5 Years of DVC — What We Learned

​Marina and Nick started investing in and building AI companies 12 years ago, and when it came to building DVC, they built it as one of the first AI-native VC firms.

​Our firm has just turned five years old and can boast some unprecedented results: 7 unicorns from seed, over 5x TVPI on the first fund, a $75M Fund II, 480 community members, and AI workflows that allow us to remove common bottlenecks of a VC firm.

​THE SESSION

• ​Five years, in numbers — the portfolio, the pace, and the distribution

• ​Community compounds — who the DVC founder is, why they reach us early, and how a collective of 220+ LPs across engineering, research, founding, angel investing, and VC contributes to the pipeline

• ​AI demands fast decisions — what we changed in our investment process to move at AI speed, what we learned, and DVC VentureOS live on screen

• ​How we see the AI infrastructure stack — our current map of the market and the three theses we are underwriting now

• ​Open Q&A

​WHO THIS IS FOR

• ​Angel investors active in AI

• ​Operators and executives at technology companies

• ​Founders who have exited, or are exiting

• ​Family offices and allocators

• ​Readers of our State of AI report

• ​Anyone tracking the AI market

​DETAILS

​Friday 2 October 2026 · 09:00 PT / 12:00 ET / 18:00 CEST

​Free, registration required. Room capped at 100.

​Speakers: Marina and Nick Davidovs.

​DVC is an AI-native venture collective for technical outliers. The firm invests early, selectively increases ownership as evidence compounds, and supports founders through a working network of technical founders, engineers, researchers, and operators. DVC runs its investment and portfolio workflows on DVC VentureOS.