Investment Thesis
“Alphabet's independent growth fund that invests in growth-stage technology companies with the potential to scale globally.”
Portfolio Companies (8)
Airbnb
Airbnb runs an online marketplace for short and long-term stays, experiences and services, earning a commission on bookings. It listed on Nasdaq as ABNB in December 2020; 2025 revenue was $12.2 billion.
Duolingo
Duolingo, Inc. is an American educational technology company that produces learning apps and provides language certification.
GitLab
GitLab Inc. is an American company that operates and develops GitLab, an open-core DevOps software package that can develop, secure, and operate software.
Robinhood
Robinhood, founded in 2013 by Vladimir Tenev and Baiju Bhatt, runs a commission free brokerage, crypto and banking app. It went public on Nasdaq as HOOD in July 2021 and is in the S&P 500.
Snapchat
Snapchat is an American multimedia social media and instant messaging app and service developed by Snap Inc., originally Snapchat Inc.
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.
UiPath
UiPath makes robotic process automation and agentic automation software for enterprises. Founded in Bucharest in 2005, it is based in New York and has traded on the NYSE as PATH since April 2021.
Portfolio Analysis
CapitalG has built a portfolio of 8 companies across 5 sectors, including Consumer, DevTools, Enterprise and 2 others. Of these investments, 4 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 CapitalG's approach to supporting companies at multiple points in their growth journey.
Frequently Asked Questions
How many companies has CapitalG invested in?
CapitalG has invested in 8+ companies across 5 different sectors. Of these, 4 have achieved successful exits through acquisitions or IPOs.
What sectors does CapitalG invest in?
CapitalG's portfolio spans Consumer, DevTools, Enterprise, Fintech, Marketplace. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does CapitalG invest at?
CapitalG invests across the IPO, Series D+ stages. Their portfolio includes companies at various points in their growth journey.
How many exits has CapitalG had?
CapitalG has had 4 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.