Dragoneer Investment Group
// KEY PEOPLE
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
33
// PORTFOLIO VALUATION (TRACKED)
$662.7B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
55
// THREAT LEVEL DISTRIBUTION
- ARMED14 · 41.2%
- DANGEROUS9 · 26.5%
- BLOATED5 · 14.7%
- TERMINAL HYPE3 · 8.8%
- HUNTED2 · 5.9%
- AI ALCHEMY1 · 2.9%
Based on 34 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Dragoneer Investment Group.
Master the entire 2,033-investor intelligence network.
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
Acquire Intel →// 5 TIERS · PAYPAL SECURED
// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
33 companies · $662.7B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Uber | transportation | $150B | VENTURE_ROUND | 2016 | HUNTED |
| Airbnb | ecommerce | $75B | SERIES_D | 2014 | DANGEROUS |
| Nubank | consumer finance | $55B | SERIES_E | 2018 | DANGEROUS |
| Atlassian | collaboration | $50B | SECONDARY | 2014 | DANGEROUS |
| Snowflake | cloud computing | $45B | SERIES_D | 2017 | DANGEROUS |
| UiPath | software | $35B | SERIES_D | 2020 | AI ALCHEMY |
| Scale AI | ai | $29B | SERIES_D | 2021 | ARMED |
| Zomato | food delivery | $25B | VENTURE_ROUND | 2021 | DANGEROUS |
| Samsara | iot | $25B | SERIES_D | 2019 | DANGEROUS |
| Chime | financial services | $25B | SERIES_C | 2018 | ARMED |
| Deel | fintech | $17.3B | SERIES_C | 2021 | ARMED |
| Discord | communication software | $15B | SERIES_H | 2021 | ARMED |
| Klarna | fintech | $14.6B | VENTURE_ROUND | 2019 | TERMINAL HYPE |
| Faire | b2b marketplace | $12.59B | SERIES_E | 2021 | BLOATED |
| Checkout.com | ecommerce | $12B | SERIES_D | 2022 | DANGEROUS |
| Whatnot | ecommerce | $11.5B | SERIES_E | 2024 | BLOATED |
| Gusto | fintech | $10B | SERIES_C | 2016 | ARMED |
| Gitlab | devops | $8B | SERIES_E | 2021 | TERMINAL HYPE |
| Carta | equity management | $7.4B | SERIES_F | 2021 | DANGEROUS |
| CRED | financial services | $6.4B | SERIES_C | 2021 | BLOATED |
// RECENT ACTIVITY
- WhatnotSERIES_E2024$245MCO-INVESTORS
- PointClickCareVENTURE_ROUND2023$1,750MCO-INVESTORS
- UpstoxSERIES_D2023$130MCO-INVESTORS
- Checkout.comSERIES_D2022$1,000M
- WebflowSECONDARY2022$120MCO-INVESTORS
// WOWL ASSESSMENT
Dragoneer bet big on growth-at-any-price late-stage rockets during the 2019-2021 bubble, writing enormous checks into companies already trading at nosebleed valuations. The fund's portfolio reads like a greatest-hits album of peak-cycle deployment: Snowflake, UiPath, Chime, Zomato — all entered at stratospheric prices that assumed infinite growth. Eight public exits sound impressive until you calculate the entry multiples. The 27% hit rate confirms selectivity died when the checkbook opened.
Public market performance tells the story: Snowflake traded at $400+ when Dragoneer likely invested pre-IPO, now sits at $160. UiPath debuted at $80B valuation in 2021, currently valued at $8B — a 90% markdown. Chime raised at $25B in 2021 and cannot find an exit. The winners (Uber, Airbnb, Nubank) required years of patience through brutal drawdowns. Only 27% of bets worked despite deploying into companies already past product-market fit — that selectivity failure is damning.
// THREAT LEVEL: BLOATED
VERDICT: Dragoneer rode the late-stage bubble to glory then crashed with it — a case study in what happens when capital abundance replaces conviction.
// WHY WOWLS WATCHES
The fund's portfolio composition reveals exactly which vintages will haunt crossover investors for the next decade. When your biggest positions are Snowflake and UiPath at 2021 prices, the math does not work.
// SIMILAR FUNDS
// PACK DEBATE
// PACK DEBATE — be the first to weigh in
Google account required — no spam, no nonsense
// 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.
// ENGAGE THE FULL ARSENAL
Done reading on Dragoneer Investment Group?
Unlock the entire 1,032-company hitlist and 2,033 investor contacts.
Full portfolio breakdowns. Founder dossiers. VC outreach data. Threat level intel updated continuously.
→ Deploy 5-Tier Order Form// ARBAN · ZUUN · MINGHAN · TUMEN · KHAN