Builders VC

Builders VC is a San Francisco-based venture firm that invests in ‘old industries’ undergoing digital transformation — healthcare, agriculture, manufacturing, construction, and adjacent sectors that have been slow to adopt modern software and AI. The firm’s positioning is sharp and well-articulated: they back founders applying technology to industries with real operating complexity, and they prefer companies where the moat is built through deep customer understanding and operational integration rather than pure technology. Healthcare is a meaningful pillar, with a portfolio that includes clinical AI, provider-facing tools, and life sciences software. Stage focus is seed and Series A, with check sizes plausibly $2M to $10M and a willingness to lead in their thesis. Founders who should approach: healthcare AI founders building for hospitals, clinics, and provider operations — pathology, radiology, ambient documentation, RCM, supply chain, life sciences manufacturing — particularly those who have operating credibility in the industry they are disrupting. Founders who should not approach: consumer-direct health apps, pure-software platforms with no industry-specific integration, and biotech that requires a specialist therapeutics-focused lead. Builders VC’s value-add is operator engagement at the board level, customer introductions in legacy industries, and downstream investor relationships at growth-stage funds that respect their thesis. Entry path is warm introduction through portfolio CEOs, the SF healthcare and AI operating community, or co-investors active in vertical software for incumbent industries. Their LinkedIn and Crunchbase pages list partners and portfolio. Direct outreach to specific partners on LinkedIn is reasonable when paired with a clear thesis-fit articulation.