Justin M. Overdorff

Mood

vc twitter

@BarbarianCap @dealbook Gota be honest, the fake collateralized wine loan scheme was funny to me

@jmover @dealbook i was literally just reading the email newsletter now

probably nothing

@jordan_ross_8F OS

I fully reverse-engineered Ramp's internal AI operating system for marketing agencies. Their system — called Glass — is how they got 99% of their entire company using AI every single day. 350+ reusable workflows. Every tool connected at first login. Memory that refreshes every 24 hours. Automations running while everyone sleeps. I partnered with my engineering team and we broke down every component inside it. Then we rebuilt the whole thing for marketing agencies. 76 pages. Every system. Every layer. Every step. Steal it. Comment "OS" and I'll send it directly. Must be a following to receive auto DM

@mignano Congrats Mike. It was awesome working together to build LSVP NYC. Excited to partner with you and USV in the future!

@PranavAPillai @lightspeedvp we are thrilled to be partnering with you and the team!

Excited to announce our $85M fundraise from @lightspeedvp and investment in our first CPA firm. We're in the game now! Full press release here: businesswire.com/news/home/2026…

Three college best friends, @Arushj01, @PranavAPillai, and @vinaykasat_, set out to rebuild systems that felt stuck. Years of collaboration turned into conviction, and from that conviction came @ModusAudit. We’re excited to lead Modus’ $85M Seed & Series A. Modus is rebuilding audit from the inside out. They invest in and partner with audit firms, deploy AI that improves audit quality, create a high-quality customer experience, and translate automation into new business. By rethinking audit at its core, they’re redefining what scale and quality look like in one of the most trust-critical industries. We’re proud to continue backing them on this journey. CC: Lightspeed partners Isaac Kim, Amish Desai, Alexa Boghosian, @jmover

@PwC, @KPMG, @Deloitte, and @EYnews have been synonymous with auditing but nothing has changed for decades... audit is primed for reinvention and @ModusAudit is here to drive that change! My @lightspeedvp colleagues and I are thrilled to be leading the $85M Series Seed and Series A in Modus. @Arushj01, @PranavAPillai, and @vinaykasat_ joined us for a conversation on our podcast. Take a look!

This is underrated/ under appreciated 3d chess for Stripe 👏

@NikMilanovic @Plaid @twifintech Congrats!

Sooner or later, everyone in fintech works for @Plaid.

@hanakoxbt Awesome. What’s the original article you fed it?

I fell asleep with the running terminal. 5:31 AM it woke me up 393 trades. not one placed by me the P&L curve hasn't dipped once. +$904 in pure spread revenue. I didn't write a single line of code. fed it one article about how quant bots extract money on Polymarket. it built the whole thing the logic: > post bid at $0.48 > post ask at $0.52 > you collected $0.04 who wins doesn't matter this is what Citadel and Virtu run on NYSE every day except they have 400 engineers. this is one screen what's on the terminal right now: - active contract: FED_HOLD 393 trades. $169 captured. 96.5% win rate 201 bid fills. 192 ask fills - near perfect symmetry avg spread: $0.033. latency: 2ms volume: $102K. 1,291 contracts. 105 fills/sec the trade tape is a wall of green: +$4.94 spread captured +$2.77 spread captured +$5.23 spread captured +$11.75 spread captured every few seconds. new line. new capture but the real edge is the kill switch > VPIN flow toxicity: 0.24 > status: SAFE - TRADING > kill switch: STANDBY VPIN detects when informed money is hunting your orders. spikes above 0.40 - bot goes dark. widens spread. reduces size. waits ignore this metric and one bad evening erases months of profit inventory hit +4 - system already rebalancing REBAL -2... REBAL -6... REBAL +2 nobody told it to. the formula decided P&L curve bottom right tells the whole story - it doesn't spike, doesn't dip. just climbs. +$905 and the angle hasn't flattened copy the bot: @1743116" target="_blank" rel="nofollow noopener">kreo.app/@1743116 the funniest part? both sides of every trade think they're winning the bot doesn't think at all and it's the only one in profit.

Today, Axiom Trust Company is launching publicly with $11.8M in funding led by @lightspeedvp, with participation from @WischoffVC, Runa Capital, SNR, @immad, Primetime Partners, and @thefintechfund. Trust administration is the last undigitized layer of financial infrastructure. The industry still operates on PDFs, email chains, and institutional memory. $2.5 trillion in wealth flows through trusts and estates every year — and that number is only growing. Axiom Trust is the infrastructure layer for the Great Wealth Transfer. Full story in today's @axios article from @ShenLucinda. Link below. @arfrank @jmover @seisler1 Katherine Zhang @NWischoff @dropalltables @mfanfant Abby Levy @peter @anothercohen @NikMilanovic @victoriatr @aaronlarue @hoomanradfar @Sikes_ @dhatkoff @TheRideshareGuy @nickabouzeid @jenny_colgate @dbkahn @NealMintz1 @ai_luce @robbiefigs

Check out the Radius Network, the highest throughput payment system the internet has ever seen. Proud to be supporting @RkBench and the team at Radius

Seamless, Smooth, & Fast. All from the comfort of your home. This isn’t the future of used EV sales / purchases, it’s the NOW. @plugmotors

@pitdesi This is your citrini moment ;)

Wow apple.com/newsroom/searc…

Will’s on a heater “Notion could only produce the sensation of organizing. But an LLM can produce the sensation of anything.” 🔥

.@PlugMotors is building the marketplace infrastructure for buying and selling electric vehicles, purpose-built for EV transactions across dealers and commercial partners. We’re proud to lead their $20M Series A announced today. Congratulations to Founder & CEO @JimmyDouglas and the entire Plug team on building EV-native tools that bring speed, clarity, and confidence to the used EV market. Cc: Lightspeed Partners @jmover and @katkzhang

Stablecoins used to be considered experimental. That's no longer the case. Big congratulations to Lightspeed-backed @raincards on raising a $250M Series C. In under a year, Co-Founders @rooqster and @cnaut drove a 17x valuation increase, reflecting their execution and growing momentum behind stablecoin-powered payments. With $3B+ in annualized transactions across 200+ partners, this funding will help Rain scale globally, deepen its platform, and invest in new products that redefine how payments work worldwide. Cc: Lightspeed Partners @arfrank, @jmover, and @ravi_lsvp

Introducing the Arc Builders Fund Backing teams building the next wave of real-world financial apps and services on Arc, the Economic OS for the internet. The Arc Builders Fund provides capital, an investor network, and direct access to Arc’s core teams, helping builders go from first deployment to product-market fit faster. Whether it’s credit, FX, payments, or agentic commerce, we’re looking for teams solving problems that demand Arc’s unique architecture: → Deterministic sub-second finality → Low, predictable stablecoin-based gas → Opt-in configurable privacy Build the next era of finance with us: circle.com/blog/introduci… Note: For informational purposes only and not related to fundraising. “Arc Builders Fund” is a Circle Ventures corporate initiative; no fund or vehicle is being formed. Circle Ventures is not an investment adviser or broker-dealer. Investor Network members make independent decisions.