Breyer Capital retweeted
one of the central paradoxes of genetic medicine is that our ability to elucidate the molecular basis of disease has advanced far more rapidly than our ability to intervene therapeutically with comparable precision.
the central bottleneck is increasingly not target identification, but the ability to deliver the right modality to the right tissue.
Soufflé's receptor-mediated delivery platform represents a compelling approach to bridging that divide, with initial applications in facioscapulohumeral muscular dystrophy (FSHD) and heart failure.
we are excited to invest again in Amir Nashat and the Soufflé team as they work to translate advances in delivery biology into a broader repertoire of genetic medicines. congratulations on an oversubscribed $135M Series B financing!
@jimihendrixlive
Breyer Capital retweeted
In our newest episode of TechBio Talks, we explore how AI and clinical data are converging to reshape the future of medicine.
CEO of Recursion, Najat Khan, PhD talks with Dr. Morgan Cheatham, Partner and Head of Healthcare and Life Sciences at Breyer Capital. As a physician, medical geneticist, and investor, Morgan brings a unique perspective, having spent nearly a decade backing category-defining companies spanning diagnostics, therapeutics, and care delivery.
We unpack:
🚀How AI is reshaping the fundamentals of biotech value creation
💊Why “modality market fit” is crucial for matching treatments to patient tolerance
🔬Closing the loop between the wet lab, dry lab, and the clinic
🧬Recasting medicine as an information science to close the gap between discovery and care
Listen and follow on:
YouTube: youtu.be/LmVszrLN0cg?si=5ZF_…
Spotify: open.spotify.com/episode/6BE…
Breyer Capital retweeted
Doug is a long-time colleague and extraordinary at what he does, and this was a terrific conversation.
Toward the end of the interview, he recalled hearing me turn down a company and said, “The founders are going to walk away from this thinking they won the lottery. I was always an admirer of how he (Jim) could do that.”
I’ve always tried to pass on companies with as much grace and thoughtfulness as possible, as well as give the reasons why. The founders we meet are so often universally high-quality people taking on something incredibly difficult. Like many of the very best Venture Capitalists, we have always felt that they deserve respect, whether or not we ultimately invest.
There’s also an important element of humility in saying no. Investors get things wrong, companies evolve, and circumstances change. If I missed something, I always want to be able to revisit the conversation with a founder and, hopefully, find a way to work together down the road. This has occurred many times, and with some of our best deals.
My conversation with @dougleone, partner at @sequoia.
0:00 How to Dominate for Decades
3:17 Turning Fear Into a Tailwind
5:40 Immigrant Drive, Hard Work & the Beach Club
12:19 Simplifying Life & Choosing Discomfort
14:37 The Homeless Sequoia Partner With No Plan B
16:49 Stepping Down, Coming Back & Starting Over
20:04 Why AI Is Different From Every Previous Technology Shift
22:13 Doug's Three Investment Heuristics
23:52 The Cost of Selling Great Companies Too Early
25:39 Helping Founders Turn Products Into Businesses
28:28 David Vélez, Nubank & the Psychology of Founder Support
32:25 Why Founders Must Remain the Soul of the Company
36:13 Torturing Yourself Into Greatness
39:57 Don Valentine, Succession & the Sequoia School of Hard Knocks
44:28 Staying Grounded & Developing a Sniffer for People
47:46 Hypercompetitive With a Heart of Gold
50:13 Fred Luddy, Israeli Founders & Radical Directness
52:28 Trust Is the Accelerant of Business
59:57 Starting From Zero & Hunting for the Next Great Founder
1:05:59 Architect Your Board Like Your Product
1:10:24 Truth, Disagreement & the Art of Difficult Feedback
1:13:43 Humanity, Introversion & the Value of Relationships
1:18:18 What Doug Learned From Michael Moritz
Includes paid partnerships.
Breyer Capital retweeted
We’ve just led the first financing for 5x founder @AlanJamesCurtis' newest company - joined by friends like Jerry Yang (Yahoo), Anne Wojcicki (23andMe), and Joe Dowling (Blackstone).
This is the fourth time we’ve backed Alan. Every time, he’s delivered successful exits. He’s a relentless executor and strategist.
Now, Alan is building what we believe will become the leading AI invention network - on a critical mission to help inventors win and have a share in the value of their ideas.
Breyer Capital retweeted
@circle $CRCL rang the @NYSE bell. A huge moment for stablecoins and proof of our day 0 thesis at @breyercapital: regulated rails drive adoption. Congrats @circle & @jerallaire @psneville. We are proud to be Circle's first check + to be backing Circle alumni @catena_labs, @cmsholdings & @heirloomcarbon
Breyer Capital retweeted
We led @catena_labs pre-seed and are thrilled to double down as they raise $18M led by @cdixon and @a16zcrypto
@psneville co-founded Circle and invented @USDC
Catena is architecting a new system where AI agents are native participants in financial markets
fortune.com/crypto/2025/05/2…
Breyer Capital retweeted
So excited Circle Co-Founder Sean Neville Takes Catena Labs Out of Stealth with Plans to Build the First AI-Native Financial Institution - businesswire.com/news/home/2…
Breyer Capital retweeted
some news! i've joined @breyercapital as Partner and Head of Healthcare and Life Sciences.
Breyer Capital retweeted
Breyer Capital AI<>Life Sciences Update Autumn 2024
linkedin.com/pulse/breyer-ca…
Breyer Capital retweeted
It’s an honor to be a seed, series A, and series B investor in @babylon_chain and continue to double down
Breyer Capital retweeted
We’re thrilled to co-lead @0xOthentic’s seed round (and to work with you @0xYarden @0xTechDean)
Othentic is an orchestration layer to spin up AVSs on @eigencloud. By leveraging a library of production-ready components, AVS developers can focus on their core service, minimize engineering overheads, and abstract away error-prone infrastructure details
