UN

Ullas Naik

Founder and General Partner at Streamlined Ventures

Palo Alto, California

Work Experience

  • Founder and General Partner

    2013

    Streamlined Ventures is a seed-stage investment firm aimed at investing in software applications as well as the the enabling technologies and infrastructure underlying them. Our areas of interest involve companies that use data science, component AIs, APIs, software automation or Web3 technologies to disrupt the dynamics of their markets. The firm will lead or participate in seed rounds with an initial investment of up to $2,500,000. In the last 10 years alone the firm has seed invested in over 15 companies that are now valued at over $1Bn and nearly 40 companies that are valued at over $100M. More on our firm at our website - www.streamlined.vc.

2015 - 2016

  • Founder and General Partner

    2015 - 2016

    Cota Capital is an investment firm that partners with founders and management teams, often for the entire life of their company. The firm is thesis oriented and its investment fund structure allows it the flexibility to invest in companies at any stage of their evolution and stay with them for their life.

1995 - 2012

  • Angel Investor

    1995 - 2012

    Prior to founding Streamlined Ventures and co-founding Cota Capital, I had been an active angel investor for 20 years. I started angel investing in 1995 and invested in nearly 60 companies spanning Internet 1.0, Web 2.0, the mobile web and enterprise computing. Some examples of successful prior angel investments include Critical Path (CPTH), InterTrust (ITRU), iRobot (IRBT), Arbinet (ARBT), Sandforce (acquired by LSI), etc. Some of my current active investments include companies such as DoorDash, Rappi, Applovin, Addepar, Clever, TubiTV, OpenGov, inDinero, Mattermark, Bina Technologies (Roche), PubNub, CloudVolumes (VMWare), Citus Data, Signifyd, Bitnami (Microsoft), Mcube, Rescale, Knotch, Authy (Twilio), EasyPost, Wevorce, and Womply as well emerging funds such as Bullpen Capital.

  • Managing Director

    2003 - 2012

    I was a senior member of the investment team at Globespan/JAFCO America Ventures for 12 years and helped build the firm. I invested in the web, mobile web and enterprise infrastructure spaces. I also started the firm's cleantech practice. Examples of companies I had invested in and on whose boards I was on include BladeLogic (IPO - BLOG and acquired by BMC Software for $900M), Virident (acquired by Western Digital for almost $800M), Pirus Networks (acquired by Sun Microsystems), Revivio (acquired by Symantec), Nantero and numerous others. I was also involved in the firm's investments decisions in companies such as Palo Alto Networks (PANW), Roku (ROKU), Redfin (RDFN), UpWork (UPWK), Q1Labs (IBM), Quattro Wireless (AAPL), etc.

  • Managing Director

    2000 - 2003

    See description under Globespan - it was a spin-out from JAFCO America Ventures.

  • Senior Vice President

    1993 - 2000

    I was a senior research analyst at FAC Equities (which used to be known as First Albany). There my research coverage spanned client-server software technologies catering to the enterprise and then evolved to covering Internet 1.0 companies. In addition to being a widely published research analyst on the above themes and on companies within those themes, I was frequently in the media (television and print) commenting on the emerging Internet 1.0 phenomenon in the mid/late 1990s. In 2000, I was named by Fortune Magazine as one of the top analysts in the country and that same year, The Wall Street Journal named me a Wall Street All Star.

  • Vice President

    1993 - 1996

    See description under FAC Equities above (FAC Equities used to be known as First Albany).