Oasis Investor Series: AMA with John Spindler, Twin Path Ventures
Twin Path Ventures is one of the most active early-stage investors backing UK-based AI-native and AI-enabled startups.
In this session, we’ll look at how they make investment decisions at seed, what builds conviction, what feels defensible, and where founders lose credibility.
What we’ll cover:
How Twin Path assesses AI-native from AI-enabled startups at seed
What technical and commercial defensibility looks like in practice
The early metrics and signals they prioritise
Where AI pitches commonly fall short
How they think about timing, traction, and market readiness
Why John Spindler
John is a Partner and Co-Founder at Twin Path Ventures, a seed-stage fund backing UK-based AI and AI-enabled startups from the earliest stages.
Previously CEO of Capital Enterprise, he has supported and connected hundreds of founders across the UK tech ecosystem. He brings both investor decision-making insight and knowledge of what early-stage success looks like in practice.
Moderated by David Gilgur
David is Co-Founder of Blue Lake VC and Oasis, supporting international founders building and scaling in the UK. As an investor and advisor, he works closely with early-stage teams navigating capital, positioning, and market entry.
Good fit if you’re:
Building an AI-native or AI-enabled startup
Pre-seed or seed, and preparing to raise
You’ll leave with:
A better grasp of what actually strengthens or weakens an AI seed pitch.
About the Oasis Investor Series
The Oasis Investors Series is a set of small-group sessions with active early-stage investors. No pitching, just conversations you won’t find on stage.