Investing in category-leading companies
PINTEREST (IPO 2019)
Social Networking Company
Pinterest is an image sharing and social media service designed to enable saving and discovery of information on the internet using images and, on a smaller scale, animated GIFs and videos, in the form of pinboards.
PALANTIR (IPO 2020)
Big Data Analytics company started by Peter Thiel.
Raised over $2 Billion.
Cloud Data Management and Enterprise Backup Company
Founded in 2014, Rubrik is a leading provider of Cloud Data Management and Enterprise Backup Services. Rubrik had earlier announced that it reached an annualized gross bookings run rate of $600 million in Jan 2020. It crossed $100 Million in revenue in 2018. Rubrik has raised over $550 million in funding from Bain Capital, Lightspeed Venture Partners, Greylock Partners, Khosla Ventures, IVP, John Chambers, etc.
Big Data Analytics Company
Provides Business-intelligence analytics search software. ThoughtSpot has raised over $550 Million from Lightspeed Venture Partners, Khosla Ventures, General Catalyst, Sapphire Ventures, HP Enterprise, Geodesic Capital, Silver Lake Waterman, etc. The company is based in Sunnyvale, California.
Distributed Computing Company
Founded in 2017, Pensando Systems is led by Silicon Valley’s legendary “MPLS” team from Cisco — Mario Mazzola, Prem Jain, Luca Cafiero, Soni Jiandani, and Randy Pond — who have an unmatched track record, having already sold multiple enterprise companies. Pensando has raised a total of approximately $280 Million from Lightspeed Venture Partners, HP Enterprise, Ericsson Ventures, Qualcomm Ventures, John Chambers (Cisco former CEO), Goldman Sachs, etc. Pensando is pioneering distributed computing designed for the new edge, powering software-defined cloud, compute, networking, storage, and security services to transform existing architectures into the secure, ultra-fast environments demanded by next-generation applications.
Social Networking Company
Nextdoor is a hyperlocal social networking service for neighborhoods.
It is currently available in 11 countries. Nextdoor has 1 in 4 U.S. households. It has 270,000 neighborhoods globally. There have been 50 million local business recommendations from neighbors. In March 2020, Nextdoor’s number of daily active users surged 80% month-over-month. Nextdoor has backing from prominent investors including Kleiner Perkins, Benchmark, Shasta Ventures, Greylock Partners, Riverwood Capital, Bond, Axel Springer, Comcast Ventures, etc. Nextdoor has raised approximately $460 million in total funding.
Enterprise SaaS company for Digital Contracting
IronClad is an enterprise SaaS company that provides digital contracting for legal teams. It is based in Silicon Valley. L’Oréal, Staples, Mastercard, are some of its customers. The company was named one of the 20 Rising Stars on the Forbes 2019 Cloud 100 list and has raised over $180 million in funding from leading investors like Sequoia, Mary Meeker's Bond Capital, Accel, Y Combinator, Lux, and Emergence.
ORB INTELLIGENCE (ACQURIED BY DUN AND BRADSTREET IN 2020)
Big Data Company
Big Data company for B2B Marketing, run by seasoned founders.
Wag is a mobile application used to instantly find trusted and certified dog walkers.
Wag! is a technology platform that supports dog walking, pet sitting, veterinary care, and training services across 4,600 cities and all 50 states. Hundreds of thousands of Pet Caregivers across America, from coast to coast, use Wag! to build their business online. Wag! has raised over $360 million.
SOME EARLY-STAGE COMPANIES
To be Announced