Portfolio
InvestX 5 Factor Model
Identifying late-stage private equity opportunities
Billion Dollar Status
Companies with $1B+ valuation, with proven business model and revenue scale
Market Leader
Network effects robust gross margins, and strong competitive moat
Escape Velocity
Businesses growing at 30% - 40% with product-market fit and growing customer base
IPO Ready
Potential for public market liquidity event in 24 - 36 months
Path to Profitability
Repeatable sales model with attractive unit economics and operating leverage
Portfolio
Since 2014, our portfolio has grown to include late stage pre-IPO category leaders.
23andMe offers consumers a web-based genetic research technology platform for accessing and understanding the human genome, including gene indexing and interactive tools for personal ancestry. It is FDA authorized and generates 150+ personalized reports.
Airbnb is an online hospitality marketplace that has connected 1.4 billion travelers with unique lodging options for personalized stays in homes, apartments, and other distinctive properties all over the world.
Amprius is a pioneer and established leader in the innovative lithium-ion battery technology industry. They specialize in the development of high-energy density batteries that provide longer-lasting power solutions for a variety of industries such as electric vehicles, consumer electronics and, aerospace applications.
Anthropic is a technology company focused on artificial intelligence and machine learning. They work on developing AI systems that are beneficial and aligned with human values. The company's goal is to advance the field of AI while ensuring that the technology is used responsibly and ethically.
A leader in sleep technology, Casper is renowned for its comfortable, supportive mattresses and other sleep products. Through their expertly crafted products and top-notch customer support, they hope to enhance the sleeping experience.
Cross River is a fintech company offering banking and software solutions for businesses and consumers, facilitating seamless digital transactions and lending while ensuring regulatory compliance.
Dataminr is an AI platform developer that uncovers emerging risks from public data sets and sends out instant alerts. Their platform detects and classifies high-impact events, providing industries with early updates before the news.
Datastax, Inc. specializes in data management. They excel in Apache Cassandra™ and offer commercial support, software, and cloud-based database services built on Apache Cassandra.
Discord is a popular communication software that allows communities, gamers, and individuals to connect, chat, and voice/video conference using a simple interface with many features.
DocuSign is a leader in digital transaction management that streamlines document workflows for both organizations and consumers by enabling secure electronic signatures.
Dropbox is a leading cloud storage and file synchronization service that simplifies file management and collaboration for individuals and businesses, ensuring easy access and secure sharing across devices.
Epic Games is a video game company that is known for the creation of Fortnite and the Epic Games Store, a platform that provides consumers with a diverse variety of PC and Mac games while simultaneously providing creators with a competitive marketplace to sell their games.
Getir is a Turkish technology company that operates an on-demand grocery delivery service. It allows customers to order a variety of products through its mobile app and delivers them to their doorstep in minutes. Getir's business model revolves around delivering a wide range of products quickly, including groceries, snacks, beverages, and household items.
Gupshup is an innovative messaging platform that supports organizations in creating interactive chatbots and helps organizations communicate with their customers more effectively by using popular messaging channels, enabling seamless communication and improving customer relationships.
Hootsuite is a tool that helps organizations manage their social media presence effectively. It allows organizations to schedule, publish, and analyze their social media content across various platforms, making it easier to engage with their audience and boost their online marketing efforts.
Impossible Foods is a vegan meat-alternative company that specializes in producing products that replicate the taste, texture, and appearance of meat products but are made out of plant-based ingredients.
Indigo Agriculture is an agricultural technology company that enhances farming sustainability and productivity through advanced technologies and data analytics. They offer services like Indigo Marketplace, Indigo Carbon, and Indigo Acres, connecting buyers and sellers, enabling carbon credit generation, and providing agronomic consulting to farmers.
Instacart is an online grocery delivery company that operates within the U.S. and Canada. By collaborating with a wide selection of participating stores, Instacart facilitates a seamless ordering process, for their customers where they can conveniently order their items and have their purchases entrusted to a dedicated Instacart delivery shopper.
Kraken is an online cryptocurrency trading and exchange platform that offers advanced trading features which allow its users to trade securely and with the highest standards of legal compliance.
Lyft is a ride-sharing service available in the United States and Canada, that seamlessly connects passengers seeking private transportation with drivers through their user-friendly app. By offering convenient and on-demand services, Lyft enables people to effortlessly request rides to their preferred destinations.
Palantir Technologies is a software company specializing in data analysis and intelligence software. Their platforms are used by government agencies, defense sectors, and businesses to gather and interpret large amounts of data for various purposes, including security, law enforcement, and financial analysis.
Patreon is a subscription platform that allows creators to collect recurring payments from their fans. It allows artists to monetize their work and generate a sustained income by providing unique and exclusive content in exchange for recurring monetary donations.
Pinterest is an online social media platform that facilitates the discovery of everyday ideas and inspirations. Users can save these ideas as "pins" on virtual inspiration boards, enabling them to explore and curate content on a wide range of topics, including recipes, home decor, fashion inspiration, and more.
Rappi is a versatile on-demand delivery app that provides a variety of services such as restaurant meals, groceries, and pharmacy supplies. Users can simply purchase from nearby businesses through the Rappi platform, and track their delivery in real-time to conveniently receive their items.
Scopely is a mobile gaming company, specializing in both publishing and developing interactive entertainment experiences. By collaborating with diverse partners, they bring a wide range of captivating mobile games to players worldwide, offering immersive and engaging gaming experiences across various genres.
SnapCare is a healthcare platform that instantly connects institutions with qualified nurses. It simplifies the process of staffing healthcare facilities by allowing facilities to easily discover and recruit temporary nurses, assuring appropriate staffing levels and efficient patient care.
Social Finance (SoFi) is a fintech company that provides comprehensive financial services, encompassing lending, investing, and banking solutions. Through its user-friendly online platforms and tailored offerings, they empower individuals to efficiently pursue their financial objectives.
Spacefy is a platform that connects people with unique spaces for rent, perfect for hosting events and creative projects. It fosters collaboration and enables unforgettable experiences by seamlessly connecting space owners and seekers.
Spotify is a music streaming platform known for its extensive collection of music and podcasts. Through its intuitive interface and personalized recommendations, Spotify provides a listening experience, catering to the diverse tastes of millions of users worldwide.
Stripe is a financial technology company that specializes in online payment processing. It provides a platform that enables businesses to accept payments over the internet, including credit card, debit card, and digital wallet payments. Stripe's services also include subscription billing, fraud prevention, and the ability to create custom payment flows.
Turo is a peer-to-peer car-sharing platform that allows private car owners to rent out their vehicles to other individuals. It enables car owners to earn money by renting out their vehicles when they are not in use. Renters can choose from a variety of vehicles listed on the platform, ranging from economy cars to luxury vehicles, for short-term use.
Uber Technologies is a transportation technology company known for its user-friendly app connecting riders with drivers. In addition to transportation services, Uber also operates Uber Eats, a popular food delivery platform offering a diverse selection of restaurant meals delivered to your door.
Udacity is an online learning platform that offers diverse courses and nanodegree programs, enabling individuals to acquire new skills and advance their careers with flexibility and personalization.
Varo is a digital banking platform that provides its users with simple and easy-to-access financial services. Users can manage their finances, make mobile payments, and access other banking functions via its user-friendly mobile phone app, providing smooth and modern banking experiences.
WeWork is a leading global platform offering flexible and collaborative workspaces for individuals and businesses. With prime locations, amenities, and networking opportunities, WeWork creates vibrant environments to support productivity and growth.
23andMe offers consumers a web-based genetic research technology platform for accessing and understanding the human genome, including gene indexing and interactive tools for personal ancestry. It is FDA authorized and generates 150+ personalized reports.
Airbnb is an online hospitality marketplace that has connected 1.4 billion travelers with unique lodging options for personalized stays in homes, apartments, and other distinctive properties all over the world.
Amprius is a pioneer and established leader in the innovative lithium-ion battery technology industry. They specialize in the development of high-energy density batteries that provide longer-lasting power solutions for a variety of industries such as electric vehicles, consumer electronics and, aerospace applications.
Anthropic is a technology company focused on artificial intelligence and machine learning. They work on developing AI systems that are beneficial and aligned with human values. The company's goal is to advance the field of AI while ensuring that the technology is used responsibly and ethically.
A leader in sleep technology, Casper is renowned for its comfortable, supportive mattresses and other sleep products. Through their expertly crafted products and top-notch customer support, they hope to enhance the sleeping experience.
Cross River is a fintech company offering banking and software solutions for businesses and consumers, facilitating seamless digital transactions and lending while ensuring regulatory compliance.
Dataminr is an AI platform developer that uncovers emerging risks from public data sets and sends out instant alerts. Their platform detects and classifies high-impact events, providing industries with early updates before the news.
Datastax, Inc. specializes in data management. They excel in Apache Cassandra™ and offer commercial support, software, and cloud-based database services built on Apache Cassandra.
Discord is a popular communication software that allows communities, gamers, and individuals to connect, chat, and voice/video conference using a simple interface with many features.
DocuSign is a leader in digital transaction management that streamlines document workflows for both organizations and consumers by enabling secure electronic signatures.
Dropbox is a leading cloud storage and file synchronization service that simplifies file management and collaboration for individuals and businesses, ensuring easy access and secure sharing across devices.
Epic Games is a video game company that is known for the creation of Fortnite and the Epic Games Store, a platform that provides consumers with a diverse variety of PC and Mac games while simultaneously providing creators with a competitive marketplace to sell their games.
Getir is a Turkish technology company that operates an on-demand grocery delivery service. It allows customers to order a variety of products through its mobile app and delivers them to their doorstep in minutes. Getir's business model revolves around delivering a wide range of products quickly, including groceries, snacks, beverages, and household items.
Gupshup is an innovative messaging platform that supports organizations in creating interactive chatbots and helps organizations communicate with their customers more effectively by using popular messaging channels, enabling seamless communication and improving customer relationships.
Hootsuite is a tool that helps organizations manage their social media presence effectively. It allows organizations to schedule, publish, and analyze their social media content across various platforms, making it easier to engage with their audience and boost their online marketing efforts.
Impossible Foods is a vegan meat-alternative company that specializes in producing products that replicate the taste, texture, and appearance of meat products but are made out of plant-based ingredients.
Indigo Agriculture is an agricultural technology company that enhances farming sustainability and productivity through advanced technologies and data analytics. They offer services like Indigo Marketplace, Indigo Carbon, and Indigo Acres, connecting buyers and sellers, enabling carbon credit generation, and providing agronomic consulting to farmers.
Instacart is an online grocery delivery company that operates within the U.S. and Canada. By collaborating with a wide selection of participating stores, Instacart facilitates a seamless ordering process, for their customers where they can conveniently order their items and have their purchases entrusted to a dedicated Instacart delivery shopper.
Kraken is an online cryptocurrency trading and exchange platform that offers advanced trading features which allow its users to trade securely and with the highest standards of legal compliance.
Lyft is a ride-sharing service available in the United States and Canada, that seamlessly connects passengers seeking private transportation with drivers through their user-friendly app. By offering convenient and on-demand services, Lyft enables people to effortlessly request rides to their preferred destinations.
Palantir Technologies is a software company specializing in data analysis and intelligence software. Their platforms are used by government agencies, defense sectors, and businesses to gather and interpret large amounts of data for various purposes, including security, law enforcement, and financial analysis.
Patreon is a subscription platform that allows creators to collect recurring payments from their fans. It allows artists to monetize their work and generate a sustained income by providing unique and exclusive content in exchange for recurring monetary donations.
Pinterest is an online social media platform that facilitates the discovery of everyday ideas and inspirations. Users can save these ideas as "pins" on virtual inspiration boards, enabling them to explore and curate content on a wide range of topics, including recipes, home decor, fashion inspiration, and more.
Rappi is a versatile on-demand delivery app that provides a variety of services such as restaurant meals, groceries, and pharmacy supplies. Users can simply purchase from nearby businesses through the Rappi platform, and track their delivery in real-time to conveniently receive their items.
Scopely is a mobile gaming company, specializing in both publishing and developing interactive entertainment experiences. By collaborating with diverse partners, they bring a wide range of captivating mobile games to players worldwide, offering immersive and engaging gaming experiences across various genres.
SnapNurse is a healthcare platform that instantly connects institutions with qualified nurses. It simplifies the process of staffing healthcare facilities by allowing facilities to easily discover and recruit temporary nurses, assuring appropriate staffing levels and efficient patient care.
Social Finance (SoFi) is a fintech company that provides comprehensive financial services, encompassing lending, investing, and banking solutions. Through its user-friendly online platforms and tailored offerings, they empower individuals to efficiently pursue their financial objectives.
Spacefy is a platform that connects people with unique spaces for rent, perfect for hosting events and creative projects. It fosters collaboration and enables unforgettable experiences by seamlessly connecting space owners and seekers.
Spotify is a music streaming platform known for its extensive collection of music and podcasts. Through its intuitive interface and personalized recommendations, Spotify provides a listening experience, catering to the diverse tastes of millions of users worldwide.
Uber Technologies is a transportation technology company known for its user-friendly app connecting riders with drivers. In addition to transportation services, Uber also operates Uber Eats, a popular food delivery platform offering a diverse selection of restaurant meals delivered to your door.
Udacity is an online learning platform that offers diverse courses and nanodegree programs, enabling individuals to acquire new skills and advance their careers with flexibility and personalization.
Varo is a digital banking platform that provides its users with simple and easy-to-access financial services. Users can manage their finances, make mobile payments, and access other banking functions via its user-friendly mobile phone app, providing smooth and modern banking experiences.
WeWork is a leading global platform offering flexible and collaborative workspaces for individuals and businesses. With prime locations, amenities, and networking opportunities, WeWork creates vibrant environments to support productivity and growth.
All the company descriptions have been sourced from the official company websites