Today we are thrilled to triple down on Whatnot, the clear leader in live commerce across the US, the UK and Europe. We co-led its Series C in 2021 and its Series D in 2022, and today we are proud to co-lead its Series F. The investment was spearheaded by Laela Sturdy, Alex Nichols, and Miriam Finnemore. The transition to e-commerce made shopping efficient but less personal and significantly less fun. Whatnot has brought the joy of the hunt online, blending storefront, show, and community hangout into one platform. Whatnot has successfully focused on enthusiast communities, taking the natural instinct of collectors and hobbyists to trade and giving it structure, scale, and trust. Through this model, Whatnot is not just creating a great marketplace; it is also fostering a livelihood for hundreds of thousands of small business owners. We have been privileged to work closely with co-founders Grant LaFontaine and Logan Head, exceptional leaders who build with velocity, set high standards, and focus relentlessly on customer delight. We have more conviction than ever in Whatnot’s trajectory towards building one of the world’s iconic marketplaces. We encourage you to read more in this thoughtful thesis piece by Laela, Alex and Miriam: https://lnkd.in/gs5NC3AK
CapitalG
Venture Capital and Private Equity Principals
San Francisco, CA 44,731 followers
Alphabet's independent growth fund
About us
CapitalG is Alphabet's independent growth fund. We invest capital to help remarkable entrepreneurs and leading transformational companies accelerate the growth of their businesses.
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https://capitalg.com
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- Venture Capital and Private Equity Principals
- Company size
- 11-50 employees
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- San Francisco, CA
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- Public Company
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#TechCrunchDisrupt2025 kicked off with a meaty session on "How AI is Forcing Late-stage Startups to Rewire GTM – or Be Left Behind," moderated by TechCrunch senior reporter Rebecca Bellan who was joined by CapitalG partner Jane Alexander, Premise co-founder and former New Enterprise Associates (NEA) partner Vanessa Larco, and Nextdoor co-founder and CEO Nirav Tolia. A few key take-aways: 🔹 Must companies really innovate in their use of #AI or risk being left behind? Yes, according to Nirav--and this goes for both native and non AI-native startups. As he put it, "Everyone is using AI to the fullest. If you’re not, how will you survive?" Jane added, “The only certainty is that there is no Everest you will summit. There will always be more that’s new.” Her recommendation: Don't implement one AI strategy and think you're done. Develop a system that allows you to constantly innovate and remain differentiated. 🔹 What would this kind of system look like? Jane offered the following examples of market-leading companies using AI in creative ways: Canva uses Clay to monitor companies’ social channels, checking content against brand guidelines. When off-brand content is found, Clay helps identify the head of design and shows them how to improve the post. OpenAI uses Clay’s AI research agent to mimic and augment the best sales reps’ research processes at scale. Rippling uses Clay for address enrichment and verification, tapping into Google Maps data to correct addresses for global direct mail campaigns. 🔹 Once companies decide they want to implement systems, is it better to build or buy? Vanessa cautioned that when thinking about whether to buy or build AI tools to consider not only the cost of building but also the long-term costs and resources required to maintain. 🔹 Given that AI is so new, how should companies go about teaching employees best practices for using it? Jane added that there's no talent pool yet that knows how to use AI natively. That makes AI talent extremely costly–and should motivate companies to devote resources to internal training and upskilling, such as creating LLM 101 courses for employees. Nirav suggested that AI learning and evangelism are so core that they should reside within companies’ People teams. He proposed the concept of AI business partners—people who follow the latest AI trends and then teach use cases to various teams internally. As Vanessa concluded, the shift to AI is a step function change. Now is the time to develop a system for continuous innovation. One place to start: Asking your AI tool for tips on how to use AI at your company.
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We're excited to announce CapitalG's investment in LangChain, the company building the platform for agent engineering. Since LLMs will change what applications can do, the real power comes from turning those LLM applications into reliable agents with access to data and APIs. LangChain's mission is to solve the complexity of shipping these agents to production, a discipline they call agent engineering. The recent $125M raise is a testament to the incredible momentum they've built, powering AI teams at companies like Replit, Workday, and Cisco. At CapitalG, the investment was spearheaded by investors Jill (Greenberg) Chase, Mo Jomaa, Manmeet Gujral, and Alice Yang. We are proud to partner with founders Harrison Chase and Ankush Gola and the innovative LangChain team. To learn more, check out Sharon Goldman's excellent piece in Fortune: https://lnkd.in/gVWsPvFM as well as this reflective blog post by Harrison: https://lnkd.in/g8Jhrwtu
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Congratulations on surpassing $350M ARR to Florian Douetteau, Clément Stenac, and the entire Dataiku team, and welcome to the #CapitalGfamily, Mark Abramowitz! We're proud to support your growth as you help some of the world’s largest companies operationalize #AI with trust and control at scale. Derek Zanutto
Dataiku has reached a new milestone! We've surpassed $350 million in ARR. Why the momentum? Enterprises need more than AI ambition. Dataiku unites human expertise and AI reasoning into one platform, making every model, workflow, and agent explainable, measurable, and trusted. That’s why 1 in 4 of the top companies in the world trust Dataiku for enterprise AI.* To accelerate this next phase of growth, we're also making a key addition to our leadership team. We're thrilled to welcome Mark Abramowitz as our new Chief Marketing Officer. Mark joins us from ServiceNow with previous leadership roles at Salesforce, bringing deep platform marketing experience as we continue to scale globally. More highlights of the year so far: • Named to the 2025 Forbes Cloud 100 for the 7th consecutive year • Launched Agent Hub, helping enterprises operationalize AI agents with governance and control • Recognized as a Leader in the Gartner® Magic Quadrant™ for Data Science & ML Platforms for the fourth consecutive time • Expanded collaboration with NVIDIA, landed partner of the year with Snowflake, and opened our new Singapore HQ 🤝 Thank you to all our employees, customers, partners, and investors who have made this achievement possible and incredibly worthwhile! More on our momentum here → https://lnkd.in/eumgtQSp #EnterpriseAI #AgentHub #CMO * Based on the top 500 of the 2024 Forbes Global 2000 list (excluding China).
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We're proud to see Vijay Balasubramaniyan and Pindrop recognized on TIME’s list of Best Inventions of 2025! It's great to see the team demonstrate how #responsibleAI can transform the way organizations understand voice, video and trust. Congratulations to Vijay and everyone at Pindrop for this well-deserved honor! Gene Frantz https://lnkd.in/ebtWGzmU
We’re thrilled to share that Pindrop® Pulse for Meetings has been recognized as one of TIME Best Inventions of 2025! https://lnkd.in/e2P_yc2K This is personally meaningful as I remember routinely picking up the TIME edition that features the best inventions when I am grocery shopping at the end of the year. Many of these inventions have redefined the world as we know it from ChatGPT to the James Webb telescope to mRNA vaccines. Seeing Pindrop Pulse among innovations as hallowed as these is both humbling and energizing. At Pindrop, we’re pushing the boundaries of voice and deeepfake detection technology to help organizations extract genuine insights and trust from every conversation. TIME’s recognition underscores the creativity, brilliance, and commitment of our team — people who are redefining what’s possible with voice and video. A huge congratulations to everyone at Pindrop who made this happen. This moment belongs to all of you! #TIMEBestInventions #Innovation #VoiceAI #DeepfakeDetection #PindropPulse
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We're thrilled to announce CapitalG’s investment in Base Power Company, a first-of-its-kind energy company powering America with reliable and affordable electricity. America’s power grid is facing unprecedented pressures while the existing infrastructure, designed for a different era, is straining to meet our needs. By offering low cost home batteries, Base Power is not only providing homeowners with affordable, reliable power and lower electricity bills; it is also stabilizing the broader system. The company’s proprietary software optimizes battery charge and discharge, effectively turning individual home batteries into dependable grid resources. This "shock absorber" for the grid addresses the core challenges of intermittent renewables and transmission bottlenecks, making the entire grid more resilient and efficient. Learn more in this thoughtful investment thesis piece by CapitalG investors Alex Nichols, Kelly Barton, and Miriam Finnemore: https://lnkd.in/gn4JHHY7 We are proud to partner with Zach Dell, Justin Lopas, and the entire Base team as they build a more stable, efficient, and sustainable energy future for all. Welcome to the #CapitalGfamily, Base Power!
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$500M ARR, 6500+ customers--and just getting started. We're proud to support Jaakko (Jack) Kokko and AlphaSense in their journey to redefine market intelligence for the business and financial world. James Luo
$500M ARR. 6,500+ customers. All of the world's top investment banks. The race isn’t just about AI; it’s about trusted, enterprise-ready AI that knows your industry and scales across the workflows that matter most. The demand for domain-specific AI insights is accelerating, and the organizations winning today are those unifying quantitative and qualitative intelligence in a single, trusted platform. See how AlphaSense agentic AI workflows are powering the next era of confident decision-making: https://lnkd.in/eUZzM5x6
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What kinds of signals, trends and company and founder attributes are growth-stage investors looking for? CapitalG general partner James Luo, investor in AlphaSense, Empower Semiconductor, nEye.ai, and DTEX Systems, shares this and more with LinkedIn senior tech editor Tanya Dua for #VCWednesday.
On Parental Leave | Sr. Technology Editor at LinkedIn News covering AI | Conference Moderator & Speaker | Columbia Journalism Grad | Ex-Business Insider
🚨 Growth-stage investing isn’t all spreadsheets and revenue charts. James Luo of CapitalG joins us for VC Wednesdays, and shares why he puts just as much weight on conviction in the founder. 🚨 ✒️ What’s the No. 1 signal you look for to invest at the growth stage? A couple things don’t change no matter what stage. One, the size and scale of the opportunity. We want growing markets with secular tailwinds — multi-tens-of-billions market opportunities. The second is the team. We always look at why the founder is uniquely positioned to solve this problem, but also followership: Who are the people on your leadership team, and where are they coming from? It's an amazing signal if your exec team left their jobs and joined you because they trust you as a leader and want to be part of the journey. ✒️ What trend or sector are you the most excited about, and why? The macro trend obviously is AI. But people forget that AI starts with hardware. ChatGPT only works because GPUs, voltage regulators, network switches and power transformers are running in the background. We’re facing physical-world constraints now: power, networking, data center efficiency — and that’s why we’re spending more time on hardware and semiconductors. We just announced an investment in Empower Semiconductor, whose approach makes last millimeter power delivery super efficient by collapsing voltage regulation. Networking is also a huge bottleneck — GPU clusters have to talk to each other super fast for both AI training and inference. So we’ve also backed nEye.ai, which is doing optical circuit switching so GPUs can reconfigure on the fly like a big brain. ✒️ On the AI application side, how do you assess differentiation defensibility when so many use the same LLMs and are doing the same thing? People assume all models are interchangeable but we actually see differences. They are less fungible than you think. Think of it like Coke vs. Pepsi — users develop preferences. We look for content differentiation. For example, AlphaSense is tackling market research and has proprietary financial models, transcripts and expert research — you can’t just Google it. If you pair that with a strong LLM, the results are dramatically better. The other big layer is workflow. AI that integrates deeply into how people work — and saves them time or makes their job better — builds long-term moats. Look at Clay or Abridge. That’s what creates defensibility. ✒️ What is one investment that you regret passing on and why? We spent a lot of time with Island, the secure enterprise browser founded by Michael Fey. I've known him for many years and always thought the vision was super exciting — the idea that the browser should be the operating system for work. The mistake we made is the classic one VCs make: it just felt really expensive at the time. We thought, let's wait for more proof points before we get conviction at this price. We overcomplicated it. #VCWednesdays #vc #venturecapital #startups #TechonLinkedIn
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Exciting news for Everlaw and the many organizations that benefit from its services! Welcome to the #CapitalGfamily, Max Christoff! Jesse Wedler
🚨 We’re excited to welcome Max Christoff to Everlaw! Max is joining as the company’s first Chief Technology Officer. Before joining Everlaw, Max had a 14-year career leading engineering teams at Google. He led the Chrome Browser engineering team, bringing fundamental advances in consumer and enterprise productivity to billions of users. He also helped start Google Wallet in 2011 (Google Pay) and led the engineering team that made it possible to tap a phone to pay contactlessly in stores, ride the subway, or board a plane. Prior to Google, Christoff was CTO of Enterprise Infrastructure at Morgan Stanley and held a variety of software engineering and leadership roles during his 11-year tenure. Max will work closely with CEO and Founder AJ Shankar and all of the Everlawyers around the globe in helping reshape the legal industry. Welcome, Max! 👉 Read more > https://lnkd.in/gpjGGakq Max’s appointment comes as Everlaw embarks on an ambitious plan to expand its AI-powered platform – including a R&D hiring surge. #Ediscovery #LegalTech #CTO #Innovation
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$400M ARR, 7,000 customers including Anthropic, NVIDIA, Salesforce, and Microsoft, #13 ranking on the Forbes #Cloud100 list, leadership in the 2025 Gartner Magic Quadrant™ for Observability Platforms -- and Raj Dutt and team at Grafana Labs are just getting started. Or, as Richard Nieva put it in Forbes, "Grafana Labs Is Cleaning Up On The Vibe Coding Boom." As CapitalG partner Mo Jomaa explains, "observability is a 'mission critical' spend for any company’s chief information officer." We're proud to continue our support for Grafana Labs in their latest secondary transaction and for the many years to come. Read more in Richard's excellent piece https://lnkd.in/ef3q6PHS
Lift off! We’re proud to announce that Grafana Labs has blasted past $400M ARR and 7,000 customers worldwide. We’ve also completed a secondary transaction led by Ontario Teachers' Pension Plan with Sapphire Ventures, Tiger Global, and existing investors. As our CEO Raj Dutt told Forbes: “The need to monitor system performance more closely will only increase as the tech industry continues to accelerate with AI. It’s more important than ever at this moment in time.” To our community — thank you for being part of this open observability mission with us. Read more from Richard Nieva at Forbes: https://lnkd.in/ef3q6PHS
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