David Yuan

Founder of Tidemark

📍 Menlo Park, California, United States🔄 Updated October 2026💼 26 investments📅 20 years investing🗓 Last invested Sep 2026𝕏 @upgrade_to_unlock
VC🌍 United States20+ investmentsInvested this quarter
26
Total investments
1
Early stage
7
Mid stage
10
Late stage
20y
Years active

Portfolio

23 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Board Member
Sep 2026
Adaptive is the AI-native project accounting platform for construction. Adaptive runs the financial operations of modern construction companies. From job costing and AP to billing, payments, and WIP reporting, our AI agents handle the work — reading invoices, coding to the right jobs, routing approvals, paying vendors, and keeping your financials current, continuously. They connect the field to the books, so what happens on the jobsite shows up in your numbers the same day. They also do the thinking: flagging budget risks, recommending next actions, and answering questions about any project, instantly. Its the operational infrastructure behind builders whove outgrown manual processes and disconnected tools. Construction finance has always been fragmented: jobs, budgets, compliance, approvals, and reporting spread across tools that dont talk to each other. Adaptive brings it into one system, purpose-built for builders and the accounting firms that serve them. Since launching in 2023, weve grown to approximately 1,000 customers, earned an NPS of 80, and built partnerships with 6 of the top 100 CPA firms. Adaptive was also named Best Business Software Solution at the NAHB International Builder Show in 2026. Weve raised $26M from Emergence, a16z, and the operators behind Brex, Ramp, Square, and Shopify. We value diligence, creativity, urgency, and teamwork. If youre excited about reshaping a massive, consequential industry, wed love to meet you. Explore open roles: https://jobs.ashbyhq.com/Adaptive
Board Member
Jul 2026
Tekmetric is the all-in-one platform for auto repair shops. More than 15,000 shops nationwide trust Tekmetric to run smarter, get paid faster, and keep customers coming back. Shop management, integrated payments, built-in marketing, and real-time reporting work seamlessly. Shops run on one system, not five, which means more time is spent on cars, not software. Founded by a former shop owner, Tekmetric is built for every shop.
Board Member
Aug 2025
Nexl is the growth system for law firms, bringing CRM, marketing, workspaces, and relationship intelligence together in one place. Purpose-built for law firms, Nexl helps partners, lawyers, BD, and marketing teams turn relationships into measurable growth. More than 150 firms worldwide, including AmLaw 100 leaders, trust Nexl to grow their firms. Based in Sydney with hubs in New York and Chicago, Nexl is one of the fastest-growing companies in the Asia Pacific.
Board Member
Feb 2025
A Onfly oferece uma solução “all-in-one” com gestão de viagens (aéreo, hotel, ônibus e carros), despesas e cartão corporativo em uma única plataforma digital. Com intensivo uso de tecnologia e uma boa dose de calor humano, elevamos ao máximo a gestão de viagens das empresas, trazendo conforto e produtividade para os colaboradores, além de segurança e economia para as empresas. Simplifique, vá de Onfly!
Board Member
Jan 2025
AgVend is the leading provider of digital engagement software to serve the producer of tomorrow. Our white-labeled information and commerce portals are designed to strengthen the relationship between the ag distribution channel and their grower-customers. The AgVend team is composed of individuals with decades of experience in agriculture, digital marketing, and enterprise software for the Fortune 500. Headquartered in Austin, TX, AgVend operates a distributed organization model with local coverage in all major US and Canadian ag regions.
Board Observer
Sep 2023
OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further™ by steering the business to the future. It’s the only enterprise finance platform that unifies financial and operational data, embeds AI for better decisions and productivity, and empowers the CFO to become a critical driver of business strategy and execution.    With more than 1,400 customers, 250 go-to-market, implementation, and development partners and 1,300 employees, our vision is to be the operating system for modern finance, digitizing core financial functions and empowering the CFO to become a critical driver of business strategy. Check out Finance 2035: Return to Investment: a landmark study that explores how external factors and investor priorities are shaping the future of Finance in the next 10 years. Learn more about our commitment to the success of CFOs and how you can Take Finance Further here: finance2035.com
Investor
Sep 2022
We’re building the operating system for the trades, a critical industry that’s been underserved by technology for far too long. Founded by the sons of hard working tradespeople and backed by top investors, our platform delivers a seamlessly integrated experience that enables thousands of business owners to accelerate growth, drive operational efficiencies and deliver a superior customer experience. We currently serve over ten trades industries, and we’re just getting started. Joining our team means that you’ll have the opportunity to make an outsized impact on the trades ecosystem and world at large. Are you built for the challenge?
Investor
Aug 2021
The leading digital experience platform helping you to meet your growing demand for engaging, personalized content at scale. We enable dynamic personalization, automated content delivery, and real-time experimentation, powering next-generation digital experiences across the globe. 🟡 Create and manage content from anywhere to go everywhere with Contentful Platform: https://ctfl.io/4aDVheL 🔵 Let anyone assemble on-brand experiences at scale with Contentful Studio: https://ctfl.io/3UV8N7U 🔴 Easily compose your own best-in-class platform with Contentful Ecosystem: https://ctfl.io/4e37KLN Join our Developer Community on Discord: https://www.contentful.com/discord/ Work for our distributed team around the world: https://ctfl.io/3sznz6y
Investor
Jul 2021
Dutchie is the leading technology partner for cannabis retailers of all sizes. With a range of solutions covering point of sale, payments, ecommerce, insurance, and more, Dutchie empowers dispensaries to run efficiently, scale their operation easily, stay compliant, and offer outstanding experiences to the customers who rely on them.
Investor
Jan 2021
For most, travel begins by picking a place on a map. But what if we followed our passions instead? Where would they take us? Thermal’s mission is to change the way we travel for the better, by putting passions first. For many of us, activities like surfing, fishing, skiing, cycling, cooking, and yoga are more than just hobbies to pass the time — they’re a core part of who we are. Our passions connect us to community, cement friendships, and make us feel alive. They inspire us to test ourselves, to leave home and explore the world. Traveling in pursuit of our passions brings us experiences we remember for life. Whether it’s the annual group surf trip with lifelong friends, or a solo journey to score a bucket-list wave on the other side of the world, we live for these adventures. Unfortunately, finding and planning these trips is often fraught with difficulty and stress. It’s our goal to change this. Thermal is building the marketplace for passion-driven travel. With a founding team that has shaped companies like Kayak, Airbnb, Hotwire, OpenTable, and Apple, we have the skillset to build a world-class company. Its early days, but were working relentlessly to bring our vision to life, and we’re excited to meet like-minded individuals eager to join us on our journey.
Investor
Mar 2020
For people who believe eating healthier should be effortless and tasty, The Not Company is a Foodtech, that reinvents animal-based foods using only plants. Unlike traditional food businesses, our company uses technology to recreate the same products we love to eat in a natural, sustainable and affordable way, keeping it functional, easy to use and mouthwateringly delicious.
mid stageBiotechnology
Investor
Jul 2019
Nu was born in 2013 with the mission to fight complexity to empower people in their daily lives by reinventing financial services. We are one of the world’s largest digital banking platforms, serving more than 100 million customers across Brazil, Mexico, and Colombia. As one of the leading technology companies in the world, Nu leverages proprietary technologies and innovative business practices to create new financial solutions and experiences for individuals and SMEs that are simple, intuitive, convenient, low-cost, empowering, and human. Guided by its mission, Nu is fostering access to financial services across Latin America.
Investor
Apr 2019
Modsy is a software startup building the future of home visualization technology.
Investor
Jan 2019
At HashiCorp, we believe infrastructure enables innovation, and we are helping organizations to operate that infrastructure in the cloud. Our suite of multi-cloud infrastructure automation products — all with open source projects at their core — underpin the most important applications for the largest enterprises in the world. As part of the once-in-a-generation shift to the cloud, organizations of all sizes, from well-known brands to ambitious start-ups, rely on our solutions to provision, secure, connect, and run their business-critical applications so they can deliver essential services, communications tools, and entertainment platforms worldwide.
Investor
Nov 2018
ByteDance is a global incubator of platforms at the cutting edge of commerce, content, entertainment and enterprise services - over 2.5bn people interact with ByteDance products including TikTok. Creation is the core of ByteDances purpose. Our products are built to help imaginations thrive. This is doubly true of the teams that make our innovations possible. Together, we inspire creativity and enrich life - a mission we aim towards achieving every day. At ByteDance, we create together and grow together. Thats how we drive impact - for ourselves, our company, and the users we serve. We are committed to building a safe, healthy and positive online environment for all our users. We have over 110,000 employees based in more than 30 countries globally. Join us.
Show all 23 investments ↓
Experience · 32 entries
All (32)
Investments (26)
Founder (1)
Board (10)
2026
Board Member
Sep 2026
Adaptive is the AI-native project accounting platform for construction. Adaptive runs the financial operations of modern construction companies. From job costing and AP to billing, payments, and WIP reporting, our AI agents handle the work — reading invoices, coding to the right jobs, routing approvals, paying vendors, and keeping your financials current, continuously. They connect the field to the books, so what happens on the jobsite shows up in your numbers the same day. They also do the thinking: flagging budget risks, recommending next actions, and answering questions about any project, instantly. Its the operational infrastructure behind builders whove outgrown manual processes and disconnected tools. Construction finance has always been fragmented: jobs, budgets, compliance, approvals, and reporting spread across tools that dont talk to each other. Adaptive brings it into one system, purpose-built for builders and the accounting firms that serve them. Since launching in 2023, weve grown to approximately 1,000 customers, earned an NPS of 80, and built partnerships with 6 of the top 100 CPA firms. Adaptive was also named Best Business Software Solution at the NAHB International Builder Show in 2026. Weve raised $26M from Emergence, a16z, and the operators behind Brex, Ramp, Square, and Shopify. We value diligence, creativity, urgency, and teamwork. If youre excited about reshaping a massive, consequential industry, wed love to meet you. Explore open roles: https://jobs.ashbyhq.com/Adaptive
Board Member
Jul 2026
Tekmetric is the all-in-one platform for auto repair shops. More than 15,000 shops nationwide trust Tekmetric to run smarter, get paid faster, and keep customers coming back. Shop management, integrated payments, built-in marketing, and real-time reporting work seamlessly. Shops run on one system, not five, which means more time is spent on cars, not software. Founded by a former shop owner, Tekmetric is built for every shop.
2025
Board Member
Aug 2025
Nexl is the growth system for law firms, bringing CRM, marketing, workspaces, and relationship intelligence together in one place. Purpose-built for law firms, Nexl helps partners, lawyers, BD, and marketing teams turn relationships into measurable growth. More than 150 firms worldwide, including AmLaw 100 leaders, trust Nexl to grow their firms. Based in Sydney with hubs in New York and Chicago, Nexl is one of the fastest-growing companies in the Asia Pacific.
Board Member
Feb 2025
A Onfly oferece uma solução “all-in-one” com gestão de viagens (aéreo, hotel, ônibus e carros), despesas e cartão corporativo em uma única plataforma digital. Com intensivo uso de tecnologia e uma boa dose de calor humano, elevamos ao máximo a gestão de viagens das empresas, trazendo conforto e produtividade para os colaboradores, além de segurança e economia para as empresas. Simplifique, vá de Onfly!
Board Member
Jan 2025
AgVend is the leading provider of digital engagement software to serve the producer of tomorrow. Our white-labeled information and commerce portals are designed to strengthen the relationship between the ag distribution channel and their grower-customers. The AgVend team is composed of individuals with decades of experience in agriculture, digital marketing, and enterprise software for the Fortune 500. Headquartered in Austin, TX, AgVend operates a distributed organization model with local coverage in all major US and Canadian ag regions.
Show all 32 entries ↓
Investment activity
2006–2026 · 26 investments
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