Davidovs Venture Collective
About Davidovs Venture Collective
DVC is an AI-native venture collective for technical outliers. The firm invests early, selectively increases ownership as evidence compounds, and supports founders through a working network of technical founders, engineers, researchers, and operators. DVC runs its investment and portfolio workflows on DVC VentureOS. Per Crunchbase, Davidovs Venture Collective has made 196 investments, 3 as lead investor across 168 portfolio companies, with 8 exits.
Marina Davidova and Nick Davidov, a married couple and repeat founders, started DVC in 2021 with about 50 LPs. Davidova is Managing Partner. She previously co-founded Cherry Labs, which exited, and worked as an investor at Gagarin Capital. Davidov co-founded Cherry Labs and Gagarin Capital and was part of iTech Capital. Until the AI fund launched they were the only general partners. Mel Guymon and Charles Ferguson then joined as partners focused on the AI Fund. Guymon's background includes IMVU, Yahoo and Google. Ferguson was an LP and deal captain in the seed fund. Alexey Rybak, a product leader at Meta, is a venture partner across both funds. The firm's site lists 420+ LPs and founders in the collective.
DVC runs two vehicles. The Seed Fund is rolling and backs AI startups led by repeat founders, mainly in the US. DVC AI Fund I is a $75M fund announced in 2025 for follow-ons at Series A and B, intended to pre-empt a company's next raise. Press coverage says the seed fund had put more than $20M into 120 startups at the time of that announcement. The firm says it automates deal sourcing and diligence with AI agents. It also uses its LP network to source deals and support companies. DVC led Servamind's $1.2M pre-seed round. Servamind builds data and compute layers for training and running AI models. The Lounge deals desk lists three recent AI rounds: All3 (Seed, $25M, April 2026), Sooth Labs (Seed, $50M, April 2026) and Mozart AI (Seed, $6M, February 2026).
The firm's site gives $100K to $300K for pre-seed and seed checks. It gives $1M to $3M for Series A and B follow-ons from DVC AI Fund I. A founder Q&A about the fund cites $1M to $5M, so confirm the upper end directly with the firm. Older third-party listings show lower seed ranges, such as $50K to $200K, which predate the current site. DVC does not publish a target ownership percentage.
- Perplexity: AI answer engine, early backer of the company.
- Etched: AI chipmaker, early backer.
- Thinking Machines Lab: AI lab founded by former OpenAI CTO Mira Murati, seed round per Crunchbase.
- Higgsfield: AI video company, listed by DVC as an early investment.
- Servamind: data and compute layers for AI models, $1.2M pre-seed led by DVC.
- Mem0, Rhoda AI, Avoca and Zencoder: AI companies listed on the DVC site.
- dvc.ai
- davidovs.com
- pathfounders.com/p/dvc-davidovs-venture-collective-vc-raise-75m-ai-age
- murphcapital.substack.com/p/emerging-manager-q-and-a-nick-davidov
- servamind.com/blog/servamind-pre-seed
- crunchbase.com/organization/davidovs-vc
- venture.angellist.com/v/back/davidovs-venture-capital
- hub.waveup.com/funds/davidovs-venture-capital
Investing activity
Davidovs Venture Collective has made 196 investments according to Crunchbase across 168 portfolio companies, and has led 3 rounds and seen 8 exits.
Davidovs Venture Collective appears in 3 AI deals tracked by the Lounge deals desk, rounds totalling $75M. The rounds are mostly Seed, with a median round size of $25M and the largest at $50M. The most recent are All3 (Seed, $25M, Apr 2026), Sooth Labs (Seed, $50M, Apr 2026) and Mozart AI (Seed, $6M, Feb 2026).
Davidovs Venture Collective most often invests alongside RTP Global, s16vc, VNV Global and Begin Capital, and the companies it backs on Lounge are mostly in AI.
Deals
Frequently asked questions about Davidovs Venture Collective
Who founded Davidovs Venture Collective?
Marina Davidova and Nick Davidov founded DVC in 2021. Both are repeat founders. They previously built Cherry Labs and Gagarin Capital.
How much does Davidovs Venture Collective invest in AI startups?
The firm's site lists $100K to $300K at pre-seed and seed, and $1M to $3M at Series A and B from DVC AI Fund I.
How big is DVC AI Fund I?
Press coverage in 2025 reported that DVC raised $75M for AI Fund I. The fund targets Series A and B AI companies already in the seed portfolio.
What kind of founders does DVC back?
DVC says it focuses on AI startups led by repeat founders, mainly in the US. Its own site says first-time founders are not the main target.
Which AI companies has Davidovs Venture Collective backed?
DVC lists Perplexity, Etched, Thinking Machines Lab, Higgsfield, Rhoda AI, Avoca and Mem0 among its investments. It also led Servamind's $1.2M pre-seed.
What AI companies has Davidovs Venture Collective invested in?
Davidovs Venture Collective's AI investments include All3, Sooth Labs and Mozart AI. The 3 rounds on Lounge are listed on this page with amounts, dates and co-investors.
Where is Davidovs Venture Collective based?
Davidovs Venture Collective is based in Los Altos Hills, California, United States.
What stage does Davidovs Venture Collective invest at?
In the rounds tracked on Lounge, Davidovs Venture Collective has invested at Seed, with a median round of $25M.
Who does Davidovs Venture Collective co-invest with?
Davidovs Venture Collective's most frequent co-investors on Lounge are RTP Global (1 deal), s16vc (1 deal), VNV Global (1 deal), Begin Capital (1 deal) and SuperSeed Ventures (1 deal).
How can founders reach Davidovs Venture Collective?
Founders on Lounge can see Davidovs Venture Collective's contact details in AI Investor Contacts (paid plans), check for a warm introduction through members who worked with the firm under Warm Paths, and add Davidovs Venture Collective to their Investor Pipeline to track the conversation.