Portfolio

Builders We Fund Directly

We provide direct venture capital to exceptional founders building the next generation of technology companies.

25+

Portfolio Companies

Across software, cloud infrastructure, fintech, consumer, and developer tools.

$250K-2M

Direct Initial Checks

Flexible direct funding for pre-seed and seed rounds with room to follow on.

Day Zero

Founder Support

Product, cloud architecture, GTM planning, hiring, and fundraising preparation.

Direct Funding Thesis

We fund companies that can become durable systems in their markets.

A clear use of direct funding to unlock the next stage

Products with strong usage depth and repeat behavior

Clear technical or workflow advantage

Customers who feel urgent pain

airbnb

Online community marketplace for people to list, discover, and book accommodations worldwide.

IPO: ABNBConsumer

coinbase

Digital currency wallet and platform where merchants and consumers can transact with cryptocurrencies.

IPO: COINCrypto

Figma

A multiplayer design system for collaboration between designers, developers, and teams.

ActiveEnterprise

GitHub

Powerful collaboration, review and code management for open source and private development projects.

Acquired By: MicrosoftEnterprise

instacart

Works with grocers and retailers to transform how people shop with e-commerce experiences.

IPO: CARTConsumer

slack

Real-time messaging, archiving and search tool for modern teams.

Acquired By: SalesforceEnterprise

Okta

Identity management platform that secures critical resources from cloud to ground.

IPO: OKTAEnterprise

Roblox

Global platform where people connect, create, and express through immersive shared experiences.

IPO: RBLXGames

Lyft

Mobile application matching drivers with passengers, available to 95% of the US population.

IPO: LYFTConsumer

Pinterest

Visual discovery and planning tool for ideas like recipes, travel destinations, and products.

IPO: PINSConsumer

Samsara

Pioneer of Connected Operations Cloud for IoT data and actionable insights.

IPO: IOTInfra

PagerDuty

Operations performance platform delivering visibility across the entire incident lifecycle.

IPO: PDEnterprise
Allocation
Where Our Capital Goes
A balanced portfolio across high-conviction technology categories — concentrated enough to back winners, diverse enough to capture every cycle.
Enterprise SaaS
32%
Consumer Internet
24%
Cloud & DevTools
18%
Fintech & Crypto
14%
AI & Infrastructure
12%

Pre-Seed

40%

First institutional checks at the earliest stage, often before the round formally closes.

Seed

45%

Lead and co-lead seed rounds for teams with early product evidence and customer pull.

Follow-On

15%

Continued support into Series A and B for our highest-conviction portfolio companies.

Founder Spotlights
In Their Own Words
What it's like to take a direct check from Build Stage Capital, told by the founders we've backed.

Build Stage wired our seed in under three weeks and stayed close through our first enterprise contract. The operating help mattered as much as the check.

Aanya Mehta

Series A within 14 months

Co-founder & CEO · Lumen Cloud

We didn't just get capital. We got a partner who understood the architecture trade-offs of building a developer platform from day one.

Daniel Park

300% YoY revenue growth

Founder · Forge DevTools

Their conviction during our hardest pivot kept the team focused. The follow-on check told us we were on the right path.

Sofia Hernández

Closed $14M Series A

CEO · Helix Fintech

Outcomes
By the Numbers
The aggregate result of backing technical founders early — measured in public exits, acquisitions, follow-on conviction, and durable enterprise value.
8

Public Listings

Portfolio companies that completed IPOs and direct listings on global exchanges.

10+

Strategic Acquisitions

Acquired by leading global technology platforms including Microsoft and Salesforce.

60+

Follow-On Rounds

Series A through D capital raised by portfolio companies after our initial check.

$120B+

Aggregate Market Value

Combined market value created across current and former portfolio companies.

Want to be next?
Join the Portfolio
If you're building a high-growth technology company at pre-seed or seed, we'd like to hear about it. Direct check, fast decision, hands-on support.