Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
OpenEvidence | Sep 2026Participated | $250 MOther Equity | |
Clay | Sep 2026Participated | $115 MSeries D | |
Cognition | Sep 2026Participated | $2.0 BSeries E | |
Conveo | Sep 2026Participated | $50 MSeries A | |
Higgsfield | Aug 2026Led | $400 MSeries B | |
Lovable | Aug 2026Participated | $400 MSeries C | |
Whatnot | Aug 2026Participated | $545 MSeries G | |
Proxima Fusion | Jul 2026Participated | $470 MSeries A | |
Monogram | Jun 2026Led | $40 MSeed | |
Partly | Jun 2026Led | $50 MSeries B | |
Tsuga | Jun 2026Participated | $35 MSeries A | |
Project Prometheus | Jun 2026Participated | $12.0 BSeries B | |
OpenEvidence | Sep 2026Participated | $250 MOther Equity | |
Clay | Sep 2026Participated | $115 MSeries D | |
Cognition | Sep 2026Participated | $2.0 BSeries E | |
Conveo | Sep 2026Participated | $50 MSeries A | |
Higgsfield | Aug 2026Led | $400 MSeries B | |
Lovable | Aug 2026Participated | $400 MSeries C | |
Whatnot | Aug 2026Participated | $545 MSeries G | |
Proxima Fusion | Jul 2026Participated | $470 MSeries A | |
Monogram | Jun 2026Led | $40 MSeed | |
Partly | Jun 2026Led | $50 MSeries B | |
Tsuga | Jun 2026Participated | $35 MSeries A | |
Project Prometheus | Jun 2026Participated | $12.0 BSeries B |
Insights
Time horizon
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Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 1 | 8 |
| Series A | 12 | 26 |
| Series B | 15 | 22 |
| Series C+ | 42 | 67 |
| Other Equity | 19 | 28 |
| Debt | 1 | 4 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| May '09 | 1 |
| Jun '09 | 0 |
| Jul '09 | 0 |
| Aug '09 | 0 |
| Sep '09 | 0 |
| Oct '09 | 0 |
| Nov '09 | 0 |
| Dec '09 | 1 |
| Jan '10 | 0 |
| Feb '10 | 0 |
| Mar '10 | 1 |
| Apr '10 | 1 |
| May '10 | 0 |
| Jun '10 | 0 |
| Jul '10 | 0 |
| Aug '10 | 0 |
| Sep '10 | 0 |
| Oct '10 | 0 |
| Nov '10 | 0 |
| Dec '10 | 1 |
| Jan '11 | 1 |
| Feb '11 | 0 |
| Mar '11 | 0 |
| Apr '11 | 1 |
| May '11 | 0 |
| Jun '11 | 0 |
| Jul '11 | 1 |
| Aug '11 | 2 |
| Sep '11 | 0 |
| Oct '11 | 0 |
| Nov '11 | 0 |
| Dec '11 | 1 |
| Jan '12 | 0 |
| Feb '12 | 0 |
| Mar '12 | 0 |
| Apr '12 | 0 |
| May '12 | 0 |
| Jun '12 | 0 |
| Jul '12 | 0 |
| Aug '12 | 0 |
| Sep '12 | 0 |
| Oct '12 | 0 |
| Nov '12 | 0 |
| Dec '12 | 0 |
| Jan '13 | 0 |
| Feb '13 | 0 |
| Mar '13 | 0 |
| Apr '13 | 0 |
| May '13 | 0 |
| Jun '13 | 0 |
| Jul '13 | 0 |
| Aug '13 | 0 |
| Sep '13 | 1 |
| Oct '13 | 0 |
| Nov '13 | 0 |
| Dec '13 | 1 |
| Jan '14 | 0 |
| Feb '14 | 0 |
| Mar '14 | 0 |
| Apr '14 | 0 |
| May '14 | 1 |
| Jun '14 | 0 |
| Jul '14 | 1 |
| Aug '14 | 0 |
| Sep '14 | 0 |
| Oct '14 | 1 |
| Nov '14 | 0 |
| Dec '14 | 2 |
| Jan '15 | 1 |
| Feb '15 | 0 |
| Mar '15 | 1 |
| Apr '15 | 3 |
| May '15 | 0 |
| Jun '15 | 1 |
| Jul '15 | 1 |
| Aug '15 | 0 |
| Sep '15 | 0 |
| Oct '15 | 0 |
| Nov '15 | 2 |
| Dec '15 | 0 |
| Jan '16 | 2 |
| Feb '16 | 0 |
| Mar '16 | 0 |
| Apr '16 | 0 |
| May '16 | 0 |
| Jun '16 | 0 |
| Jul '16 | 0 |
| Aug '16 | 2 |
| Sep '16 | 0 |
| Oct '16 | 0 |
| Nov '16 | 0 |
| Dec '16 | 1 |
| Jan '17 | 1 |
| Feb '17 | 1 |
| Mar '17 | 1 |
| Apr '17 | 1 |
| May '17 | 0 |
| Jun '17 | 0 |
| Jul '17 | 1 |
| Aug '17 | 0 |
| Sep '17 | 1 |
| Oct '17 | 0 |
| Nov '17 | 1 |
| Dec '17 | 0 |
| Jan '18 | 0 |
| Feb '18 | 0 |
| Mar '18 | 0 |
| Apr '18 | 2 |
| May '18 | 1 |
| Jun '18 | 1 |
| Jul '18 | 0 |
| Aug '18 | 3 |
| Sep '18 | 2 |
| Oct '18 | 1 |
| Nov '18 | 2 |
| Dec '18 | 3 |
| Jan '19 | 1 |
| Feb '19 | 4 |
| Mar '19 | 2 |
| Apr '19 | 0 |
| May '19 | 3 |
| Jun '19 | 2 |
| Jul '19 | 3 |
| Aug '19 | 1 |
| Sep '19 | 3 |
| Oct '19 | 2 |
| Nov '19 | 0 |
| Dec '19 | 5 |
| Jan '20 | 1 |
| Feb '20 | 0 |
| Mar '20 | 0 |
| Apr '20 | 2 |
| May '20 | 2 |
| Jun '20 | 2 |
| Jul '20 | 0 |
| Aug '20 | 1 |
| Sep '20 | 4 |
| Oct '20 | 1 |
| Nov '20 | 0 |
| Dec '20 | 1 |
| Jan '21 | 2 |
| Feb '21 | 1 |
| Mar '21 | 8 |
| Apr '21 | 7 |
| May '21 | 6 |
| Jun '21 | 7 |
| Jul '21 | 4 |
| Aug '21 | 5 |
| Sep '21 | 7 |
| Oct '21 | 3 |
| Nov '21 | 3 |
| Dec '21 | 1 |
| Jan '22 | 5 |
| Feb '22 | 5 |
| Mar '22 | 0 |
| Apr '22 | 1 |
| May '22 | 3 |
| Jun '22 | 4 |
| Jul '22 | 2 |
| Aug '22 | 1 |
| Sep '22 | 1 |
| Oct '22 | 1 |
| Nov '22 | 0 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 1 |
| May '23 | 0 |
| Jun '23 | 2 |
| Jul '23 | 0 |
| Aug '23 | 1 |
| Sep '23 | 0 |
| Oct '23 | 0 |
| Nov '23 | 0 |
| Dec '23 | 1 |
| Jan '24 | 0 |
| Feb '24 | 3 |
| Mar '24 | 3 |
| Apr '24 | 0 |
| May '24 | 1 |
| Jun '24 | 1 |
| Jul '24 | 1 |
| Aug '24 | 0 |
| Sep '24 | 3 |
| Oct '24 | 2 |
| Nov '24 | 2 |
| Dec '24 | 0 |
| Jan '25 | 2 |
| Feb '25 | 1 |
| Mar '25 | 3 |
| Apr '25 | 1 |
| May '25 | 1 |
| Jun '25 | 5 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 3 |
| Oct '25 | 2 |
| Nov '25 | 4 |
| Dec '25 | 3 |
| Jan '26 | 6 |
| Feb '26 | 3 |
| Mar '26 | 3 |
| Apr '26 | 3 |
| May '26 | 1 |
| Jun '26 | 4 |
| Jul '26 | 1 |
| Aug '26 | 3 |
| Sep '26 | 4 |
| 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 |
|---|---|
| Fintech | 100 |
| Enterprise Software | 80 |
| E-Commerce & Retail | 67 |
| Networks, Cloud & Communication | 64 |
| AI & Machine Learning | 46 |
| Transportation & Logistics | 38 |
| Professional Services | 29 |
| Food & Agriculture | 24 |
| Crypto & Blockchain | 18 |
| Social & Community Platforms | 18 |
| Consumer & Lifestyle | 15 |
| Marketing & Advertising | 15 |
| Health & Life Sciences | 11 |
| Developer Tools | 11 |
| Media & Entertainment | 9 |
| Real Estate & Construction | 8 |
| Data, Analytics & IT | 8 |
| Education & Workforce | 6 |
| Cybersecurity & Privacy | 5 |
| Hardware & Robotics | 5 |
| Travel & Hospitality | 4 |
| Space & Frontier Tech | 3 |
| Gaming & eSports | 3 |
| Clean Energy & Sustainability | 2 |
| Manufacturing | 2 |
| Government & Defense | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 2 |
| $5M-$10M | 4 |
| $10M-$25M | 24 |
| $25M-$50M | 28 |
| $50M-$100M | 35 |
| $100M-$250M | 76 |
| $250M-$500M | 36 |
| $500M-$1B | 22 |
| $1B+ | 18 |
Deals By Geography
Top 10 of 18 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 104 |
| Europe | 63 |
| India | 25 |
| Singapore | 11 |
| China | 10 |
| Brazil | 6 |
| South Korea | 5 |
| Indonesia | 5 |
| Chile | 3 |
| Australia | 3 |
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 |
|---|---|
| Coatue | 32 |
| Tiger Global | 31 |
| Sequoia Capital | 28 |
| Andreessen Horowitz | 26 |
| Lightspeed Venture Partners | 21 |
| Ribbit Capital | 19 |
| Dragoneer Investment Group | 18 |
| Tencent | 18 |
| Accel | 17 |
| ICONIQ Growth | 17 |
| Kleiner Perkins | 17 |
| General Catalyst | 16 |
| Y Combinator | 15 |
| SoftBank | 14 |
| CapitalG | 11 |
| Greenoaks Capital | 11 |
| Alpha Wave Global | 10 |
| BOND | 10 |
| GGV Capital | 10 |
| GIC | 10 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 90 | 37% |
| Participating | 155 | 63% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 39 | 43% |
| Co-led | 51 | 57% |
Team
Tech Investor
Co-Founder
Investor
Principal
Co-Founder
Co-Founder & Managing Partner
Co-Founder
Founder