The Watch · Investors

Inside for these desks

Your desk. Your shortlist.

Every company that maps to your firm's published 2026 asks. As many as actually fit. Each dossier is fund-fit, an illustrative valuation, and an exit map for that company. A login opens one desk. You do not see the others.

Inside for these desks

Y Combinator

Fall 2026 RFS matches inside: Primer, Multiplayer AI, compliance, self-maintaining APIs.

a16z

Empty this cycle. Machine Age hardware (chips, robots, datacenters) did not show. Apps and American Dynamism names land here when they clear the bar.

Antler

Not vibe-coding tools — they said they pass on those. Domain, regulated, and network-effect companies are inside.

Sequoia

Applied AI that owns the workflow, not a wrapper. Physical reindustrialization is empty this cycle.

Accel

Application-layer companies. Not foundation models.

Lightspeed

Agent-first in messy industries. Finished work, not copilots.

AKVC

Verifiable, trustworthy AI agents: calibrated evidence, policy enforcement, provenance and audit, and formal verification. Companies building that stack are inside. AKVC invests; affiliate AKVC Labs operates.

One login, one desk. Mapped to published asks. Not affiliated.

In the book

  1. 01Your firm's shortlist. Every name that maps to that desk's published asks. As many as fit.
  2. 02You see your desk. You do not see the other firms' books.
  3. 03Fund-fit: why it matches this desk, and where it is still hard.
  4. 04Valuation of the idea: illustrative comparable bands (seed / A / outcome). Not a 409A.
  5. 05Exit map specific to that company: who would buy it, why this product, likely path.
  6. 06Empty asks on your thesis this cycle, and new names when they clear your bar.

Price

USD $99 / month per desk.

Checkout is Stripe Link. Cards never hit this site. Name your firm at checkout.

Pay with Link Log in See a sample dossier

One book per desk

Your login opens one of these. The rest stay closed.

Not a partnership

Marks mean we have something inside relevant to that fund’s published 2026 asks. The Watch is not affiliated with, endorsed by, or a partner of Y Combinator, Andreessen Horowitz, Antler, Sequoia, Accel, or Lightspeed. Public theses only. The AKVC desk maps to AKVC’s own published thesis: AKVC invests; affiliate AKVC Labs operates. Not investment advice.