Investment Thesis
“Solo GP investing in breakout AI, fintech, and enterprise companies with focus on exceptional founder-market fit.”
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.
Coinbase
Coinbase Global (Nasdaq: COIN) runs the largest US cryptocurrency exchange and a bitcoin custody business. It went public by direct listing in April 2021 and joined the S&P 500 in May 2025.
Figma
Figma is a collaborative web application for interface design, with additional offline features enabled by desktop applications for macOS and Windows.
Instacart
Maplebear Inc., doing business as Instacart, is an American retail media and delivery company based in San Francisco that operates a grocery delivery and pick-up service in the United States and Canada accessible via a website and mobile app.
PagerDuty
PagerDuty sells incident management and operations software that alerts engineering teams to outages. Founded in Toronto in 2009, it listed on the NYSE as PD in April 2019.
Pinterest runs a visual discovery and search platform where users save ideas to boards. It has traded on the NYSE as PINS since April 2019 and reported 2025 revenue of $4.22 billion.
Square
Square, renamed Block, Inc. in December 2021, is the payments company founded by Jack Dorsey and Jim McKelvey in 2009. It listed on the NYSE in November 2015 and trades as XYZ.
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.
Portfolio Analysis
Elad Gil has built a portfolio of 8 companies across 5 sectors, including Consumer, Enterprise, Fintech and 2 others. Of these investments, 5 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 Elad Gil's approach to supporting companies at multiple points in their growth journey.
Frequently Asked Questions
How many companies has Elad Gil invested in?
Elad Gil has invested in 8+ companies across 5 different sectors. Of these, 5 have achieved successful exits through acquisitions or IPOs.
What sectors does Elad Gil invest in?
Elad Gil's portfolio spans Consumer, Enterprise, Fintech, Marketplace, Web3. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does Elad Gil invest at?
Elad Gil invests across the IPO, Series D+ stages. Their portfolio includes companies at various points in their growth journey.
How many exits has Elad Gil had?
Elad Gil has had 5 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.