Bain Capital Ventures
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
28
// PORTFOLIO VALUATION (TRACKED)
$63.4B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
44
// THREAT LEVEL DISTRIBUTION
- ARMED14 · 50%
- TERMINAL HYPE6 · 21.4%
- BLOATED5 · 17.9%
- ZOMBIECORN2 · 7.1%
- AI ALCHEMY1 · 3.6%
Based on 28 enriched portfolio companies
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// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
28 companies · $63.4B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Digital Currency Group | asset management | $10B | VENTURE_ROUND | 2017 | TERMINAL HYPE |
| Attentive | martech | $7B | SERIES_B | 2019 | BLOATED |
| Pleo | fintech | $4.7B | SERIES_C | 2021 | ARMED |
| Socure | ai | $4.5B | SERIES_C | 2020 | ARMED |
| Mirakl | ecommerce | $3.5B | SERIES_B | 2018 | ARMED |
| Wonder | food delivery | $3.5B | SERIES_B | 2021 | BLOATED |
| MoonPay | cryptocurrency | $3.4B | SERIES_A | 2021 | ARMED |
| Crusoe | ai infrastructure | $2.8B | SEED | 2019 | ARMED |
| Acorns | financial services | $2.2B | SERIES_D | 2019 | BLOATED |
| Moveworks | enterprise ai | $2.1B | SERIES_A | 2018 | AI ALCHEMY |
| GoCardless | fintech | $2.1B | SERIES_D | 2018 | ARMED |
| Roofstock | marketplace | $1.94B | SEED | 2015 | BLOATED |
| Clari | ai | $1.6B | SERIES_A | 2014 | ARMED |
| Jet.com | ecommerce | $1.5B | SERIES_A | 2015 | ZOMBIECORN |
| Decagon | customer support | $1.5B | SERIES_B | 2024 | ARMED |
| QOMPLX, Inc. | business software | $1.4B | VENTURE_ROUND | 2021 | TERMINAL HYPE |
| Flywire | fintech | $1.2B | SERIES_B | 2014 | TERMINAL HYPE |
| Make | automation | $1.2B | SERIES_C | 2024 | ARMED |
| Hightouch | data | $1.2B | SEED | 2020 | ARMED |
| Sysdig | cybersecurity | $1.18B | SEED | 2013 | ARMED |
// RECENT ACTIVITY
// WOWL ASSESSMENT
Bain Capital Ventures operates as the growth equity arm of a $185B PE empire, deploying institutional capital into late-stage rounds across fintech, ecommerce, and enterprise software. The portfolio spans 28 companies valued at $63.4B, anchored by Digital Currency Group's $10B crater and a cluster of $2-7B mid-stage positions. The 29% miss rate signals exposure to peak-cycle pricing with no exits at the top. Thrasio's bankruptcy crystallizes the rollup thesis collapse.
Digital Currency Group at $10B represents terminal crypto exposure with no path to liquidity. Attentive, Wonder, and Acorns form a $12.7B cluster of bloated SMS marketing, celebrity chef delivery, and robo-investing — all challenged by customer acquisition economics. Thrasio's bankruptcy validates concerns about Amazon aggregator fundamentals. Public exits Flywire, SmartRent, and Rent the Runway trade below venture entry marks, confirming late-stage entry risk.
// THREAT LEVEL: BLOATED
VERDICT: Institutional capital meets institutional markdowns — the PE safety net only delays the repricing.
// WHY WOWLS WATCHES
BCV's size and Bain brand obscure a portfolio requiring $63B in exit value with minimal proof of liquidity at current marks. The 29% miss rate with zero hits flags systematic overexposure to peak-cycle pricing in fintech and ecommerce categories now facing multiple compression.
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// INTELLIGENCE PENDING
// INTELLIGENCE DISCLAIMER: Fund assessments represent editorial opinion based on publicly available data. Portfolio coverage reflects companies tracked in the WOWLS database and may not represent complete investment history. Hit and miss rates are calculated from tracked portfolio companies only. Not financial or investment advice.
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