Menlo Park · Pre-Seed–Late Stage · 10 people tracked
Also known as Altimeter · ALTIMETER CAPITAL MANAGEMENT, LP
Find your way into Altimeter Capital
3,275 people in our graph share verified history with the Altimeter Capital team — schools, employers, funds. One of them is your warm intro.
Investment thesis
Altimeter is a technology-focused investment firm founded by a founder to serve founders. Its stated mission is to help visionary entrepreneurs build iconic companies, disrupt markets, and improve lives across all stages of growth. The firm manages a range of funds investing in both public and private markets, positioning itself as a long-term expert partner to companies, particularly as they prepare to enter and operate in the public markets.
Source: firm website, verified Sep 15, 2026.
Founder fit — who Brad backs
A strong fit is a growth-stage technology company with consumption-based economics, measurable retention, and a management team that can defend its cost structure line by line. He is a direct counterparty who will tell you what he thinks — publicly, if he believes it matters enough.
Seed and pre-seed rounds, headcount-led growth plans, and non-technology sectors. These are inferences from Altimeter's stage focus and his published positions, not stated exclusions.
How to pitch
Bring public-market-grade numbers: gross margin, net revenue retention, burn multiple, and the path to free cash flow with dates. Show output per employee and be ready to defend your hiring plan against it — that is the argument he is most known for. If AI capital intensity is part of your model, bring the depreciation and utilisation assumptions, because that is the level at which he engages on BG2.
As of August 2026 his attention is split between Altimeter's AI and data infrastructure positions and Invest America, whose accounts launched on 4 July 2026 — he has predicted more than $100 billion in private commitments within twelve months. He continues to co-host BG2 with Bill Gurley.
Editorial inference from Brad's portfolio, writing and public record — not a published mandate.
Investment themes
8 documented themes from Brad's essays, talks and portfolio, grouped by what they say about founders.
▶More themes6
Efficiency is a growth strategy2022
Time to Get Fit argued that a great company had let headcount and capital spending expand past the point of productivity, and that cutting both would restore rather than reduce its capacity to innovate.
For founders: He reads bloat as a governance failure, not a phase — expect questions about headcount per unit of output.
It was never only about costs2023
A year later he argued the letter had been misread as a cost memo when its real subject was reclaiming a company's focus from the excess that undermines innovation.
For founders: Frame discipline as focus, not austerity.
Cross public and private with one underwriting standard2008
Altimeter was built to hold the same technology company across private rounds and public listings, which forces private investments to be underwritten against public comparables from the start.
For founders: Expect public-market-grade diligence on a private round.
Concentrated conviction in data and AI infrastructure2020
Snowflake, Confluent, Cockroach Labs, Baseten and the frontier labs form a coherent bet on the data and inference layer rather than on applications.
For founders: Infrastructure with measurable consumption growth is the sweet spot.
Ownership changes behaviour2025
Invest America's premise is that giving every American child a funded investment account from birth changes their relationship to capitalism, not just their balance sheet.
For founders: He treats capital-markets participation as a civic project alongside a financial one.
Private capital should co-fund public policy2026
He has organised corporate commitments to top up children's accounts as a tax-free benefit, arguing private matching multiplies the federal seed many times over.
For founders: He builds coalitions rather than lobbying alone.
▶AI & media1
Interrogate the capex, not the narrative2025
On BG2 he and Gurley have repeatedly worked through whether hyperscaler capital spending is supported by demonstrable demand, treating the depreciation schedule and the utilisation rate as the argument.
For founders: Bring unit economics into an AI conversation with him, not vision.
▶Founders & company building1
Founders deserve a real counterparty2022
The Meta letter was written as a shareholder willing to say publicly what he believed privately — a stance he has extended to portfolio companies.
For founders: He will tell you what he thinks, publicly if necessary.
Portfolio coverage
Snowflake is the anchor, alongside ByteDance, Anthropic, Confluent, Cockroach Labs, Baseten and Roblox. Time to Get Fit is credited with helping catalyse one of the largest corporate turnarounds of the decade. Grab, taken public through the largest SPAC of its time, is the counterweight: the company still operates at scale but the stock fell far below its listing level.
Public databases count this portfolio differently — scopes and methodologies vary, so no single total is definitive.
| Fundraising Fox | Tracked Altimeter investments | 35 |
| Fundraising Fox | Tracked personal investments | 3 |
| Forbes | Midas List appearance | 2022 |
| Invest America | Predicted private commitments | $100B+ |
Positions, predictions and career history live on Brad Gerstner →
Deep-research dossier, compiled August 2026. Every row carries its own source.
Team · 10 people
from curated & public directories
Founder mafia
2 people who came through Altimeter Capital went on to found or lead other companies.
What they invest in
from 54 of 64 portfolio companiesAI & Machine Learning ×24Enterprise Software ×19Cloud Computing ×15Developer Tools ×14Data & Infrastructure ×12SaaS ×11Deep Tech ×9Fintech ×7
HQs:United States×39Netherlands×2Canada×1China×1United Kingdom×1Singapore×1
Investments · 64 tracked
founders shown can be your intro pathBy year:2026 · 182025 · 52024 · 32023 · 42022 · 32021 · 62020 · 22019 · 12017 · 22016 · 22015 · 12014 · 148 dated
GrabAcademy, established in 2020, provides learning and development programs and training support for Grab's partners to help them deliver services and prepare for future challenges.
EdTechFintechFuture of WorkLogistics & Supply ChainMarketplacesMobility & TransportationSingapore, SG
Anthony Tan(Founder)inHooi Ling TaninCheryl GohChin OngKell LiminSarah Limin
Co-investors137 Ventures500 Global500 Startups VietnamArbor VenturesBase PartnersBeacon VC+21 more
Roblox operates an online platform where users sign up to play and create games and interactive experiences.
Creator EconomyGamingSocialSan Mateo, US
David Baszucki(Founder, Chairman & Chief Executive Officer)inErik Cassel(Co-Founder)Naveen Chopra(Chief Financial Officer)inCraig Donato(Executive Officer)inMichael Guthrie(Executive Officer)inDaniel Sturman(Executive Officer)in
Co-investorsAltos VenturesAndreessen HorowitzFirst Round CapitalFounderPartnersGreylock PartnersIndex Ventures+7 more
Snowflake is a fully managed cloud data platform that integrates data ingestion, processing, analysis, and AI application development across multiple cloud providers.
AI & Machine LearningCloud ComputingData & InfrastructureSan Mateo, US
Benoit Dageville(Executive Officer, Director)inMarcin Zukowski(Executive Officer)inThierry Cruanes(Executive Officer, Director)inJeffrey T. Balaguras(Executive Officer)Matthew Glickman(Executive Officer)inBarbara Walkowski(Executive Officer)in
Co-investorsCoatue ManagementEQUIAMForgePoint CapitalHigh AlphaHuman CapitalICONIQ+10 more
Twilio provides a cloud-based communications platform that enables businesses to integrate voice, messaging, and video into applications using APIs.
Cloud ComputingDeveloper ToolsEnterprise SoftwareSan Francisco, US
Jeff Lawson(Co-Founder & Chief Executive Officer)inEvan Cooke(Director)John WolthuisinLee Kirkpatrick(Chief Financial Officer)inRoy Ng(Executive Officer)inKaryn Smith(Executive Officer)in
Co-investors500 GlobalBessemer Venture PartnersDraper AssociatesFounders Circle CapitalFounders FundIcon Ventures+16 more
Vroom operates two primary businesses following the 2024 wind-down of its used vehicle ecommerce platform: UACC, an indirect automotive lender offering financing to consumers through a network of independent and franchised motor vehicle dealers with a focus on non-prime credit markets; and CarStory, an AI-powered analytics and digital services platform for automotive retail.
Fort Worth, US
Allon Bloch(Executive Officer, Director)Marshall Chesrown(Executive Officer, Director)Thomas H. Shortt(Executive Officer, Director)Anna-Lisa Corrales(Chief Legal Officer, Chief Compliance Officer and Secretary)inJon Sandison(Chief Financial Officer)Kevin Westfall(Director)
Co-investorsFraser McCombs CapitalDurable Capital PartnersFoxhavenGeneral CatalystL CattertonPICO Venture Partners+1 more
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Checkout.com offers Flow, a hosted payment page that businesses can deploy with a low-code, one-time integration to accept payments online.
Developer ToolsE-commerceFintechSaaSLondon, GB
Guillaume Pousaz(Founder & CEO)in
Co-investorsCoatue ManagementDragoneer Investment GroupDST GlobalFranklin TempletonGICInsight Partners+5 more
ClickHouse develops a column-oriented database management system that enables real-time analytical reporting via SQL queries.
AI & Machine LearningCloud ComputingData & InfrastructureEnterprise SoftwareSan Francisco, US
Aaron Katz(Co-Founder & CEO)inAlexey Milovidov(Co-Founder & CTO)inYury Izrailevsky(Co-Founder & President)in
Co-investorsIndex VenturesAdapt VenturesArtisanal VenturesBattery VenturesBessemer Venture PartnersCoatue Management+11 more
ClickHouse is a column-oriented database management system that enables users to generate analytical reports using SQL queries in real-time.
Cloud ComputingData & InfrastructureDeveloper ToolsSan Francisco, US
Aaron Katz(Co-Founder & CEO)inAlexey Milovidov(Co-Founder & CTO)Yury Izrailevsky(Co-Founder & President)
Co-investorsIndex VenturesBenchmarkCoatue ManagementLightspeed Venture PartnersRedpoint Ventures
Elorian is an AI research and product lab building models for visual reasoning, training systems to interpret and manipulate visual representations by understanding spatial relationships, structure, and physical constraints.
AI & Machine LearningDeep TechRoboticsPalo Alto, US
Andrew Dai(Founder)inYinfei Yang(Founder)in
Co-investorsMenlo VenturesLG Technology VenturesStriker Venture Partners
Solo.io provides cloud connectivity solutions that help organizations secure, observe, and control their cloud environments.
AI & Machine LearningCloud ComputingDeveloper ToolsEnterprise Software
Idit Levine(Founder)in
Co-investorsTrue VenturesRedpoint Ventures
23andMe operates a research platform that collects genetic data from millions of users to advance genomic research and health discovery.
BiotechDigital HealthDirect to ConsumerHealthtechLongevityMountain View, US
Anne Wojcicki(Co-founder & CEO)inLinda Avey(Co-founder)Paul Cheung(Co-founder)Andrew Page(Executive Officer, Director)Kathy Hibbs(Executive Officer)in
BoardEsther Dyson(Director)in
Co-investorsAllied Venture PartnersCivilization Ventures Management, LlcEQUIAMG SquaredHouston Angel NetworkInvestX+12 more
Airbyte provides a context layer for agents and pipelines, enabling data connectivity and integration solutions.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareSan Francisco, US
Michel Tricot(Co-Founder & CEO)inJean Lafleur(Co-Founder & COO)inJean (John) Lafleur(Co-Founder and COO)in
BoardChetan Puttagunta(Benchmark partner and board member)
Co-investors8VCAccelCoatue ManagementFlex Capital PartnersKima VenturesRebel Fund+6 more
Altimeter is a technology-focused investment firm that invests in public and private markets and partners with companies through their growth stages, including entry into public markets.
Brad Gerstner(Founder)in
Co-investorsIntegra GroupeFoundation CapitalS32
American Terawatt is building a national high-voltage direct current (HVDC) transmission network in the United States designed to deliver gigawatts of power to large industrial loads.
CleantechEnergyHardwareSan Francisco, US
Robert Parker(Founder)inAnton Troynikov(Executive Officer, Director)Arani Bhattacharyay(Executive Officer, Director)
Co-investorsGiant Ventures Global LlpHawk Hill VenturesHOF CapitalScribble VenturesZero Infinity PartnersFounders Fund+1 more
Anthropic is an AI safety research company that builds reliable, interpretable, and steerable AI systems.
AI & Machine LearningDeep TechDeveloper ToolsEnterprise SoftwareSan Francisco, US
Dario Amodei(Co-founder & CEO)inDaniela Amodei(Co-founder & President)inTom Brown(Co-founder)inJack Clark(Co-founder & Head of Policy)inJared Kaplan(Co-founder & Chief Science Officer)inChris Olah(Co-founder & Interpretability Research Lead)in
Co-investors3Comma Capital7BC Venture CapitalA.Capital VenturesAccelAlkeon InnovationAllen Institute for AI (AI2) Incubator+85 more
Base is a membership-based social club that curates intimate gatherings and experiences for members seeking meaningful conversations and authentic connections beyond traditional networking.
ConsumerMarketplacesSocial
Co-investorsConnetic VenturesGeek VenturesTetradAdditionAndreessen HorowitzCapitalG+8 more
Baseten provides AI inference and infrastructure services that optimize model deployment, serving, and orchestration across the full stack.
AI & Machine LearningCloud ComputingDeveloper ToolsSan Francisco, US
Tuhin Srivastava(CEO and Co-Founder)inAmir Haghighat(CTO and Co-Founder)inPhil Howes(Co-Founder & Chief Scientist)inPankaj Gupta(Co-Founder)inPhilip Howes(Co-Founder and Chief Scientist)inDanielle Herzberg(Executive Officer)
Co-investors01 AdvisorsAI FundAlpha PartnersAspire11Athletic VenturesBattery Ventures+23 more
Baseten provides infrastructure and tooling for high-performance AI model inference, letting teams deploy open-source, custom, and fine-tuned models with optimizations for image generation, transcription, text-to-speech, LLMs, and embeddings.
AI & Machine LearningCloud ComputingDeveloper Tools
Amir Haghighat(Founder)in
Co-investorsHorizon01 AdvisorsBONDCapitalGConvictionGreylock Partners+5 more
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Bay Area Times is a daily visual newsletter covering business and technology news, designed for founders, operators, and investors who need quick access to key stories and context.
Media & Entertainment
Co-investorsSolar Eco FundAndreessen HorowitzBenchmarkCapitalGDST GlobalICONIQ+2 more
This page is a blog article offering guidance on how to select an SEO company, including advice on checking credentials, reputation, and references.
Marketing TechMedia & Entertainment
Co-investorsFundersClubSoftBank Group
Benchling provides a cloud-based R&D platform for life sciences, combining a collaborative electronic lab notebook, structured scientific data modeling, automated workflows, and AI tools.
AI & Machine LearningBiotechEnterprise SoftwareSaaSSan Francisco, US
Sajith Wickramasekara(Founder/CEO)inAshutosh Singhal(Director)Ashu Singhal(Founder)in
BoardMiles Grimshaw(Director)in
Co-investorsAlkeon InnovationAndreessen HorowitzArtisanal VenturesBalaji SrinivasanDraper AssociatesF-Prime Capital+16 more
Boom develops supersonic aviation technology, including Overture, a supersonic airliner with orders from United, American, and Japan Airlines, and Symphony, a turbofan engine built for supersonic flight.
Deep TechHardwareMobility & TransportationCentennial, US
Blake Scholl(Founder & CEO)in
Co-investorsBessemer Venture PartnersCaruso VenturesDenver VenturesDraper AssociatesE15Industrious Ventures+9 more
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ByteDance builds a portfolio of digital platforms and services focused on short-form video, content creation, e-commerce, and workplace collaboration, serving creators and consumers globally.
Creator EconomyE-commerceMedia & EntertainmentBeijing, CN
Yiming Zhang(Founder)inRubo Liang(Founder; Chairman of the Board)inZhang Yiming(Founder)
Co-investors3Comma CapitalAglae VenturesBase PartnersCoatue ManagementEvolution VC PartnersGaldana Ventures+16 more
Champion Hill Ventures is a venture capital firm that invests in portfolio companies.
Josh Manchester(Founder)in
Co-investorsNimble PartnersAndreessen HorowitzBlueYard CapitalChampion Hill VenturesHumba VenturesQuiet Capital
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Clumio provides cloud-native backup and recovery for AWS and Google Cloud, offering air-gapped, immutable backups with point-in-time recovery through a serverless, API-first platform.
Cloud ComputingCybersecurityData & InfrastructureSan Jose, US
Woon Ho Jung(Director, Promoter)Poojan Kumar(Executive Officer, Director, Promoter)inKaustubh Sambhaji Patil(Director, Promoter)
BoardMichael L. Speiser(Director)Mark Leslie(Director)
Co-investorsHuman CapitalIndex VenturesNewView CapitalSutter Hill Ventures
CockroachDB is a distributed SQL database designed for enterprise applications that require high availability and global scalability.
Cloud ComputingData & InfrastructureEnterprise SoftwareNew York, US
Spencer Kimball(Founder)inPeter Mattis(Founder)in
Co-investorsCoatue ManagementFirstMark CapitalG SquaredGV (Google Ventures)In-Q-TelIndex Ventures+11 more
Confluent provides a cloud-native platform for real-time data streaming and movement, enabling organizations to connect applications and respond to business events as they occur.
AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsEnterprise SoftwareMountain View, US
Neha Narkhede(Co-founder; former Chief Technology Officer and board member)inJay Kreps(Co-founder and Chief Executive Officer)inJun Rao(Co-founder)inEdward (Jay) Kreps(Executive Officer, Director, Promoter)
BoardMatthew Miller(Director)Eric Vishria(Director)in
Co-investorsAlkeon InnovationAxevil CapitalBattery VenturesCoatue ManagementCusp CapitalDCVC (Data Collective)+13 more
ContractsAI structures and activates contract data beyond static storage in contract lifecycle management systems, making terms accessible for operational use across enterprise systems.
AI & Machine LearningEnterprise SoftwareLegalTechSaaS
Jenn McCarron(Co-founder & CEO)inPhani Gunturu(Co-founder & CTO)in
Co-investorsOperator CollectiveAndreessen HorowitzBain Capital VenturesBlackstoneGeneral CatalystInterlagos+9 more
DataRobot develops an AI and machine learning platform that automates model development and deployment for enterprises.
AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareBoston, US
Jeremy Achin(Executive Officer, Director, Promoter)inTom de Godoy(Co-Founder and Former Chief Technology Officer)in
BoardHarry Weller(Director)Christopher Lynch(Director)in
Co-investorsAMK Investment OfficeB Capital GroupB4 CapitalBallistic VenturesCisco InvestmentsConnetic Ventures+31 more
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dbt Labs provides a data transformation platform used by teams to organize, catalog, and manage data in their warehouses.
Data & InfrastructureDeveloper ToolsSaaS
Tristan Handy(Founder & CEO)inDrew Banin(Co-Founder)inConnor McArthur(Co-Founder)
Co-investorsAllison Pickens VenturesAmplify PartnersAndreessen HorowitzCoatue ManagementFirebolt Ventures Management Company, LlcICONIQ+8 more
Density AI designs custom AI accelerators optimized for frontier-scale large language model inference, combining near-memory compute architecture with high-bandwidth memory density.
AI & Machine LearningDeep Tech
Co-investorsFirestreak VenturesHyphen CapitalNextGen Venture PartnersFounders FundiSeed VenturesTribe Capital+1 more
Density makes Waffle, a self-installable real-time radar sensor for anonymous people counting in rooms, phone booths, and desks.
HardwareIoTPropTechSan Francisco, US
Andrew Farah(Founder)in
Co-investorsA-Rod CorpChapter OneKleiner PerkinsLong Journey VenturesLudlow VenturesReshape+3 more
DuckDB is an open-source SQL database engine that executes queries directly on files and cloud data sources like Parquet, JSON, and S3.
Data & InfrastructureAmsterdam, NL
Hannes Mühleisen(Founder)in
Co-investorsMadrona Venture GroupAmplify Partners CVAndreessen HorowitzFelicis VenturesRedpoint Ventures
Fireblocks provides infrastructure for enterprises and startups to build, launch, and operate digital asset solutions.
Crypto & Web3Enterprise SoftwareFintech
Michael Shaulov(Founder & CEO)inPavel Berengoltz(Founder)inIdan Ofrat(Founder)in
Co-investorsCyberstartsBNY MellonCanapi VenturesCapitalGGeneral AtlanticIndex Ventures+4 more
Glean provides AI-powered invoice processing and spend management software for finance teams, enabling automated data extraction, vendor cost analysis, and payment workflows integrated with accounting systems.
AI & Machine LearningEnterprise SoftwareFintechSaaS
Arvind Jain(Founder & CEO)inHoward Katzenberg(Founder & CEO)in
Co-investorsB Capital GroupB4 CapitalClocktower VenturesContour Venture PartnersCapital One VenturesCoatue Management+11 more
Hadrian offers an offensive security platform that continuously maps an organization's external attack surface, discovers assets, and uses agentic AI to validate which exposures are actually exploitable.
AI & Machine LearningCybersecurityEnterprise SoftwareSaaSAmsterdam, NL
Rogier Fischer(Co-Founder & CEO)inOlivier Beg(Co-Founder & Chief Hacking Officer)inMaurice Clin(Co-Founder & Head of Business Development)inTijl van Vliet(Co-Founder)in
Co-investorsCapitalGConstruct CapitalLux CapitalPICUS CAPITAL137 Ventures1789 Capital+6 more
Hammerspace offers a data platform that unifies unstructured data across disparate storage silos, on-premises data centers, and public clouds (AWS, Azure, GCP, OCI) into a single global file system to make data available for AI workflows and GPU clusters.
AI & Machine LearningCloud ComputingData & Infrastructure
Co-investorsBreak Trail VenturesFounders Circle CapitalOpen Field CapitalProsperity7 Ventures
Holdings offers a connected business banking and accounting platform that links a checking account, bookkeeping, and invoicing so transactions reconcile automatically.
AI & Machine LearningFintechSaaS
Jason Garcia(Founder)in
Co-investorsAlbum VCFrame VCSoftBank Group
Inngest is an execution layer for agents and workflows that helps engineers build and optimize event-driven workflows without manual retry logic or queue management.
AI & Machine LearningCloud ComputingDeveloper ToolsRoyal Oak, US
Tony Holdstock-Brown(CEO & Founder)Dan Farrelly(CTO & Founder)in
BoardJamin Ball(Director)inDan Cahana(Director)in
Co-investorsAfore CapitalAndreessen HorowitzMotive ForceNotable CapitalPreston-Werner VenturesBanana Capital+3 more
Julep is a beauty brand that sells cosmetics such as its Eyeshadow 101 crème-to-powder eyeshadow sticks, sold directly to consumers online.
ConsumerDirect to ConsumerE-commerceSeattle, US
JANE PARK(Executive Officer, Director)DWIGHT B. GASTON(Executive Officer)KATHERINE MACDONALD(Executive Officer)SPENCER LEE(Executive Officer)
BoardSPENCER RASCOFF(Director)inJEFF KEARL(Director)
Co-investorsAndreessen HorowitzRaptor GroupMadrona Venture GroupMaveronVersion One Ventures
K2 Space designs and builds satellite hardware and subsystems — including power, propulsion, autonomy, thermal, and structures — for space missions such as multi-orbit constellations, deep space relay, and large-scale observatories.
Deep TechHardwareSpace Tech
Karan Kunjur(CEO, Co-Founder)inNeel Kunjur(CTO, Co-Founder)in
Co-investorsAlpine Space VenturesCapitalGFirst Round CapitalICONIQKleiner PerkinsLG Technology Ventures+11 more
K2 Therapeutics is a biotech company that identifies innovative drug assets and develops them into medicines using a hub-and-spoke model with cross-regional clinical trials.
BiotechHealthtech
Co-investorsMPM BioImpactAlpine Space VenturesCapitalGICONIQKleiner PerkinsLightspeed Venture Partners+4 more
The page is an online gambling/betting operator ("OK9") targeting Vietnamese players, offering sports betting, online casino, slots, fish-shooting games, lottery, and card games.
West Hollywood, US
Neeldev Kunjur(Executive Officer, Director)Karandev Kunjur(Executive Officer, Director)Karan Kunjur(Founder)in
Co-investorsAlpine Space VenturesAlso CapitalAsymmetric Capital PartnersCapitalGFirst Round CapitalLightspeed Venture Partners+2 more
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Mountain View, US
Vikram Kapoor(Director)inSanjay Kalra(Director)Stefan Dyckerhoff(Executive Officer, Director)David Hatfield(Director)Robert Dunn(Executive Officer)
BoardSamuel Pullara(Director)
Co-investorsAurumBright Pixel CapitalEngineering CapitalHuman CapitalSINEWAVE VENTURESWebb Investment Network+5 more
Lavrock Ventures is an early-stage venture capital firm that invests at the intersection of national security and frontier technologies, backing companies in areas such as advanced manufacturing, space, quantum, and kinetic systems.
Deep TechDefense Tech
Steve Smoot(Managing Partner)inDaniel Hanks(Managing Partner)in
BoardJim Hunt(General Partner)inAlex Poulin(Partner)inJuliane Gallina(Partner)inGeorge Hoyem(Venture Partner)in
Co-investorsIronGate Capital AdvisorsAndreessen HorowitzGeneral CatalystInterlagosLavrock VenturesLightspeed Venture Partners+1 more
LiveKit is a developer platform for building, deploying, and monitoring voice, video, and physical AI agents using open source SDKs, with cloud infrastructure that handles runtime, routing, autoscaling, and realtime observability.
AI & Machine LearningCloud ComputingData & InfrastructureDeveloper ToolsSan Jose, US
Co-investorsHanabi CapitalIndex VenturesRedpoint VenturesSalesforce Ventures
Modern Treasury provides a payments infrastructure platform that enables businesses to move and track money across fiat and stablecoin rails through a single API.
Crypto & Web3Developer ToolsEnterprise SoftwareFintechSaaSSan Francisco, US
Matt Marcus(Co-Founder & CEO)inDimitri Dadiomov(Cofounder & CEO)inSam Aarons(Co-Founder & CTO)in
Co-investorsArchetypeArtisanal VenturesCastle Island VenturesCleo CapitalMischiefNewView Capital+7 more
A venture capital firm led by operators and AI technologists that invests in founders building defensible technologies and AGI-aware companies positioned for positive civilization-scale impact.
Vishal Maini(Founder & Managing Partner)inJonathan Eng(Partner)inPaul Gu(Partner)in
Co-investorsMarin Digital VenturesCapital GroupCoatue ManagementGICGreenoaksICONIQ+1 more
Namely is a cloud-based HR platform that combines HRIS, payroll, benefits administration, and talent management for mid-market companies.
Enterprise SoftwareHR TechSaaSNew York, US
Matthew Straznitskas(Executive Officer, Director)Larry Dunivan(CEO (appointed July 2019))in
BoardAdam D'Augelli(Director)inDavid Skok(Director)in
Co-investorsNotable CapitalScale Venture PartnersSequoia CapitalTrue VenturesBullpen CapitalGolub Growth+6 more
OpenAI is an AI research and deployment company focused on developing artificial general intelligence (AGI) with emphasis on safety and beneficial outcomes for humanity.
AI & Machine LearningCloud ComputingEnterprise SoftwareSan Francisco, US
Sam Altman(Co-founder & CEO)Elon Musk(Co-founder & former Co-chair / board member)inGreg Brockman(Co-founder & President)inIlya Sutskever(Co-founder & Chief Scientist)inWojciech Zaremba(Co-founder)inJohn Schulman(Co-founder (departed 2024))
Co-investorsA.Capital VenturesA'Z AngelsAdvent InternationalAlpha Wave GlobalAndreessen HorowitzAnti+54 more
Permiso offers an identity security posture management platform that inventories human and non-human identities across cloud environments (identity providers, IaaS, PaaS, and SaaS) and assesses their exposure to compromise.
AI & Machine LearningCloud ComputingCybersecurityEnterprise SoftwareSaaSMclean, US
Paul Nguyen(Co-Founder, Co-CEO)inJason Martin(Co-Founder, Co-CEO)inSanjeev Williams(SVP of Product Management)inJared Elder(VP of Marketing)inTin Huu Nguyen(Executive Officer, Director, Promoter)Erik Kriessmann(Director)in
Co-investors11.2 CapitalaVenturePoint72 VenturesVertex VenturesWork-Bench
Profluent develops AI foundation models combined with an in-house wet lab to design proteins for applications ranging from human health to industrial uses.
AI & Machine LearningBiotechDeep TechEmeryville, US
Ali Madani(CEO)in
BoardDylan Morris(Director)in
Co-investorsAir Street CapitalAIX VenturesSpark CapitalBezos Expeditions
Crypto & Web3FintechNew York City, US
Co-investorsblue 9 capitalTechstarsRed Beard VenturesSoftBank Group
SIGMA manufactures water infrastructure products including fittings, restraints, castings, and enclosures for municipal and utility applications.
Advanced ManufacturingCleantechConstruction TechHardwareLogistics & Supply ChainNew Materials
Victor Pais(Founder)Siddharth Bhattacharji(Founder)in
Co-investorsWind Point PartnersAvenir Growth CapitalDatabricks VenturesK5 GlobalNewView CapitalPrinceville Capital+4 more
San Francisco, US
Jason Frantz(Executive Officer, Director)inRobert Woollen(Executive Officer, Director)Robert Woolen(Director)Michael Palmer(Executive Officer, Director)Jason Franz(Executive Officer, Director)
BoardMichael Speiser(Director)in
Co-investorsAltimeter Venture PartnersAvenir Growth CapitalDatabricks VenturesPrinceville CapitalServiceNow VenturesSpark Capital+2 more
Starburst is a global accelerator dedicated to Aerospace & Defense startups, providing acceleration programs, consulting missions, private pitches and events.
Deep TechDefense TechSpace Tech
Co-investorsKluz VenturesAlkeon CapitalAndreessen HorowitzB Capital GroupCoatue ManagementIndex Ventures+1 more
Open lakehouse storage platform by the creators of Apache Iceberg (Databricks)
Co-investorsAndreessen HorowitzSV AngelUnusual VenturesValkyrie Ventures Management, LlcEssence Venture CapitalZetta Venture Partners
Thrive Health provides a personal health information management application that allows users to gather, manage, and share their health data with authorized healthcare providers.
Digital HealthHealthtechWest Vancouver, CA
Co-investorsRelentless Pursuit PartnersSoftBank Group
Unlearn develops AI-powered digital twins and data analytics tools to optimize clinical trial design and execution for pharmaceutical companies.
AI & Machine LearningBiotechDeep TechEnterprise SoftwareSan Francisco, US
Charles Fisher(Founder & CEO)inAaron Smith(Founder)in
Co-investors8VCAlumni VenturesBasecamp FundDCVC (Data Collective)Eisai Innovation, Inc.Flucas Ventures+5 more
Vulcan Elements manufactures rare earth magnets for critical applications in defense, semiconductors, satellites, data centers, and industrial equipment.
Advanced ManufacturingDefense TechNew MaterialsBenson, US
John Maslin(Executive Officer, Director)inDaniel Aronowitz(Executive Officer, Director)
BoardDaniel Borok(Director)in
Co-investorsBig Brain HoldingsBlindspot Ventures Management CoDorm RoomDuke Capital PartnersFifth Down CapitalGlynn Capital Management+5 more
XBOW is an autonomous AI system that tests web applications and APIs to find and prove exploitable security vulnerabilities, chaining flaws into working attacks and delivering reproducible exploit evidence with remediation guidance.
AI & Machine LearningCybersecuritySaaSSeattle, US
Oegerikus de Moor(Executive Officer, Director)
BoardKonstantine Buhler(Director)inApoorv Agrawal(Director)Ron Gabrisko(Director)
Co-investorsAlkeon InnovationNorthzoneS VenturesSequoia CapitalNVIDIA
Other
Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.
Exits · 5
IPOs and acquisitions across the tracked portfolioGrabNASDAQ: GRABRobloxNYSE: RBLXTrueraNYSE: SNOWTwilioNYSE: TWLOVroomNASDAQ: VRM
Portfolio news
latest coverage across their companies
Anthropic · techcrunch.com · Sep 15, 2026
Mythos · cognitiverevolution.ai · Sep 12, 2026
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Fund performance · per public LP disclosures · 2
as of Dec 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Altimeter Growth Partners Fund V, L.P.LPs: Texas Municipal Retirement System | — | — | 4.0% | 1.19x | — |
| Altimeter Growth Partners Fund VI, L.P.LPs: Texas Municipal Retirement System, Michael and Susan Dell Foundation | — | — | 14.7% | 1.49x | 0.01x |
Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).
Frequently asked questions
- What stage does Altimeter Capital invest at?
- Altimeter Capital invests at the Pre-Seed, Seed, Series A, Series B, Series C, Growth, Late Stage stages.
- What is Altimeter Capital's typical check size?
- Altimeter Capital typically writes checks of $1M – $25M.
- What sectors does Altimeter Capital focus on?
- Altimeter Capital focuses on AI & Machine Learning, Cloud Computing, Enterprise Software, Fintech, SaaS, Sector Agnostic.
- Where is Altimeter Capital located?
- Altimeter Capital is headquartered in Menlo Park, US.
- Does Altimeter Capital lead rounds?
- Yes, Altimeter Capital leads investment rounds.
- Who does Altimeter Capital co-invest with?
- Altimeter Capital most often shares deals with Coatue Management, Franklin Templeton, Battery Ventures, among 25 tracked co-investors.
Media · Podcasts & interviews
featuring the teamWatch CNBC's full interview with Altimeter Capital's Pauline Yang
Pauline Yang · cnbc.com
'We're still very early in the super cycle,' says Altimeter Capital's Brad Gerstner
CNBC Television · Brad Gerstner
Brad Gerstner on the launch of Trump Accounts
cnbc.com · Brad Gerstner · cnbc.com
BG2Pod with Brad Gerstner and Bill Gurley
open.spotify.com · Brad Gerstner · open.spotify.com
Altimeter Capital CEO Brad Gerstner on AI trade: I happen to think volatility is good
CNBC Television · Brad Gerstner
Watch CNBC's full interview with Altimeter Capital founder and CEO Brad Gerstner
Brad Gerstner · cnbc.com
Co-investors · 72
Andreessen Horowitz (a16z) is a venture capital firm founded in 2009 by Marc Andreessen and Ben Horowitz, known for pioneering the platform model with a large team of operators supporting founders across stages.
Coatue Management is a technology-focused investment firm that invests in innovation across both public and private markets with responsible risk management.
Sequoia Capital is a venture capital firm that partners with founders to build technology companies.
Lightspeed is a global venture capital firm that has spent over two decades backing innovative companies as an early and first investor.
Index Ventures is a multi-stage venture capital firm that backs companies from Seed to IPO and beyond, including through its dedicated seed fund Index Origin.
Redpoint Ventures is a venture capital firm established in 1999 by former partners from leading venture firms, focusing on early-stage technology companies across multiple sectors. The firm leverages its partners' technology investment experience and an extensive network of entrepreneurs and industry contacts to support portfolio company growth.
Benchmark is a venture capital firm with offices in San Francisco and Woodside that invests in early-stage startups.
Tiger Global Management operates public equity strategies (long/short, long-focused and crossover) and a private equity business investing in early- through late-stage growth companies across new and existing industries.
General Catalyst is a venture capital firm operating as a partnership focused on company building and accelerating the growth of the businesses it backs.
Madrona Venture Group is a Seattle-founded venture firm that partners with founders across early and acceleration stages, providing capital plus hands-on support in recruiting, strategy, business development, and fundraising.
Bessemer Venture Partners is a global venture capital firm that partners with entrepreneurs across enterprise, consumer, and healthcare sectors from early stages through growth.
Greylock Partners is an early-stage venture capital firm that partners with founders building companies from inception. Its partners make only one or two new investments per year to focus deeply on each partnership.
▶60 more co-investors
IVP (Institutional Venture Partners)Sapphire VenturesThrive CapitalSutter Hill VenturesDragoneer Investment GroupFirst Round CapitalB Capital GroupBattery VenturesSoftBank Vision FundLead Edge CapitalGreenoaksGV (Google Ventures)Bain Capital VenturesFirstMark CapitalHanabi CapitalWork-BenchValor Equity PartnersCraft VenturesUnion Square Ventures (USV)Afore CapitalAddition01 AdvisorsHarrison MetalOperator CollectiveBallistic VenturesTrust VenturesRebel FundThe MBA FundFounder CollectiveKrakenGreat Oaks Venture CapitalC2 InvestmentsForerunner VenturesFifth WallAccel-KKRBond Capital ManagementBonfire VenturesAcrew CapitalAbstract VenturesWEEKEND75 & SunnySalesforce Japan Co.,Ltd.Citi VenturesPelion Venture PartnersTCVUpside PartnershipAmerican Express Ventures (Amex)Torch CapitalContraryPlayground Global305 VenturesSmash CapitalMontage VenturesElectric AntFirsthandVCAllerfund Ventures, LlcBryant StibelThayer VenturesBoosted CommercePortal Ventures
Firms observed investing alongside Altimeter Capital, from public investor directories. Shared companies are the overlap with Altimeter Capital's recorded portfolio.
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