Tidemark
Growth equityMenlo Park · Growth–Late Stage · 24 people tracked
Also known as TIDEMARK MANAGEMENT COMPANY LP · TIDEMARK, LLC
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.
Source: firm website, verified Aug 25, 2026.
Team · 24 people
from the firm's website & curated & public directoriesFounder mafia
2 people who came through Tidemark went on to found or lead other companies.
What they invest in
from 9 of 14 portfolio companiesSaaS ×8Enterprise Software ×7AI & Machine Learning ×4Cloud Computing ×4Developer Tools ×2Fintech ×2Future of Work ×2AdTech ×1
HQs:United States×6Brazil×1Canada×1Germany×1
Who they back
founder profiles across 8 portfolio companiesFounding team size:solo founder×22 founders×13 founders×24+ founders×3
Investments · 14 tracked
founders shown can be your intro pathBy year:2023 · 12021 · 23 dated
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 M. Reichert(Executive Officer, Director, Promoter)Alexander Reichert(Founder)
BoardDrew Oetting(Director)inDavid Yuan(Director)in
Co-investors8VCDnx VenturesFJ Labs
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(CEO and Founder)inRian Gauvreau(Co-founder)Sergey Konchakovskiy(Director, Chief Executive Officer)
BoardJulian Steinberg(Director)John Bush(Director)Alyssa Ferenz(Director)
Co-investorsActon CapitalBessemer Venture PartnersCapitalGIntrepid Growth PartnersJMI EquityNew Enterprise Associates (NEA)+6 more
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-investorsAndreessen HorowitzBessemer Venture PartnersEmergence Capital PartnersFounders Circle CapitalIndex VenturesInsight Partners+8 more
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)in
Co-investorsCasa Verde CapitalGlynn Capital ManagementLevel One FundSinai Capital PartnersVine VenturesGron Ventures, Llc+3 more
Customer and employee experience software for support, sales, marketing and IT teams.
San Mateo, US
Co-investorsAccelCapitalGConnetic VenturesPeak XV PartnersQuest Ventures
Co-investorsSpectrum Equity
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(Executive Officer, Director)John Freeman(Director)Ian Vacin(Founder)in
BoardJoe Onofrio(Director)
Co-investorsBlackbird VenturesFive Elms CapitalTIMIA CapitalToba CapitalOlive Tree CapitalY Combinator
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(Co-founder and CEO; later VP Product at Contentful)Alexander Braunreuther(Co-founder)Steve Sloan(Executive Officer, Director)Margo M Smith(Executive Officer)
Co-investorsBalderton CapitalCherry VenturesGaia VenturesGrand VenturesHeavybitMosaic Ventures+11 more
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
CRAIG COLBY(Executive Officer, Director)MARK ANGLE(Executive Officer)ROBERT POWERS(Executive Officer, Director)THOMAS SHEA(Executive Officer, Director)Tom Shea(Co-Founder & CEO)Bob Powers(Co-Founder & Chief Technology Officer)
Co-investorsAlkeon InnovationGeneral Atlantic
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)Marcelo Carvalho Linhares(Executive Officer, Director)
Co-investorsLeft Lane CapitalCloud9 CapitalEndeavor Catalyst
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
Exits · 1
IPOs and acquisitions across the tracked portfolioNinetailedacq. by Contentful
Portfolio news
latest coverage across their companiesConvex · pulse2.com · Aug 14, 2026
Karbon · finance.yahoo.com · Jul 27, 2026
Clio · whalesbook.com · Jul 1, 2026
Ninetailed · tech.eu · Jun 1, 2026
Onfly · pulse2.com · Apr 20, 2025
Frequently asked questions
- How many investments has Tidemark made?
- Tidemark has 14 tracked investments, 1 of which have exited via acquisition or IPO.
- What stage does Tidemark invest at?
- Tidemark invests at the Growth, Late Stage stages.
- 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 48 tracked co-investors.
Media · Podcasts & interviews
featuring the teamDave 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
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