Steve Schmidt at Titanium Ventures grew up on a Canadian farm and frames his investing philosophy around sowing and reaping, focusing on doing the hard work early and planting the right seeds with founders for long-term outcomes rather than quick wins. He has built a distinctive investment pattern around picks-and-shovels enterprise infrastructure companies like Box, DocuSign, and GitLab, and sees AI as a turbocharger that only works when attached to modern, cloud-native architectures, which is why he favors younger, agile companies able to rip out legacy systems.
About their Fund
Sectors
Enterprise, Cybersecurity, AI, SaaS, Fintech
Rounds
Seed - Series B+
Avg Check Size
Notable Investments
Titanium Ventures rebranded from Telstra Ventures to emphasize backing founders who don't crack under pressure, and has achieved unusually strong returns for a sub-$1B fund with 12 IPOs including CrowdStrike and DocuSign, plus over $150B in public market value creation from roughly $1B assets under management. The firm operates venture capital's only dedicated Revenue Acceleration Platform with internal go-to-market operators who have generated $580M-$660M+ in incremental portfolio revenue, while using proprietary AI and data science models that have sourced 25% of Fund III investments with materially higher returns than industry benchmarks.
Other partners at the fund
Notable Fund
Investments
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Sheets they're in
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Sheets they're Fund is in
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Popular Investors
investor name
Active in
Rounds
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Links
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12
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