Investor Day 38!
Invest in the future of automation - from developer tools to insurance infrastructure to film production!
A big welcome to the new investors who have joined us since the last Investor Day (there’s quite a few of you this time around)!
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Andddd just like that, it's 2025!! Happy New Year!! I hope your holiday season was filled with joy and that 2025 has gotten off to a roaring start.
First, apologies for being a few hours late today - fighting some internet challenges earlier today. Thankfully, I finally got through! (Investor Day is coming to you live from Bangkok!)
Secondly, we’re starting to explore a new matching feature, where we’ll detect if a startup fits with your investing patterns, and notify you instantly. If you would be interested in beta testing, please let me know by responding directly to this email or shooting me a note sharan@onepager.vc!
With that, onto Investor Day 38 - there’s some really incredible startups in the line up today who are looking to move quick, so reach out ASAP!
Investor Day - 11 Startups, across the future of insurance, software engineering, the film industry, and much more
Our Favorite OnePagers
vly.ai - Meet the company that's not just enhancing developers, but replacing them entirely! Using the highest-ranking SWE-bench agent (outperforming Devin, Amazon Q, and others), vly.ai has created an end-to-end solution that automates the complete development lifecycle - from initial build to deployment and scaling. Their impressive start shows they're onto something big: $102K ARR within just 3 weeks of launch (!!!!!!), delivering over 80% cost savings for customers on production applications. Currently raising $2M at a $20M cap, they're focused on engineering and scaling distribution with an ambitious goal of reaching 100 customers and $2.4M ARR by September 2025.
Bytescare - Already at $1M ARR and profitable, this AI-powered platform is revolutionizing how brands fight digital piracy and counterfeiting. While companies typically lose 30% of revenues to unauthorized content, Bytescare's automated solution is changing the game with a 98% success rate and 30M+ takedowns to date. Their efficient two-month sales cycle brings in 7-8 new customers monthly, maintaining impressive 100%+ net revenue retention and 65%+ gross margins. With major clients like Pearson and The Times of India already onboard, they're now raising $3M to tackle the $4.5B North American market. The team has built a true automation platform that cuts response time from months to hours while covering hundreds of platforms simultaneously - delivering clear ROI with customers reporting 70K+ man-hours saved through their service.
Insured Nomads - The time has come to fix the broken world of insurance for remote teams! While distributed workforces struggle with a maze of providers and regulations across countries, this rapidly growing startup has created a unified platform that brings it all under one roof - and the market is loving it. Already at $2.4M GWP in beta stage, they're transforming how companies handle global coverage, slashing onboarding time from 40 to 5 hours while boosting employee coverage from 65% to 100%. With an impressive $28M pipeline for 2025, an 80/20 B2B to D2C strategy, and 30% gross margins, they're raising a $500K SAFE (at $8M cap) to capture their share of a market projected to hit $143.5B by 2033. Talk about bringing insurance into the remote work revolution!
Greenlit - Meet the startup bringing AI automation to Hollywood's back office! While the film industry focuses on the glitz and glamour, this rapidly growing platform is tackling the unglamorous but critical operations that can make or break a production. Their AI-powered tools are automating everything from budgeting to tax incentives, cutting production setup time from 2.5 years to just months. The market is responding enthusiastically - with 30% monthly user growth, 48% customer growth, and an impressive 61% MoM revenue growth. Founded by a unique blend of film and tech talent (including an early employee from YC-backed Squire and a founding engineer who built AI products before it was cool), they're already working with A-list and Oscar-winning talent teams. With six-figure enterprise contracts in the pipeline and strong backing from NYC's film community (100-200 leads per event), they're raising $500K to reach $500K ARR by Q4 2025.
Nosu - (You’ve prob seen them on twitter) What happens when two 21-year-old developer prodigies decide to revolutionize hackathons? Pure rocket ship growth! Built by Audrey Chen (20+ hackathon wins across Princeton and UPenn) and Aidan Gollan (completed Math and CS in 2.5 years), this AI-driven hackathon platform is redefining how developers discover and participate in tech's favorite competitive sport. The numbers tell an incredible story: In just 6 weeks, they've hit 15K MRR, attracted 3,900+ users (300 daily actives), and generated 80K site visits. Their viral appeal is undeniable - with 1.2M views across social media and partnerships ranging from YC startups to IPO companies. Investors are taking notice too, having already secured $68K of their $500K pre-seed round in just two weeks from angels and VCs. Talk about a founder-market fit!
Reach out to companies directly if you’re interested in learning more. If you’re reaching out to a lot, let us know, and we can help!
Thanks for reading and talk soon,
Sharan & Eric