Investment Thesis
“Focuses on growth-stage investments in consumer and enterprise technology companies with proven product-market fit.”
Portfolio Companies (8)
Airtable
Airtable is the San Francisco spreadsheet and database platform founded by Howie Liu, Andrew Ofstad and Emmett Nicholas. Bending Spoons acquired it for $1.28 billion in cash, closing in September 2026.
Canva
Canva is a Sydney-based online visual design and communication platform used by consumers and businesses. It remains privately held and was valued at $42 billion in an August 2025 share sale.
Discord
Discord runs a voice, video and text communications platform built around gaming communities. It is private, was valued at $15 billion in 2021, and confidentially filed for an IPO in January 2026.
Notion
Notion is a productivity and note-taking application developed by Notion Labs, Inc. It was first released in 2016 and is available on the web and as desktop and mobile apps.
Spotify
Spotify is a Swedish audio streaming and media service provider founded in April 2006 by Daniel Ek and Martin Lorentzon.
Stripe
Stripe builds payments and financial infrastructure software used by more than 5 million businesses. It remains privately held and was valued at $159 billion in a February 2026 tender offer.
Uber
Uber Technologies runs ride-hailing, food delivery and freight platforms from San Francisco. It has traded on the NYSE as UBER since its May 2019 IPO and reported 2025 revenue of $52.0 billion.
Zoom
Video communications platform providing video conferencing, webinars, phone systems, and collaboration tools for businesses and consumers.
Portfolio Analysis
Bond has built a portfolio of 8 companies across 5 sectors, including Consumer, Enterprise, Fintech and 2 others. Of these investments, 2 have achieved successful exits through acquisitions or IPOs, demonstrating the firm's track record of backing companies to meaningful outcomes.
The portfolio reflects investments across the IPO, Series D+ stages, showing Bond's approach to supporting companies at multiple points in their growth journey.
Frequently Asked Questions
How many companies has Bond invested in?
Bond has invested in 8+ companies across 5 different sectors. Of these, 2 have achieved successful exits through acquisitions or IPOs.
What sectors does Bond invest in?
Bond's portfolio spans Consumer, Enterprise, Fintech, Marketplace, SaaS. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does Bond invest at?
Bond invests across the IPO, Series D+ stages. Their portfolio includes companies at various points in their growth journey.
How many exits has Bond had?
Bond has had 2 portfolio companies achieve exits through acquisitions or IPOs. This track record of exits demonstrates the firm's ability to identify and support companies through successful outcomes.