Founded 2000 by Stanford founders from Weiss Peck & Greer. Managing $40B+ AUM. Team: 123 members incl. 83 partners. Portfolio incl. Anthropic, Rubrik, Snap, Netskope, Mistral, Navan, xAI. 165 AI-native portfolio companies. Differentiator: depth-over-breadth model with intensive but founder-friendly engagement. Recent exits: Rubrik, Netskope, Navan IPOs 2024-25; Lightspeed largest institutional investor at debut.
Investment Focus
Investment Thesis
Multi-stage (seed→growth). Core focus: enterprise, fintech, healthcare, consumer. AI-emphasis incl. foundation models, infrastructure, developer tooling. Depth-first engagement model; weekly founder contact & board-level involvement. Avoids light-touch, high-volume models. Global structure: federalized across US, Europe, Israel, India, SE Asia. Ticket size flexible seed→Series F+. Active in follow-on mega-rounds (Anthropic $3.5B Series E lead; $1B+ checks)
Interested in connecting?
Visit their website or reach out directly.