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OS Fund

The OS Fund is an American firm founded in 2014 by entrepreneur as his personal investment vehicle, initially capitalized with $100 million from the sale of his prior company Braintree. The fund targets seed- and early-stage investments in companies commercializing scientific breakthroughs, particularly in fields like , , diagnostics, and , with a thesis centered on reinventing the "operating systems of life" to address core human challenges such as health, longevity, and resource scarcity. Headquartered in , , it prioritizes founders who leverage applied intelligence to scale audacious discoveries, distinguishing itself from conventional VC by emphasizing transformative, long-horizon impacts over incremental gains. Notable portfolio outcomes include backing unicorns like and Synthego, alongside exits via acquisitions and public offerings that have advanced and AI-driven innovation. Johnson, who also founded neurotechnology firm , has positioned the OS Fund to support approximately 13-20 companies per vintage, with subsequent raises like OS Fund II extending its capacity for high-conviction bets.

Overview

Firm Profile


OS Fund is a firm that invests in early-stage companies developing breakthroughs in , with a particular emphasis on and applied . Established in October 2014 by entrepreneur , the firm originated from Johnson's $100 million personal investment following the sale of Braintree, the payments company that created . Headquartered in , , OS Fund operates as Johnson's private investment vehicle to finance inventors and scientists tackling major human challenges.
The firm's investment thesis centers on supporting innovations that commercialize discoveries in fields like , , and diagnostics, aiming to "rewrite the operating systems of life" for societal benefit. OS Fund typically targets and early-stage opportunities, providing and operational support to bridge the gap between scientific and market-ready technologies. As of recent data, the fund has backed numerous ventures, contributing to advancements in and related sectors.

Mission and Investment Thesis

The OS Fund pursues a mission to finance and support inventors, scientists, and entrepreneurs developing quantum-leap discoveries in science and technology that benefit humanity by rewriting the foundational operating systems of life, including biological and computational frameworks. Established in October 2014 by , who committed $100 million from the sale of his company Braintree to , the fund targets audacious breakthroughs addressing humanity's most pressing challenges and opportunities, such as extending human capabilities and solving existential issues through deep technological advancements. The investment thesis emphasizes early-stage ventures in sectors like , synthetic biology, diagnostics, human performance enhancement, and advanced computation, where "applied intelligence" bridges fundamental scientific discoveries to commercial applications with transformative potential. Rather than funding incremental innovations, OS Fund prioritizes companies poised for exponential impacts, akin to reengineering core life systems, while critiquing traditional venture capital's underinvestment in high-risk, high-reward sci-tech due to mismatched evaluation frameworks. This approach, outlined in the fund's 2015 playbook, seeks to cultivate a more effective for sci-tech commercialization by aligning with long-horizon, evidence-based progress over short-term metrics. In practice, the thesis manifests through selective investments in startups demonstrating rigorous scientific validation and potential for shifts, as evidenced by the fund's focus on biology-computation intersections since . By 2018, OS Fund was raising a second vehicle targeting $250 million to scale this strategy, underscoring confidence in deep tech's capacity to yield outsized returns amid humanity's accelerating technological frontiers.

History

Founding and Early Years

The OS Fund was founded in October 2014 by , an entrepreneur who had previously established Braintree, a payments company that developed and was acquired by for $800 million in 2013. personally endowed the inaugural OS Fund I with $100 million of his own capital, positioning the firm to back early-stage ventures in deep science and technology. The fund's inception drew from Johnson's prior engagements with pioneering scientists, including a 2013 meeting with , who sequenced the , which shaped its focus on breakthroughs addressing humanity's core challenges. From the outset, OS Fund targeted companies developing platform-level innovations in fields like , synthetic biology, diagnostics, and , with an emphasis on applied intelligence to commercialize discoveries that enhance human potential. By late , the fund had already committed to four initial investments, reflecting its rapid deployment strategy for high-risk, high-reward "quantum leap" technologies. Klunzinger joined as a alongside Johnson, contributing operational expertise to the Chicago-based firm. During its formative period through approximately 2016, OS Fund I completed 28 investments, of which 27 secured follow-on funding or were acquired, underscoring effective sourcing of scalable science-driven enterprises such as those in and . This track record established the fund's reputation for bridging with rigorous scientific validation, prioritizing founders capable of rewriting foundational systems in and computation over incremental improvements. The approach contrasted with traditional models by integrating first-hand scientific advisory networks to mitigate risks in nascent fields.

Fund Raises and Expansion

OS Fund commenced operations in October 2014 with an initial commitment of $100 million from its founder, , derived from proceeds of the Braintree sale to . This seed capital enabled the firm to make 28 investments in early-stage science and technology ventures, with 27 receiving funding, four achieving valuations exceeding $1 billion, and two resulting in acquisitions. In August 2018, OS Fund announced it was raising $250 million for OS Fund II, focusing on entrepreneurs developing breakthrough technologies to address pressing global challenges in areas such as and . The fund closed at its target amount later that year, effectively more than doubling the firm's deployable capital and expanding its investment scope to include additional commitments in sectors. OS Fund II has since executed at least seven investments, including in companies like Kenota Health. No subsequent funds beyond OS Fund II have been publicly announced as of 2025, maintaining the firm's total raised capital at approximately $350 million while prioritizing long-term support for its existing rather than further expansion through new vehicles. This measured approach reflects a of concentrated bets on high-impact scientific advancements over rapid scaling of .

Leadership and Operations

Key Personnel

Bryan Johnson serves as the founder and co-general partner of OS Fund, which he established in 2014 by committing $100 million of his personal capital to support early-stage investments in science and technology ventures aimed at advancing human progress. Prior to OS Fund, Johnson founded Braintree, a payments platform acquired by in 2013 for $800 million, providing the resources for his subsequent philanthropic and investment pursuits. His role at OS Fund emphasizes sourcing and backing entrepreneurs developing breakthroughs in , , and related fields, drawing from his experience founding , a company focused on brain-machine interfaces. Jeff Klunzinger acts as co-founder and general partner, contributing operational leadership and investment diligence since the fund's inception. Klunzinger has guided key deals in and automation, including early investments in companies like and Atomwise, while coordinating the fund's research and sourcing efforts. His background includes prior roles in and a focus on identifying foundational technologies, though he later transitioned to lead Awaken Capital, a firm evolving from OS Fund's model. The firm maintains a lean structure with limited additional named personnel publicly disclosed, prioritizing specialized advisors and venture partners for deal-specific expertise rather than a large internal team. has been noted as a venture , leveraging his experience at the Wyss to support evaluations. This configuration reflects OS Fund's emphasis on founder-led decision-making over expansive hierarchies.

Organizational Structure

The OS Fund operates as a (OS Fund LLC) structured as a boutique firm, emphasizing a lean hierarchy suited to early-stage investments. General partners hold primary responsibility for sourcing opportunities, conducting , and managing portfolio companies, with support from principals and associates for analytical and operational tasks. The firm maintains a small team of 1-10 employees, distributed across locations including (headquarters), , , and , without formalized departments such as separate operations or marketing units. Bryan Johnson founded the firm in 2014 and serves as co-founder and general partner, directing its investment thesis toward breakthroughs in , , and related fields. Jeffrey Klunzinger, co-founder and general partner (also referred to as managing partner in earlier years), co-led the fund's establishment and focused on investment execution and team coordination until approximately , after which he transitioned leadership roles while maintaining ties through spin-off entities like Awaken Capital.
Key PersonnelRoleLocationNotes
Co-Founder & General Partner, USAOversees strategic direction; founded with personal $100M commitment.
Mark GhobrialPartnerNot specifiedContributes to investment decisions.
Hayley OssipPrincipal, Handles deal evaluation and portfolio support.
Richard SeddonAssociate (inferred from team profile), Supports research and analysis.
This flat structure enables agile decision-making but relies heavily on the partners' networks and expertise, as evidenced by investments in companies like and Pivot Bio under Klunzinger's early involvement. The absence of a large administrative back-office reflects the firm's focus on high-conviction, science-driven bets rather than scaled operations.

Investment Strategy

Core Principles

The OS Fund invests in early-stage companies developing foundational technologies that "rewrite the operating systems of life," targeting quantum-leap innovations in domains such as , , , and related deep technologies to address existential challenges and enhance human prosperity. This approach prioritizes breakthroughs analogous to primitives—like transistors or routers—but applied to biological systems, enabling programmable solutions for global issues including disease resistance, resource scarcity, and environmental resilience. established the fund in 2014 with $100 million of his own capital to back scientist-entrepreneurs pursuing high-risk, long-horizon projects often overlooked by conventional due to extended development timelines and technical complexity. Central to the fund's selection criteria is the identification of founders who demonstrate exceptional foresight, , and to transform audacious ideas into scalable enterprises, particularly those operating at the of and to create tools for humanity's long-term survival. Investments emphasize underfunded areas with potential for outsized societal impact, such as engineering microorganisms for carbon capture or designing novel proteins to combat pathogens, as exemplified by portfolio companies like , which engineers microbes for industrial applications including self-fertilizing crops. The fund provides not only capital but also operational support, interdisciplinary networks, and a framework for tailored to sci-tech ventures, including open-source models to demystify evaluation processes for emerging fields. The investment thesis balances rigorous pursuit of financial returns with altruistic goals, viewing as a vehicle for both economic value creation and civilizational advancement, such as constructing a "global biological " to mitigate real-time threats like pandemics or degradation. This dual mandate reflects Johnson's philosophy that transformative technologies require patient, mission-aligned backing to overcome market inefficiencies in funding basic scientific progress. By focusing on "OS-level" primitives in and , the fund aims to enable swarm-like adaptability in living systems, drawing parallels to software's while insisting on verifiable paths to and measurable outcomes.

Sector Focus and Criteria

The OS Fund concentrates its investments on deep technology sectors that integrate foundational scientific breakthroughs with engineering to tackle global-scale problems and enhance human capabilities. Primary focus areas encompass , , , computationally derived therapeutics, , , and technologies. These domains are selected for their potential to enable "quantum leap" innovations that fundamentally rewrite biological, physical, and computational operating systems underlying life and reality. Investment criteria emphasize early-stage startups led by scientist-entrepreneurs capable of translating rigorous, peer-validated into scalable platforms with outsized societal impact. The fund prioritizes ventures demonstrating exceptional technical risk-reward profiles, where breakthroughs address unmet needs in human health, , or resource constraints, rather than incremental improvements. Selection involves evaluating the depth of scientific moats, such as proprietary from academic or lab origins, founder pedigrees in hard sciences, and alignment with long-term civilizational advancement over short-term . To mitigate risks inherent in , OS Fund applies a structured playbook for , including assessments of technological feasibility through expert consultations, pull validated by empirical on problem scale (e.g., aging populations or imperatives), and post-investment support in strategy and interdisciplinary team-building. The fund avoids commoditized software or applications, insisting on ventures where scientific drives 10x+ potential returns, backed by milestones like prototype validation or early regulatory progress. This approach stems from founder Bryan Johnson's thesis that traditional venture models undervalue science-heavy bets, necessitating specialized criteria to bridge lab-to- gaps.

Portfolio and Investments

Early-Stage Commitments

OS Fund initiated its investment activities in 2014 with a $100 million personal commitment from founder , targeting early-stage companies pioneering breakthroughs in science and technology. The firm's inaugural vehicle, OS Fund I, allocated capital to 28 such investments, predominantly at and Series A stages, focusing on domains including , , computationally derived therapeutics, and applications in healthcare. These commitments prioritized ventures demonstrating potential for "quantum-leap" advancements, such as redesigning biological systems or accelerating through computational methods, with an emphasis on long-term impact over short-term returns. Among the earliest notable commitments was a participation in ' $9 million Series A round on March 18, 2015, supporting the company's platform for microbes via to produce industrial materials and therapeutics. OS Fund followed on in Ginkgo's $45 million Series B in July 2015, contributing to the startup's growth into a leader valued at over $1 billion by subsequent rounds. Another key early investment targeted Synthego, a firm, where OS Fund provided seed and early funding to enable automated tools for editing, facilitating applications in and therapeutics. Additional commitments from OS Fund I included Vicarious, an company developing visual perception algorithms inspired by , receiving early backing to advance machine intelligence for and . Inc., focused on integrating with for , also secured OS Fund support in its formative stages, aiming to map human health data for . Of the 28 investments, 27 attracted follow-on funding from other investors, underscoring the fund's role in de-risking high-uncertainty deep-tech propositions, though outcomes varied with two acquisitions and several scaling to unicorn status. This approach reflected a deliberate strategy to bridge the "valley of death" between academic discovery and commercial viability in capital-intensive fields.

Notable Companies and Outcomes

OS Fund provided seed funding to , a company engineering microorganisms for industrial applications, as part of its $9 million in March 2015. Ginkgo achieved status and completed an in September 2021 via a SPAC merger with Soaring Eagle Acquisition Corp., valuing the combined entity at $17.5 billion. The fund invested in Pivot Bio, an agricultural biotechnology firm developing nitrogen-fixing microbes as alternatives to synthetic fertilizers, contributing to its unicorn valuation exceeding $1 billion by 2020. Vicarious, an artificial intelligence startup pursuing general intelligence for robotic applications, received investment from OS Fund and was acquired by Intrinsic, an Alphabet-owned robotics software company, in April 2022. Synthego, a provider of genome engineering tools, was part of OS Fund's portfolio but encountered financial difficulties, filing for 11 bankruptcy on May 5, 2025, to facilitate a sale process; it was acquired by Perceptive Advisors on July 18, 2025, allowing continued operations under new ownership. As of September 2025, OS Fund's portfolio encompassed two , one IPO, and seven acquisitions, reflecting a mix of high-profile successes and challenges in commercializing frontier technologies.

Performance and Impact

Exits and Returns

The OS Fund has achieved exits primarily through acquisitions of portfolio companies, with one notable via SPAC merger. According to investor databases, the fund's portfolio includes seven acquisitions and one IPO as of 2025. These exits span sectors like , , and , reflecting the fund's focus on deep science and technology.
CompanyExit TypeDateDetails
Ginkgo BioworksIPO (SPAC)September 17, 2021Merged with Soaring Eagle Acquisition Corp., listing on NYSE as DNA; OS Fund participated in early rounds including 2015 Series B.
SynthegoAcquisitionJuly 18, 2025Asset sale to funds managed by Perceptive Advisors following ; OS Fund was an early .
VicariousAcquisitionApril 2022Acquired by Intrinsic, an subsidiary focused on ; OS Fund provided funding in prior rounds.
MiroculusAcquisitionMarch 2023Acquired by INTEGRA Biosciences for and tech; listed as key OS Fund exit.
CleversafeAcquisitionNovember 2015Acquired by for $1.3 billion to bolster ; early OS Fund portfolio company.
Specific financial returns from these exits are not publicly disclosed, as is typical for funds. However, OS Fund's overall performance places it in the top of U.S. venture funds based on PitchBook analysis of investment outcomes. This ranking, reported as of 2018 and corroborated in later assessments, underscores strong markups and realizations relative to peers, driven by early bets on high-potential sci-tech firms. The fund's founder, , seeded it with $100 million personally in 2014, enabling patient capital for long-horizon investments that have yielded these results. Post-exit performance of public companies like has varied, with share prices declining significantly from peak valuations amid market challenges in biotech.

Broader Contributions to Technology

OS Fund has influenced the ecosystem by addressing structural barriers in for scientific ventures, particularly through its 2015 publication of The OSF Playbook. This whitepaper provides a framework for investing in "" sci-tech startups, emphasizing rigorous evaluation of technical feasibility, team expertise, and market potential amid extended timelines and high failure rates typical of breakthrough research. By making the playbook openly available, the fund aimed to elevate standards across the VC industry, encouraging more disciplined approaches to funding innovations in fields like and that traditional models often overlook due to . The fund's investment thesis, centered on "applied intelligence" to commercialize fundamental discoveries, has promoted the fusion of computational tools with hard sciences, thereby accelerating the translation of lab advancements into scalable technologies. Founded in 2014 with $100 million from , OS Fund modeled patient capital deployment for high-risk domains such as precision automation and diagnostics, demonstrating viability for similar strategies and drawing institutional interest to . This approach has supported ecosystem maturation by validating long-horizon bets on scientist-founders tackling existential challenges, including for . In , OS Fund pursued a $250 million raise to further back addressing global issues like resource scarcity and health, positioning itself as an early proponent of impact-driven that prioritizes measurable technological progress over short-term returns. Its portfolio emphasis on interdisciplinary breakthroughs has indirectly spurred sector-wide shifts toward integrating with , fostering a more robust pipeline for innovations that rewrite foundational systems in life sciences and materials.

Reception

Achievements and Recognition

The OS Fund has achieved recognition in the venture capital community for its track record of backing early-stage science and technology companies, resulting in multiple portfolio exits that demonstrate returns to investors. According to industry databases, the fund has facilitated seven acquisitions and one from its investments as of 2025. A prominent success is the 2021 SPAC merger and public listing of , a firm focused on engineering organisms for industrial applications, marking OS Fund's sole IPO exit to date and highlighting the fund's emphasis on innovations. Other notable acquisitions include Cleversafe, acquired by in 2015 for an undisclosed amount, which advanced technology, and Miroculus, acquired in 2019, advancing cancer diagnostics through analysis. In 2025, Synthego, a provider of genome engineering tools, underwent a strategic followed by its acquisition by Perceptive Advisors, closing on July 18 after OS Fund's reported on June 26; this preserved operations and underscored the fund's involvement in gene editing advancements despite market challenges in the sector. The fund's selections have been cited in financial media as exemplars of high-risk, high-reward bets on "rewriting the operating systems of life," with founder Bryan Johnson's $100 million seed commitment in enabling early positioning in emerging fields like and .

Criticisms and Debates

The OS Fund's emphasis on long-term investments in deep science and technology has positioned it within ongoing debates about the suitability of traditional structures for high-risk, capital-intensive breakthroughs, where development timelines often exceed standard fund lifecycles of 10 years. Critics of VC argue that investor pressure for quicker exits can undermine the "patient capital" needed for , leading to high failure rates as startups struggle to transition from lab prototypes to market-viable products. While OS Fund addresses this by targeting "operating system" innovations in and materials with extended support, skeptics contend that even specialized funds like it may prioritize scalable returns over purely exploratory research better suited to public or philanthropic funding. Public discourse on OS Fund itself remains sparse, with no major scandals or underperformance claims documented; its has ranked in the top 10% of U.S. venture funds by performance metrics as of 2018. Nonetheless, founder Bryan Johnson's high-profile personal endeavors in anti-aging and have occasionally drawn scrutiny for blending entrepreneurial hype with scientific claims, potentially raising questions about the rigor of in OS Fund's science-focused selections, though no direct links to fund decisions have been established.

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