Position Ventures

Jenny He is the firm's Founder and General Partner and the only named decision-maker in public materials. Her professional background is in strategic positioning and communications for founders, which she applies directly to investment selection and portfolio support. The firm has not disclosed additional partners, venture partners or an investment committee structure.

Public materials do not describe a formal deal-sourcing process, but the firm's thesis suggests flow is relationship-driven and built through He's network of founders. Her endorsement from Justin Kan, co-founder of Twitch, and references to partnering with 'the most iconic founders of our lifetime' signal access to repeat-founder circles in the Bay Area. The firm appears to rely on inbound founder referrals and direct outreach rather than a data-driven sourcing model.

Position Ventures operates as an operator-led early-stage fund. The firm's core service — positioning and communications strategy — is delivered directly by General Partner Jenny He rather than by a separate platform team. The lean structure, absence of named investment staff, and emphasis on narrative-building place it closer to solo-GP and founder-advisor models than to institutional multi-partner venture firms.

The firm has not disclosed its typical check size, ownership targets, board seat policy or whether it leads or follows in seed rounds. Its public positioning emphasizes partnership alongside founders rather than financial engineering, but specific deal structures and co-investor relationships remain unpublished.

The firm describes itself as an early-stage venture capital fund, specifically mentioning seed and start-up investments. It does not explicitly state whether it participates in pre-seed, Series A or later-stage rounds. The focus is on companies still forming their market positioning — generally pre-product-market-fit or early go-to-market.

The firm uses a generalist framing — 'founders who are building the future' — without listing excluded sectors. Its positioning expertise is equally applicable across enterprise, consumer and frontier tech, though no named portfolio companies confirm a sector concentration. Allocators should assume sector-agnostic selection with a potential tilt toward storyteller-driven categories like consumer brands, enterprise SaaS and marketplaces.

He spent her career advising hundreds of founders on positioning and communications strategy, working with both first-time entrepreneurs and established founders. She has not published a portfolio track record from a prior venture firm, nor disclosed specific companies she backed before forming Position Ventures. The firm's website frames her previous role as an advisor and builder of founder narratives rather than as a former GP at another fund.