Redpoint Ventures
// PORTFOLIO INTELLIGENCE
// COMPANIES TRACKED
25
// PORTFOLIO VALUATION (TRACKED)
$141.9B
Combined current valuation of portfolio companies in WOWLS database — not fund AUM or capital deployed
// SECTORS COVERED
45
// THREAT LEVEL DISTRIBUTION
- ARMED11 · 44%
- TERMINAL HYPE5 · 20%
- DANGEROUS3 · 12%
- BLOATED3 · 12%
- ZOMBIECORN2 · 8%
- PAPER TIGER1 · 4%
Based on 25 enriched portfolio companies
// FULL NETWORK ACCESS
Don't just track Redpoint Ventures.
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
25 companies · $141.9B combined valuation
| COMPANY | SECTOR | VALUATION | ROUND | YEAR | THREAT |
|---|---|---|---|---|---|
| Snowflake | cloud computing | $45B | SERIES_A | 2013 | DANGEROUS |
| Ramp | corporate cards | $32B | SERIES_D | 2022 | ARMED |
| Twilio | cloud communications | $12B | SERIES_C | 2013 | TERMINAL HYPE |
| Pure Storage | data management | $7B | SERIES_A | 2010 | DANGEROUS |
| Wealthsimple | fintech | $5B | SERIES_D | 2021 | BLOATED |
| Arctic Wolf Networks | cybersecurity | $4.3B | SERIES_A | 2016 | ARMED |
| Houzz | home design | $4B | SERIES_A | 2010 | TERMINAL HYPE |
| Cyera | cybersecurity | $3B | SERIES_B | 2023 | ARMED |
| Abridge | healthcare ai | $2.75B | SERIES_B | 2022 | ARMED |
| Sourcegraph | ai | $2.6B | SERIES_A | 2017 | BLOATED |
| Next Insurance | insurtech | $2.5B | SERIES_A | 2017 | ARMED |
| Physical Intelligence | ai | $2.4B | SERIES_B | 2024 | PAPER TIGER |
| Newfront | insurtech | $2.2B | SERIES_A | 2018 | BLOATED |
| Cockroach Labs | cloud computing | $2B | SERIES_B | 2017 | ARMED |
| Dremio | analytics | $2B | SEED | 2015 | ARMED |
| Apus Group | app development | $1.85B | SERIES_A | 2015 | TERMINAL HYPE |
| Orca Security | cybersecurity | $1.8B | SERIES_B | 2021 | ARMED |
| HomeAway | marketplace | $1.4B | SERIES_B | 2008 | TERMINAL HYPE |
| Deliverect | ecommerce | $1.4B | SERIES_B | 2021 | ARMED |
| SentinelOne (private predecessor) | cybersecurity | $1.25B | SERIES_A | 2015 | DANGEROUS |
// RECENT ACTIVITY
- AbridgeSERIES_D2025$250M
- CyeraSERIES_C2024$300MCO-INVESTORS
- AbridgeSERIES_C2024$150M
- Physical IntelligenceSERIES_B2024$400M
- CyeraSERIES_B2023$100MCO-INVESTORS
// WOWL ASSESSMENT
Redpoint Ventures is an established enterprise infrastructure investor with a concentrated bet on B2B SaaS winners. The firm's portfolio includes three public companies (Snowflake, Twilio, Pure Storage) and demonstrates genuine pattern recognition in cybersecurity and cloud infrastructure. The 28% miss rate reflects a selective approach, but the 12% hit rate reveals difficulty separating genuine disruptors from category participants. Portfolio concentration in cybersecurity (5 companies) shows conviction but creates sector correlation risk.
Snowflake validates the firm's ability to identify genuine technical moats early — the data warehouse thesis matured exactly as predicted. Ramp ($32B valuation) represents disciplined Series A positioning in a crowded spend management category where technical execution separated winners. The Twilio public position shows conviction through the 2021 peak and subsequent 80%+ drawdown — holding a terminal hype asset through contraction erodes realized returns. Pure Storage demonstrates category creation in all-flash arrays but now competes in a commoditized storage market.
// THREAT LEVEL: ARMED
VERDICT: Legitimate enterprise infrastructure investor whose cybersecurity concentration bet either pays off spectacularly or creates correlated downside risk.
// WHY WOWLS WATCHES
The cybersecurity cluster (5 companies) is a high-conviction thesis that market dynamics will prove right or wrong decisively. If security consolidates into three dominant platforms instead of fragmenting into specialized tools, multiple Redpoint bets become acquisition targets at compressed multiples.
// 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 Redpoint Ventures?
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