Investment Thesis
“Backs seed-stage companies built by experienced founders solving everyday problems through technology and data. Focuses on bottom-up adoption and product-market fit.”
Portfolio Companies (6)
Chime
Chime is a San Francisco consumer financial technology company offering fee-free mobile banking through partner banks. It listed on Nasdaq under the ticker CHYM in June 2025.
ClassDojo
ClassDojo is a school communication app connecting K-8 teachers, students and families, with paid family subscriptions. Privately held, it was valued at $1.25 billion in a Tencent-led round.
Cruise
Cruise was a San Francisco self-driving car company acquired by General Motors in 2016. GM stopped funding its robotaxi business in December 2024 and folded it into GM in 2025.
Gusto
Gusto, founded in 2011 as ZenPayroll, sells payroll, benefits and HR software to small businesses. It is private, passed $1 billion in annual revenue in 2026 and was valued at $9.3 billion in 2025.
Plaid
Plaid connects consumer bank accounts to fintech apps through its data network. Visa's $5.3 billion purchase was abandoned in 2021, and Plaid remains private at an $8 billion valuation (2026).
Ring
Ring LLC is a manufacturer of home security and smart home devices owned by Amazon. It manufactures a line of Ring smart doorbells, home security cameras, and alarm systems.
Other Investments (2)
Portfolio Analysis
Homebrew has built a portfolio of 8 companies across 5 sectors, including Consumer, Deeptech, EdTech 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 A, Series D+ stages, showing Homebrew's approach to supporting companies at multiple points in their growth journey.
Frequently Asked Questions
How many companies has Homebrew invested in?
Homebrew has invested in 8+ companies across 5 different sectors. Of these, 2 have achieved successful exits through acquisitions or IPOs.
What sectors does Homebrew invest in?
Homebrew's portfolio spans Consumer, Deeptech, EdTech, Fintech, SaaS. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does Homebrew invest at?
Homebrew invests across the IPO, Series A, Series D+ stages. Their portfolio includes companies at various points in their growth journey.
How many exits has Homebrew had?
Homebrew 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.