/Investor DB

Tidemark

Growth equity

Menlo Park · Growth · 22 people tracked

Also known as TIDEMARK MANAGEMENT COMPANY LP · TIDEMARK, LLC

Find your way into Tidemark

Sign up to see every warm intro you have to Tidemark

  • Paths you didn't know you had: your email and LinkedIn already hold routes to the Tidemark team. We find them for you
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

✨ Fox Verdict
Sign up to see your fit

Investment thesis

Tidemark is a growth equity firm built to help companies win and scale. The firm invests around secular trends emerging from the intersection of technology, consumer behavior, and business model shifts, while placing strong emphasis on business fundamentals as the basis for building enduring, successful companies. It leverages a community of C-level leaders and operators to support and accelerate its portfolio companies, and gives back through the Tidemark10 Foundation, which donates 10% of profits to causes aligned with its investment areas.

Invests inSaaSSector AgnosticMenlo ParkSan Diego

Source: firm website, verified Sep 29, 2026.

Stage
Growth
HQ
Menlo Park, US
Instruments
Equity
Founded
2021
Last 12 months
1 investment
AUM
$699.6M
Tracked investments
17
Unicorns
1
Acquisitions
2

Team · 22 people

from the firm's website & curated & public directories

Founder mafia

5 people who came through Tidemark went on to found or lead other companies.

What they invest in

from 12 of 17 portfolio companies

SaaS ×10Enterprise Software ×8AI & Machine Learning ×5Cloud Computing ×4B2B Marketplaces ×2Developer Tools ×2E-commerce ×2Fintech ×2

HQs:United States×7Brazil×1Canada×1Germany×1

Who they back

founder profiles across 10 portfolio companies
0%
solo founders
0 of 10 mapped founding teams
20%
repeat founders
of 15 founders with career history

Founding team size:2 founders×33 founders×34+ founders×4

What their founders studiedfrom 14 founders with field-of-study data

Computer Science ×5Business & Management ×3Finance & Accounting ×3

Where their founders worked beforefrom 15 founders with career history

Dropbox ×2Hyperion Solutions ×2Mavrx Inc. ×2Xero ×2

Investments · 17 tracked

founders shown can be your intro path

By year:2025 · 12023 · 32022 · 12021 · 38 dated

AgVendagvend.comin𝕏

FeedTeam is a mobile and web platform for agricultural feed distributors that provides real-time visibility into customer data, sales performance, and feed positions integrated with agricultural ERPs and financing solutions.

AgTechB2B MarketplacesEnterprise SoftwareSaaSAustin, US

Eli Rosenberg(Executive Officer, Director, Promoter)inAlexander Reichert(Founder)in

BoardDrew Oetting(Director)inDavid Yuan(Director)in

Co-investors8VCDnx VenturesFJ LabsPrecursor VenturesFormation GroupOnward

Checkmatejoincheckmate.comSeries A · May 2023 · $15M

Checkmate generates exclusive discount codes with partner brands and automatically finds the best prices across 200,000+ retail stores for shoppers.

B2B MarketplacesConsumerDirect to ConsumerSan Francisco, US

Harry Dixon(Founder)inRory Garton-Smith(Founder)in

Co-investorsBlackbird VenturesGV (Google Ventures)Mantis CapitalScribble VenturesWavemaker PartnersBDUCK Capital+7 more

Clioclio.comin𝕏

Clio provides cloud-based legal practice management software and client communication tools for law firms to streamline operations and improve client service.

AI & Machine LearningCloud ComputingLegalTechSaaSVancouver, CA

Jack Newton(Founder)inRian Gauvreau(Founder)Sergey Konchakovskiy(Director, Chief Executive Officer)Ryan Wong(Founder)

BoardJulian Steinberg(Director)John Bush(Director)

Co-investorsActon CapitalBessemer Venture PartnersCapitalGIntrepid Growth PartnersJMI EquityNew Enterprise Associates (NEA)+8 more

Contentfulcontentful.cominJul 2021 · $175MAcquired

Contentful is a Berlin-founded headless CMS delivering structured content via APIs, being acquired by Salesforce.

Sascha Konietzke(Founder)inSteve Sloan(CEO)inPaolo Negri(Founder)

Co-investorsArtisanal VenturesBalderton CapitalGeneral CatalystHeavybitOMERS VenturesPoint Nine+10 more

Convexconvex.devin𝕏

Convex is a technology company building a database and backend platform, founded by a team with backgrounds in synchronization, storage, and databases.

Cloud ComputingConstruction TechData & InfrastructureDeveloper ToolsEnterprise SoftwareFuture of WorkSaaSGlendale, US

Jamie Turner(Co-founder & CEO)inVahe Kuzoyan(Executive Officer, Director)Ara Mahdessian(Executive Officer, Director)James Cowling(Founder)inDavid Sherry(Executive Officer)

BoardWilliam Hsu(Director)in

Co-investorsAlumni VenturesAndreessen HorowitzBessemer Venture PartnersEmergence Capital PartnersFounders Circle CapitalIndex Ventures+11 more

Dutchiedutchie.comin𝕏

Dutchie operates an online marketplace connecting consumers with cannabis dispensaries across North America, offering real-time menus, order-ahead pickup, and delivery.

E-commerceMarketplacesRetail Tech

Zach Lipson(Founder)inRoss Lipson(Founder)Ross Lipson Zach Lipson(Founder)

Co-investorsCasa Verde CapitalGlynn Capital ManagementLevel One FundSinai Capital PartnersVine VenturesDragoneer Investment Group+6 more

Freshworksfreshworks.com

Customer and employee experience software for support, sales, marketing and IT teams.

San Mateo, US

Girish Mathrubootham(Founder)Shan Krishnasamy(Founder)

Co-investorsAccelCapitalGConnetic VenturesLightspeed India PartnersPeak XV PartnersQuest Ventures+2 more

Kajabikajabi.com

Kajabi provides a platform for subject matter experts to build and monetize their knowledge-based businesses.

Creator EconomyEdTechSaaS

Kenny Rueter(Founder)inAhad KhaninKenny Rueter Travis Rosser(Founder)

Co-investorsSpectrum EquityOwl Rock CapitalTiger Global ManagementTPG

Karbonkarbonhq.comin𝕏Jan 2022

Karbon provides accounting practice management software for accounting firms, offering tools for team collaboration, workflow and task automation, client management, and email.

AI & Machine LearningCloud ComputingEnterprise SoftwareFintechFuture of WorkSaaSSan Francisco, US

Stuart McLeod(Founder)inJohn Freeman(Founder)inIan Vacin(Founder)in

BoardJoe Onofrio(Director)in

Co-investorsBlackbird VenturesEmles Venture PartnersFive Elms CapitalNurture Venture PartnersTIMIA CapitalToba Capital+9 more

Ninetailedninetailed.ioin𝕏Jul 2021acquired by Contentful · Aug 2024

Ninetailed offers a personalization platform that enables web teams to create and deliver tailored content experiences without developer support.

AdTechCloud ComputingDeveloper ToolsEnterprise SoftwareMarketing TechSaaSBerlin, DE

Sascha Konietzke(Executive Officer, Director, Promoter)Paolo Negri(Executive Officer, Director, Promoter)Andy Kaiser(Founder)Alexander Braunreuther(Founder)Steve Sloan(Executive Officer, Director)Margo M Smith(Executive Officer)

Co-investorsBalderton CapitalCherry VenturesGaia VenturesGrand VenturesHeavybitMosaic Ventures+12 more

Onestreamonestream.comin𝕏Apr 2021

OneStream provides a governed agentic AI layer for corporate finance teams, with built-in SensibleAI Agents that run on its financial close, planning, consolidation, and reporting engines.

AI & Machine LearningEnterprise SoftwareFintechSaaSBirmingham, US

MARK ANGLE(Executive Officer)inTom Shea(Co-Founder & CEO)inBob Powers(Co-Founder & Chief Technology Officer)inCraig Colby(Co-Founder & Chief Success Officer)inJEFF DEGRIECK(Executive Officer)inBILL KOEFOED(Executive Officer)in

Co-investorsAlkeon InnovationAntares CapitalGeneral Atlantic

Onflyonfly.com.brinMay 2023 · $40M

Onfly is a corporate travel and expense management platform that combines flight and hotel reservations, real-time expense tracking, and AI-powered spend controls.

AI & Machine LearningEnterprise SoftwareSaaSSão Paulo, BR

Marcelo Linhares .(Founder)inElvis Martins Soares(Director)Elvimar Martins Soares(Director)Elvimar Soares(Founder)Elvis Soares(Founder)Marcelo Linhares(Founder)

Co-investorsLeft Lane CapitalCloud9 CapitalEndeavor Catalyst

Vsaaslivevsaaslive.com

VSaaS Live is an annual in-person conference for founders and CEOs of Vertical SaaS companies, offering sessions, networking, and talks from experienced operators without investors present.

Enterprise SoftwareSaaSSan Francisco, US

Wovenwoven.aiSeed · Jun 2023

Woven provides AI agents that guide new customers through onboarding by detecting drop-offs in real time, delivering contextual help via conversational interfaces, and recovering abandoned flows across email, SMS, and in-app channels.

AI & Machine LearningE-commerceEnterprise SoftwareMarketing TechSaaS

Co-investorsAudaciousBattery VenturesFalfurriasFuel CapitalMoxxie Ventures

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

JaneNexlToast

Exits · 2

2 acquisitions · showing 1

Ninetailedacq. by Contentful

Portfolio news

latest coverage across their companies

Frequently asked questions

How many investments has Tidemark made?
Tidemark has 17 tracked investments, 2 of which have exited, including 1 dated in the last 24 months.
What stage does Tidemark invest at?
Tidemark invests at the Growth stage.
What sectors does Tidemark focus on?
Tidemark focuses on SaaS, Sector Agnostic.
Where is Tidemark located?
Tidemark is headquartered in Menlo Park, US.
Who does Tidemark co-invest with?
Tidemark most often shares deals with Bessemer Venture Partners, CapitalG, 8VC, among 55 tracked co-investors.

Media · Podcasts & interviews

featuring the team

Dave Yuan, Tidemark Capital - AI-Driven SaaS Growth

Practical Founders - with Greg Head · Dave Yuan

AI, Control Points, and the Next Wave of Vertical SaaS with Tidemark Capital founder, Dave Yuan

Hg · Dave Yuan

Images

Tidemark photoTidemark photoTidemark photoTidemark photoTidemark photoTidemark photo

Similar investors

Featured in lists