Stripes
Growth equityNew York · Series A–Late Stage · 59 people tracked
Also known as STRIPES MANAGEMENT, LLC
Investment thesis
Stripes positions itself as a product-led growth investor, backing companies that have built exceptional products for consumers and businesses. The firm invests globally and focuses on helping its portfolio companies scale. Its approach emphasizes product-led growth as a central investment lens, targeting businesses with strong product foundations across both consumer and enterprise segments.
Source: firm website, verified Aug 3, 2026.
Team · 59 people
from the firm's websiteWhat they invest in
from 39 of 104 portfolio companiesAI & Machine Learning ×15Enterprise Software ×13SaaS ×13Consumer ×8Data & Infrastructure ×8Cloud Computing ×6Fintech ×6Developer Tools ×5
HQs:United States×24Canada×1Germany×1Israel×1
Investments · 104 tracked
founders shown can be your intro pathNew York, US
Yael Aflalo(Director)Shreya Kadaba(Executive Officer, Director)Hali Borenstein(Executive Officer, Director)Zipporah Allen(Director)John Coyle(Executive Officer, Director)David Brisske(Executive Officer, Director)
New York, US
Board seatKen Fox· per SEC Form D · $100M raise · filed Mar 2021
A fast-casual burger restaurant chain that serves made-to-order smashburgers with a focus on high-quality ingredients and simple menu offerings.
ConsumerFoodTechRetail TechNew York, US
Kevin Rezvani(Co-founder)
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 TechEnterprise SoftwareRoboticsSunnyvale, US
Qasar Younis(Co-founder and CEO)Peter Ludwig(Co-founder and CTO)
Backlot Cars is a wholesale vehicle marketplace that provides high-quality engine recordings with AI-generated issue detection for dealer vehicles, helping wholesale buyers source inventory across various age, condition, and price points.
AI & Machine LearningB2B Marketplaces
Balto provides software that simplifies contest management by automating administrative tasks and enabling organizers to oversee large numbers of participants.
ConsumerGamingSan Francisco, US
Joel Karacozoff(Founder)inNicky Montana(Founder)inSpencer Cassidy(Founder/Head of Growth)in
Blue Apron delivers pre-portioned ingredients and prepared meals directly to consumers, offering meal kits, heat-and-eat dishes, and microwavable meals without requiring a subscription.
Direct to ConsumerE-commerceFoodTech
ChaosSearch is a data platform that indexes and analyzes large-scale data using a novel compression-optimized format designed for cloud object storage.
AI & Machine LearningCloud ComputingData & InfrastructureEnterprise Software
Connecteam is an all-in-one mobile app for managing deskless teams, offering tools for employee scheduling, time tracking, time-off management, digital documentation, and team communication.
Future of WorkHR TechSaaS
Dataiku runs programs that support local communities and provide data access and tooling for nonprofit and academic organizations, as part of its work in data science and AI.
AI & Machine LearningData & InfrastructureEnterprise SoftwareNew York, US
Marc Batty(Director)Clement Stenac(Director)Matt Turck(Director)Neeraj Agrawal(Director)Daniel Sun(Executive Officer, Promoter)Florian Douetteau(Executive Officer, Director, Promoter)
Fireblocks provides infrastructure and platform services for managing digital assets and transactions, serving enterprises and startups that build and operate blockchain-based financial solutions.
Crypto & Web3Data & InfrastructureFintech
Michael Shaulov(Chief Executive Officer, Co-Founder)Pavel Berengoltz(Chief Technology Officer, Co-Founder)Idan Ofrat(Chief Product Officer, Co-Founder)
Flatiron Health combines AI-powered technology and clinical expertise with real-world oncology data to help healthcare providers and life science organizations improve cancer care and research.
AI & Machine LearningData & InfrastructureHealthtechMedical DevicesNew York, US
Nathan Hubbard(Chief Executive Officer)Michael Bierl(Chief Business Officer)Cal Brouilette(Chief Financial Officer)Allison Candido(Chief Technology Officer)Kate Estep(Chief Product Officer)Julia Morton(Chief Operating Officer)
Flock Safety provides a platform that connects neighborhoods, businesses, and law enforcement to share verified incident information and enable coordinated emergency response based on shared evidence.
AI & Machine LearningDeveloper ToolsEnterprise SoftwareGovTechHardwareSaaSAtlanta, US
Frontegg provides a low-code customer identity and access management (CIAM) platform that secures user login and authentication for SaaS applications.
CybersecurityDeveloper ToolsSaaS
FullStory provides analytics software that captures and analyzes real user behavior across digital products to improve user experience and accelerate AI-driven insights.
Data & InfrastructureDeveloper ToolsEnterprise SoftwareAtlanta, US
Scott Voigt(Executive Officer, Director)H. Bruce Johnson, Jr.(Executive Officer, Director)Ted Schlein(Director)
Hello Heart is an AI company that builds preventive heart health solutions to help people lower their cardiovascular risk.
AI & Machine LearningDigital HealthHealthtechMenlo Park, US
Maayan Cohen(Executive Officer, Director)Cheryl Cheng(Director)Ziv Meltzer(Executive Officer, Director)
BoardAlex Morgan(Director)
Hyperscience builds AI-powered document processing software that automates the reading, understanding, and processing of complex data and documents at scale for enterprises and government agencies.
AI & Machine LearningData & InfrastructureEnterprise Software
Los Angeles, US
Beaver Theodosakis(Director)Jerome Mage(Executive Officer, Director, Promoter)Christophe Villemin(Director)
Seattle, US
Bjorn Woltermann(Executive Officer, Director)Amish Patel(Executive Officer, Director)
Kosas is a cosmetics brand that offers makeup and skincare products with clean formulas, emphasizing ease and lightweight coverage that blur the lines between makeup and skincare categories.
Consumer
Sheena Yaitanes(Executive Officer, Director)
New York bakery known for decadent cookies, expanding nationally via omnichannel and eCommerce growth; Stripes partnered in 2018.
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.
Fund performance · per public LP disclosures · 2
as of Jun 2025| Fund | Vintage | Committed | Net IRR | TVPI | DPI |
|---|---|---|---|---|---|
| Stripes IVLPs: Los Angeles City Employees' Retirement System | 2017 | — | 27.0% | 2.81x | 1.13x |
| Stripes IIILPs: Los Angeles City Employees' Retirement System | 2015 | — | 16.0% | 2.36x | 1.48x |
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 Stripes invest at?
- Stripes invests at the Series A, Series B, Series C, Growth, Late Stage stages.
- What sectors does Stripes focus on?
- Stripes focuses on Consumer, E-commerce, Enterprise Software, SaaS, Sector Agnostic.
- Where is Stripes located?
- Stripes is headquartered in New York, US.
- Does Stripes lead rounds?
- Yes, Stripes leads investment rounds.
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