Geodesic Capital
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
6
// PORTFOLIO VALUATION (TRACKED)
$24.9B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
12
// THREAT LEVEL DISTRIBUTION
- BLOATED2 · 33.3%
- ARMED2 · 33.3%
- HUNTED1 · 16.7%
- ZOMBIECORN1 · 16.7%
Based on 6 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Geodesic 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
6 companies · $24.9B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Vercel | cloud computing | $9.3B | SERIES_C | 2021 | BLOATED |
| Netskope | cybersecurity | $7.5B | SERIES_D | 2018 | ARMED |
| Planet Labs (pre-IPO) | aerospace | $2.8B | SERIES_D | 2018 | BLOATED |
| Transmit Security | identity | $2.2B | VENTURE_ROUND | 2022 | ARMED |
| ThoughtSpot | ai | $1.95B | SERIES_C | 2015 | HUNTED |
| Duo Security | identity | $1.17B | SERIES_C | 2017 | ZOMBIECORN |
// RECENT ACTIVITY
- Transmit SecurityVENTURE_ROUND2022$283M
- VercelSERIES_C2021$150M
- NetskopeSERIES_G2021$300M
- ThoughtSpotSERIES_H2021$420M
- Planet Labs (pre-IPO)SERIES_D2018$183M
// WOWL ASSESSMENT
Geodesic Capital backs security and infrastructure companies at late growth stages, betting on enterprise adoption cycles rather than picking early winners. The six-company portfolio tilts heavily toward identity and cloud security, with zero exits and a third of holdings marked BLOATED or HUNTED. Netskope and Transmit Security represent the thesis working — technical moats defending category positions. Vercel at $9.3B raises deployment discipline questions.
Zero exits across six investments signals a portfolio built in the 2019-2021 deployment window still waiting for liquidity. Vercel's $9.3B valuation presents the core challenge — a developer platform competing against Cloudflare and AWS edge services without clear margin advantage at that price. ThoughtSpot landed HUNTED status as the BI analytics thesis deteriorated under AI pressure. Duo Security exit to Cisco at $1.17B before the fund's time demonstrates the category thesis can work, but current holdings face compression risk with no public market validation.
// THREAT LEVEL: ARMED
VERDICT: Six bets, zero exits, one-third bleeding — the security thesis works until the exit window closes.
// WHY WOWLS WATCHES
WOWLS tracks Geodesic because late-stage security funds live or die on exit timing — the difference between 3x and 0.8x is whether Vercel and Netskope find buyers before the enterprise spending cycle turns. If public comps compress another 30% these holdings shift from ARMED to BLOATED in one repricing event.
// 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 Geodesic 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