Overview
Privately owned hedge fund investing in technology and media sectors.
Founded
1999
Deals ยท 12mo
46
Stage focus
Geographic focus
Sector focus
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
Miter | Sep 2026Participated | $40 MSeries B | |
Instinct | Sep 2026Participated | $1.0 BSeries C | |
Blue Origin | Sep 2026Participated | $10.0 BOther Equity | |
Island | Sep 2026Participated | $400 MSeries F | |
Lightfield | Sep 2026Participated | $47 MSeries A | |
Harvey | Sep 2026Participated | $550 MSeries H | |
Kalshi | Aug 2026Led | $1.1 BOther Equity | |
Stability AI | Aug 2026Participated | $76 MSeries B | |
Databricks | Aug 2026Led | $5.0 BOther Equity | |
Form Energy | Aug 2026Participated | $750 MSeries G | |
Corma | Aug 2026Participated | $60 MSeed | |
Firmus Technologies | Aug 2026Participated | $2.0 BOther Equity | |
Miter | Sep 2026Participated | $40 MSeries B | |
Instinct | Sep 2026Participated | $1.0 BSeries C | |
Blue Origin | Sep 2026Participated | $10.0 BOther Equity | |
Island | Sep 2026Participated | $400 MSeries F | |
Lightfield | Sep 2026Participated | $47 MSeries A | |
Harvey | Sep 2026Participated | $550 MSeries H | |
Kalshi | Aug 2026Led | $1.1 BOther Equity | |
Stability AI | Aug 2026Participated | $76 MSeries B | |
Databricks | Aug 2026Led | $5.0 BOther Equity | |
Form Energy | Aug 2026Participated | $750 MSeries G | |
Corma | Aug 2026Participated | $60 MSeed | |
Firmus Technologies | Aug 2026Participated | $2.0 BOther Equity |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 16 | 22 |
| Series A | 32 | 25 |
| Series B | 40 | 39 |
| Series C+ | 69 | 124 |
| Other Equity | 21 | 39 |
| ICO | 1 | 0 |
| Debt | 0 | 7 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Sep '13 | 1 |
| Oct '13 | 0 |
| Nov '13 | 0 |
| Dec '13 | 2 |
| Jan '14 | 0 |
| Feb '14 | 0 |
| Mar '14 | 0 |
| Apr '14 | 2 |
| May '14 | 1 |
| Jun '14 | 0 |
| Jul '14 | 1 |
| Aug '14 | 0 |
| Sep '14 | 0 |
| Oct '14 | 0 |
| Nov '14 | 0 |
| Dec '14 | 0 |
| Jan '15 | 0 |
| Feb '15 | 2 |
| Mar '15 | 2 |
| Apr '15 | 1 |
| May '15 | 0 |
| Jun '15 | 0 |
| Jul '15 | 2 |
| Aug '15 | 1 |
| Sep '15 | 0 |
| Oct '15 | 0 |
| Nov '15 | 1 |
| Dec '15 | 0 |
| Jan '16 | 1 |
| Feb '16 | 0 |
| Mar '16 | 0 |
| Apr '16 | 0 |
| May '16 | 0 |
| Jun '16 | 0 |
| Jul '16 | 0 |
| Aug '16 | 0 |
| Sep '16 | 1 |
| Oct '16 | 0 |
| Nov '16 | 0 |
| Dec '16 | 0 |
| Jan '17 | 0 |
| Feb '17 | 0 |
| Mar '17 | 1 |
| Apr '17 | 1 |
| May '17 | 0 |
| Jun '17 | 1 |
| Jul '17 | 3 |
| Aug '17 | 1 |
| Sep '17 | 0 |
| Oct '17 | 1 |
| Nov '17 | 0 |
| Dec '17 | 0 |
| Jan '18 | 1 |
| Feb '18 | 2 |
| Mar '18 | 0 |
| Apr '18 | 1 |
| May '18 | 0 |
| Jun '18 | 4 |
| Jul '18 | 0 |
| Aug '18 | 3 |
| Sep '18 | 1 |
| Oct '18 | 0 |
| Nov '18 | 3 |
| Dec '18 | 3 |
| Jan '19 | 0 |
| Feb '19 | 2 |
| Mar '19 | 3 |
| Apr '19 | 1 |
| May '19 | 3 |
| Jun '19 | 1 |
| Jul '19 | 2 |
| Aug '19 | 6 |
| Sep '19 | 3 |
| Oct '19 | 2 |
| Nov '19 | 2 |
| Dec '19 | 1 |
| Jan '20 | 3 |
| Feb '20 | 4 |
| Mar '20 | 0 |
| Apr '20 | 4 |
| May '20 | 1 |
| Jun '20 | 7 |
| Jul '20 | 5 |
| Aug '20 | 5 |
| Sep '20 | 2 |
| Oct '20 | 2 |
| Nov '20 | 4 |
| Dec '20 | 6 |
| Jan '21 | 11 |
| Feb '21 | 4 |
| Mar '21 | 10 |
| Apr '21 | 14 |
| May '21 | 12 |
| Jun '21 | 10 |
| Jul '21 | 11 |
| Aug '21 | 9 |
| Sep '21 | 10 |
| Oct '21 | 16 |
| Nov '21 | 12 |
| Dec '21 | 15 |
| Jan '22 | 14 |
| Feb '22 | 9 |
| Mar '22 | 9 |
| Apr '22 | 4 |
| May '22 | 6 |
| Jun '22 | 4 |
| Jul '22 | 1 |
| Aug '22 | 1 |
| Sep '22 | 5 |
| Oct '22 | 3 |
| Nov '22 | 3 |
| Dec '22 | 5 |
| Jan '23 | 1 |
| Feb '23 | 2 |
| Mar '23 | 2 |
| Apr '23 | 6 |
| May '23 | 0 |
| Jun '23 | 0 |
| Jul '23 | 3 |
| Aug '23 | 5 |
| Sep '23 | 0 |
| Oct '23 | 1 |
| Nov '23 | 2 |
| Dec '23 | 1 |
| Jan '24 | 0 |
| Feb '24 | 3 |
| Mar '24 | 0 |
| Apr '24 | 2 |
| May '24 | 4 |
| Jun '24 | 6 |
| Jul '24 | 2 |
| Aug '24 | 1 |
| Sep '24 | 4 |
| Oct '24 | 2 |
| Nov '24 | 3 |
| Dec '24 | 1 |
| Jan '25 | 0 |
| Feb '25 | 2 |
| Mar '25 | 3 |
| Apr '25 | 4 |
| May '25 | 3 |
| Jun '25 | 4 |
| Jul '25 | 4 |
| Aug '25 | 2 |
| Sep '25 | 4 |
| Oct '25 | 4 |
| Nov '25 | 3 |
| Dec '25 | 2 |
| Jan '26 | 3 |
| Feb '26 | 4 |
| Mar '26 | 6 |
| Apr '26 | 3 |
| May '26 | 4 |
| Jun '26 | 4 |
| Jul '26 | 2 |
| Aug '26 | 6 |
| Sep '26 | 6 |
| Oct '26 | 0 |
Sector Breakdown
A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.
| Sector | Deals |
|---|---|
| Enterprise Software | 188 |
| AI & Machine Learning | 134 |
| Fintech | 99 |
| Networks, Cloud & Communication | 92 |
| Data, Analytics & IT | 69 |
| Professional Services | 63 |
| Developer Tools | 46 |
| E-Commerce & Retail | 45 |
| Transportation & Logistics | 38 |
| Cybersecurity & Privacy | 35 |
| Health & Life Sciences | 34 |
| Hardware & Robotics | 32 |
| Clean Energy & Sustainability | 27 |
| Crypto & Blockchain | 23 |
| Marketing & Advertising | 22 |
| Food & Agriculture | 19 |
| Space & Frontier Tech | 17 |
| Manufacturing | 16 |
| Media & Entertainment | 15 |
| Social & Community Platforms | 15 |
| Travel & Hospitality | 12 |
| Real Estate & Construction | 11 |
| Consumer & Lifestyle | 11 |
| Education & Workforce | 10 |
| Gaming & eSports | 7 |
| AR/VR | 5 |
| Government & Defense | 4 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 13 |
| $5M-$10M | 10 |
| $10M-$25M | 48 |
| $25M-$50M | 58 |
| $50M-$100M | 67 |
| $100M-$250M | 113 |
| $250M-$500M | 72 |
| $500M-$1B | 25 |
| $1B+ | 29 |
Deals By Geography
Top 10 of 16 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 334 |
| Europe | 55 |
| India | 9 |
| Canada | 8 |
| China | 7 |
| Australia | 5 |
| Israel | 4 |
| Singapore | 3 |
| Brazil | 3 |
| United Arab Emirates | 1 |
Co-Investors
Bubble size = shared deals
Click a bubble to open that fund in a new tab.
Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.
| Co-investor | Shared deals |
|---|---|
| Sequoia Capital | 62 |
| Tiger Global | 52 |
| Andreessen Horowitz | 51 |
| Lightspeed Venture Partners | 43 |
| Accel | 37 |
| Thrive Capital | 34 |
| Dragoneer Investment Group | 33 |
| DST Global | 32 |
| Index Ventures | 30 |
| Insight Partners | 30 |
| Founders Fund | 29 |
| General Catalyst | 29 |
| T. Rowe Price Associates | 27 |
| Altimeter Capital | 26 |
| ICONIQ Growth | 26 |
| GIC | 24 |
| Kleiner Perkins | 24 |
| Y Combinator | 21 |
| Franklin Templeton | 20 |
| Khosla Ventures | 20 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 179 | 41% |
| Participating | 256 | 59% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 104 | 58% |
| Co-led | 75 | 42% |
Team
Business Development
Partner
General Partner
Managing Director
Managing Partner
Investor
Founder & Portfolio Manager
Senior Managing Director
Co-Founder