Veredas Fund II is a $15M, ~30-company seed vehicle sharpening its thesis around physical AI and “neo integrators” in robotics. GP Vaibhav (Vai) Viswanathan was founding engineer #2 at Voxel (now Series B/C, Fortune 10 clients) and previously deployed a $4M Fund I across ~20 investments including Ultra Robotics and Sancho.
This is not a company deal — it is a relationship with an emerging robotics-focused GP whose deal flow and technical judgment already overlap meaningfully with SH (shared positions in Ultra, Sancho, Play Cubed, Speakeasy). Vai is co-located in NYC at South Park Commons and is barely into the Fund II raise (Scott and Josh are the first confirmed LPs). The near-term value is dealflow exchange and co-investment, not an LP commitment, with a formal Fund II pitch slated involving Vai, his partner Vinnie, Miles, Josh, and Matt.
Vai walked through Fund I results, the sharper Fund II thesis (physical AI, neo-integrators), and current deal-flow overlap with SH. Both GPs still part-time; just opened the raise with Scott and Josh as the first confirmed LPs.
First catch-up. Vai had just joined South Park Commons NYC (community membership) and was leaving Voxel end-of-March to start a robotics company; Veredas Fund II thesis not yet articulated.