Foundation Capital has been focused on fintech since the mid-1990s, well before most VCs branded around the theme, backing early category-defining companies like LendingClub and Stripe with their "Go early. Go deep. Go big." investing approach that emphasizes concentrated, high-conviction involvement from earliest stages through scale. The firm combines deep operator-designer lineage at the senior partner level with visible sector-specialist partners who regularly publish technical theses and share internal frameworks publicly, creating a more transparent venture practice compared to traditional Sand Hill Road firms.