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Generation Investment Management

20 Air Street, 7th Floor, London, W1B 5AN, United Kingdom

Overview

Generation Investment Management is dedicated to investing, integrated sustainability research, and client alignment. The company believes the interests of shareholders, over time, will be best served by companies that improve financial returns by managing economic, social, and environmental performance. It also builds a global research platform to integrate sustainability research into fundamental financial analysis. The company's investment team was founded by bringing together investment analysts with leaders from the sustainability research field. Generation's investment approach is based on the conviction that sustainability risks and opportunities directly affect long-term business profitability.

Total investments
64
Lead investments
32
Investments · 12mo
4
Active investors
11

Sector focus

  • Finance
  • Financial Services
  • FinTech
  • Sustainability
  • Venture Capital
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Investment portfolio

  • Ramp

    Participated · Series F · Jun 2026

    Ramp started as an expense-management platform and has expanded into payments, fraud detection, procurement, vendor management and accounting while integrating AI capabilities across its product suite. The company says it has more than 70,000 customers, including Visa, Uber, Shopify, Anduril and Figma, up from 50,000 last November. Ramp reported annualized revenue of more than $1 billion (with Bloomberg reporting a run-rate above $1.5 billion) and said it has reached positive free cash flow. It has launched AI-focused features such as AI agents for procurement, expense management, accounting and budgeting, and even a corporate credit card intended for AI-agent use. Ramp has raised over $3 billion in total capital to date. Management has indicated an eventual aim to go public, though no timing was given.

  • Chapter

    Led · Series E · Apr 2026

    Chapter offers an AI-native platform that powers licensed advisors to deliver personalized, impartial Medicare plan recommendations and help seniors maximize benefits. The company reviews every Medicare plan nationwide and has deployed products such as the most accurate provider directory and a prescription cost calculator for Medicare. Chapter reported rapid commercial traction in 2025, growing revenue threefold and surpassing $100 million in annual recurring revenue while maintaining flat corporate headcount. It is expanding its product set to launch additional financial products and to help members save across more of their spending. The business positions itself as the leading Medicare navigation option nationwide and partners with organizations to assist seniors with retirement healthcare decisions.

  • Gridware

    Led · Series B · Nov 2025

    Gridware is a San-Francisco-based grid-technology company whose pole-mounted Gridscope devices capture mechanical, electrical, and environmental data to enable Active Grid Response (AGR). Tens of thousands of these sensors are already installed on U.S. distribution poles, and the firm’s utility partners collectively serve roughly 40% of American electricity customers. The system pinpoints the location and cause of faults, helping crews respond faster and, in some cases, avoid failures altogether. Early deployments include Duquesne Light Company, which rolled out 1,700 additional devices after a successful pilot and subsequently won a PUF innovation award. With the fresh capital, Gridware plans to expand manufacturing capacity, scale deployment operations, and hire across hardware, firmware, software, data science, and machine-learning teams. The company is also preparing for international pilots in the United Kingdom and continental Europe. Ultimately, Gridware aims to help utilities worldwide improve reliability without expensive system overhauls.

  • FNZ

    Participated · Equity · Nov 2025

    FNZ delivers an end-to-end wealth-management platform that combines custody, trading, and digital advice tools for banks, insurers, asset managers, and advisers. Its technology handles $2.1 trillion of assets, a five-fold increase since 2020, underscoring rapid adoption across North America, Europe, Asia-Pacific, and Africa. The company has recently deepened its technology roadmap through a strategic partnership with Microsoft and the rollout of proprietary AI products aimed at boosting advisor productivity. FNZ is also focused on operational excellence, having completed a Section 166 review in the UK after upgrading its governance, risk, and delivery frameworks. Fresh capital will be funneled into product development, talent acquisition, and continued global expansion while bolstering the firm’s balance sheet. Executives highlight a renewed emphasis on client delivery, operational discipline, and profitable growth as the company scales its wealth-management modernization efforts worldwide.

  • Innovaccer

    Participated · Series F · Jan 2025

    Innovaccer built a cloud-based data infrastructure that connects to major EHR systems and unifies patient, payer, pharmacy, and lab data to support applications for value-based care, population health management, and CRM. The company counts six of the U.S.’s top ten healthcare systems as customers and has expanded sales into insurers, pharmaceuticals, and government organizations. Innovaccer spent roughly two years and more than $100 million building EHR connectivity that underpins its platform. The company plans to layer multiple AI co-pilots and agents on top of that infrastructure, including an AI medical scribe, a prior-authorization simplification tool, and a denied-claims assistant, and intends to develop some solutions in-house while partnering with or acquiring other AI products. Innovaccer’s revenue has increased about 50% year-over-year for the past five years, and it is on track to hit $250 million in annual recurring revenue this year. CEO Abhinav Shashank says the company won’t seriously consider an IPO until it reaches $400–$500 million in ARR. Innovaccer offers a cloud software layer that connects to existing electronic health record systems, enabling healthcare providers to fetch, analyze, and activate siloed patient data without replacing legacy systems. Its platform creates a 360-degree patient view and gives clinicians deeper, near-real-time visibility into patient health by aggregating data from EHRs and patient-held sources. The San Francisco-headquartered startup, which began its journey in India, has amassed more than 50 customers including Banner Health, Roche, One Medical, CommonSpirit and Sentara. Innovaccer is focused on the U.S. market for the near term but plans to expand internationally in the future. The company was valued at $3.2 billion after a $150 million Series E and has raised over $375 million to date. It will use the new capital to accelerate research and development and to hire across product, engineering and customer-experience teams. Innovaccer provides a cloud-based data activation platform that connects healthcare data across systems to deliver unified patient records and enable interoperable applications. The company’s solution is deployed across 1,000 locations in the U.S. and has added customers such as Dignity Health, Cancer Treatment Centers of America, Embright, Valley Integrated Provider Network, and Lee Health in 2020. Innovaccer plans to use the new capital to launch Innovaccer Health Cloud, which combines its data activation platform and allows providers and partners to build interoperable third-party applications for improved patient engagement and outcomes. The company said it aims to achieve a five-year CAGR of 100% by the end of 2021. Financially, Innovaccer was valued at $1.3 billion following the latest financing and has previously raised capital including a $70 million Series C in February 2020. Innovaccer is a San Francisco-based healthcare technology company that leverages AI and analytics to automate routine workflows and reduce manual overhead. Its core product is a Data Activation Platform that unifies patient data via 200+ pre-built connectors from health plans, providers, pharmacies, labs and hospitals. The platform has made records available to more than 25,000 providers, helped unify over 3.8 million patient records and generated more than $400M in customer savings. Customers include healthcare institutions, government organizations and enterprises such as Catholic Health Initiatives, MercyOne, Orlando Health, Hartford Healthcare and Stratifi Health. Founded in 2014 by Abhinav Shashank and Kanav Hasija, the company plans to use new funding to expand its business reach and further strengthen the Data Activation Platform. Innovaccer aims to grow to 100 million unified patient records accessible to 500,000 care team members over the next few years. Innovaccer provides a healthcare data platform that simplifies complex data from across points of care, streamlines information, and delivers insights and predictions to support organizational goals. Its platform includes 200+ connectors to systems such as EHRs, HIEs, claims, and lab systems. Products have been deployed across more than 500 locations and are used by over 10,000 providers at institutions, government organizations, and enterprises. The company plans to use new funding to continue building the platform, improve AI-assisted decision support capabilities, and add to its connector set. Innovaccer was founded in 2014 and is led by CEO Abhinav Shashank, operating from San Francisco with offices across the United States and Asia. The company lists customers including Hartford Healthcare, University of California, Mercy ACO Iowa, and others.

Team

  • Miguel Nogales

    Partner & Co-Cio, Global Equity Strategy

    LinkedIn
  • Peter Harris

    Partner & COO

    LinkedIn
  • Al Gore

    Chairman

  • Colin le Duc

    Partner

    LinkedIn