Semil Shah

Haystack; solo-capitalist pre-seed playbook, public letters

Semil Shah is the founder and general partner of Haystack, a pre-seed and seed-stage fund he built as a solo capitalist. He has backed early rounds in companies including DoorDash, Instacart, and Figma. He writes regularly on venture craft and fund-building via his Substack, making his investment thinking unusually public and systematic.