Companies Backed by FirstMark
8 companies in FirstMark's investment portfolio.
Back to FirstMark profileInvestment Thesis
“Early-stage venture capital firm investing in transformative technology companies across consumer, enterprise, and frontier tech sectors.”
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.
ClassPass
ClassPass is a credit-based subscription that lets members book fitness, wellness and beauty services across partner studios. It was acquired by Mindbody in an all-stock deal in October 2021.
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.
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.
Riot Games
Riot Games, Inc. is an American video game developer, publisher, and esports tournament organizer based in Los Angeles.
Shopify
Shopify is the Ottawa-based commerce platform that merchants use to run online stores and point-of-sale systems. It went public on the NYSE and TSX in May 2015 and now trades on Nasdaq and the TSX.
Unity
Unity (Unity Software Inc., NYSE: U) makes the Unity real-time 3D game engine and a mobile advertising business. It went public in September 2020 at $52 per share after 16 years as a private company.
Upwork
Global freelancing platform connecting businesses with independent professionals across various skills and industries.
Portfolio Analysis
FirstMark has built a portfolio of 8 companies across 4 sectors, including Consumer, Gaming, Marketplace and 1 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 FirstMark's approach to supporting companies at multiple points in their growth journey.
Frequently Asked Questions
How many companies has FirstMark invested in?
FirstMark has invested in 8+ companies across 4 different sectors. Of these, 5 have achieved successful exits through acquisitions or IPOs.
What sectors does FirstMark invest in?
FirstMark's portfolio spans Consumer, Gaming, Marketplace, SaaS. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does FirstMark invest at?
FirstMark invests across the IPO, Series D+ stages. Their portfolio includes companies at various points in their growth journey.
How many exits has FirstMark had?
FirstMark 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.