AMPLIFY PARTNERS Amplify Partners raises $900M across three funds including first Digital Biology fund Mike Dauber: "Early stage investing is deeply personal - not about spreadsheets" Chainguard leads software supply chain security - Dauber-backed from seed Temporal powers distributed applications for engineering teams worldwide Amplify AI Engineering Report: surveying how engineers actually build with AI Forbes Midas Brink List 2014 - before the $900M, there was the vision BuddyBuild acquired by Apple // StackRox acquired by Red Hat // Determined AI acquired by HPE 13+ unicorns, 5 IPOs, 50+ acquisitions across the Amplify portfolio Hardware engineer to enterprise sales to venture capital - the long way around, on purpose AMPLIFY PARTNERS Amplify Partners raises $900M across three funds including first Digital Biology fund Mike Dauber: "Early stage investing is deeply personal - not about spreadsheets" Chainguard leads software supply chain security - Dauber-backed from seed Temporal powers distributed applications for engineering teams worldwide Amplify AI Engineering Report: surveying how engineers actually build with AI Forbes Midas Brink List 2014 - before the $900M, there was the vision BuddyBuild acquired by Apple // StackRox acquired by Red Hat // Determined AI acquired by HPE 13+ unicorns, 5 IPOs, 50+ acquisitions across the Amplify portfolio Hardware engineer to enterprise sales to venture capital - the long way around, on purpose
General Partner / Amplify Partners

Mike Dauber

He wired chips before he wrote checks. That sequence matters more than you'd think.

Venture Capital Infrastructure Developer Tools Cybersecurity AI/ML
$900M Latest Fund Raise
170+ Portfolio Companies
13+ Unicorns
11yr At Amplify
Mike Dauber, General Partner at Amplify Partners
Mike Dauber / Amplify Partners
5 IPOs
50+ Acquisitions
3 New Funds (2025)
$400M Fund VI
$200M Amplify Bio I

The Engineer Who Bets on Engineers

Mike Dauber started at Thomas Jefferson High School for Science and Technology - a school so competitive that getting in is itself an achievement, in a zip code full of people who collect achievements. From there: an electrical engineering degree at Michigan, semiconductors at Velio Communications, enterprise sales at Altera selling FPGAs to Cisco, and then Wharton for an MBA. That's a specific detour.

Most venture capitalists arrive from one direction: finance, consulting, or a single successful startup. Dauber arrived from three directions at once. He understands what it means to design chips. He understands what it means to walk into a Cisco procurement meeting and explain why your product matters. And he has the financial fluency to structure a term sheet. That combination is rarer than it sounds, and the founders who work with him notice it immediately.

In 2008, he joined Battery Ventures as an investor focused on early-stage enterprise infrastructure. The bets from those years tell the story: Splunk went to NASDAQ. RelateIQ went to Salesforce. Platfora went to Workday. By 2014, Forbes had him on the Midas Brink List - the publication's watch list for investors on the way up.

"Early stage investing is deeply personal. It's not about spreadsheets and customer references."
Mike Dauber, Amplify Partners

Then he left Battery for something smaller, riskier, and more intentional. Sunil Dhaliwal had left Battery first to start Amplify Partners, a firm with one explicit mission: build a haven for technical founders. Dauber joined in August 2014, when Amplify had one fund, roughly $50 million, and two partners. At the time, he told Fortune the simple version of why he did it: "I've always wanted to go off and do my own thing."

The longer version involves a thesis. Dauber believes the next $1.5 trillion in enterprise tech market cap was going to belong to the companies dismantling the incumbents - and that the founders doing the dismantling would be practitioners, people who had lived inside the broken systems they were now rebuilding. His job was to find them before anyone else did.

"If venture capital really is about finding outliers, and outliers really do cluster together, then maybe - just maybe - the best way to find them is to build a firm full of outliers and let them loose on the world."
Mike Dauber (@dauber) on Twitter/X

What does "practitioner founder" mean in practice? It means the founder has worn the badge, attended the standups, debugged the production incident at 2am. It means they understand the buyer not from customer discovery calls, but from having been the buyer. Dauber looks for founders who are "deeply steeped in their domain, have something to prove, and are borderline obsessed with their ideas." The last part is not a cliche - obsession, in his reading, is a feature, not a red flag.

The results at Amplify have backed the thesis. The firm has grown from $50 million across two partners to over $900 million across nine. The portfolio includes Chainguard, which is redefining how software supply chains get secured; Temporal, which makes distributed application development dramatically more reliable; Gremlin, which pioneered chaos engineering as a discipline; and SiMa.ai, which built purpose-built machine learning hardware that has raised over $260 million. Across 170+ investments, Amplify has produced 13 unicorns, five IPOs, and more than fifty acquisitions.

Dauber's engineering background shows up in his investment philosophy in a specific way. He cites the core lesson from his hardware days: "Everything is about tradeoffs, and you get nothing for free." Early-stage investing requires constant triage - which metrics matter now, which founders should focus where, which partnerships are worth pursuing. Someone who learned to optimize systems under constraint brings a different kind of patience to founder coaching.

"Time kills more companies than dollars."
SaaStr Podcast, Episode #139

That quote comes from a SaaStr podcast appearance where Dauber broke down why founders conflate revenue traction with fundraising success, and why they should think of runway as time rather than money. The title of the episode - "Why Hiring Sales People Is Like Being Thirsty" - is the kind of thing that sounds like a bumper sticker until you hear the explanation, at which point it becomes the framework you use for every subsequent sales hire decision.

In June 2025, Amplify announced the close of three new funds totaling $900 million: Fund VI at $400 million for seed and Series A, Fund VI Select at $300 million for follow-on as portfolio companies scale, and Amplify Bio I at $200 million - the firm's first dedicated digital biology fund. That last vehicle is a significant bet. The same technical founder thesis that worked for cloud infrastructure and cybersecurity is now being applied to biology: practitioners who understand sequencing, computation, and drug discovery, building tools and platforms that the life sciences industry hasn't seen yet.

Dauber marked eleven years at the firm when those funds closed. His post on LinkedIn at the time: "When I joined this journey 11 years ago it was to build the haven for technical founders, and nothing has changed except we have far more resources than I ever imagined to help the people we're built to serve." That's either a satisfying way to end a sentence or the setup for the next eleven years. Knowing Dauber's track record, likely both.

The Long Way Around

~2001-2003 Hardware Engineer at Velio Communications - learned how chips are built, not just bought
2003-2006 Sales & Business Development at Altera - managed the Cisco account, responsible for communications OEM relationships
2006-2008 Solutions Engineering & Marketing at Xilinx - completed his semiconductor education on the go-to-market side
2008 Joined Battery Ventures as investor - West Coast, early-stage enterprise infrastructure focus
2014 Named to Forbes Midas Brink List - recognition of up-and-coming investors with Midas potential
Aug 2014 Left Battery to join Amplify Partners as General Partner alongside Sunil Dhaliwal
2020 Speaker at Stanford/NVCA Venture Capital Symposium; continued building Amplify's portfolio through Fund IV and V
June 2025 Amplify closes $900M across Fund VI, Fund VI Select, and Amplify Bio I - firm's largest raise and first Bio fund

The Thomas Jefferson Effect

Before Michigan. Before Wharton. Before Battery. Dauber attended Thomas Jefferson High School for Science and Technology in Northern Virginia - consistently ranked among the most selective STEM high schools in the United States.

The school places students in a peer network of elite engineers and scientists from a formative age. The alumni network is notoriously tight. For someone who would later build a career on identifying exceptional technical talent, learning to recognize it starts earlier than most people think.

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University of Michigan

B.S.E. Electrical Engineering - the technical foundation. Not a soft pivot to business, but the hard sciences first.

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Wharton MBA, Economics

The business layer added on top of engineering fundamentals - giving Dauber fluency in both languages founders and boards speak.

Bets That Paid Off

From Splunk's IPO at Battery to Chainguard's dominance in supply chain security at Amplify - a career measured in outcomes, not opinions.

Active Investments (Amplify)

Company Category
Chainguard Software Supply Chain Security Active
Temporal Distributed Application Infrastructure Active
Gremlin Chaos Engineering / Resilience Active
SiMa.ai ML System-on-Chip ($260M+ raised) Active
Scribe Workflow AI Documentation Active
Primer Text Intelligence for Enterprises Active
Luma AI 3D Capture / AI Video ($1.1B raised) Active
Archera Cloud Resource Automation Active

Key Exits

Company Outcome
Splunk NASDAQ IPO (Battery era) Exit
BuddyBuild Acquired by Apple Exit
StackRox Acquired by Red Hat Exit
Determined AI Acquired by HPE Exit
LightCyber Acquired by Palo Alto Networks Exit
Cmd (Outlyer) Acquired by Elastic Exit
Integris Software Acquired by OneTrust Exit
RelateIQ Acquired by Salesforce (Battery era) Exit

Investment Focus Areas

Developer Tools Cloud Infrastructure Cybersecurity AI / ML Data Platforms Enterprise Software Digital Biology DevOps Software Supply Chain GPU Infrastructure

How He Thinks

🔧

Practitioner Founders Win

Dauber looks for founders who have been the buyer, the builder, and the debugger. They understand pain from the inside. That's not a resume preference - it's a signal about how fast they'll find product-market fit.

Time is the Real Resource

"Time kills more companies than dollars." Founders who treat runway as time rather than money make different decisions - about when to hire, when to pivot, when to push. Dauber coaches to this directly.

🎯

Domain Expertise, Non-Negotiable

He publicly challenges the idea of generalist enterprise investing. Non-domain experts shouldn't back specialized sectors like cybersecurity. The asymmetry of information is too large. He picks a lane and stays in it.

🌀

Anti-Partner-Voting-Club

His firm operates on a different governance model - partners can back non-consensus companies without requiring committee approval. The theory: outliers won't survive consensus filters. So remove the filter.

⚖️

Tradeoffs Are Everywhere

The hardware engineer's lesson: nothing is free, everything costs something else. This shows up in how Dauber thinks about startup decisions - not as right or wrong, but as a series of tradeoffs with compounding consequences.

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Seed to Scale, Together

Amplify built Fund VI Select - a $300M follow-on vehicle - specifically to stay involved as portfolio companies grow. The relationship isn't a handoff after Series A. It's a commitment that scales with the company.

What Founders Actually Say

Jennifer Smith, Scribe

"Mike is my go-to whether it's advice, an intro, or tough love."

Krishna Rangasayee, SiMa.ai

Praised Dauber's intellectual capacity and his genuine partnership approach - the willingness to think hard about hard problems alongside the founders he backs.

Dennis Pilarinos, BuddyBuild (acquired by Apple)

Valued his balanced mentorship style - hands-on enough to matter, autonomous enough not to micromanage. Both things at once.

Sunil Dhaliwal, Co-Founder of Amplify Partners

"His dedication to supporting entrepreneurs is second to none" and he is "a cornerstone of the firm." From a partner, not a portfolio company - the internal proof of concept.

The Quotes That Matter

"

Early stage investing is deeply personal. It's not about spreadsheets and customer references.

"

If venture capital really is about finding outliers, and outliers really do cluster together, then maybe - just maybe - the best way to find them is to build a firm full of outliers and let them loose on the world.

"

Time kills more companies than dollars.

"

Everything is about tradeoffs, and you get nothing for free.

"

I've always wanted to go off and do my own thing, and you couple that with the idea that $1.5 trillion in market cap is shifting in the space where Amplify focuses.

"

When I joined this journey 11 years ago it was to build the haven for technical founders, and nothing has changed except we have far more resources than I ever imagined to help the people we're built to serve.

Mike Dauber Speaking

Things Worth Knowing

  • 01 Molly, his Goldendoodle, is a regular at the Amplify Partners office. The firm's culture makes room for that sort of thing.
  • 02 He's a committed DC sports fan - an identity that survived two decades in Silicon Valley, which is its own kind of resilience.
  • 03 Thomas Jefferson High School for Science and Technology is where it started - one of the most selective STEM high schools in America, sitting in Northern Virginia's tech corridor.
  • 04 He sold FPGAs to Cisco before he ever wrote a term sheet. The sales experience is real, not theoretical - which is why founders trust his go-to-market advice.
  • 05 Co-authors the annual Amplify AI Engineering Report - a survey of hundreds of practicing engineers on how AI is being adopted and built. Real data, not trend forecasting.
  • 06 Advocates vocally for meritocracy-based education and immigration policy that keeps technical talent in the US - his public posts reflect the stakes he puts on the outcome.
  • 07 The "anti-partner-voting-club" philosophy means he actively chose a structure where good investments don't die by committee. This isn't an accident - it was designed.

The 2025 AI Engineering Report

Every year, Amplify surveys hundreds of practicing engineers on where AI development is actually going - what tools they use, what they trust, where the gaps are.

Dauber co-authors the report. The goal is a ground-truth signal on AI adoption, not market commentary. Engineers answer the questions that engineers actually have. That's a different dataset than what most VCs are reading.

Read the 2025 Report →

Amplify Bio I - The New Frontier

In 2025, Amplify raised a $200 million dedicated digital biology fund - its first. The same thesis that worked for cloud infrastructure is being applied to biology: practitioners who understand sequencing, computation, and drug discovery, building tools that the life sciences industry hasn't seen.

Dauber is one of the architects of this extension. The bet is that technical founder dynamics don't stop at software.

Find Mike Online