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Investor profile

Felicis

Venture capital firm · Founded 2006 · Active in 2026

Felicis was founded in 2006 in Menlo Park by Aydin Senkut, an early Google product manager. The thesis is "iconoclasts welcome" — sector-agnostic bets on contrarian founders across consumer, enterprise, and frontier categories.

Notable bets include Adyen (Series A), Shopify, Canva, Notion, and Mercor. Felicis manages over $3B AUM.

73 Power Law outcomes Power Law Ranking #22 · Global · 73 Power Law outcomes · Active 2026
Unicorns ↑ 32% 5y
66
Decacorns ↓ 25% 5y
6
Thoroughbreds ↑ 59% 5y
51
01 · Exits

Sequoia’s biggest exits.

Sequoia portfolio companies worth $1B+ that have IPO’d or been acquired. Each shows its valuation at exit and, in grey, its current value if still public.

IPO · 1999
Entered SeedNow $5.2T
IPO · 2004
Entered Series ANow $4.6T
IPO · 1980
Now $4.5T
IPO · 2014
Entered Series B+Now $306B
$214B IPO · 2021
Entered Series B+Now $20.1B
IPO · 2012
Entered Series ANow $207B
$82.0B IPO · 2019
Now $153B
IPO · 2012
Entered Series B+Now $103B
$95.0B IPO · 2020
Entered SeedNow $69.1B
$93.9B IPO · 2020
Entered Series B+Now $58.4B
$24.0B IPO · 2018
Entered Series B+Now $73.3B
$39.0B IPO · 2020
Entered Series ANow $67.6B
$32.0B IPO · 2021
Entered Series B+Now $67.5B
$41.5B IPO · 2021
Entered SeedNow $64.4B
$60.0B IPO · 2021
Entered Series B+Now $28.0B
$55.5B IPO · 2026
Entered Series B+Now $55.5B
$52.8B IPO · 2018
Entered Series ANow $49.6B
IPO · 2013
Now $45.0B
IPO · 2015
Entered Series B+Now $39.4B
IPO · 2002
Entered SeedNow $39.1B
$32.0B acquisition · 2025
Entered Seed
$12.0B IPO · 2021
Entered Series B+Now $29.5B
IPO · 2014
Entered Series B+Now $28.6B
IPO · 2015
Entered Series ANow $28.2B
03 · Portfolio analysis

The 73 Felicis Power Law outcomes ($100M+ revenue or $1B+ valuation).

Snapshot of where the outcomes are concentrated by country, sector, and stage entered.

By countryCount
  1. USA64
  2. Australia2
  3. Singapore1
  4. Germany1
  5. Netherlands1
  6. Finland1
  7. UK1
  8. Canada1
  9. Ireland1
By sectorCount
  1. AI14
  2. Fintech10
  3. Other B2B Software8
  4. Health Tech & Medtech6
  5. Other6
  6. eCommerce & Marketplaces5
  7. Biotech & Life Sciences5
  8. Marketing4
  9. Cybersecurity4
  10. Edtech3
  11. Transportation3
  12. Space2
By stage enteredCount
  1. Series B+29
  2. Series A22
  3. Seed20
Estimated holdings

Felicis’ biggest current holdings.

An estimate of Felicis’ largest live positions — disclosed shareholding × Dealroom’s latest valuation — across 13 companies where Felicis is a named shareholder, worth about $4.6B in estimated equity value.

#CompanyEst. stakeValuationEst. value
  1. 1 CanvaMedia · Decacorn 4.5% $42.0B $1.9B
  2. 2 MercorJobs Recruitment · Decacorn 7.5% $10.0B $750M
  3. 3 SupabaseEnterprise Software · Unicorn 10.5% $5.0B $525M
  4. 4 N8nEnterprise Software · Unicorn 9% $5.2B $468M
  5. 5 RunwayMedia · Unicorn 5% $5.3B $265M
  6. 6 Culture AmpJobs Recruitment · Unicorn 10.5% $1.5B $158M
  7. 7 4.4% $2.6B $116M
  8. 8 9.5% $1.1B $107M
  9. 9 5.9% $1.7B $100M
  10. 10 3.5% $2.2B $77M
  11. 11 3% $1.6B $46M
  12. 12 0.8% $5.0B $40M

Showing the 12 largest of 13 disclosed direct holdings.

6 companies hidden on this public profile. Estimated value = Felicis’s disclosed ownership % × Dealroom’s latest company valuation; direct named stakes only, exited positions excluded. Figures are indicative, not reported marks. Felicis also appears inside investor groups in ClassDojo, Notion, Plaid, where a standalone stake isn’t disclosed. See the underlying cap tables on Dealroom →

Felicis’ biggest exits.

Felicis portfolio companies worth $1B+ that have IPO’d or been acquired. Each shows its valuation at exit and, in grey, its current value if still public.

IPO · 2015
Entered Series ANow $128B
$7.8B IPO · 2018
Entered Series ANow $22.0B
$18.0B IPO · 2020
Entered Series ANow $4.7B
$1.6B IPO · 2018
Entered Series B+Now $16.4B
$2.8B IPO · 2021
Entered Series B+Now $15.6B
$2.0B IPO · 2018
Entered Series B+Now $14.5B
$14.1B IPO · 2020
Entered SeedNow $42M
$1.5B IPO · 2021
Entered SeedNow $8.4B
$7.0B acquisition · 2020
Entered Series A
$6.0B IPO · 2021
Entered Series B+Now $3.0B
$5.7B IPO · 2021
Entered Series ANow $587M
$4.9B acquisition · 2023
Entered Seed
$2.1B IPO · 2021
Entered Series ANow $3.3B
$2.9B IPO · 2021
Entered SeedNow $1.5B
$2.7B IPO · 2021
Entered Series ANow $1.0B
IPO · 2015
Entered Series B+Now $2.1B
$1.8B IPO · 2021
Entered Series B+Now $458M
$1.7B acquisition · 2025
Entered Series B+
$1.2B buyout · 2024
Entered Series B+
$1.1B acquisition · 2025
Entered Series B+
$1.1B IPO · 2017
Entered Series ANow $609M
$1.0B acquisition · 2016
Entered Seed
$1.0B acquisition · 2026
Entered Series A
$1.0B acquisition · 2018
Entered Series B+

+1 more $1B+ exits on the full Dealroom profile.

04 · Portfolio market map

Felicis's 73 Power Law outcomes.

Stage entered
Outcome tier
Region
Group by
73 of 73 Power Law outcomes
05 · Power Law comparison

How does Felicis stack up?

Felicis in orange, your selection in blue and other colours. Pick from the global roster of 609 peer investors — scope by startup location or hit "Find similar shapes" to auto-pick the three closest. The funnel matrix mirrors the spider chart on the ranking page; the line chart shows each firm's share of unicorns minted in the selected startup location — peaks reveal vintage years.

Compare against

Share of new unicorns per year

% of global unicorns minted that year, year by year · hover the chart to see which unicorns
Performance window All-time → 2026

Stage focus

Companies by selected outcome stage

Sector focus

Companies per investor across the 10 highest-volume sectors

Beyond Unicorns — how the portfolio compounds

% of each investor's unicorn portfolio that later crossed $10B, $25B and $50B. Pick a sort tier and entry stage.
Sort by
Entry stage
Source: Dealroom Power Law dataset. Investors shown are the 2026 Power Law top 35 by combined entry-to-outcome score, drawn from the overview and locations_data sheets. Funnel-matrix axes rescale per-axis using the maximum among the currently selected investors, so the polygons always fill the chart for shape comparison.
06 · Portfolio founders

Where Sequoia's portfolio founders come from — and where they studied.

152 founders across the 73 Power Law outcomes — split by country of origin, university attended, and the company they worked at before founding. Stanford University and Alphabet | Google are the deepest single pipelines.

LocationCount
United States76
Turkey8
India7
Israel6
Ireland5
Taiwan4
Australia3
Poland3
China3
New Zealand3
+9 more →
UniversityCount
Stanford University26
Wharton School of the University of Pennsylvania9
Berkeley9
Harvard University6
Massachusetts Institute of Technology6
University of Cambridge5
NYU Stern School of Business4
Tel Aviv University3
Technological University Dublin2
University of Oxford2
+51 more →
Origin companyCount
Alphabet | Google23
Meta8
Microsoft7
Palantir7
Yahoo!6
eBay5
Google DeepMind3
SpaceX | xAI3
Rent the Runway3
DocuSign2
+78 more →
Origin = country a founder is born in or grew up in (founders may have multiple origins; counts include all entries). University = highest-listed degree. Origin company = a previous employer where the founder was tagged before starting their current company.

Market sentiment

What the market is saying about Felicis

An AI-synthesized read of the highest-engagement posts about Felicis on X over the past 7 days. We rank by likes & retweets, ignore corporate channels, and surface the themes that broke out from real people.

Reading the room on X — pulling top posts and synthesizing themes…

Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour

In the news

Latest news about Felicis

Recent press, funding announcements, and portfolio moves mentioning Felicis — pulled live from Dealroom's news feed.

See all news

Want the full picture on Felicis?

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