Pat Grady
Partner & Steward · Sequoia Capital
Check $5M–$100M
SERIES A
SERIES B_PLUS
AI
Enterprise
SaaS
Investment thesis
Sequoia has publicly shifted heavily toward AI. Known for rigorous, metrics-driven diligence.
Communication style
Analytical, exacting, quietly relentless on numbers. Will circle back to any figure you glossed over.
Red flags
- •Metrics that do not reconcile
- •Growth without retention
- •Narrative substituting for numbers
- •Market smaller than claimed on inspection
- •No durable advantage
Signature questions
- 1.Take me through net revenue retention by cohort.
- 2.What is the honest size of this market, not the TAM slide?
- 3.What happens if the frontier model does this natively?
- 4.Which number in this deck are you least comfortable with?
- 5.What would have to be true for this to be a ten billion dollar company?
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