Introduction
Delta-v Capital is excited to announce our recent investment in You.com, joining Cox, Salesforce Ventures, and Georgian in supporting the company’s $100M Series C round. Delta-v’s investment represents a continuation of an API thesis we have developed over the last three years. Beginning as optional external connectors, APIs have now become a cornerstone of modern software development, with enterprises increasingly demanding open, extensible systems over closed, walled-garden platforms. We believe APIs represent a durable, defensible layer of value creation, particularly as enterprises scale their use of AI.
You.com’s Value Proposition
Large language models (LLMs) have transformed the way we work, but they carry a fundamental limitation with their reliance on static training data. Enterprises deploying AI agents require APIs that connect their models to the latest, most relevant information, but without real-time data, applications powered by LLMs can quickly become outdated or inaccurate. Legacy web search API solutions have fallen short, with Google imposing query limits that constrain enterprise adoption and Bing shutting down its web search API for external use.
You.com offers the first web search API purpose-built for LLMs, allowing models to retrieve the most up-to-date and accurate web data for queries and tasks. This allows LLMs to deliver real-time answers with unmatched latency, coverage, and uptime. You.com also offers an AI productivity engine, providing enterprises with a secure, model-agnostic environment to build agents, query private and public data sources, automate workflows, and generate actionable insights.
Today, You.com processes over 1 billion monthly queries with its API for customers like DuckDuckGo, Windsurf, Harvey, and other customers across technology, e-commerce, financial services, media, manufacturing, and hospitality.
Investment Thesis
Our investment in You.com reflects a strong conviction in the mission-criticality of web search APIs for LLMs and our confidence in the company’s technical leadership in enterprise AI use case development. With both an incredible growth profile and a strong reputation amongst its large and growing base of enterprise customers, we have a high degree of conviction in You.com’s position as a leading AI infrastructure provider. We are also incredibly excited to partner with Dr. Richard Socher and Bryan McCann. Dr. Socher, one of the world’s most renowned AI researchers, received his PhD in computer science from Stanford, before founding MetaMind which was acquired by Salesforce in 2016. Dr. Socher subsequently served as the Chief Scientist at Salesforce with Bryan McCann, a lead research scientist on Salesforce’s AI team. Both Richard and Bryan bring unparalleled AI experience and tremendous technical capabilities to You.com.
You.com and Delta-v Partnership
As enterprises continue to adopt AI for critical workflows, You.com is well-positioned to enable companies and LLMs to access real-time, accurate data, and Delta-v’s investment marks the beginning of an exciting partnership. With a tremendous team and significant market demand, we believe You.com can continue its extraordinary growth as it continues to provide leading AI infrastructure solutions to customers. We are incredibly excited to now be a part of the company’s investor base and support its future success.
The information contained herein is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities or investment products. Certain statements may be forward-looking in nature and are subject to risks and uncertainties; actual results may differ materially. References to customer experiences are anecdotal and should not be construed as endorsements or investment advice. Past performance is not indicative of future results.
September 2025
