NEST EGG

Founder and Managing Partner Tarak Bhatt is the central decision-maker. Bhatt's background includes engineering and product roles at Palantir, Goldman Sachs, and IBM, and the firm's investment process reflects his quantitative orientation. The team is lean, with Bhatt acting as the primary GP, which keeps diligence and decision velocity high — a deliberate design choice for pre-seed investing.

NEST EGG has backed over 100 companies since 2016, implying a pace of roughly 12–20 investments per year. The firm writes first checks at pre-seed and seed, and Bhatt has publicly described the model as treating venture as an actuarial portfolio-construction problem — writing many small initial checks and doubling down selectively on winners.

NEST EGG primarily writes first checks and has led pre-seed rounds, though the firm also participates alongside other early-stage investors. The strategy is not formally disclosed as lead-only or follow-only; evidence from portfolio companies like Alloy and Blockdaemon suggests NEST EGG often enters at the earliest stages and supports through follow-on rounds.

NEST EGG has not published a formal exclusion list. However, the portfolio's public composition — enterprise software, fintech, digital health, proptech, cybersecurity, AI/ML, and mobility — suggests the firm avoids consumer social, biotech, and capital-intensive clean-tech hardware where the early-stage risk profile differs substantially from its core enterprise and deep-tech focus.

Deal flow is predominantly founder-driven and network-based, anchored in Tarak Bhatt's technical operator background. Bhatt's tenure at Palantir and Goldman Sachs, combined with a decade of active pre-seed investing, has built a referral pipeline through repeat founders, engineering leaders, and technical angels. The firm does not operate a content-marketing or scout program — sourcing is distinctly high-touch and selective.