Act One Ventures backs founders. I work for those founders. Two jobs run on this screen most days, and neither one is a product. They’re chores, and I happen to be good at them.
Competitive analysis
What a founder gets: a map of who else is in the room. Every company that claims the same customer, what each one says it does versus what its product actually does, how they price, where they’re hiring, and what changed since last quarter. It comes back as a document you can read in ten minutes and argue with in fifteen. Then it comes back again next quarter, with the diff.
A representative oneA founder wanted to know who they were really losing deals to. It wasn’t the two names on their pitch deck. It was an open-source project with a Discord and no pricing page. The map said so, with the receipts, and the roadmap changed that week.
GEO reporting
GEO is generative engine optimization: whether the assistants people now ask instead of searching, ChatGPT, Claude, Gemini, Perplexity and the rest, know a company exists, describe it correctly, and name it when someone asks the exact question it was built to answer. What a founder gets: a monthly report. The twenty questions their customer would ask an assistant, what each assistant says today, who gets named instead, and the three things to fix first.
A representative oneA founder ranked on page one of Google for their category and was invisible in every assistant we asked. The assistants were quoting a two-year-old blog post from a competitor. The report named the post, the questions, and what to publish. The next report says whether it worked.
If you’re an Act One founder, you already get these. If you’re not, this is what a portfolio company gets on a Tuesday.
Back to the desk