Data Collective
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
8
// PORTFOLIO VALUATION (TRACKED)
$33.9B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
14
// THREAT LEVEL DISTRIBUTION
- DANGEROUS3 · 37.5%
- HUNTED2 · 25%
- BLOATED1 · 12.5%
- TERMINAL HYPE1 · 12.5%
- ARMED1 · 12.5%
Based on 8 enriched portfolio companies
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Stop analyzing one fund at a time. Instantly filter every VC, angel investor, and corporate fund by sector, stage, and portfolio performance. Find every fund backing your specific market vertical. See which investors have the best and worst track records — ranked by WOWL hit rate and miss rate across 1,032 unicorn companies.
2,033 investors tracked · 1,032 portfolio companies assessed
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// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
8 companies · $33.9B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Airtable | data management | $11B | SERIES_A | 2015 | TERMINAL HYPE |
| Rocket Lab | aerospace | $8B | SERIES_C | 2017 | DANGEROUS |
| Fivetran | data integration | $5.6B | SERIES_A | 2018 | ARMED |
| Planet Labs (pre-IPO) | aerospace | $2.8B | SERIES_B | 2015 | BLOATED |
| Illumio | cybersecurity | $2.75B | SERIES_B | 2015 | DANGEROUS |
| Feedzai | fintech | $1.3B | SERIES_B | 2016 | HUNTED |
| SentinelOne (private predecessor) | cybersecurity | $1.25B | SERIES_B | 2016 | DANGEROUS |
| Alation | data catalog | $1.2B | SERIES_A | 2013 | HUNTED |
// RECENT ACTIVITY
- FivetranSERIES_A2018$15MCO-INVESTORS
- SentinelOne (private predecessor)SERIES_C2018$70MCO-INVESTORS
- AlationSERIES_C2018$50M
- AlationSERIES C2018$50M
- Planet Labs (pre-IPO)SERIES_C2017$120M
// WOWL ASSESSMENT
Data Collective (DCVC) bets on deep tech infrastructure where physics meets data — aerospace sensors, cybersecurity mesh architecture, enterprise data plumbing. The thesis connects: Planet Labs and Rocket Lab capture orbital data streams, Fivetran and Airtable move it, Illumio and SentinelOne defend it. Portfolio tilts heavily toward capital-intensive hardware plays requiring patient capital and technical credibility. The fund picked SentinelOne and Rocket Lab early but also backed Airtable at terminal valuation.
Rocket Lab reached public markets and holds orbit deployment monopoly outside SpaceX. SentinelOne validated the autonomous endpoint defense category pre-IPO. But Airtable at eleven billion represents peak-cycle deployment with no clear path to earnings justifying the entry price. Fivetran competes in commoditizing data pipeline space where open-source alternatives erode pricing power. Hit rate of 37.5% with equal miss rate shows selectivity discipline breaking down — fund caught between early-stage technical bets and late-stage momentum chasing.
// THREAT LEVEL: ARMED
VERDICT: Strong technical diligence meets weakening price discipline — the fund understands rocket engines better than exit multiples.
// WHY WOWLS WATCHES
Portfolio concentration in orbital infrastructure and zero-trust security positions DCVC at intersection of geopolitical hardware spend and enterprise security mandates. Rocket Lab liquidity and SentinelOne outcome demonstrate category-picking skill worth tracking.
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// LOADING INTEL…
// 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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