B Capital's Investment Strategy and Portfolio Performance

B Capital's investment strategy is focused on early-stage companies in the technology sector, with a particular emphasis on artificial intelligence, machine learning, and cloud computing. They aim to invest in companies that have the potential to disrupt existing markets and create new ones.

B Capital's portfolio performance has been impressive, with several of their investments achieving significant growth and returns. Their portfolio includes companies like Instacart, which has seen its valuation increase to over $14 billion.

B Capital's investment approach is centered around identifying talented entrepreneurs and providing them with the necessary resources and support to scale their businesses. They take an active role in guiding their portfolio companies, leveraging their expertise and network to help them navigate challenges and seize opportunities.

B Capital's focus on technology and innovation has allowed them to stay ahead of the curve and identify emerging trends and opportunities. This has enabled them to make informed investment decisions and achieve strong returns on their investments.

B Capital has been actively investing in various sectors, including fintech, healthcare, and consumer technology. They have invested in companies like Affirm, a fintech platform that offers consumer financing options.

Their investment strategy involves partnering with visionary founders to build and scale their businesses. This approach has led to successful exits, such as the acquisition of Affirm by Silver Lake in 2021.

B Capital's investments have also led to significant returns, with their portfolio companies achieving impressive growth rates and valuations.

B Capital has made 257 investments, with a focus on technology, healthcare, and climate sectors. They've invested in a range of companies, from seed to late-stage venture growth investments.

Their climate platform invests in and supports growth businesses working to achieve net zero targets. Recent climate tech investments include carbon credit market-focused startup Patch, and real estate decarbonization solutions provider Accacia.

B Capital's investments span across various sectors, including technology, healthcare, and climate. They've partnered with companies to help them accelerate and develop their businesses.

Their latest investment was in Positive Development as part of their Series C on January 21, 2025.

B Capital has a strong track record of portfolio exits, with 19 successful exits under its belt.

Their latest portfolio exit was Memora Health, which was acquired by Commure on December 20, 2024, for a valuation of $XXM.

Firstbase was another notable exit, acquired by AppDirect on December 17, 2024, also for a valuation of $XXM.

BlackBuck took a different route, going public with an IPO on November 22, 2024, valuing at $XXM.

The company's exit strategy is varied, with some companies being acquired for $XXM and others going public for $XXM.

Here's a breakdown of B Capital's portfolio exits:

B Capital's portfolio exits demonstrate a mix of acquisition and IPO strategies, with varying valuations and acquirers.

B Capital was launched in 2015 by Facebook co-founder Eduardo Saverin and Raj Ganguly, formerly of Bain Capital.

The firm focuses on seed to late-stage venture growth investments, with a primary focus on the technology, healthcare, and climate sectors.

B Capital Co-Founder and Co-CEO Eduardo Saverin leads the firm along with Raj Ganguly.

Rich Lesser, former CEO of BCG, serves as Vice Chair, Climate & Sustainability and Senior Advisor at B Capital.

Jeff Johnson joins B Capital as General Partner to lead the climate business, bringing his experience from Temasek, where he led the firm's U.S.-based sustainable investing team.

Lesser will also continue in his current role at BCG, where he launched the BCG Center for Climate & Sustainability.

B Capital maintains a strategic partnership with BCG, providing portfolio companies with access to insights, guidance, programs, engagements, and business development services.