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The Venture Codex

Davidovs VC

Los Altos Hills, CA, United States

Overview

Davidovs Venture Collective is a VC firm based on a community of 140+ founders (including 9 active unicorn founders), operators, and angel investors. They are engineers with a lot of experience running startups and being value-added investors. DVC invests small entry checks from the rolling fund and follows up with bigger sums along the way. DVC pools together its collective network, expertise, and resources to help its portfolio companies. DVC's investment focus is quite broad, but DVC prefers partnering with experienced and repeat founders.

Total investments
7
Lead investments
1
Investments · 12mo
2
Active investors
2

Sector focus

  • Artificial Intelligence (AI)
  • Robotics
  • Venture Capital
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Investment portfolio

  • Boldr

    Participated · Series A · Aug 2026

    Boldr develops a software and hardware platform—including smart thermostats and connected controls—that gives HVAC contractors visibility and control over installed residential heating and cooling equipment. The company partners with contractors and supply houses (including Bosch-owned Source 1 and Daikin) to deploy and service controls rather than selling directly to homeowners. Its platform is designed to coordinate HVAC systems and eventually batteries, EV chargers and solar to provide flexible capacity to the power grid during periods of high demand. Boldr is initially focused on residential and light commercial HVAC, with plans to expand into central HVAC systems and additional distributed energy assets. The company has raised an oversubscribed $3.2M seed round and a $5M pre-Series A to fund product development and North American distribution expansion.

  • The New Era of Shopping

    Participated · Seed · Feb 2026

    Era is building infrastructure for the emerging world of agent-driven shopping, where AI assistants surface, evaluate and even purchase products on behalf of consumers. The SaaS platform syncs two-ways with merchants’ PIMs/ERPs, analyses SKU-level visibility inside large-language-model answers, and recommends automated content changes to improve ranking in conversational commerce channels. It already plugs into major e-commerce suites such as Shopify, WooCommerce, Magento, BigCommerce and Wix, and is connected to key AI discovery surfaces including ChatGPT, Google AI Mode, Gemini, Claude and Perplexity. Current go-to-market efforts are running pilot programmes with an initial cohort of brands, while upcoming priorities include expanding to enterprise accounts, scaling the data infrastructure and adding new AI platforms. The founding team, repeat YC alumni Oleksii Sidorov (CEO) and Sergey Drozdkov (CTO), previously built and exited multiple AI and e-commerce ventures, giving them deep domain experience. Although revenue figures were not disclosed, Suggestr, an earlier effort by the team, generated over $500k in incremental sales for customers, illustrating their commercial track record. Era positions itself as indispensable middleware for brands that risk invisibility if their product metadata is not machine-legible to AI agents.

  • HackerPulse

    Participated · Seed · Mar 2025

    HackerPulse offers a dashboard that integrates with developer tools such as GitHub, GitLab and Bitbucket, as well as revenue markers and user analytics, to show where engineering teams spend time and where bottlenecks occur. The platform is designed to help managers form effective project teams and improve workflows rather than to measure individual output (it cannot track lines of code). Originally built as a tool for engineers to track their own progress, the product launched in July 2024 and its early version amassed about 20,000 users. HackerPulse has onboarded enterprise customers including Preply, Coverflex and DiscoverCars and is currently targeting large engineering organizations in telecom, manufacturing and logistics. The company says it differentiates by focusing on how teams operate and optimizing cross-team work rather than producing report-based tooling. Its immediate plans are to drive sales, build more product features and grow toward several millions in ARR before pursuing a Series A.

  • Socap.ai

    Participated · Seed · May 2024

    Intently’s core product, Founder AI, uses large language models (LLMs) and proprietary graph neural networks (GNNs) to analyze founders’ Gmail metadata and LinkedIn connections to surface relevant investors and recommend warm-intro paths. The tool parses relationships as nodes and edges so it can model interactions and suggest the best paths to VCs and angels rather than functioning as a generic CRM. Intently emphasizes privacy and security: Founder AI is certified by Google and analyzes email metadata only, not message content. The company is launching Founder AI in a limited release to a select group of founders and plans to gradually expand access. Future product plans include adding features to automate additional networking use cases for founders such as business development and hiring. Financially, Intently recently completed a seed raise to fund development and launch activities.

  • Essence App

    Led · Equity · Feb 2024

    Essence provides an AI- and science-based app that optimizes schedules, fitness routines, and diets according to each phase of the hormonal cycle to boost female employees' performance and well-being. The product delivers expert, cycle-tailored recommendations to help users navigate workdays with greater confidence. The company is collaborating with forward-thinking employers focused on empowering people with cycles at work. Essence intends to use the new funding to enhance the app, attract new customers, and research links between productivity and the menstrual cycle. The company is led by Co‑Founder & CEO Elina Vale and targets an ARR of $1M within the next 18 months. Headquarters are in Paris, France.

Team

  • Nick Davidov

    Partner, co-founder

    LinkedIn
  • Marina Davidova

    Managing Partner, co-founder

    LinkedIn