A Letter to Founders

Why I'm joining FPV Ventures

I'm excited to announce that I'm joining FPV Ventures as a Partner.

When I made the decision to move from operating to investing, many people asked: "Why now? Why not start another company?" It's a fair question. This is an incredible time to build, especially in AI. But when I reflected on what truly energizes me, what I wake up thinking about, it wasn't building my own company. It was those moments helping founders navigate their idea maze, pushing through to product-market fit, watching them transform ambitious visions into reality.

I've been the first PM at multiple startups, an early product person at four companies back-to-back. Each time, the magic wasn't in what I built. It was in amplifying what exceptional entrepreneurs could achieve when someone genuinely invested in their success.

After spending the past year at Khosla Ventures, I discovered something important: I love helping founders, plural not singular. I realized I could help more people from this seat. And I realized I only want to focus on the early stages, where the real building happens.

How I Work With Founders

I think like a builder but act like an investor. This is your company. I'm not here to meddle with your secret sauce or impose my playbook. My role is to enhance what makes you exceptional and push you toward the most ambitious version of yourself, even when that means challenging your assumptions rather than cheerleading.

I focus on what matters at the earliest stages. Two things make or break early companies: finding your path through the idea maze to create something 10x better than what exists, and achieving product-market fit. My entire career has been about these inflection points. That's where I can help most.

I show up. Not just with capital, but with genuine engagement. Early mornings brainstorming product direction. Late nights working through tough decisions. Sharing technical papers for what’s being built on the edge. Being the first call when things get hard. This isn't about office hours or scheduled check-ins. It's about actually giving a damn about what you're building.

Why FPV

The name says it all: Founder's Point of View. Wesley and Pegah have built something special: a firm that combines the rigor needed to build category-defining companies with the empathy to support founders through the inevitable challenges. They're a complementary duo who understand that great companies aren't just built on metrics, but on trust and partnership.

We're a generalist fund that recently closed $525M for Fund II, bringing our total to $1B under management. But the numbers only tell part of the story. Ask the founders of Canva, Monarch Money, XOPS, Enveda Biosciences, or Strand Therapeutics why they love working with Wes and Pegah, and you'll hear the same themes: genuine partnership, strategic clarity, and unwavering support through the hardest moments of building.

I'm joining them because I believe in their approach and want to help build on what they've started. We're committed to backing founders at the earliest stages, when the path forward is still uncertain but the potential is greatest.

Where We're Heading

I spend my time thinking about the transformations ahead. How generative worlds will reshape our relationship with AI. Why memory will be the defining feature that separates transformative products from incremental ones. How AI will eliminate the work behind the work, freeing us to focus on what matters. What comes after we move beyond chat interfaces to more natural interactions.

These aren't just intellectual exercises. They're frameworks for identifying which founders are building for the future that's actually coming, not the one everyone assumes. The best founders I work with are already thinking this way. They see around corners because they're building for what’s coming next, not following playbooks.

I'm not here to tell war stories from my operating days or pretend I have all the answers. I'm here with a prepared mind, strong convictions about where technology is heading, and an unwavering commitment to your success.

The best part of my career has been helping entrepreneurs achieve their missions. Now I get to do that full-time, with more founders, across more categories. If you're a founder with latitude and want investors who will match your intensity while respecting your autonomy, let's talk (nikunj at fpvventures dot com).