Cap-table conflict status:Verified clean institutionally across all 8 Init Intelligence competitors. Indirect LP exposure via Sabrina Hahn’s SH Fund (Hahn is a Serval Series A personal angel).
Lead deal partners (limited fit)
Partner
Why fit
Recent thesis-aligned bets
Chase Coleman (Founder, CIO)
Retook direct control of venture arm in 2024 after Shleifer transitioned to advisory. Deciding partner on private deals. Public 2025 message: cautious AI valuations, conviction-only.
OpenAI, Databricks, Waymo, Sierra ($950M Series E lead, May 2026 — co-led with GV), Cerebras, Temporal
Griffin Schroeder (Partner)
One of few named active venture partners post-Curtius departure. Crossover focus historically; less direct enterprise AI signal.
Limited public signal
Stage fit (fundamentally shifted)
Series A capable: NO. Tiger’s new posture (PIP 17, $2.2B target, March 2026 first close) is “small and beautiful” — concentrated, conviction-only, growth/late-stage. 2025 cadence: 9 new private investments after reviewing hundreds.
Series B+ capable: yes — only at scale (Series C-D+). Sierra Series E (950M)isthecurrentmodel.[[entities/initlabs∣InitIntelligence]]wouldnotbeonTiger′sradaruntil30M+ ARR.
Notes
Tiger is a pure financial investor (not a thesis partner like Insight or Felicis). Coleman retook the helm of the venture arm; Shleifer is an advisor. Explicit AI-bubble caution in 2025-2026 messaging.