developer-first
(6)
The VC Firm That Turns Great Code Into a Company
Heavybit backs the software beneath the software - then helps technical founders do the part code cannot: find a market, price the product and build a durable company.
Didit
Didit is a San Francisco-based identity and fraud infrastructure company building one API for KYC, KYB, AML, biometrics, liveness and transaction monitoring across 220+ countries and 14,000+ document types. Founded by identical-twin brothers Alberto and Alejandro Rosas, it offers 500 free verifications per month forever and pay-as-you-go pricing from $0.33 per KYC check, aiming to become the identity layer for an internet where telling humans from bots is getting harder.
Unifold
Unifold is a developer-first API and SDK that lets any app accept on-chain deposits across any blockchain and token in under 10 lines of code. It handles the full deposit flow - cross-chain routing, gas abstraction, compliance checks, and settlement - so users never have to think about chain IDs, bridging, or which version of USDC to use. Founded in 2026 by a team that previously built wallet infrastructure onboarding 30M+ users to apps like Phantom and Polymarket, Unifold is a Y Combinator Winter 2026 company based in New York City.
Shaped
Shaped is a New York-based AI company that builds a real-time relevance engine for recommendations, search, and agent retrieval. Its managed platform, Shaped Cloud, combines embeddings, machine-learning models, and fresh behavioral data to return personalized results in under 50 milliseconds, letting product and engineering teams add for-you feeds, hybrid search, and personalized discovery without building ranking infrastructure from scratch. Founded in 2021 by Tullie Murrell, Daniel Camilleri, and Shai Bruhis, the company raised an $8M Series A led by Madrona in 2024 and was acquired by live-commerce marketplace Whatnot in July 2026.
Rogue Games, Inc.
Rogue Games, Inc. is an independent video game publisher based in Los Angeles that backs bold, offbeat games across mobile, console, and PC. Founded in 2017 by industry veterans - including former IGN founding editor and Apple App Store editorial lead Matt Casamassina - Rogue pairs a developer-first publishing model with its own technology to bring titles like SPRAWL, Highwater, Cookie Cutter, and Super Impossible Road to Steam, Epic, PlayStation, Xbox, Nintendo Switch, and Apple platforms.
Alpaca
Alpaca is a developer-first brokerage infrastructure company providing APIs and a self-clearing custody platform that lets fintechs, banks and trading apps embed access to US stocks, options, crypto and fixed income for customers in 40+ countries. Often called the AWS of finance, it powers more than 300 financial institutions and millions of brokerage accounts globally.