Overview
Investment portfolio
| NAME | DATE | SIZE | |
|---|---|---|---|
KOHO Financial | Jun 2026Participated | $93 MSeries E | |
Fixated | Dec 2025Led | $50 MOther Equity | |
Gopuff | Nov 2025Led | $250 MOther Equity | |
Metropolis | Nov 2025Participated | $1.6 BDebt | |
Fixated | Mar 2025Led | $13 MOther Equity | |
CoreWeave | May 2024Participated | $7.5 BDebt | |
Qloo | Feb 2024Participated | $25 MSeries C | |
Bilt Rewards | Jan 2024Participated | $200 MOther Equity | |
KOHO Financial | Dec 2023Participated | $63 MSeries D | |
Metropolis | Oct 2023Led | $1.7 BSeries C | |
Pixion Games | Jun 2023Participated | $6 MSeed | |
Wellthy | May 2023Led | $26 MOther Equity | |
KOHO Financial | Jun 2026Participated | $93 MSeries E | |
Fixated | Dec 2025Led | $50 MOther Equity | |
Gopuff | Nov 2025Led | $250 MOther Equity | |
Metropolis | Nov 2025Participated | $1.6 BDebt | |
Fixated | Mar 2025Led | $13 MOther Equity | |
CoreWeave | May 2024Participated | $7.5 BDebt | |
Qloo | Feb 2024Participated | $25 MSeries C | |
Bilt Rewards | Jan 2024Participated | $200 MOther Equity | |
KOHO Financial | Dec 2023Participated | $63 MSeries D | |
Metropolis | Oct 2023Led | $1.7 BSeries C | |
Pixion Games | Jun 2023Participated | $6 MSeed | |
Wellthy | May 2023Led | $26 MOther Equity |
Insights
Time horizon
View by
Deal Distribution
| Round type | Led deals | Participated deals |
|---|---|---|
| Seed | 2 | 1 |
| Series A | 1 | 4 |
| Series B | 6 | 8 |
| Series C+ | 6 | 13 |
| Other Equity | 16 | 5 |
| Debt | 0 | 2 |
Monthly Deal Activity
| Month | Deals |
|---|---|
| Oct '16 | 1 |
| Nov '16 | 0 |
| Dec '16 | 0 |
| Jan '17 | 0 |
| Feb '17 | 0 |
| Mar '17 | 0 |
| Apr '17 | 0 |
| May '17 | 0 |
| Jun '17 | 0 |
| Jul '17 | 0 |
| Aug '17 | 0 |
| Sep '17 | 0 |
| Oct '17 | 0 |
| Nov '17 | 0 |
| Dec '17 | 0 |
| Jan '18 | 0 |
| Feb '18 | 0 |
| Mar '18 | 0 |
| Apr '18 | 0 |
| May '18 | 0 |
| Jun '18 | 0 |
| Jul '18 | 1 |
| Aug '18 | 0 |
| Sep '18 | 0 |
| Oct '18 | 0 |
| Nov '18 | 0 |
| Dec '18 | 0 |
| Jan '19 | 0 |
| Feb '19 | 0 |
| Mar '19 | 0 |
| Apr '19 | 0 |
| May '19 | 0 |
| Jun '19 | 1 |
| Jul '19 | 1 |
| Aug '19 | 1 |
| Sep '19 | 0 |
| Oct '19 | 1 |
| Nov '19 | 0 |
| Dec '19 | 1 |
| Jan '20 | 0 |
| Feb '20 | 0 |
| Mar '20 | 0 |
| Apr '20 | 0 |
| May '20 | 0 |
| Jun '20 | 1 |
| Jul '20 | 1 |
| Aug '20 | 1 |
| Sep '20 | 0 |
| Oct '20 | 3 |
| Nov '20 | 2 |
| Dec '20 | 0 |
| Jan '21 | 1 |
| Feb '21 | 2 |
| Mar '21 | 3 |
| Apr '21 | 3 |
| May '21 | 2 |
| Jun '21 | 5 |
| Jul '21 | 2 |
| Aug '21 | 0 |
| Sep '21 | 2 |
| Oct '21 | 1 |
| Nov '21 | 2 |
| Dec '21 | 0 |
| Jan '22 | 1 |
| Feb '22 | 3 |
| Mar '22 | 3 |
| Apr '22 | 2 |
| May '22 | 0 |
| Jun '22 | 2 |
| Jul '22 | 0 |
| Aug '22 | 1 |
| Sep '22 | 1 |
| Oct '22 | 0 |
| Nov '22 | 1 |
| Dec '22 | 0 |
| Jan '23 | 0 |
| Feb '23 | 0 |
| Mar '23 | 0 |
| Apr '23 | 0 |
| May '23 | 1 |
| Jun '23 | 1 |
| Jul '23 | 0 |
| Aug '23 | 0 |
| Sep '23 | 0 |
| Oct '23 | 1 |
| Nov '23 | 0 |
| Dec '23 | 1 |
| Jan '24 | 1 |
| Feb '24 | 1 |
| Mar '24 | 0 |
| Apr '24 | 0 |
| May '24 | 1 |
| Jun '24 | 0 |
| Jul '24 | 0 |
| Aug '24 | 0 |
| Sep '24 | 0 |
| Oct '24 | 0 |
| Nov '24 | 0 |
| Dec '24 | 0 |
| Jan '25 | 0 |
| Feb '25 | 0 |
| Mar '25 | 1 |
| Apr '25 | 0 |
| May '25 | 0 |
| Jun '25 | 0 |
| Jul '25 | 0 |
| Aug '25 | 0 |
| Sep '25 | 0 |
| Oct '25 | 0 |
| Nov '25 | 2 |
| Dec '25 | 1 |
| Jan '26 | 0 |
| Feb '26 | 0 |
| Mar '26 | 0 |
| Apr '26 | 0 |
| May '26 | 0 |
| Jun '26 | 1 |
| Jul '26 | 0 |
| Aug '26 | 0 |
| Sep '26 | 0 |
| 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 | 23 |
| Fintech | 23 |
| AI & Machine Learning | 12 |
| Networks, Cloud & Communication | 9 |
| E-Commerce & Retail | 8 |
| Real Estate & Construction | 8 |
| Transportation & Logistics | 8 |
| Data, Analytics & IT | 7 |
| Health & Life Sciences | 7 |
| Gaming & eSports | 7 |
| Marketing & Advertising | 6 |
| Media & Entertainment | 6 |
| Education & Workforce | 5 |
| Crypto & Blockchain | 5 |
| Manufacturing | 5 |
| Developer Tools | 5 |
| Professional Services | 4 |
| Hardware & Robotics | 3 |
| Cybersecurity & Privacy | 2 |
| Social & Community Platforms | 2 |
| Travel & Hospitality | 1 |
| AR/VR | 1 |
| Clean Energy & Sustainability | 1 |
| Space & Frontier Tech | 1 |
| Consumer & Lifestyle | 1 |
Deal Size Distribution
Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.
| Round size band (USD) | Deals |
|---|---|
| <$5M | 1 |
| $5M-$10M | 5 |
| $10M-$25M | 6 |
| $25M-$50M | 9 |
| $50M-$100M | 13 |
| $100M-$250M | 20 |
| $250M-$500M | 2 |
| $500M-$1B | 3 |
| $1B+ | 5 |
Deals By Geography
Top 4 of 4 regions; European countries are grouped as Europe.
| Region | Deals |
|---|---|
| United States | 48 |
| Europe | 10 |
| Canada | 4 |
| Israel | 2 |
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 |
|---|---|
| BlackRock | 5 |
| SoftBank | 5 |
| 3L Capital | 4 |
| Baillie Gifford | 4 |
| Lightspeed Venture Partners | 4 |
| Access Industries | 3 |
| Assembly Ventures | 3 |
| Cota Capital | 3 |
| Drive Capital | 3 |
| Fidelity Management & Research Company | 3 |
| Healthcare of Ontario Pension Plan | 3 |
| MSD Partners | 3 |
| Slow Ventures | 3 |
| T. Rowe Price Associates | 3 |
| TTV Capital | 3 |
| Andreessen Horowitz | 2 |
| Atlas Merchant Capital | 2 |
| AXA Venture Partners | 2 |
| BDC | 2 |
| Bessemer Venture Partners | 2 |
Investment Strategy
| Category | Deals (count) | Share (%) |
|---|---|---|
| Led | 31 | 48% |
| Participating | 33 | 52% |
| Category | Deals (count) | Share (%) |
|---|---|---|
| Single-lead | 19 | 61% |
| Co-led | 12 | 39% |
Team
President and Co-Founder
Chief Strategy Officer
Senior Director
Co-founder, General counsel
Chief Administrative Officer and Principal
Principal
Operating Partner
Co-founder, Chairman & CEO