Investment Thesis
“Invests in technology-enabled businesses with strong brand affinity and loyal customer bases, particularly in consumer and vertical SaaS.”
Portfolio Companies (4)
Databricks
Databricks sells a cloud data and AI platform built around its lakehouse architecture. It remains private and closed a $5 billion round at a $190 billion valuation in August 2026.
OpenAI
OpenAI develops the GPT models, ChatGPT and the Codex coding agent. Now a public benefit corporation, it closed a $122 billion round at an $852 billion post-money valuation in 2026.
Ramp
Ramp sells corporate cards, expense management, bill pay and procurement software to businesses. It is private and was valued at $44 billion in June 2026, with more than $1 billion in annualized revenue.
Snyk
Snyk is a Boston-based developer security company that scans code, open-source dependencies and cloud infrastructure for vulnerabilities. Founded in 2015, it remains privately held.
Other Investments (4)
Portfolio Analysis
Stripes has built a portfolio of 8 companies across 4 sectors, including AI, Cybersecurity, Enterprise and 1 others.
The portfolio reflects investments across the Series D+ stage, showing Stripes's approach to supporting companies at a focused stage of development.
Frequently Asked Questions
How many companies has Stripes invested in?
Stripes has invested in 8+ companies across 4 different sectors.
What sectors does Stripes invest in?
Stripes's portfolio spans AI, Cybersecurity, Enterprise, Fintech. This diversification reflects the firm's broad investment thesis and sector expertise.
What stages does Stripes invest at?
Stripes invests across the Series D+ stage. Their portfolio includes companies at various points in their growth journey.