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Daniel Gulati

Founder and Managing Partner at Treble Capital

Daniel Gulati is a prominent venture capitalist and entrepreneur who is currently the Founder and Managing Partner at Treble Capital.12 Here's an overview of his background and career:

Professional Experience

Daniel Gulati founded Treble Capital, an early-stage investment firm that focuses on consumer internet companies.2 The firm invests in various sectors, including:

  • Marketplaces
  • Commerce
  • Gaming
  • Fintech
  • Media
  • Climate technology
  • Digital health13

Prior to founding Treble Capital in 2021, Gulati held significant roles in the venture capital and entrepreneurship space:

  • Managing Director at Comcast Ventures (2014-2020)14
  • Co-Founder and CEO at FashionStake1

Education

Gulati has a strong educational background:

  • MBA from Harvard Business School (2009-2011)3
    • Received the Robert F. Jasse Distinguished Award in Entrepreneurship & Leadership
    • George F. Baker Fellow
    • Arthur Rock Entrepreneurial Fellow
  • Bachelor of Commerce from UNSW (University of New South Wales) in Australia (2002-2005)3
    • Participated in the KPMG Cadetship Program

Investment Philosophy

As an investor, Daniel Gulati is known for:

  • Focusing on seed and Series A investments
  • Investing in consumer-oriented technology companies3
  • Typically investing between $500K to $1M, with a sweet spot around $500K4

Notable Investments

Some of the companies Gulati has invested in include:

  • Away
  • K Health
  • The Athletic
  • Italic
  • Blue Land

Daniel Gulati is based in the San Francisco Bay Area and is well-connected in the venture capital and startup ecosystem.34 His expertise in consumer internet, entrepreneurship, and early-stage investing has made him a respected figure in the industry.

Highlights

Jan 15 · linkedin

In 2024, I am particularly excited to meet new founders in three areas:

  1. Decarbonization: Households are swapping their fossil-fueled cars and appliances for heat pumps, EVs and electric stoves. US market adoption will accelerate with ~$9B in Inflation Reduction Act rebates, and as economies of scale shift technology cost curves. This is a defining trend of our lifetimes, and the time to build is now.

Recent Treble investments: Elephant Energy (home decarbonization) founded by DR Richardson and Josh Lake and Navier (long range electric boats) co-founded by Sampriti Bhattacharyya

  1. Creative social AI: Most of what I have seen at the application layer to date are quite straightforward, copilot-esque ideas that risk being a flash in the pan. I am looking for more future-proof, novel and fun applications of LLMs that benefit from stronger accruing advantages from Day 1.

Recent Treble investments: 1337 (photorealistic AI avatars) co-founded by Jenny Dearing and Robin Raszka + some in stealth

  1. Next-gen marketplaces: Today, there are incredible opportunities to re-draw internet marketplaces in large categories. For example, how could AI augment/accelerate network effects? How can new marketplaces hack the cold start problem with LLMs? In what new categories could a multi-$B marketplace exist today?

Recent Treble investments: Base (IRL people matching) co-founded by Kaben Clauson and Natalia Martinez-Kalinina

Please get in touch if you or someone you know is building something interesting here. As a reminder, Treble Capital is writing checks up to $2M in pre-seed/seed stage consumer tech companies.

Related Questions

What are some of the most successful investments made by Treble Capital?
How did Daniel Gulati transition from Comcast Ventures to founding Treble Capital?
What are the key sectors Daniel Gulati focuses on at Treble Capital?
Can you provide examples of startups that Daniel Gulati has invested in?
What is Daniel Gulati's educational background and how has it influenced his career?
Daniel Gulati
Daniel Gulati, photo 1
Daniel Gulati, photo 2
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Experience

Founder and Managing Partner at Treble Capital (2021 - Present)

Education

MBA from Harvard Business School (2009 - 2011) Bachelor of Commerce from UNSW (2002 - 2005)

Location

San Francisco, California, United States