About 01 Advisors
01 Advisors is a venture capital firm founded in 2018. It is primarily based out of San Francisco, United States. As of Jun 2025, 01 Advisors is an active investor, having invested in 40 companies, with 7 new investments in the last 12 months. It primarily invests in Series B round in United States based startups. Its investments are spread across a wide range of sectors from Enterprise Applications to High Tech and FinTech. Most recently it led the $33M Series B round of Attio along with Redpoint Ventures. This round also saw participation from Balderton Capital and other investors.
Overall, 01 Advisors portfolio has seen 8 unicorns and 1 acquisition including key companies like MasterClass, SpotOn and HoneyBook. A lot of funds co-invest with 01 Advisors, with names like Dick Costolo sharing a substantial percentage of its portfolio.
01 Advisors has team of 11 people including 8 partners.
Key Metrics
Team Members
Dick Costolo, &
Portfolio Count
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Series B, Series A &
Portfolio Acquisitions
Portfolio Soonicorns
01 Advisors' List of Top Investments
01 Advisors has a portfolio of 40 companies, including 8 unicorns. Their most notable investments are in SpotOn and Lendtable.Their portfolio spans across United States, Canada, IsraelÌý²¹²Ô»å 3 more locations. They have invested in Enterprise Applications, High Tech, FinTechÌý²¹²Ô»å 22 other sectors, across stages such as Series B, Series A Ìý²¹²Ô»å 3 more. Here is the list of top investments by 01 Advisors:1. MasterClass
MasterClass provides online courses delivered by celebrity experts. The company offers courses in writing, acting, singing, photography, and more. It offers video content, a class workbook, interactive assignments, and community activities. It has a subscription-based revenue model and it is accessible through mobile and the web. Its mobile app is available for Android and iOS devices.
Key facts about MasterClass
- Founded Year: 2012
- Location: San Francisco (United States)
- Valuation: $2.75B as on May 13, 2021
- Stage: Series F
- Total Funding till date: $461M
- Employee Count: 623 as on Dec 31, 2022
- Investors: IVP, New Enterprise Associates and 55 Others
- Latest Funding Round: Series F, May 13, 2021, $225M
- Highlight: Editors' Pick
2. SpotOn
Provider of cloud-based POS software solutions for businesses and service providers. The features include POS solutions, mobile and virtual terminals for payment processing, registration and appointment management, online ordering management, and marketing services. It caters to restaurants, hospitality management, professional services, health, beauty, and automotive industries.
Key facts about SpotOn
- Founded Year: 1999
- Location: San Francisco (United States)
- Valuation: $3.6B as on May 18, 2022
- Stage: Series F
- Total Funding till date: $900M
- Employee Count: 1,355 as on Dec 31, 2023
- Investors: Wellington, Mubadala and 12 Others
- Latest Funding Round: Series F, May 18, 2022, $300M
- Highlight: Editors' Pick

3. Observe.AI
Provider of AI-powered conversation intelligence and automation for contact centers. It offers a platform that uses AI to analyze customer interactions, providing insights for improved agent performance, operational efficiency, and customer experience. Key features include real-time agent assistance, automated quality assurance, and AI-powered agents for handling high-volume calls. The platform integrates with existing contact center technologies and provides comprehensive reporting and analytics. This allows businesses to optimize their contact center operations and improve customer satisfaction.
Key facts about Observe.AI
- Founded Year: 2017
- Location: Redwood City (United States)
- Stage: Series C
- Total Funding till date: $213M
- Employee Count: 202 as on Nov 30, 2024
- Investors: NGP Capital, Scale Venture Partners and 20 Others
- Latest Funding Round: Series C, Apr 12, 2022, $125M
- Highlight: Editors' Pick

4. HoneyBook
Client workflow process automation software. It offers client workflow process automation software for automating and managing business processes. Its features include customizable workflows, legit online signatures, project tracking, automated appointment requests, automated follow-ups, automated payment reminders, and automated task reminders based on projects. The app is available on Google Play Store and Apple App Store. It offers a subscription-based pricing model. Live Oak Films, The Perfect Posey, and Forever Taeken are part of its clientele.
Key facts about HoneyBook
- Founded Year: 2013
- Location: San Francisco (United States)
- Valuation: $2.4B as on Nov 03, 2021
- Stage: Series E
- Total Funding till date: $479M
- Employee Count: 66 as on Dec 31, 2022
- Investors: Annox Capital, Section Partners and 37 Others
- Latest Funding Round: Series E, Nov 03, 2021, $250M
- Highlight: Editors' Pick
5. Capchase
Provider of an online revenue-based financing platform for SaaS businesses. It offers to finance for recurring revenue tech-based companies. The user must sync the financial data from banks, accounting software, and subscriptions, and the financing amount is calculated based on it. It also offers blogs, runway calculators, and more.
Key facts about Capchase
- Founded Year: 2020
- Location: Cambridge (United States)
- Stage: Series B
- Total Funding till date: $495M
- Investors: Deutsche Bank, TVP and 17 Others
- Latest Funding Round: Conventional Debt, May 21, 2024, $114M
- Highlight: Editors' Pick
01 Advisors' Year-on-Year Investment Trends
01 Advisors has invested in 40 companies over the last 6 years, with an average of 7 new investments annually in the last 5 years. In 2024, it made 4 investments, while as of Jun 2025, it has made 6 investments in this year. Its most recent first time investment was in Laurel and most recent follow-on round was in Linear.
Year | No. of Investments | ||
---|---|---|---|
1stÌý¸é´Ç³Ü²Ô»å | Follow-on | Total | |
2025 (YTD) | 4 | 2 | 6 |
2024 | 4 | 0 | 4 |
2023 | 3 | 1 | 4 |
2022 | 4 | 0 | 4 |
2021 | 13 | 12 | 25 |
2020 | 11 | 1 | 12 |
2019 | 1 | 0 | 1 |

Get 01 Advisors' portfolio delivered to your inbox!
01 Advisors' Investments by Stage
01 Advisors has made 16 investments in Series B stage with an average round size of $43.9M, 13 investments in Series A stage with an average round size of $22.7M, 7 investments in Series C stage with an average round size of $74.6M, 2 investments in Series D stage with an average round size of $97.5M and 2 investments in Series E stage with an average round size of $125M.Note: We have considered here, only first round of investments
Stage of entry | No. of Investments |
---|---|
Series B | 16 |
Series A | 13 |
Series C | 7 |
Series D | 2 |
Series E | 2 |
01 Advisors' Investments by Sector
01 Advisors has a diverse portfolio, with companies operating in the Enterprise Applications, High Tech, Consumer, FinTech and Artificial Intelligence - Industry Applications. Notably, it has invested in 38 Tech companies, 30 Software companies, 27 Enterprise (B2B) companies and at least 21 companies focusing on Saas.
Note: We have considered here, only first round of investments
Sector | No. of Investments |
---|---|
Enterprise Applications | 27 |
High Tech | 13 |
Consumer | 8 |
FinTech | 8 |
Artificial Intelligence - Industry Applications | 7 |
Others | 51 |
01 Advisors' Investments by Geography
01 Advisors has made most investments in United States (35), followed by Canada where it has made 1 investment.
Note: We have considered here, only first round of investments
Country | No. of Investments |
---|---|
United States | 35 |
Canada | 1 |
Israel | 1 |
South Korea | 1 |
United Arab Emirates | 1 |
Others | 1 |
01 Advisors' recent investments
Here are the most recent investments by 01 Advisors:
Date | Company | Location | Round Details | Round Amount | Co-Investors |
---|---|---|---|---|---|
Jun 10, 2025 | United States | Series C | $82M | [+6] | |
Jun 10, 2025 | United States | Series C | $100M | IVP [+12] | |
May 21, 2025 | United States | Series B | $50M | SignalFire [+8] | |
Mar 21, 2025 | United States | Series C | $127M | Meritech [+11] | |
Feb 19, 2025 | United States | Series C | $75M | IVP [+8] |
Unicorns in 01 Advisors' Portfolio
Here is a list of unicorns in 01 Advisors' portfolio:
ÃØÃÜÑо¿Ëù Score | Company | Short Description | Founded year | Sector | Location | Company Stage | First Investment/ Acquisition Details |
---|---|---|---|---|---|---|---|
64 | Software solution for facility management and commercial contractors | 2018 | Santa Monica | Series C | wsywkjo | ||
46 | IT management software company | 2016 | New York City | Series D | xgqraei | ||
51 | SaaS-driven solution that tracks foot traffic in merchant stores | 2014 | San Francisco | Series D | fxedvs{ | ||
52 | Developer of blockchain-based video games | 2018 | Los Angeles | Series C | cfzlzud | ||
75 | Provider of cloud-based POS software solutions for businesses and service providers | 1999 | San Francisco | Series F | wexazjl |
Acquired companies in 01 Advisors' Portfolio
Here are 01 Advisors' portfolio companies that got acquired most recently:
Company | Acquisition Date | First Invested on | First Round of Investment | Round Size |
---|---|---|---|---|
Apr 28, 2025 | Jul 31, 2024 | Series B | $80.8M |
Team profile of 01 Advisors
01 Advisors has a team of 11 membersÌý¾±²Ô³¦±ô³Ü»å¾±²Ô²µ 8 Partners and 1 Principal located in United States and Bangladesh. 01 Advisors' team does not sit on the board of any company as of now.Here is a list of top team members in 01 Advisors:
Name | Designation | Location | Board Memberships | Contact details |
---|---|---|---|---|
Partner | Corte Madera | - | ||
Partner | Los Altos | - | ||
Partner | Mill Valley | - | ||
Partner | Menlo Park | - | ||
Partner | San Francisco | - | ||
Partner | Chattogram | - | - | |
Partner | Bishop | - | ||
Partner | San Francisco | - | ||
Principal | San Francisco | - |
Co-investors of 01 Advisors
Over the past 6 years, 562 investors have co-invested in 01 Advisors's portfolio companies.
- Invested before 01 Advisors:Ìý, Index Ventures and 245 others have invested in rounds before 01 Advisors. There are 5 companies where Y Combinator has invested before 01 Advisors and 5 companies where Index Ventures has invested before 01 Advisors.
- Top Co-investors of 01 Advisors:Ìý151 investors entered a company along with 01 Advisors. These include investors like Dick Costolo (3 companies).
- Invested after 01 Advisors:ÌýA total of 164 investors have invested in 01 Advisors's portfolio after their investments. Top Investors include a16z (3 companies), Eldridge Industries (2 companies) and G Squared (2 companies).

Get full list of 01 Advisors' co-investors delivered to your inbox!
Recent News related to 01 Advisors
•
•
•
•
•
•
FinSMEs•Jan 21, 2025•Render, 01 Advisors, Bessemer Venture Partners, General Catalyst and 4 others
•
•
•
FinSMEs•Aug 01, 2024•Protect AI, Evolution Equity Partners, 01 Advisors, StepStone Group and 7 others