms conviction around the company, and brings its global network of CPOs and product managers to validate products with real buyers, accelerate time to revenue, and support scale and exit. With both prior funds in top-decile DPI and TVPI, six IPOs, and over $1 billion in value created, the firm is currently deploying Fund III ($91M), anchored by GCM Grosvenor.
Notable quotes
“As AI rapidly reshapes how enterprises build and buy software, our founding belief is continuously validated. The indicators VCs have long relied on, like revenue curves, are structurally late. The signal was always in the product. Now so is the money.”
“We have what we call our contrarian thesis. Every VC should have a contrarian thesis because that's where you find the opportunity — that the best products win and we're in the age of product.”
“Most firms develop a thesis, then hunt for companies that fit it. It's a form of lag: the best companies get funded faster than a thesis gets formed. We invest at the Thesis Frontier. We read product signals in real time through our 600,000-strong product community, see patterns before they have a name, partner with the founder, and form the thesis around the company, not before it.”
Team
Jennifer Vancini
Founding General Partner
Jay Hum
Principal
Rossana Palacios
Principal
Kavon Badie
Senior Associate
Renee Niemi
Product Partner
Recent investments
| Company | Round | Size | Date |
|---|---|---|---|
| Amplitude | Seed | — | — |
| Groq | Seed | — | 2020 |
| Netskope | Early Stage | — | — |
| Angle Health | Series B | $134m | 2025-12 |
| Canela Media | Series A | $32m | — |
| Moonshot AI | Seed | $6m | 2025-10 |
| HuLoop | Series A | $7m | 2024-12 |
| NLPatent | Seed | $2m | 2025-11 |
| DigitalOcean | Early Stage | — | — |
| Sorcero | Seed | — | — |
Frequent co-investors
| VC firm | Deals together |
|---|---|
| Portage | 2 |
| Uncorrelated Ventures | 2 |
| Sapphire Ventures | 2 |
| Structure Capital | 2 |
| Draper | 1 |
| Moneta Ventures | 1 |
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