Modern Technical Fund
130 posts
@mtf_vc
First check cyber + software infra investor helping technical founders move faster. Solo GP @robby_mtf. Invest $500K - $1M at pre-seed & seed
Your coding agents inherit your credentials and your permissions. No identity system in the stack can tell the difference between you and the agent acting in your name. Today: Keycard for Coding Agents 🧵
@robby_mtf (Founder & Solo GP of @mtf_vc) joins @HackItMax on GTMnow to break down how she evaluates companies at the very earliest stages, why discipline matters more than ever in today’s market, and much more. Amanda has spent over a decade in venture before launching Modern Technical Fund, investing across verticals ranging from security and compliance to developer tools at firms like Norwest and Cowboy. Her investment thesis is centered on backing elite technical founders early and helping them translate deep engineering talent into real products, real customers, and real momentum. Highlights: 00:00 – Why Modern Technical Fund exclusively backs technical founders 02:15 – What actually defines a “technical founder” beyond coding ability 03:45 – Why product judgment and customer instinct matter early 05:05 – How early teams split engineering and go-to-market roles 07:10 – When investor advice helps and when it gets in the way 09:05 – Why calibrating the hiring bar matters more than providing playbooks 12:40 – How network-driven support helps founders see what “great” looks like 15:45 – Why valuation discipline sets the bar in today’s market 17:10 – When first-time founders become too risky at certain prices 19:40 – How early-stage defensibility often comes down to the team 27:20 – Why TAM momentum matters more than static market size 30:30 – How small markets quietly turn into billion-dollar categories 39:55 – What separates real AI companies from AI theater 41:40 – Why infrastructure and data tools benefit most from AI tailwinds
before she was founder and managing partner of @mtf_vc, @robby_mtf didn't know what venture capital was... but she knew she wanted to work with founders. now, she's the managing partner of a $22m debut seed fund. check out our episode, link in comments!
🚀 Open-source AI agents are gaining momentum In our latest episode, @robby_mtf & @tnachen talk with @rbren_dev (CEO, @OpenHandsDev) Built as an open alternative to Devin, OpenHands hit 67K GitHub⭐️ by empowering - not replacing - engineers with AI Check out the convo 👇
2026 is the Year of Agents. Agents break every traditional security model. Until we fix this, enterprise adoption stays blocked. Watch @ianlivingstone discuss on the @a16z show podcast here: podcasts.apple.com/ca/podcast/key…
