Emergence Capital
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
5
// PORTFOLIO VALUATION (TRACKED)
$27.6B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
12
// THREAT LEVEL DISTRIBUTION
- TERMINAL HYPE2 · 40%
- DANGEROUS2 · 40%
- PAPER TIGER1 · 20%
Based on 5 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Emergence Capital.
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
5 companies · $27.6B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Zoom | collaboration | $20B | SERIES_C | 2015 | TERMINAL HYPE |
| Together AI | ai infrastructure | $3.3B | SERIES_B | 2024 | PAPER TIGER |
| Clearco | ecommerce | $2B | SERIES_A | 2019 | TERMINAL HYPE |
| G2 | b2b marketplace | $1.3B | SERIES_A | 2015 | DANGEROUS |
| VTS | proptech | $1B | SERIES_B | 2014 | DANGEROUS |
// RECENT ACTIVITY
- Together AISERIES_B2024$106MCO-INVESTORS
- Together AIVENTURE_ROUND2024$200MCO-INVESTORS
- ClearcoSERIES_A2019$50MCO-INVESTORS
- VTSSERIES_D2019$90MCO-INVESTORS
- G2SERIES_B2018$55M
// WOWL ASSESSMENT
Emergence Capital pioneered the SaaS investment thesis when cloud software was contrarian, backing Salesforce and Zoom before the category became consensus. The firm systematically hunts B2B cloud companies with product-led growth and network effects — not horizontal infrastructure but vertical workflow solutions that compound usage. Zoom represents the definitive win, but the portfolio shows declining pattern recognition post-2020 with bets like Clearco missing the mark.
Zoom validates the entire franchise — an early bet that became a $100B public company and pandemic bellwether. The 40% hit rate reflects disciplined sector focus, but the 40% miss rate signals degraded selectivity as the SaaS category matured and competition intensified. Clearco's collapse from $2B to distressed asset reveals late-cycle deployment into fintech hype rather than network-effect infrastructure. G2 and VTS remain viable but face structural headwinds — review saturation and commercial real estate contraction respectively.
// THREAT LEVEL: ARMED
VERDICT: Emergence proved the SaaS network-effect thesis when it mattered, but the playbook that worked in 2011 faces structural obsolescence in 2025.
// WHY WOWLS WATCHES
Zoom created the archetype for product-led B2B growth, and any fund that picked that winner deserves scrutiny. The question is whether Emergence can repeat the pattern in AI infrastructure or remains anchored to a thesis whose best returns are behind it.
// 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 Emergence Capital?
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