At a Glance
Andreessen Horowitz Infrastructure represents the firm's focused investment approach in foundational technology companies that enable cloud computing, developer productivity, and enterprise digital transformation. While not a separate legal entity like some of a16z's other specialized funds, this investment focus has been central to the firm's strategy since its founding, led by partners including Peter Levine and Martin Casado. The infrastructure investment thesis centers on the ongoing shift to cloud-native architectures, the proliferation of developer tools, and the increasing importance of security and observability in modern software stacks. Notable investments span across categories including security (Okta, Tanium), data infrastructure (Databricks, Sigma Computing), and developer tools (LaunchDarkly, Auth0). What distinguishes a16z's infrastructure investing is their deep technical understanding combined with an appreciation for how infrastructure technologies enable application-layer innovation. The team includes former CTOs, security executives, and infrastructure engineers who can evaluate both technical merit and market positioning. This expertise allows them to identify foundational technologies early and support companies through the complex sales cycles and technical adoption challenges characteristic of infrastructure markets.
“Investing in cloud, networking, security, and developer tools that form the foundational layer of modern computing and enable the next generation of applications.”
Andreessen Horowitz Infrastructure primarily invests at the Seed, Series A, Series B+ stages. This means they focus on companies that are building their initial product and finding product-market fit.
Andreessen Horowitz Infrastructure is headquartered in Menlo Park, CA. Many of their portfolio companies are also based in this region, though they invest across geographies.
Andreessen Horowitz Infrastructure focuses on investments in DevTools, Cybersecurity, AI, Enterprise. Their portfolio reflects deep expertise and networks within these sectors.
Andreessen Horowitz Infrastructure manages approximately $35B in assets under management (AUM) across their funds.