Will Lehmann is the Founder & GP at Step Function. He has spent his entire career investing in technical founders at the earliest stages. He started Step Function to give founders leverage: a fund purpose-built to help founders building infrastructure software succeed from the outset. He provides the support, domain experience & expertise that you expect from an institutional lead investor with the feel, velocity & accessibility of a super angel. He helps founders in all the conventional ways — domain expertise, customer intros, candidate intros, fundraising intros — and in the unconventional ways as well. Before starting Step Function, Will Lehmann was a Partner at Bain Capital Ventures (BCV), where he spent a decade investing in early-stage enterprise software companies.Topics:

• Investing in the next wave of infrastructure
• Unconventional ways Step Function help founders
• Major trends, founding archetypes, or infrastructure bottlenecks will define the coming years

Clayton Petty is a Partner at Gradient. Prior to Gradient, Clayton helped build the Cyber Security practice at McKinsey & Company, advising founders, operators, and investors across the cyber ecosystem. He also worked closely with vertical software, automation, and cloud infrastructure businesses to scale their go-to-market efforts. Before McKinsey, Clayton was a software engineer and studied computer science at Texas A&M University, where he graduated Summa Cum Laude.Topics:

• Shifts in Cybersecurity and Developer Tools Investing
• The Rise of Enterprise AI Agents and No-Code Automation
• Vertical SaaS and Applied AI

Jeff Wang is the CEO of Windsurf, where he leads product and business innovation in AI and software. He has held leadership roles at Salesforce, Cisco, Tonkean, TomoCredit, and Workplay Labs, and is also a General Partner at RNR Capital. Jeff co-founded RocketFuel Education, an education platform focused on cryptocurrencies, economics, AI, and venture capital, and is an active angel investor in multiple startups that have scaled to unicorn status. He holds a B.S. in Electrical Engineering from the University of Michigan and an MBA from UC Berkeley’s Haas School of Business.Topics:

• The evolution of AI-powered development tools
• Building products in the AI era
• AI investment landscape