Adam Bao

COO of Metatheory

📍 United States🔄 Updated September 2026💼 3 investments📅 4 years investing🗓 Last invested Jun 2024
VC🌍 United States
3
Total investments
2
Early stage
0
Mid stage
0
Late stage
4y
Years active

Portfolio

3 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Investor
Jun 2024
Based in San Francisco, Sekai is the first AI-native social platform defining Software as a New Media. We are moving beyond the era of static consumption to pioneer the concept of Personalized Software. We’ve moved beyond traditional static formats—text, image, and video—to build the world’s first ecosystem for Generative Interactivity. Our platform enables anyone to create, play, and remix UGC apps (Sekais) as easily as posting a short-form video. In this new medium, software is no longer a tool you use, but a cultural artifact you share and experience.
Investor
2022
Catena is a banking and governance platform for AI agents. We give agents programmable financial infrastructure. For the humans and businesses who deploy them, we provide a control plane to ensure that when agents use money, they do it safely.
Investor
2022
Chestnut is building the first AI-native operating system for insurance distribution management. Our platform combines a purpose-built data model (transactions, policies, hierarchies) with an API-first architecture and agentic AI layer. This foundation powers onboarding, producer management, and incentive compensation while enabling intelligent automation across distribution workflows. Carriers can adapt hierarchies, integrate external data, and evolve compensation strategies without months of custom work. The immediate results: ✅ Faster implementation and time to value ✅ AI-powered insights and automation ✅ A system that scales and learns with your distribution model Chestnut is an Andreessen Horowitz portfolio company, trusted by carriers who need modern infrastructure that performs, and adapts, as they grow. They unlock a future where distribution is a strategic growth driver and the ROI of every spend dollar is optimized by AI.
Experience · 8 entries
All (8)
Investments (3)
Founder (3)
2026
Founder Advisor
Jun 2026
We believe the coming decades will see trillions of interactions between humans and non-human companions, autonomous systems, and physical AI. As these systems become more capable, the challenge shifts from technology to deployment. Trust, liability, insurance, and institutional adoption become just as important as the technology itself. Every major technological shift required new infrastructure before mass adoption could occur. Physical AI will be no different.
early stageInsurance
2024
Investor
Jun 2024
Based in San Francisco, Sekai is the first AI-native social platform defining Software as a New Media. We are moving beyond the era of static consumption to pioneer the concept of Personalized Software. We’ve moved beyond traditional static formats—text, image, and video—to build the world’s first ecosystem for Generative Interactivity. Our platform enables anyone to create, play, and remix UGC apps (Sekais) as easily as posting a short-form video. In this new medium, software is no longer a tool you use, but a cultural artifact you share and experience.
2022
Investor
2022
Catena is a banking and governance platform for AI agents. We give agents programmable financial infrastructure. For the humans and businesses who deploy them, we provide a control plane to ensure that when agents use money, they do it safely.
Investor
2022
Chestnut is building the first AI-native operating system for insurance distribution management. Our platform combines a purpose-built data model (transactions, policies, hierarchies) with an API-first architecture and agentic AI layer. This foundation powers onboarding, producer management, and incentive compensation while enabling intelligent automation across distribution workflows. Carriers can adapt hierarchies, integrate external data, and evolve compensation strategies without months of custom work. The immediate results: ✅ Faster implementation and time to value ✅ AI-powered insights and automation ✅ A system that scales and learns with your distribution model Chestnut is an Andreessen Horowitz portfolio company, trusted by carriers who need modern infrastructure that performs, and adapts, as they grow. They unlock a future where distribution is a strategic growth driver and the ROI of every spend dollar is optimized by AI.
2018
Founder Advisor
Jul 2018
Beam is Asia Pacific’s largest shared micromobility company. Our mission is simple; to turn little drives into better rides and make cities flow better. Shared micromobility is one of the fastest-growing industries in the world, and we’re leading the way in Asia Pacific with operations in Australia, New Zealand, Japan, South Korea, Turkey, Thailand and Malaysia. In collaboration with cities, we bring a safe, affordable and sustainable new mode of transport to citizens with our fleets of self-driven small electric vehicles. Following our recent US $93M Series B round, we are now operating in Turkey, Japan and Indonesia.
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Investment activity
2022–2024 · 3 investments
2022220241
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