Invests in high‑growth internet‑first consumer technology companies, leveraging specialization, proprietary sourcing, data rigor, and close founder partnership to scale category‑defining businesses.
Industries
Industry breakdown
Top industries in the portfolio
Geography
Geographic scope
No geographic scope listedGeography breakdown
Darker regions = more portfolio companies
Top 5 countries
United States of America
59.1%Germany
4.5%France
4.5%Canada
3.0%Mexico
3.0%Other
16.5%Countries with a higher share of the portfolio are shaded darker on the map.
Stages
Stage indicator
No stages listed
Stage breakdown
Portfolio by stage
Portfolio vintage
Companies by founded year
Fund details
Funds
Fund I
Vintage 2020 • $630M
Fund II
Vintage 2022 • $1.4B
Fund III
Vintage 2025