Franklin Templeton
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
16
// PORTFOLIO VALUATION (TRACKED)
$304.8B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
33
// THREAT LEVEL DISTRIBUTION
- DANGEROUS7 · 41.2%
- ARMED5 · 29.4%
- TERMINAL HYPE3 · 17.6%
- BLOATED1 · 5.9%
- ZOMBIECORN1 · 5.9%
Based on 17 enriched portfolio companies
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2,033 investors tracked · 1,032 portfolio companies assessed
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// NOTABLE INVESTMENTS
// PORTFOLIO COMPANIES
16 companies · $304.8B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Databricks | ai | $134B | SERIES_G | 2021 | DANGEROUS |
| Canva | graphic design | $42B | SERIES_E | 2021 | DANGEROUS |
| Cloudflare | cloud services | $35B | VENTURE_ROUND | 2019 | DANGEROUS |
| Samsara | iot | $25B | SERIES_F | 2021 | DANGEROUS |
| Discord | communication software | $15B | SERIES_H | 2021 | ARMED |
| Checkout.com | ecommerce | $12B | SERIES_D | 2022 | DANGEROUS |
| Gusto | fintech | $10B | SERIES_F | 2021 | ARMED |
| Tempus | ai | $7B | SERIES_E | 2020 | ARMED |
| Checkr | ai | $4.6B | SERIES_D | 2021 | ARMED |
| Gong | ai | $4.5B | SERIES_E | 2021 | ARMED |
| Confluent | cloud computing | $4.5B | SERIES_D | 2020 | DANGEROUS |
| Outreach | ai | $4.4B | SERIES_F | 2021 | TERMINAL HYPE |
| SpotOn | payments | $3.15B | SERIES_E | 2020 | BLOATED |
| Addepar | fintech | $2.17B | VENTURE_ROUND | 2023 | DANGEROUS |
| Lacework | cloud computing | $1.3B | SERIES_D | 2021 | TERMINAL HYPE |
| Wheels Up | air transport | $0.1B | SERIES_A | 2014 | ZOMBIECORN |
| Rent the Runway | ecommerce | $0.1B | SERIES_G | 2019 | TERMINAL HYPE |
// RECENT ACTIVITY
- AddeparVENTURE_ROUND2023$75MCO-INVESTORS
- AddeparSERIES_G2023$100MCO-INVESTORS
- Checkout.comSERIES_D2022$1,000M
- TempusSERIES_G2022$275M
- CheckrSERIES_E2022$160MCO-INVESTORS
// WOWL ASSESSMENT
Franklin Templeton operates a $170.8B crossover portfolio concentrated in late-stage enterprise infrastructure and vertical SaaS — Cloudflare, Samsara, Confluent anchor the thesis. The fund enters post-product-market-fit companies at growth inflection points, betting on recurring revenue models and durable moats. 37.5% hit rate suggests disciplined selectivity, but 25% miss rate reveals exposure to valuation compression risk across DANGEROUS-rated names. Public exits in Cloudflare, Samsara, and Tempus demonstrate liquidity discipline uncommon among crossover funds.
Cloudflare and Samsara deliver public market liquidity while Canva remains the $42B private anchor — a graphic design monopoly with real profit margins. Discord at $15B represents consumer bet risk if gaming communication stagnates. Checkout.com faces Stripe competition in the $12B valuation zone with no clear differentiation moat. The miss rate lands on companies caught in the 2021 valuation peak with insufficient revenue multiples to sustain markdowns — four DANGEROUS-rated holdings suggest mark-to-market pain ahead.
// THREAT LEVEL: ARMED
VERDICT: Franklin Templeton picked real businesses with real revenue, but the portfolio's DANGEROUS concentration exposes returns to post-2021 repricing cycles that penalize growth-at-any-cost models.
// WHY WOWLS WATCHES
A traditional asset manager playing the crossover game with discipline — the public exits prove they understand liquidity timing. The question: can the DANGEROUS five maintain valuations when LP patience evaporates and enterprise budgets tighten?
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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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