Defy Partners
2973 Woodside Rd, Woodside, CA, 94062, United States
Overview
Defy is a seed-stage venture fund focused on emerging high-potential opportunities. It is driven by a passion for working closely with entrepreneurs, especially through the transformative time after seed funding. The firm invests in people and in their conviction and talent for creating real change. Defy was founded in 2016 by Neil Sequeira and Trae Vassallo and is based in San Mateo, California, United States.
- Total investments
- 94
- Lead investments
- 35
- Investments · 12mo
- 8
- Active investors
- 9
Sector focus
- Business Development
- Financial Services
- Venture Capital
Investment portfolio
- Palona AI
Participated · Series A · Aug 2026
Palona AI’s core product is a multimodal "capture, understand, act, learn" operating layer powered by a proprietary Interaction Model for Physical AI that combines vision AI and object detection to interpret spatial, temporal and semantic context in physical locations. It offers product suites including Revenue Expansion, Revenue Intelligence and Operations Intelligence, each with specialized autonomous agents such as ordering and catering agents and integrations into point-of-sale systems. The Operations Intelligence tool links to security cameras to monitor food safety, cleanliness and real-time incidents and sends alerts to managers. Palona has been deployed at the Cali BBQ restaurant chain, where it reported increasing Father’s Day revenue by more than 20% year-over-year and becoming the restaurant’s most valuable sales channel by capturing missed orders and catering opportunities. The company launched out of stealth in January 2025 after a $10M seed and subsequently raised a $20M Series A. Palona is initially focusing on restaurants as a proof-of-concept with plans to extend to other frontline physical businesses.
- Avatar Robotics
Participated · Seed · Aug 2026
Avatar Robotics builds humanoid robots integrated with a global fleet of remote operators and AI autonomy to perform industrial tasks such as picking, packing, kitting, sorting, cycle counting, and material movement. Since launching in December 2025, its robots have processed over 900,000 products and the company has entered a post-pilot expansion with a multi-billion-dollar warehouse operator. Avatar emphasizes a human-in-the-loop approach that delivers plug-and-play labor capacity immediately while collecting data to improve autonomy over time. The company plans to scale robot fleets, accelerate autonomy software, and grow engineering and operations teams to support broader deployments. Avatar envisions scaling to millions of robots across warehouses, factories, mines, farms, and other infrastructure, and is headquartered in San Francisco.
- Hakimo
Participated · Equity · Jul 2026
Hakimo provides an AI-powered physical security platform that uses computer vision to monitor existing camera infrastructure and enable real-time monitoring. The platform aims to help property owners and operators reduce incident response times, lower security costs, and improve safety without requiring a hardware overhaul. Hakimo was founded by CEO Sam Joseph and is based in Menlo Park, California. The company has raised a total of $32 million to date following the $12 million growth round. Hakimo plans to use the new capital to accelerate product development, expand into additional real estate and other markets, enter new geographies, and grow its team. It also intends to broaden its platform to support non-security use cases including safety, compliance, and customer experience.
- Champ AI
Participated · Equity · May 2026
Champ AI develops software agents that convert a company's internal policies into automated actions that can interact with websites, click buttons, upload documents, fill spreadsheets, send emails and place phone calls. The founders—former Instacart engineers—launched the company last year and position the product to reduce manual workflows for operations teams. Champ reports over 10 paying customers in logistics, healthcare and e-commerce, and a customer case (Arena Club) that accelerated card-processing work by about 30%. The startup competes with established RPA and automation players as well as newer AI-agent companies, and currently employs six people. After raising $8.5 million, the company plans to expand its engineering and sales headcount.
- Synthpop
Participated · Series A · Feb 2026
Founded in 2023 and headquartered in Cambridge, Massachusetts, Synthpop offers an API-first, multi-agent system that combines document intelligence, payer-aware reasoning, conversational voice agents, and an orchestration layer to streamline healthcare administration. The platform integrates directly with EHR, billing, and e-prescribe systems and can automate up to 80 % of business processes such as referrals, prior authorizations, eligibility checks, claims follow-ups, and other patient-access tasks. In production, Synthpop has already processed data for more than 2 million patients and connects with eight major EHR platforms. Customers report that workflows once taking 40 minutes are now completed in under a minute at a cost roughly five times lower than traditional human labor while maintaining full compliance. The company is SOC 2-audited and HIPAA-compliant, positioning it as a secure infrastructure provider within the healthcare ecosystem. With its latest funding, Synthpop plans to expand its team, deepen product capabilities, and move into additional healthcare verticals. Total funding to date stands at $23 million.