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Two Sigma Ventures

VC

USCAGBOtherAI/MLB2B SaaSFintechHealthtechDeep TechCybersecurityBio/PharmaEnterprise

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Investment thesis

Two Sigma Ventures was founded in 2012 with the conviction that the most consequential companies would be built by applying data science and advances in computing to upend industries or create entirely new ones. The firm backed early-stage companies — from seed through Series B — that harness the accelerating forces of data and computing to unlock novel experiences, insights, and discoveries across AI/ML, advanced software infrastructure, fintech, healthtech, and hard tech at the intersection of climate, manufacturing, and life sciences. In addition to capital, portfolio companies gained access to Two Sigma's broader network of over 1,600 employees and 200+ PhDs who could work directly on machine learning and data pipeline challenges. The venture business has since spun out as the independent firm Deviation Capital, carrying forward the same thesis with $2B AUM.

Notable quotes

What the market now calls 'AI' actually served as the founding thesis of Two Sigma Ventures for almost 15 years. With Deviation, we're carrying that same vision forward knowing that truly exceptional companies in this space are rare and hard to spot. Deviation is precision-built to find them.

Colin Beirne · pulse2.com — 'Deviation Capital Launches With $2 Billion In AUM Following Spinout From Two Sigma' · 2026

A VC's job should be a humble one. A great founder knows 1000x more about their company than any VC ever will. What I can offer is a zoomed-out perspective, honed over dozens of companies and 14+ years, to challenge thinking and conviction, while ultimately deferring to the founder's view as almost always more knowledgeable than my own.

Colin Beirne · deviation.com/team/colin-beirne

My time at Airbnb taught me the importance of adapting and evolving as an organization. With significant growth, the processes and team that got you there will need to evolve to get you where you're going next. That doesn't mean what you were doing before was wrong...evolution is simply a necessary part of growth.

Jonathan Golden · deviation.com/team/jonathan-golden

Team

Colin Beirne

Founding Partner

Manufacturing/IndustrialsRoboticsConsumerDeep Tech

Jonathan Golden

Founding Partner

AI/MLB2B SaaSFintech

Sidney Costabile

Founding Partner

Deep TechEnterprise

Dusan Perovic

Founding Partner

AI/MLDeep Tech

Recent investments

CompanyRoundSizeDate
WHOOPGrowth$575m2025
OsmoSeries B2026-02
FreeformSeries B2026-02
SocureSeries B$14m2019
GitLabSeries B+2019
Recursion PharmaceuticalsSeries B+$60m2020
RapidSOSSeries A$14m2017-04
RemoteSeries A2021
Carbon HealthSeries B+2021
KalshiSeed2020

Frequent co-investors

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