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Haystack

Venture Capital · Founded 2013 · San Francisco, United States

#150 Investor Ranking 2026 Top 1% of investors worldwide

Seed stage venture capital firm based in San Francisco

149 Portfolio companies+46% in 5 years
14 Unicorns
3 Decacorns
191 Investments
Jul 2026 Last investment
02 · Biggest holdings

Haystack’s biggest current holdings.

The most valuable companies Haystack still holds, ordered by Dealroom’s latest valuation. Companies that have been acquired or gone public are in Exits instead. Dealroom has no parsed shareholder register for Haystack, so the size of each stake isn’t shown.

#CompanyValuation
  1. 1 CartaUnicorn · Legal · USA $7.4B
  2. 2 IroncladUnicorn · Legal · USA $3.2B
  3. 3 AstranisUnicorn · Telecom · USA $2.8B
  4. 4 EnvoyUnicorn · Enterprise Software · USA $1.4B
  5. 5 ScribeUnicorn · Enterprise Software · USA $1.3B
  6. 6 People.aiUnicorn · Marketing · USA $1.1B
  7. 7 RedpandaUnicorn · Enterprise Software · USA $1.0B
  8. 8 NominalUnicorn · Enterprise Software · USA $1.0B
  9. 9 Merkle ManufactoryUnicorn · Enterprise Software · USA $1.0B
  10. 10 LatchBioHealth · USA $112M

Unicorns and thoroughbreds Haystack has backed and still holds, at Dealroom’s latest valuation. See the underlying shareholder registers on Dealroom →

03 · Exits

Haystack’s biggest exits.

Portfolio companies that IPO’d or were acquired at $1B+, with the valuation recorded at exit and — for those still public — their value today. Exit events come from each company’s funding-round history; entry stage from Haystack’s transaction record.

$39B IPO · 2020
Entered SeedNow $92BFood
$19B IPO · 2025
Entered SeedNow $11BMedia
$14B IPO · 2021
Entered SeedNow $7.1BSecurity
$9.9B IPO · 2023
Entered SeedNow $11BFood
$4.8B IPO · 2020
Entered Series B+Now $4.4BReal Estate
$2.4B IPO · 2024
Entered Series B+Now $769MFintech
04 · Portfolio analysis

Where Haystack’s portfolio is concentrated.

Distribution of portfolio companies by headquarters country, sector, entry stage and current growth stage. Across all 149 portfolio companies. "Stage entered" is the first priced round the investor joined, derived from the investor’s transaction history.

By countryCount
  1. USA144
  2. Canada4
  3. Australia1
  4. Israel1
  5. Mexico1
  6. Puerto Rico1
  7. South Africa1
  8. UK1
By sectorCount
  1. Enterprise Software53
  2. Fintech21
  3. Marketing15
  4. Security15
  5. Transportation12
  6. Health8
  7. Media8
  8. Food7
  9. Education6
  10. Robotics6
  11. Legal5
  12. Engineering and Manufacturing Equipment4
By stage enteredCount
  1. Seed107
  2. Series A32
  3. Series B+11
By growth stageCount
  1. Breakout Stage61
  2. Early Growth60
  3. Late Growth33
05 · Portfolio market map

Inside Haystack’s portfolio.

The 60 highest-funded portfolio companies, of 149 tracked.

Instacart
Food · Decacorn
$11B
DoorDash
Food · Decacorn
$92B
Opendoor
Real Estate · Unicorn
$4.4B
Carta
Legal · Unicorn
$7.4B
Astranis
Telecom · Unicorn
$2.8B
Figma
Media · Decacorn
$11B
Wag
Home Living
$14M
HashiCorp
Security · Unicorn
$7.1B
Ironclad
Legal · Unicorn
$3.2B
Saildrone
Robotics
$500M
Redpanda
Enterprise Software · Unicorn
$1.0B
People.ai
Marketing · Unicorn
$1.1B
Envoy
Enterprise Software · Unicorn
$1.4B
Virtru
Security
$500M
Nominal
Enterprise Software · Unicorn
$1.0B
Farcaster
Media
$600M
LatchBio
Health
$112M
Tempo Automation
Semiconductors
$19M
Lumafield
Engineering and Manufacturing Equipment
$300M
Giphy
Telecom
$528M
Imagen Technologies
Health
$255M
Hired
Jobs Recruitment
$160M
nTop
Enterprise Software
$200M
Scribe
Enterprise Software · Unicorn
$1.3B
Stedi
Enterprise Software
$200M
Cambly
Education
$250M
Silo
Food
$140M
Scoop Technologies
Transportation
$300M
Esper.io
Enterprise Software
$240M
Buf Technologies
Enterprise Software
$272M
Fiddler
Enterprise Software
$120M
Resolve
Fintech
$300M
Managed by Q
Real Estate
$100M
AirMap
Robotics
$104M
Optimus Ride
Transportation
$200M
Amino
Media
$180M
Databook
Marketing
$550M
WorkRamp
Education
$160M
Headout
Travel
$120M
Redpanda
Security
Paddle8
Fintech
$136M
Narvar
Telecom
$120M
Daily
Media
$160M
Navdy
Home Living
$80M
Ibotta
Fintech
$769M
BentoBox
Food
$115M
People Data Labs
Jobs Recruitment
$180M
Layup Parts
Engineering and Manufacturing Equipment
$168M
Moxie
Health
$100M
Cobalt AI
Security
$140M
SkySafe
Security
$120M
Haus
Marketing
$80M
Brighthire
Jobs Recruitment
$82M
MealPal
Food
$80M
Cloudquery
Security
$64M
Tesorio
Fintech
$68M
Vemo Education
Fintech
$98M
Robocorp
Enterprise Software
$84M
Kinetic
Transportation
$84M
Merkle Manufactory
Enterprise Software · Unicorn
$1.0B
06 · Portfolio founders

Where Haystack’s portfolio founders come from.

161 founders across the 100 highest-funded portfolio companies — by current location, university attended, and the companies they worked at before founding. Sourced from the founder records the API links to each portfolio company.

LocationCount
  1. United States150
  2. Mexico3
  3. Canada2
  4. Hungary1
  5. Spain1
  6. United Kingdom1
UniversityCount
  1. Stanford University11
  2. Massachusetts Institute of Technology9
  3. University of California, Berkeley9
  4. Harvard Business School8
  5. Harvard University6
  6. Wharton School of the University of Pennsylvania6
  7. Yale University5
  8. Cornell University4
  9. University of Michigan4
  10. Carnegie Mellon University3
Previous companyCount
  1. Alphabet | Google11
  2. Microsoft9
  3. Uber6
  4. Meta5
  5. Amazon4
  6. Formlabs4
  7. LinkedIn4
  8. Goldman Sachs3
  9. McKinsey & Company3
  10. Square3