ROOT_DIRECTORY
Jon Bolt
Today I'm building Arc Labs, a holding company that starts and operates AI-native software businesses with permanent capital, small teams, and long-term ownership. I back the technical founders I wish I'd had access to when I started.
Before that, I bootstrapped Onport into the operational backbone behind 100+ multi-supplier marketplaces, then sold it twice: first to Farfetch, then bought it back, turned it from cash-burning to profitable, and exited again to Vinted.
[01] // THESIS
The Filter
I don't back dashboards, wrappers, or AI features bolted onto legacy workflows. I back infrastructure that becomes hard to rip out. Software that sits in the critical path of how goods, money, or data actually move. If the unit economics only work at scale, I'm probably not interested.
[02] // CURRENT
Focus
Building new ventures within the commerce stack. Backing early-stage technical founders who are solving unglamorous operational problems, the kind that only become visible when they break. Advising on architecture, M&A readiness, and the things nobody tells you before your first exit.
[03] // FUTURE
Interests
The next wave of commerce infrastructure won't be human-operated. I'm spending time on AI-native middleware, autonomous fulfilment orchestration, and systems where machines are the primary user. The interface layer is collapsing. The API layer is everything.
EXPERIENCE_LOG
Trajectory
Arc Labs
Founder. A holding company that starts and operates AI-native software businesses. Permanent capital, small teams, long-term ownership.
arclabs.venturesVinted
[VIA ACQUISITION]
FARFETCH
[VIA ACQUISITION]
Onport
[BOOTSTRAPPED · ACQUIRED]
The Cirqle
Prior
[DESIGN + ENGINEERING]
AVAILABILITY // ADVISORY_&_BUILD