Blumberg Capital Investment Portfolio and Performance

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Blumberg Capital has a diverse investment portfolio, with a focus on early-stage technology companies. They have invested in over 200 companies since their inception.

Their portfolio includes companies like Airbnb, Dropbox, and LinkedIn, which have all had successful exits. These investments demonstrate their ability to spot and support promising startups.

Blumberg Capital's investment strategy involves providing capital to companies in the seed and early stages of growth. This allows them to take an active role in shaping the companies' development and growth.

Investment Strategy

Blumberg Capital generally invests in early-stage companies, with a strong focus on seed and Series A funding. This suggests that they're looking for innovative ideas with high growth potential.

Their investment data shows that they've made 60 seed investments, which is more than twice the number of Series B investments they've made. This indicates a preference for companies that are just starting to gain traction.

Here's a breakdown of the stages at which Blumberg Capital typically invests:

Which Company Stage Does Invest?

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Blumberg Capital generally invests in the seed stage, with a total of 60 investments in this category.

The majority of their investments are in the seed stage, indicating that they tend to focus on early-stage companies.

Their investments in other stages, such as Series A, are also significant, with 53 investments in this category.

Here's a breakdown of Blumberg Capital's investment stages:

Their relatively low number of investments in later stages suggests that they may be looking for companies with high growth potential.

Which Sectors Invest In?

Blumberg Capital invests in a variety of sectors. Let's take a closer look at the sectors they focus on.

Enterprise Applications is a major sector for Blumberg Capital, with 94 investments made. They also invest heavily in High Tech, with 43 investments.

Enterprise Infrastructure is another key sector, with 31 investments. FinTech is also a significant area of focus, with 30 investments.

Artificial Intelligence - Industry Applications is a smaller but still notable sector, with 25 investments. This is likely an area of interest for Blumberg Capital, given the growing importance of AI in industry.

Here are the sectors Blumberg Capital invests in, along with the number of investments made in each:

Portfolio and Performance

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Blumberg Capital's portfolio includes a range of successful companies that have gone public.

Braze, a customer engagement platform, went public on November 17, 2021, after Blumberg Capital first invested in the company in 2011. The initial investment was $1 million in the seed round.

DoubleVerify, a digital advertising verification company, also went public on April 21, 2021, with Blumberg Capital's investment dating back to 2009. The first round of investment was $3.5 million in Series A.

Some of Blumberg Capital's portfolio companies have been public for a long time, such as CBRE, which went public on June 10, 2004, and Check Point Software, which went public on June 28, 1996.

Here are some key details about Blumberg Capital's public company portfolio:

Countries Invest In

Many investors are putting their money into emerging markets like Brazil, where the economy is growing rapidly and there's a strong demand for consumer goods.

Brazil's GDP has been steadily increasing over the past few years, with a growth rate of 1.5% in 2020.

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Investors are also drawn to countries like India, where a large and growing middle class is creating new opportunities for businesses to expand.

India's IT sector is a significant contributor to the country's economy, with exports valued at over $150 billion in 2020.

The United Arab Emirates is another country that's attracting investors, thanks to its strategic location and business-friendly environment.

The UAE has a highly developed financial sector, with a number of major banks and a well-established stock exchange.

Investments and Portfolio

Blumberg Capital invests in a variety of sectors, with Enterprise Applications being the most popular, having 94 investments.

The firm's investment portfolio includes companies across different sectors, with a strong presence in Enterprise Applications, High Tech, and Enterprise Infrastructure.

Blumberg Capital has invested in a range of companies, including Braze, DoubleVerify, and Katapult.

Here's a breakdown of the sectors where Blumberg Capital has invested:

Blumberg Capital has also invested in several companies that have gone public, including Braze, DoubleVerify, and CBRE.

Acquired Companies

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Blumberg Capital has a diverse portfolio of companies, with several acquisitions taking place in recent years.

SupplyPike was acquired by Blumberg Capital on August 1, 2024.

SeaLights was acquired by Blumberg Capital on July 17, 2024.

BioCatch was acquired by Blumberg Capital on May 2, 2024.

Authomize was acquired by Blumberg Capital on January 9, 2024.

NavTrac was acquired by Blumberg Capital on September 28, 2023.

Here's a list of the acquired companies, including their acquisition dates and first invested dates:

Partnerships and Technology

Blumberg Capital has a strong focus on partnerships and technology to drive innovation and growth. They have partnered with over 100 companies worldwide, including well-known brands like LinkedIn and Uber.

Their investment strategy involves identifying emerging trends and technologies, such as artificial intelligence and cybersecurity. This allows them to provide valuable support and resources to their portfolio companies.

Through these partnerships and investments, Blumberg Capital has been able to stay ahead of the curve and adapt to the ever-changing tech landscape.

VC Associate, San Francisco

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If you're looking to break into the venture capital world in San Francisco, the VC Associate role at Blumberg Capital is worth considering. This two-year position is typically a stepping stone to business school or an operational role, but exceptional candidates may be able to continue on a career-track at the firm.

Blumberg Capital is a SF-based venture capital firm with a strong focus on early-stage investments, and a proven track record of success. The firm operates in a fast-paced, non-bureaucratic environment that encourages individual growth.

To be considered for this role, you'll need a technical undergrad degree with an outstanding academic record, and 2-3 years of relevant experience in a venture capital, private equity, tech company, strategy consultancy, investment bank, or similar background. You should also have experience working in a team-oriented environment, and be able to demonstrate strong research, financial modeling, and communication skills.

The role involves a wide range of responsibilities, including conducting initial reviews of investment prospects, performing due diligence, and identifying potential investment opportunities through networking and cold outreach. You'll also be expected to prepare PowerPoint presentations for team members on various topics.

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Here are some of the key skills and qualifications required for the VC Associate role:

  • Technical undergrad degree with an outstanding academic track record
  • 2-3 years of relevant experience in a venture capital, private equity, tech company, strategy consultancy, investment bank, or similar background
  • Experience working in a team-oriented environment
  • Strong research, financial modeling, and communication skills
  • Passionate about technology innovation and meeting entrepreneurs

Co-Investors

Co-investors play a significant role in the success of portfolio companies. Over the past 27 years, 762 investors have co-invested in Blumberg Capital's portfolio companies.

These co-investors include funds and angels who have invested in rounds before Blumberg Capital. In fact, 96 other investors have invested in rounds before Blumberg Capital, and there are 4 companies where Y Combinator has invested before Blumberg Capital and 2 companies where FJ Labs has invested before Blumberg Capital.

Blumberg Capital has also partnered with 292 investors who have co-invested in companies alongside them. One of the top co-investors is Correlation Ventures, which has co-invested in 7 companies.

The list of co-investors also includes Hanaco Ventures, which has co-invested in 4 companies, and Battery Ventures and Sapphire Ventures, both of which have co-invested in 3 companies.

Here's a breakdown of the top co-investors of Blumberg Capital:

  • Correlation Ventures: 7 companies
  • Hanaco Ventures: 4 companies
  • Battery Ventures: 3 companies
  • Sapphire Ventures: 3 companies

Technology Stack

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Blumberg Capital's technology stack is quite impressive. They use EmberJS, a framework for creating web applications.

EmberJS is a powerful tool for building dynamic and scalable web applications. It's JavaScript-based and allows developers to create complex user interfaces with ease.

One of the key technologies used by Blumberg Capital is React, also known as React.js or ReactJS. This JavaScript library is used for building user interfaces and is a popular choice among developers.

React is known for its flexibility and is often used in conjunction with other technologies to create robust and efficient web applications.

Frequently Asked Questions

Who is the owner of Blumberg Capital?

David Blumberg is the founder and managing partner of Blumberg Capital, having established the firm in 1991. He brings extensive investment experience to the role.

Where is Blumberg Capital headquarters?

Blumberg Capital is headquartered in San Francisco. Additional locations include team members in Tel Aviv, Miami, and New York.

What is the difference between seed capital and startup capital?

Seed capital comes from personal contacts, such as friends and family, while startup capital is typically provided by professional investors. Understanding the difference is key to securing the right funding for your business.

Maggie Morar

Senior Assigning Editor

Maggie Morar is a seasoned Assigning Editor with a keen eye for detail and a passion for storytelling. With a background in business and finance, she has developed a unique expertise in covering investor relations news and updates for prominent companies. Her extensive experience has taken her through a wide range of industries, from telecommunications to media and retail.

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