name: Bain Capital Venturesstage: introtemperature: warmcheck_size: TBDlast_contact: 2026-02-11next_step: Call Feb 27, 1pm ET
Bain Capital Ventures
Overview
- Stage focus: Seed to growth
- Sectors: Software, infrastructure, financial services, healthcare
- Healthcare thesis: Invests at seed (Tandem Health). Kevin Zhang's thesis: agentic software, reimagining services with machine intelligence.
- Key people: Kevin Zhang (Partner) — k.zhang@baincapital.com
Relationship History
| Date | Type | Notes |
|---|---|---|
| ~Feb 2025 | Connected | Thomas connected with Kevin about a year ago |
| Feb 12, 2026 | Reply / Scheduled | Kevin responded, call scheduled |
Status
- Current stage: Intro — call scheduled
- Next step: Call Feb 27, 1pm ET. Columbia alum connection.
- Temperature: Warm — existing relationship both sides, he engaged
Connection
- Michael knows Kevin personally — connected through a high school friend
- Thomas is the direct contact — connected about a year ago
- 18 mutual LinkedIn connections
What They Care About
- "I try to avoid the latest hype and especially appreciate founders with independent conviction"
- Agentic software, reimagining services with machine intelligence
- Healthcare at seed (Tandem Health proves it)
- Founders he's known for a while before investing (Pallet founder: knew him half a decade before seed)
Portfolio Analogs
- Tandem Health (Seed) — healthcare
- Pallet (Seed/A, Board) — agentic AI for logistics operations. Closest analog to DaisyAI: domain-specific agentic AI applied to complex operational workflows. 70+ customers, 10% operating margin improvement.
Kevin Zhang Background
- Partner at BCV since 2016 (10 years)
- Previously first business hire & Head of Product at Fundera (acquired by NerdWallet)
- Columbia BA, co-founded Columbia In Tech (1,200+ alumni community)
- Based in San Francisco
Notes
- Pallet is the pitch comp: "agentic AI platform for deploying agents across complex domain-specific workflows." DaisyAI is the healthcare version of that story.
- Kevin's style is long-term relationship → invest. He knew the Pallet founder for 5+ years before leading the seed. The fact that Thomas connected a year ago and Michael knows him personally fits his pattern.
- Multiple BCV portfolio exits via acquisition (Stripe, Dropbox, etc.) — they know how to build and exit.