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ilia fushman

T3 · host / generalist

Ilia Fushman is a partner at Kleiner Perkins who led the Series A investment in Profound. He previously worked in public cloud security and draws analogies between the cloud-native transition and the current AI-native rebuild of software categories.

3 calls·2 names·100% bull·last heard 8 months ago·Kleiner Perkins
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$PROFOUNDProfoundposition

Kleiner Perkins revises Profound forecast 4x as AI visibility market becomes obvious

Profound's AI visibility platform addresses a boardroom-level crisis for brands as referral traffic shifts from Google to AI chat; Kleiner Perkins invested at Series A and revised revenue forecast 4x within months as the market shifted from non-obvious to step-function obvious.

Kleiner Perkins2025-12→
2ndhigh conviction
$HARVEYHarveyposition

Kleiner Perkins leads every Harvey round since Series B, cites 700+ customers and $100M+ run rate

Kleiner Perkins has led Harvey's Series B in 2023 and every subsequent round because the vertical AI legal platform has achieved rapid global traction with 700+ customers across 58 countries, $100M+ run rate, and 500 employees, proving product-market fit in a massive professional services market.

Kleiner Perkins2025-12→

most discussed · click a bar to filter

recurring themes

3 total
$PROFOUND
Profound
HIGHilia fushman·Kleiner Perkins·8 months ago· position
Kleiner Perkins revises Profound forecast 4x as AI visibility market becomes obvious
Profound's AI visibility platform addresses a boardroom-level crisis for brands as referral traffic shifts from Google to AI chat; Kleiner Perkins invested at Series A and revised revenue forecast 4x within months as the market shifted from non-obvious to step-function obvious.
"we did the series A and and Jan Feb of uh of this year, and I'd say by and and the plan was to go kind of, you know, call it 1 to five. Um, and then by when did we revise the fore…"
22:45
$HARVEY
Harvey
MEDilia fushman·Kleiner Perkins·8 months ago
Harvey breaking out as category winner in legal AI
Harvey has moved from an obvious greenfield market with many competitors to breaking out as a clear category leader in legal AI, demonstrating how the prize goes to the most aggressive team in winner-take-most AI application markets.
"let's take Harvey for example like started to break out. Profound is starting to break out. Um, but now you're seeing like everybody like you just there's a lot of people that are…"
21:19
$HARVEY
Harvey
HIGHilia fushman·Kleiner Perkins·8 months ago· position
Kleiner Perkins leads every Harvey round since Series B, cites 700+ customers and $100M+ run rate
Kleiner Perkins has led Harvey's Series B in 2023 and every subsequent round because the vertical AI legal platform has achieved rapid global traction with 700+ customers across 58 countries, $100M+ run rate, and 500 employees, proving product-market fit in a massive professional services market.
"we were excited to start our relationship with Harvey by leading their series B in 2023 and have invested and led a few rounds pretty much every round since then we've invested in…"
0:24