Fundraising Fox

Coatue Management

Crossover fundoperating company · company profile

New York · Pre-Seed–Late Stage · 17 people tracked

Also known as Coatue · COATUE EARLY STAGE · COATUE MANAGEMENT, L.L.C. · Coatue Ventures

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Deal analysis

Investment thesis

Coatue invests in technology and innovation across both public and private markets, applying responsible risk management. The firm believes investment strategies, like companies, must grow and evolve alongside the market. Its active private portfolio spans more than 250 technology companies, with a notable focus on areas such as artificial intelligence and its expansion across the technology stack.

Source: firm website, verified Aug 25, 2026.

Founder fit — who Philippe backs

A strong fit is a growth-stage technology company with a defensible position in the AI supply chain, real financial discipline, and metrics that would survive being valued as a public comparable. Laffont responds to demonstrated inflections — a change in who your customers are, not a forecast that they might change — and to businesses that get paid regardless of which contestant wins the market above them.

Strong signalsAI infrastructure and semi-capLate-stage private at scaleFrontier model labsEnergy and data-center build-outCustomer-mix inflectionGlobal technology, not US-only
Likely mismatchesPre-seed and seedApplication-layer AI without a moatNon-technology sectorsCrypto-native businesses

Pre-seed and seed companies, application-layer AI without a data or distribution moat, non-technology sectors, and crypto-native businesses whose demand story is speculative. These are inferences from his public positioning and Coatue's stage mix, not published exclusions.

How to pitch

Show the supply-chain position first: who has to buy from you, and why they cannot route around you. Bring public-market-grade numbers — retention, gross margin, unit economics, path to free cash flow — because Coatue will underwrite you as a future listed company. Name the customer shift that already happened rather than the one you expect. If your business depends on inference costs collapsing, say when and why, because his stated view is that the frontier keeps its pricing power.

As of August 2026 his visible focus is the physical layer of AI — semiconductor capital equipment, memory, data centers and power — alongside Coatue's private positions in the frontier model labs, having co-led Anthropic's Series G and Series H.

Editorial inference from Philippe's portfolio, writing and public record — not a published mandate.

Investment themes

11 documented themes from Philippe's essays, talks and portfolio, grouped by what they say about founders.

AI & media6
  • AI is a supercycle, not a bubble2025

    Coatue frames AI as the seventh great platform wave after mainframe, PC, networking, desktop internet, mobile internet and cloud — an arc measured in decades rather than quarters, with the market only a few years into it.

    For founders: Long-horizon infrastructure stories get a real hearing here; framing your company as a short-lived trend play does not.

  • Own the shortage, not the guess2026

    Rather than pick which chip or model wins, Laffont concentrates on semiconductor capital equipment and materials — the suppliers every fab must buy from regardless of who takes share.

    For founders: Position yourself as the toll road under a contested market rather than one of the contestants.

  • Agentic AI is a career-scale idea2026

    He ranks agentic AI among roughly five ideas of this magnitude he has seen in thirty years of investing, alongside the internet, mobile, energy infrastructure and the data-center build-out, describing measurable productivity gains inside his own firm.

    For founders: Show work actually completed by agents, not demos of agents attempting work.

  • Peel the onion around the GPU2026

    Each layer of AI demand exposes the next: chips need data centers, data centers need power, power needs cooling and grid capacity — a chain he argues the market underestimated by one to two years.

    For founders: Infrastructure adjacent to compute is investable on its own terms, not only as a derivative of chip demand.

  • Frontier models will not commoditise to zero2026

    Open weights will not make the best models free; buyers will pay for the frontier, and leadership will trade back and forth between labs such as Anthropic and OpenAI while cheaper tiers serve everyone else.

    For founders: Pricing power at the frontier is defensible; a business that assumes inference goes to zero should say when and why.

  • Trillion-dollar outcomes are not the ceiling2026

    He has publicly argued that a ten-trillion-dollar company is coming, treating today's mega-caps as a waypoint rather than an end state.

    For founders: Ambition framed at civilisation scale is a feature in this room, provided the near-term wedge is concrete.

More themes4
  • Buy the 20–25% drawdown2026

    He treats a 20–25% retracement in a secular bull market as an entry rather than a warning, reasoning that recovering a 25% drawdown is a 33% move, which over three years is a defensible annualised return.

    For founders: He is a buyer into fear, which matters if you are raising a growth round in a risk-off window.

  • Concentration beats diversification in technology2026

    Coatue's disclosed US equity portfolio has repeatedly carried roughly a fifth of its value in a handful of AI-linked names, a deliberate expression of conviction rather than an index-like spread.

    For founders: Coatue takes positions large enough to matter; it is not a spray-and-pray cheque.

  • Public and private are one market1999

    Coatue was built to underwrite the same technology company whether it is private or listed, which is why its private portfolio and its 13F read as two halves of one view.

    For founders: A crossover investor cares how your company would be valued as a public comparable long before you file.

  • Risk management is the job2022

    In 2022 Coatue cut gross and net exposure hard and sat largely in cash — an unusual move for a technology specialist and the clearest statement that capital preservation outranks staying invested.

    For founders: Coatue can and does step out of the market; a fundraising plan should not assume a crossover bid is permanent.

Founders & company building1
  • Watch who the customer becomes2026

    He describes spotting GE Vernova when turbine buyers shifted from utilities to hyperscalers — a change in customer base as the tell that a cyclical business had become a growth business.

    For founders: A named shift in who is buying is stronger evidence than a forecast of who might.

Portfolio coverage

Coatue's private book has included ByteDance, Snap, DoorDash, Spotify, Instacart, OpenAI and Anthropic, and its disclosed listed positions have concentrated heavily in AI-linked names. The record is not one-directional: the fund lost roughly 19% in 2022 and moved largely to cash, and Laffont has publicly called selling Nvidia one of the bigger mistakes of his career.

Public databases count this portfolio differently — scopes and methodologies vary, so no single total is definitive.

Fundraising FoxTracked Coatue investments98
WikipediaReported AUM≈$70B (2022)
CNBC / interviewReported AUM≈$90B
Reported 13FDisclosed US equity portfolio value≈$48.6B
1 more attributed companies without a tracked profile yet

Spotify

Positions, predictions and career history live on Philippe Laffont

Deep-research dossier, compiled August 2026. Every row carries its own source.

Stage
Pre-Seed–Late Stage
Check
$1M – $20M
HQ
New York, HI, US
Leads rounds
Leads
Instruments
Equity
Founded
2019
Last 12 months
8 investments
AUM
$92.7B
Tracked investments
369

Team · 17 people

from the firm's website & curated & public directories
Abhi Srinivasin

Founder mafia

4 people who came through Coatue Management went on to found or lead other companies.

What they invest in

from 282 of 369 portfolio companies

AI & Machine Learning ×127SaaS ×107Enterprise Software ×98Fintech ×57Developer Tools ×51Data & Infrastructure ×44Cloud Computing ×37Consumer ×34

HQs:United States×181China×9United Kingdom×7France×4India×4Germany×2

Who they back

founder profiles across 239 portfolio companies
33%
solo founders
78 of 239 mapped founding teams
57%
repeat founders
of 292 founders with career history
~4.5 yrs
old at investment
median across 18 dated deals

Founding team size:solo founder×782 founders×863 founders×494+ founders×26

Where their founders studiedfrom 273 founders with education data

Stanford University ×22Massachusetts Institute of Technology ×17University of California, Berkeley ×16Harvard University ×14University of Cambridge ×10Stanford University Graduate School of Business ×7University of Oxford ×7Columbia University ×6

Where their founders worked beforefrom 292 founders with career history

Facebook ×17Stanford University ×16Google ×8Goldman Sachs ×7OpenAI ×7Uber ×6DeepMind ×5LinkedIn ×5

Accelerator rootsportfolio companies that came through a program

Y Combinator ×36Plug and Play Ventures ×5500 Global ×3Techstars ×2

40 founders hold a PhD · 27 hold an MBA (of 289 with degree data)

Investments · 369 tracked

founders shown can be your intro path

By year:2026 · 52025 · 72024 · 82023 · 22021 · 42020 · 12019 · 12018 · 22017 · 12015 · 22013 · 134 dated

Bitdeerbitdeer.comin𝕏NASDAQ: BTDR

Bitdeer operates a vertically integrated Bitcoin mining and high-performance computing business, spanning IC design, ASIC hardware manufacturing (SEALMINER), datacenter infrastructure, and cloud mining plans.

AI & Machine LearningCrypto & Web3Hardware

Celine (Haiyi) Lu(Founder)in

Blendblend.comin𝕏NYSE: BLND

Blend offers a Consumer Banking Suite, a digital platform for banks and financial institutions to originate and process consumer lending and deposit products.

Enterprise SoftwareFintechPropTechSaaSSan Francisco, US

Nima Ghamsari(Co-founder & Head of Blend)inErin Collard(Co-Founder)Eugene Marinelli(Co-Founder)Rosco Hill(Co-Founder)Jason Ream(Head of Finance and Administration (CFO))

BoardTimothy J. Mayopoulos(Board Member)

Co-investors8VCBallistic VenturesCanapi VenturesConversion CapitalEmergence CapitalEmergence Capital Partners+13 more

Boxbox.comin𝕏NYSE: BOXMay 2021

Box provides intelligent content management and secure collaboration for enterprise teams, combining unstructured data access and sharing with AI-powered workflows and insights.

AI & Machine LearningCloud ComputingEnterprise SoftwareSan Jose, US

Dylan Smith(Executive Officer)Aaron Levie(Executive Officer, Director)Dan Levin(Director)Stephanie Carullo(Executive Officer)Peter McGoff(Executive Officer)Gary Reiner(Director)

Co-investorsAndreessen HorowitzBessemer Venture PartnersEmergence Capital PartnersHercules Capital, Inc.Kleiner PerkinsLobby Capital+7 more

Caris Life Sciencescarislifesciences.comin𝕏NASDAQ: CAI

Caris Lifesciences operates a precision oncology platform that analyzes DNA, RNA and proteins across tissue and blood to profile a patient's cancer and match treatments and clinical trials.

AI & Machine LearningBiotechHealthtech

David Dean Halbert(Chairman, Founder and CEO)

Co-investorsSilver Lake PartnersSixth StreetOrbiMed

DoorDashdoordash.comin𝕏NASDAQ: DASHGrowth

DoorDash operates a restaurant delivery platform that connects customers with dining establishments across hundreds of cities in North America through a logistics network.

ConsumerE-commerceFoodTechMarketplacesSan Francisco, US

Tony Xu(Co-founder & CEO)inAndy Fang(Co-founder & CTO)inStanley Tang(Co-founder & CPO)inGergely Nemeth(Senior Engineering Manager)

Co-investorsA*BoxGroupBrave CapitalCRV (Charles River Ventures)Day One VenturesEQUIAM+24 more

Figmafigma.comin𝕏NYSE: FIGGrowth

Figma is a collaborative design platform that enables teams to create apps, websites, and products through shared design tools integrated with development workflows and AI-powered design assistance.

Developer ToolsSaaSSan Francisco, US

Evan Wallace(Co-Founder (former Chief Technology Officer))Dylan Field(Co-founder & CEO)inPraveer Melwani(Chief Financial Officer & Treasurer)Kris Rasmussen(Chief Technology Officer)Shaunt Voskanian(Chief Revenue Officer)Brendan Mulligan(General Counsel & Secretary)

Co-investors137 VenturesAlkeon InnovationAndreessen HorowitzAtlassian VenturesBase PartnersDurable Capital Partners+26 more

GitLabgitlab.comin𝕏NASDAQ: GTLB

GitLab is an intelligent orchestration platform for DevSecOps that enables teams and AI agents to collaborate on the full software development lifecycle, from planning through deployment, with integrated security and compliance capabilities.

AI & Machine LearningCybersecurityDeveloper ToolsEnterprise SoftwareSan Francisco, US

Sid Sijbrandij(Founder/CEO)inDmytro Zaporozhets(Founder/CTO)inDmitriy Zaporozhets(Cofounder)Paul Machle(Executive Officer)

BoardBruce Armstrong(Director)in

Co-investorsAlkeon InnovationAugust CapitalBase PartnersBling CapitalCategory VenturesCrunchFund+21 more

Grabgrab.comin𝕏NASDAQ: GRAB

Grab operates a superapp serving Southeast Asia, offering services including ride-hailing and mobility, deliveries, and financial services through Grab Financial Group.

FintechLogistics & Supply ChainMarketplacesMobility & TransportationSingapore, SG

Anthony Tan(Founder)inCheryl GohChin OngHooi Ling TanKell LimSarah Lim

Co-investors137 Ventures500 Global500 Startups VietnamArbor VenturesBase PartnersBeacon VC+21 more

Hinge Healthhingehealth.comin𝕏NYSE: HNGE

Hinge Health builds a digital healthcare platform designed to help individuals manage musculoskeletal health and related conditions.

Digital HealthHealthtechMedical DevicesWellness & FitnessSan Francisco, US

Gabriel Mecklenburg(Executive Officer, Director)inDaniel Perez(Executive Officer, Director)

Co-investors11.2 CapitalAlkeon InnovationBessemer Venture PartnersCannage CapitalDuke Capital PartnersForesite Capital+8 more

Instacartinstacart.comin𝕏NASDAQ: CARTGrowth

Instacart operates a marketplace connecting grocery retailers with customers who order food and household items for same-day delivery or in-store pickup, serving millions of households across North America through partnerships with over 350 retailers.

ConsumerE-commerceFoodTechSan Francisco, US

Apoorva Mehta(Founder & CEO)inBrandon Leonardo(Founder)inMax Mullen(Founder)in

Co-investorsA*Andreessen HorowitzBACKGROUND CAPITALBling CapitalBright Pixel CapitalCanaan Partners+28 more

Lyftlyft.com𝕏NASDAQ: LYFT

Lyft is an on-demand ridesharing platform that connects passengers with drivers for various ride types, including standard rides, premium options, and other transportation services.

MarketplacesMobility & TransportationSan Francisco, US

Logan Green(Co-founder & CEO)inJohn Zimmer(Co-founder & President)inDavid Risher(CEO)in

Co-investorsAglae VenturesAllied Venture PartnersAlpha Wave GlobalAndreessen HorowitzBling CapitalCollaborative Fund+35 more

Nextdoor (NYSE: 2021)nextdoor.comin𝕏NYSE: NXDR

Neighborhood social network; IPO 2021

AdTechSan Francisco, US

Nirav Tolia(Co-Founder, CEO, President & Chairperson of the Board)inSarah Leary(Co-Founder, Chief of Marketing, Community & Business Operations)inPrakash Janakiraman(Co-Founder & Chief Architect)inDavid Wiesen(Co-Founder (Engineering))inIndrajit Ponnambalam(Chief Financial Officer)Sarah Friar(Former CEO, President & Chairperson)in

Co-investorsAxel Springer Digital VenturesComcast VenturesCota CapitalDag VenturesDragoneer Investment GroupEQUIAM+18 more

Opendooropendoor.comin𝕏NASDAQ: OPEN

Opendoor offers instant cash offers for residential properties through real estate agents, allowing sellers to choose between a fast sale or list the home later.

B2B MarketplacesE-commerceMarketplacesPropTechPhoenix, US

Eric Wu(Co-founder)inKeith Rabois(Co-founder)inKaz Nejatian(Chief Executive Officer)in

Co-investorsA*Andreessen HorowitzBlue Lion GlobalCrunchFundFelicis VenturesHaystack+16 more

Redditreddit.comin𝕏NYSE: RDDTAcquired

A social platform where users post content and discussions that are ranked by community votes, reaching hundreds of millions of monthly visitors across web and mobile applications.

Cloud ComputingConsumerMedia & EntertainmentSocialSan Francisco, US

Steve Huffman(Founder)inAlexis Ohanian(Cofounder)Sam Altman(Interim CEO (2014); board member until 2022)

Co-investors500 GlobalA.Capital VenturesA*AAF Management Ltd.AlleyCorpAndreessen Horowitz+26 more

Root Incjoinroot.comin𝕏NASDAQ: ROOT

Root is an auto insurance carrier that uses mobile telematics and data science to set car insurance rates based primarily on driving behavior rather than demographics, offering policies through a mobile app.

AI & Machine LearningFintechInsurTechMobility & Transportation

Alex Timm(Founder & CEO)

Co-investorsDrive Capital

Snapsnapchat.comNYSE: SNAPDec 2013

Snapchat is a mobile app for communicating with friends and family through photos and videos, featuring augmented-reality Lenses, creative sharing tools, and a personalized map for discovering places and content.

ConsumerCreator EconomyMedia & EntertainmentSocialSanta Monica, US

Evan Spiegel(Co-founder and Chief Executive Officer)inBobby Murphy(Co-founder and Chief Technology Officer)Reggie Brown(Co-founder; former Chief Marketing Officer)Michael Lynton(Director)Tim Sehn(Executive Officer)Evan T Spiegel(Executive Officer, Director)

Co-investorsA-Rod CorpAlibaba GroupEntrée CapitalFidelity InvestmentsGeneral AtlanticGeneral Catalyst+22 more

Snapsnap.comNYSE: SNAPGrowth

Snap operates Snapchat, a visual messaging app for communicating with friends and family through images, alongside Spectacles AR glasses and Lens Studio, a tool for developers to build augmented reality and AI experiences.

ConsumerMedia & EntertainmentSocialMiami, US

Evan Spiegel(Co-founder & CEO)inBobby Murphy(Co-founder & CTO)Newton Porter(Executive Officer, Director)Taylor Auerbach(Executive Officer, Director)

BoardWei-Chun Tai(Director)

Co-investorsAccess Technology VenturesGeneral CatalystGraph VenturesGraphene VenturesIVP (Institutional Venture Partners)Lightspeed Venture Partners+3 more

SpaceXspacex.comNASDAQ: SPCXGrowth

Revolutionizing space technology to make life multi-planetary

Hawthorne, US

Elon Musk(Founder, CEO & Chief Engineer)in

Co-investors1/1 Capital137 Ventures4DX VenturesA*Abstract VenturesAccess Technology Ventures+110 more

Truerasnowflake.comin𝕏NYSE: SNOW

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)Thierry Cruanes(Executive Officer, Director)Jeffrey T. Balaguras(Executive Officer)Matthew Glickman(Executive Officer)Barbara Walkowski(Executive Officer)

Co-investorsEQUIAMForgePoint CapitalHigh AlphaHuman CapitalICONIQICONIQ Growth+10 more

Uberuber.comin𝕏NYSE: UBER

Uber operates a multi-sided platform providing ride-sharing, food delivery, freight logistics, and business fleet management services across various global markets.

Logistics & Supply ChainMarketplacesMobility & TransportationSan Francisco, US

Travis Kalanick(Co-founder & CEO)Garrett Camp(Co-founder)

Co-investors137 Ventures408 VenturesA*Across Capital PartnersAglae VenturesAkkadian Ventures+63 more

Warner Music GroupNASDAQ: WMGAug 2026 · $76M

New York, US

Carianne Marshall(Executive Officer)Guy Moot(Executive Officer)James Steven(Executive Officer)Byran Castellani(Executive Officer)Maria Osherova(Executive Officer)Carletta Higginson(Executive Officer)

Co-investorsAMD VenturesGreycroftKadmos CapitalPacific Alliance Ventures Llc

Checkoutcheckout.comin𝕏✓ verified

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-investorsAltimeter CapitalDragoneer Investment GroupDST GlobalFranklin TempletonGICInsight Partners+5 more

Norm Ainorm.aiin✓ verified

Norm Ai builds AI agents that automate legal and compliance tasks for large institutions, along with a verification layer for AI agents and an affiliated AI-native law firm.

AI & Machine LearningEnterprise SoftwareLegalTechNew York, US

John Nay(Founder)inMike Schmidtberger(Chairman and Partner, Norm Law)

Co-investorsCraft VenturesKhosla VenturesBain CapitalBain Capital VenturesBlackstoneNew York Life+5 more

Sierra Spacesierraspace.comApr 2023

Space company developing the Dream Chaser commercial spaceplane and the LIFE habitat for a next-generation LEO space station.

Broomfield, US

Fatih Ozmen(Director)Dan Jablonsky(Executive Officer, Director)Eren Ozmen(Director)John Toriello(Director)Cyrus Behbehani(Director)Sue Payton(Director)

Board seatPhilippe Laffont· per SEC Form D

Co-investorsAE Industrial PartnersBoeing HorizonX VenturesIndustrious Ventures

Abacusaiabacus.aiin𝕏

Abacus.AI develops a generative AI platform with two offerings: ChatLLM, a multi-modal AI assistant for individuals and small teams, and Abacus.AI Enterprise, which provides AI automation, chatbots, and business process integration for large organizations.

AI & Machine LearningEnterprise SoftwareSaaSSan Francisco, US

Arvind Sundararajan(Founder)Siddartha Naidu(Founder)

Co-investorsIndex VenturesKhosla VenturesTiger Global ManagementAlkeon InnovationCollective LiquidityDecibel Partners+1 more

Abogen Biosciences (艾博生物)abogenbio.com

Suzhou-based mRNA drug developer behind ARCoV/AWcorna, China's first mRNA COVID-19 vaccine to enter clinical trials.

Co-investorsMorningside Venture Capital LimitedQiming Venture PartnersSoftBank Vision Fund

Accutar Biotechaccutarbio.com

US biotech using AI-driven computational design plus wet-lab validation to discover small-molecule oncology drugs.

BiotechNew York, US

jie fan(Founder)inWei He(Executive Officer)Yimin Qian(Executive Officer)Xiangyan Sun(Executive Officer)Quan Zhou(Director)Long Zhu(Director)

Co-investorsMorningside Venture Capital Limited

Agoraagora.ioin𝕏

Agora provides APIs and a real-time engagement platform that enables developers to embed voice, video, interactive streaming, chat, and AI capabilities into their applications.

Cloud ComputingDeveloper ToolsMedia & EntertainmentSaaSSanta Clara, US

Tony Wang(Founder)inPat Frey

Co-investors500 GlobalMorningside Venture Capital Limited

AI Rudderairudder.comin

AI Rudder provides contact center automation for enterprises, including AI voice agents, predictive dialers, and a low-code platform (BotLab) for building conversational AI agents.

AI & Machine LearningEnterprise SoftwareSaaS

Co-investorsCathay InnovationPeak XV Partners

AI21 Labsai21.comin𝕏

AI21 develops trustworthy artificial intelligence technology to enhance human productivity.

AI & Machine LearningDeveloper ToolsEnterprise Software

Ori Goshen(Co-CEO & Co-Founder)inProf. Yoav Shoham(Co-CEO & Co-Founder)Yoav Shoham(Founder)in

Co-investors8VCAhren Innovation CapitalComcast VenturesFelicis VenturesIntel CapitalSamsung Next+4 more

Airbyteairbyte.comin𝕏Dec 2021

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-investors8VCAccelFlex Capital PartnersKima VenturesRebel FundStandard Capital+6 more

Airtableairtable.comin𝕏Growth · Nov 2018 · $100Macquired by Bending Spoons · Aug 2026 · $1.3B

Airtable is a San Francisco-based no-code platform that lets teams build apps and workflows on a flexible database.

AI & Machine LearningCloud ComputingEnterprise SoftwareSaaSSan Francisco, US

Howie Liu(Co-Founder and CEO)inAndrew Ofstad(Co-Founder)inEmmett Nicholas(Co-Founder and senior engineering leader)inAmbereen Toubassy(Chief Financial Officer)Paul Ohls(Chief Revenue Officer)David Azose(Chief Technology Officer)

Co-investorsBling CapitalCaffeinated CapitalCRV (Charles River Ventures)CSC UpshotDCVC (Data Collective)Draft Ventures Llc+25 more

AKASAakasa.comin

AKASA provides generative AI solutions for healthcare revenue cycle management, helping health systems automate administrative workflows and reduce costs.

AI & Machine LearningEnterprise SoftwareHealthtech

Co-investorsAndreessen HorowitzFounders Circle CapitalBalaji SrinivasanPreface VenturesRefactor Capital

Alanalan.comin𝕏

Alan provides health insurance, provident insurance (prévoyance) and prevention services for self-employed individuals, companies of all sizes, retirees, and public-sector workers, combining coverage with a digital app for reimbursements, telehealth consultations (Clinique Alan), and wellness features.

Digital HealthHealthtechHR TechInsurTech

Charles Gorintin(Founder)inJean-Charles Samuelian-Werve(Founder)in

Co-investorsIndex VenturesKima VenturesOriginsPartech VenturesRuna CapitalSTATION F+2 more

Albert Inventalbertinvent.comin

Albert provides an operating system for chemists that combines structured data management with AI trained on molecular structures and individual company chemistry datasets.

AI & Machine LearningDeep TechEnterprise Software

Zach Kisner(Co-founder)inKen Kisner(Co-founder)inNick Talken(Co-founder)inNeelesh Vaikhary(Co-founder)inZack Kisner(Founder)

Co-investorsCapitalGCoral CapitalF-Prime CapitalHomebrewIndex VenturesGeneral Atlantic

Alchemyalchemy.comin𝕏

Alchemy is a platform layer that enables developers to build applications on blockchain networks.

Cloud ComputingCrypto & Web3Developer ToolsFintech

Nikil Viswanathan(Co-Founder and CEO)inJoe Lau(Co-Founder and President)

Co-investorsPantera CapitalDCVC (Data Collective)Founders Fund3cubed Venturesa16z cryptoAndreessen Horowitz+20 more

Alchemyalchemy.run𝕏

Alchemy is an infrastructure-as-code tool that lets developers define their entire cloud setup as a TypeScript program, with commands to plan, deploy, and destroy resources across providers like Cloudflare and AWS.

Cloud ComputingDeveloper ToolsSaaS

Co-investorsCrucible CapitalAdditionAndreessen HorowitzDFJLightspeed Venture Partners

Amoamo.co

Paris-based social app company founded by ex-Zenly leaders, building friend-focused iOS apps including ID, Bump and Sugar.

Co-investors359 CapitalAbstract VenturesAlvenBanana Capital

Anaplan Incanaplan.cominAcquired

Anaplan is an AI-driven scenario planning and analysis platform that helps enterprises optimize decision-making by transforming data into actionable insights and enabling dynamic scenario planning.

AI & Machine LearningData & InfrastructureEnterprise SoftwareSaaSSan Francisco, US

Michael Gould(Director)Guy Haddleton(Director)Charlie Gottdiener(Chief Executive Officer, Member of the Board)Frederic Laluyaux(Executive Officer, Director)James Budge(Executive Officer)Adrian Kunzle(Director)

Co-investorsCategory VenturesCross Creek AdvisorsFounders Circle CapitalGlilot Capital PartnersGolub GrowthHarmony Partners+9 more

Andurilanduril.comin

Anduril builds autonomous systems and software for defense and military applications, including attack aviation, unmanned aircraft, and underwater vehicles, unified by an autonomy platform.

AI & Machine LearningDefense TechHardwareRobotics

Palmer Luckey(Founder)Brian Schimpf(CEO)inTrae Stephens(Founder)in

Co-investors137 Ventures1Flourish Capital8VCAltra VentureAndreessen HorowitzAnorak Ventures+82 more

Ankorstoreankorstore.com

Paris-based B2B wholesale marketplace connecting independent brands with local retailers across Europe.

Co-investorsAglae VenturesIndex VenturesTCVBain Capital VenturesBONDTiger Global Management

Ant Financialantgroup.comin

Chinese fintech group, formerly Ant Financial, that operates Alipay and related payment, lending, wealth and insurance services.

Hangzhou, CN

Co-investorsFJ LabsWarburg Pincus

Anthropicanthropic.comin𝕏Growth · Jan 2026 · $13B

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)Chris Olah(Co-founder & Interpretability Research Lead)

Co-investors3Comma Capital7BC Venture CapitalA.Capital VenturesAccelAlkeon InnovationAllen Institute for AI (AI2) Incubator+85 more

Applied Intuitionappliedintuition.comin𝕏

Applied Intuition develops physical AI software for autonomous and intelligent machines, including vehicles, robots, ships, and satellites across industries like automotive, defense, logistics, and manufacturing.

AI & Machine LearningDeep TechDeveloper ToolsEnterprise SoftwareRoboticsSunnyvale, US

Qasar Younis(Co-founder and CEO)inPeter Ludwig(Co-founder and CTO)

Co-investors137 VenturesAndreessen HorowitzElad GilEQUIAMFloodgateFounders Circle Capital+22 more

AppZenappzen.comin

AppZen provides AI-powered finance software that automates invoice processing, expense auditing, and spend-to-pay workflows for enterprise finance teams.

AI & Machine LearningEnterprise SoftwareFintechSan Jose, US

Anant Kale(Co-Founder & CEO)Kunal Verma(Co-Founder & CTO)inGaurav Agrawalin

Co-investorsLightspeed Venture PartnersRedpoint VenturesRiverwood Capital500 GlobalEvolution VC PartnersFundersClub+4 more

Araarascreens.comin𝕏

Ara operates a network of digital billboards in rideshare vehicles, retail storefronts, parking facilities, and municipal settings, offering hardware installation, content management systems, and advertising services on a subscription basis.

AdTechFoodTechHardwareMobility & TransportationRetail TechNew York City, US

Jeffrey Cripe(Co-Founder, CEO)Jasper Wheeler(Co-Founder, CPO)Stuart Clark(Co-Founder, Head of Software)

Co-investorsFounders FundRosecliff VenturesBleu CapitalCerity Partners VenturesInterlace VenturesNew Ground Ventures+4 more

Artaarta.ioin

Arta provides a configurable commerce platform for selling, shipping, insuring, and tracking art, luxury goods, and collectibles globally.

E-commerceLogistics & Supply ChainSaaS

Co-investorsCorazon CapitalMu VenturesV1 VCAtlantic Vantage PointRecharge Thematic Ventures Management LlcRibbit Capital+1 more

Artafinanceartafinance.comin𝕏

Arta Finance offers accredited investors and qualified purchasers access to private market investments across asset classes including private credit, private equity, real estate, and venture capital, selected through its fund selection process.

AI & Machine LearningFintechSaaS

Caesar Sengupta(Co-founder & CEO)Felix Lin(Co-founder, President and CFO; appointed Group CEO)inChirag Yagnik(Chief Investment Officer and Co-founder)inAmanda Ong(Singapore CEO)in

Co-investorsPeak XV PartnersRibbit CapitalCohen CircleMantis Capital

Arteraartera.aiin𝕏

Artera develops AI-powered diagnostic tests that analyze patient biopsy images to predict therapeutic response in cancer care.

AI & Machine LearningHealthtechMedical DevicesLos Altos, US

Andre Esteva, PhD(Founder)inAndre Esteva(Founder)

Co-investorsBreyer CapitalKoch Disruptive TechnologiesHealth Velocity CapitalJackson Square VenturesLead Edge CapitalSUMMATION HEALTH VENTURES+2 more

Artsyartsy.netin𝕏Acquired

Artsy is a global online art marketplace that connects collectors with artists, galleries, and auction houses.

MarketplacesMedia & EntertainmentNew York, US

Carter Cleveland(Founder)Sebastian Cwilich(Founder)in

Co-investorsA-Rod CorpArcherman CapitalAvenir Growth CapitalBoxGroupBreyer CapitalFounder Collective+6 more

Attaboticsattabotics.cominJul 2019Acquired

Attabotics develops warehouse automation and material handling technology that was acquired by LaFayette Systems, a family-owned organization with 30+ years of experience in the sector.

Advanced ManufacturingLogistics & Supply ChainCalgary

Scott Gravelle(Executive Officer)

Co-investorsComcast VenturesForerunner Ventures

Aurora Solaraurorasolar.comin𝕏

Aurora Solar offers a software platform for solar installers and sales teams to design, quote, finance, and deliver residential solar and storage projects, including remote 3D modeling with shade and tilt analysis, permit-quality proposals, and lead capture tools.

CleantechEnergySaaSSan Francisco, US

Christopher Hopper(Cofounder)inSamuel Adeyemo(Founder)

Co-investorsEnergize CapitalFifth WallICONIQLux CapitalBuoyant Ventures Management, LlcICONIQ Capital+2 more

Availavail.io

Avail is a modular blockchain infrastructure project building a data availability layer and unification stack for rollups.

Anurag Arjun(Founder)in

Co-investorsAmino CapitalJuniperoCyber CapitalFigmentFounders FundNomad Capital+1 more

Avenaven.com

Aven is a San Francisco fintech offering a home-equity-backed Visa credit card and related asset-backed consumer credit products.

Sadi Khan(Founder)inMurtada Shah(Founder)in

Co-investorsElectric CapitalFounders FundGeneral CatalystHakluyt CapitalHan River PartnersID8 Investments+12 more

Avvoavvo.comJul 2015Acquired

Seattle-based online legal marketplace with lawyer ratings, reviews and Q&A, acquired by Internet Brands in 2018.

Seattle, US

MARK S. BRITTON(Executive Officer, Director)Mark Britton(Founder)inSENDI WIDJAJA(Executive Officer)SACHIN BHATIA(Executive Officer)JOSHUA M. KING(Executive Officer)JASON MICHAEL RASMUSSEN(Executive Officer)

Co-investorsDag VenturesTechnology Crossover Ventures

Axoniaxoni.comin𝕏Acquired

Axoni provides a distributed ledger platform for post-trade processing and settlement in financial markets, serving institutional clients in capital markets operations.

Crypto & Web3Data & InfrastructureEnterprise SoftwareFintechSaaSNew York City, US

Greg Schvey(Founder/CEO)Jeffrey Schvey(Founder/CTO)inGreg (CEO)(Chief Executive Officer)Jeff (CTO)(Chief Technology Officer)

Co-investorsAndreessen HorowitzCommunitas Capital PartnersDCVC (Data Collective)Digital Currency GroupY CombinatorEJF Ventures+1 more

BeRealbere.alAcquired

BeReal is a social media platform where users share unfiltered photos using a front-and-back camera format during daily two-minute windows.

Social

Co-investorsAccelKima VenturesTq Ventures LlcAndreessen HorowitzBanana CapitalDST Global

Bharatpebharatpe.comin𝕏

BharatPe is an Indian financial services and UPI payments platform serving merchants with QR-based scan-and-pay, utility and credit card bill payments, gift vouchers, and business loans.

E-commerceFintechRetail TechSaaSIndia, IN

Ashneer Grover(Founder)in

Co-investorsAlteria CapitalAmplo VenturesInsight PartnersPeak XV PartnersRogue Insight CapitalTrifecta Capital Advisors

BigEyebigeye.comin𝕏

Bigeye is a data observability platform that monitors and improves the reliability of datasets and pipelines for data engineering teams.

AI & Machine LearningData & InfrastructureDeveloper ToolsEnterprise SoftwareDaly City, US

Kyle Kirwan(Co-founder)Egor Gryaznov(Co-founder)in

Co-investors645 VenturesRackhouse Venture Management LpSequoia CapitalCostanoa VenturesIn-Q-Tel

Bitsobitso.comin𝕏

Bitso is a fintech platform offering cryptocurrency trading, U.S. stock and ETF investing, yield-earning opportunities on crypto holdings, and cross-border payment services.

Crypto & Web3FintechMexico City, MX

Daniel Vogel(Founder & CEO)Ben Peters(Founder)in

Co-investors1Sharpe VenturesCoinbase VenturesCometaDigital Currency GroupFundersClubKaszek Ventures+14 more

Browse all 369 investments with full details →

169 more tracked companies

legionLegionLending ClubLetoLighterLightfieldLightning AILightsparkLimeLindyLittlefreddieLiveControlLoomLunchbox TechnologiesLutra AILyraM1 FinanceMafengwoMagicalMarqetaMasonMech MindMeldMelioMercuryMeticulousMiterMOBIKEMonzoMoonpayMuxN26NateNdeaNgrokNianticNinjaoneNomicNotionOfferUpOnarollOneniceappOneTextOpenOpenAIOpenEvidenceOpenSeaOriginOscar HealthOur Next Energy Inc. (ONE)OutschoolPantherPatchPatreonPayloadPelotonPersonaPersona Identity verification Stage SeedPingCAPPingpongxPinwheelPlacementPlaidPlayVSPleoPocusPortofinoPostmanProductscienceQuilterRadpodRaintankRampRapydRaycastRebelfoodsRec RoomRedwood MaterialsreifyRelativity SpaceReliable RoboticsReplitRetoolRevolutRevopsRipplingRivianRootlineRox ElectricRunRunwaySatispayScaladatacentersScale AIScaleFactorServiceTitanSideSiFiveSila NanotechnologiesSilverflowSingular Genomics SystemsSkild AISkypilotSlackSnykSourcefulSourcefulSourcegraphSpotifySpotOnStability AIStarburstdataStarkwareStashStepStratifytechStripeStytchSumbleSunday RoboticsSundayappSundeckSupabaseSuperhumanSwarm AeroSweepSwiggyTackle.ioTake Take TakeTamaraTeamflowhqTencentmusicThe Boring CompanyThe Supplant CompanyTitanTogether AIToneTripactionsTuLTwaiceUiPathUnsupervisedUpgradeValsoftcorpVantage DcVay TechnologyVedantuVercelVerseVipkidVoltron DataWearemannerWeaveGridWebullWeidianWeights & BiasesWheelWhitepaperWisdomAIWishWorkstreamxAIXenditYingdaoYouxinpaiZybang喜茶 (HEYTEA)小鹏汽车 (XPeng)运去哪 (YQN)

Exits · 23

IPOs and acquisitions across the tracked portfolio

BitdeerNASDAQ: BTDRBlendNYSE: BLNDBoxNYSE: BOXCaris Life SciencesNASDAQ: CAIDoorDashNASDAQ: DASHFigmaNYSE: FIGGitLabNASDAQ: GTLBGrabNASDAQ: GRABHinge HealthNYSE: HNGEInstacartNASDAQ: CARTLyftNASDAQ: LYFTNextdoor (NYSE: 2021)NYSE: NXDROpendoorNASDAQ: OPENRedditNYSE: RDDTRoot IncNASDAQ: ROOTSnapNYSE: SNAPSnapNYSE: SNAPSpaceXNASDAQ: SPCXTrueraNYSE: SNOWUberNYSE: UBERWarner Music GroupNASDAQ: WMGAirtableacq. by Bending SpoonsCursoracq. by SpaceX

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Frequently asked questions

How many investments has Coatue Management made?
Coatue Management has 351 tracked investments, 34 of which have exited via acquisition or IPO, including 12 dated in the last 24 months.
What stage does Coatue Management invest at?
Coatue Management invests at the Pre-Seed, Seed, Growth, Late Stage stages.
What is Coatue Management's typical check size?
Coatue Management typically writes checks of $1M – $20M.
What sectors does Coatue Management focus on?
Coatue Management focuses on AI & Machine Learning, Cloud Computing, Data & Infrastructure, Enterprise Software, SaaS, Sector Agnostic.
Where is Coatue Management located?
Coatue Management is headquartered in New York, US.
Does Coatue Management lead rounds?
Yes, Coatue Management leads investment rounds.
Who does Coatue Management co-invest with?
Coatue Management most often shares deals with Andreessen Horowitz, Y Combinator, SV Angel, among 1,094 tracked co-investors.

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Co-investors · 272

Felicis Ventures

Felicis Ventures is a venture capital firm that backs founders primarily at the Seed and Series A stages, frequently leading or co-leading rounds. It operates with a founder-first approach, including a founder pledge and voting commitments.

$500K – $15M
$540K – $10.8M
$500K – $5M
Khosla Ventures

Khosla Ventures is a venture capital firm that invests in early-stage companies focused on technology, mobile, and clean energy sectors, including biotechnology applications. The firm provides capital and strategic support to entrepreneurs developing breakthrough technologies across multiple markets.

$5K – $50M
Notable Capital

Notable Capital is a venture capital firm that has partnered with founders for over two decades, backing companies from the earliest stages through to exit.

$5M – $50M
Insight Partners

Insight Partners is an investment firm focused on accelerating revenue and profit growth in software companies, providing capital and operational support through its Insight Onsite team.

$120M – $350M
260 more co-investors

Spark CapitalTiger Global ManagementIVP (Institutional Venture Partners)Bessemer Venture PartnersGeneral CatalystGV (Google Ventures)Greylock PartnersCRV (Charles River Ventures)Battery VenturesNew Enterprise Associates (NEA)Thrive CapitalCraft VenturesRedpoint VenturesCapitalGAltimeter CapitalA*BenchmarkDST GlobalLux CapitalLong Journey VenturesBain Capital VenturesSound VenturesPreston-Werner VenturesGreenoaksMenlo VenturesSapphire VenturesFundersClubAbstract VenturesRibbit CapitalParadigmHomebrewUnion Square Ventures (USV)Slow VenturesAmplify PartnersSoma CapitalCoinbase VenturesPeak XV PartnersCanaan PartnersLiquid VenturesLowercase CapitalSaga VenturesDreamers VCFirst Round CapitalBoxGroupBling CapitalSignalFireBond Capital ManagementTq Ventures LlcMatrixChemistryInspired CapitalTCVContraryB Capital GroupAtomicoPlug and Play VenturesACME CapitalFirstMark CapitalUS Venture PartnersGlobal Founders CapitalCrunchFundTuesday CapitalTechstarsFounder CollectiveFoundation CapitalSciFi VCEmergence Capital PartnersPICUS CAPITALResolute VenturesIntel CapitalShasta VenturesPrimary Venture PartnersCiti VenturesOperator CollectiveNext Play VenturesHaun VenturesScribble VenturesLa FamigliaAmity VenturesTrue VenturesEniac VenturesGradient VenturesForerunner VenturesFifth WallAdditionSouth Park CommonsSherpalo VenturesWinklevoss CapitalThe Chernin Group (TCG Crypto)Left Lane CapitalMarch Capital PartnersHigh AlphaAnorak VenturesHeavybitGigascale CapitalEvolution Equity PartnersKyber Knight CapitalBrighter CapitalEnergize CapitalPathbreaker VenturesUncork CapitalFJ LabsStreamlined VenturesSusa VenturesUpHonest CapitalInnovation EndeavorsCaffeinated CapitalCota CapitalCrosslink CapitalMaveronVenrockGoodwater CapitalPear VCCreandumBitkraft Esports VenturesCyberstartsGeneral PartnershipEclipse VenturesAlleyCorpTransmedia CapitalAllison Pickens VenturesBaruch Future VenturesMONASHEESBasis Set VenturesPhoenix CourtAmplo VenturesKaszek VenturesVisionaries ClubStripeAudaciousProsperity7 VenturesUberQuiet CapitalPartech VenturesNextView VenturesAME Cloud VenturesFreestyle CapitalElectric CapitalRidge VenturesUpfront VenturesNexus Venture PartnersTwo Sigma VenturesAccompliceAltaIR CapitalFuel Capital7percent VenturesZetta Venture PartnersARCH Venture PartnersDecibel PartnersCoelius CapitalCrosscut VenturesUP PartnersConstruct CapitalSLVCSignia Venture PartnersTLV PartnersRace CapitalFrontier Venture CapitalFemale FoundersAirTree VenturesNKM CapitalAlkeon CapitalBase Case CapitalUnknown VenturesKrakenGreat Oaks Venture CapitalOffline VenturesHCVCC2 InvestmentsAccel-KKRObvious VenturesStellar CapitalStride VCPractical Venture CapitalBullpen CapitalFoundryNot Boring CapitalPolaris PartnersGustoHanabi CapitalQueensBridge Venture PartnersBAM VenturesSocial StartsGSV AccelerationSalesforce Japan Co.,Ltd.TSVCAngelPadCausalCowboy VenturesFootworkHV Capital23andMeRenegade PartnersPelion Venture PartnersLOI VentureCompany CapitalHeartcore Capital2xNUpside PartnershipScience VenturesBrand Foundry VenturesFf Venture CapitalFormation GroupAccelerator VenturesWalden InternationalRelay VenturesScrum VenturesHouseZeev VenturesPropeller VCGolden VenturesRA CapitalAmasiaAdverb VenturesNotation CapitalBoost VCHighbury HoldingscLabsThink+ Ventures Management, LlcParade VenturesAstanor VenturesVerified CapitalHC9 VenturesUnstoppable DomainsIncite.orgBow CapitalBINARY CAPITALBlu Venture InvestorsArriveFactorial CapitalPenny Jar Capital VentureRedpoint eventures10x GenomicsBroadhaven Capital PartnersEvolve VC FundsCalibrate VenturesSommet ABAdvance Venture PartnersBlockchange VenturesHyperchain CapitalApax DigitalColle Capital PartnersCore Innovation CapitalMerak VenturesBlisceAnkona CapitalCrowdStrikeFenway Summer VenturesRain CapitalBerkeley Angel NetworkCorner VenturesR-Squared VenturesSunfish PartnersCharlesbank Capital PartnersCoalitionHighspotPowerhouse CapitalStartXINTERSECTION FINTECH VENTURESRedpoint China Ventures

Firms observed investing alongside Coatue Management, from public investor directories. Shared companies are the overlap with Coatue Management's recorded portfolio.

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