---
type: person
title: Marcus Reid
tags:
  - investor
  - ai-focus
---

# Marcus Reid

General Partner at Threshold Ventures. Focuses on early-stage AI/ML and developer
tools investments. Former software engineer at Stripe (2016-2021), where he worked on
the payments infrastructure team. Transitioned to investing after angel investing in
several successful AI startups during 2020-2021.

Marcus led the NovaMind seed round ($4M) and joined the board. He has strong technical
intuition, especially around infrastructure and developer experience. Known for being
hands-on with portfolio companies on go-to-market strategy.

## Key People

- Close relationship with Sarah Chen (NovaMind CEO). He was one of the first investors
  she spoke with after Demo Day.
- Partner at Threshold Ventures alongside Elena Torres and James Wu.

## Investment Thesis

Believes the next wave of enterprise software will be agent-native: systems designed
from the ground up for AI agents rather than human users. Looks for teams with deep
technical backgrounds and a clear wedge into a specific vertical.

---

## Timeline

### 2025-03-18 — NovaMind Seed Term Sheet

Marcus moved fast after Demo Day. Threshold Ventures issued a term sheet for the
NovaMind seed round three days after the W25 Demo Day presentation. $4M at $20M
post-money valuation. He told me he was most impressed by the reliability metrics
Sarah showed: 94% task completion rate on complex multi-step workflows.

### 2025-03-28 — Seed Round Closed

Round officially closed. Marcus takes a board seat. He mentioned wanting to connect
NovaMind with other Threshold portfolio companies for potential design partnerships,
particularly in supply chain and logistics verticals.
