Best investments and biggest exits

Nineteen portfolio companies are valued at $500M with 5 IPOs so far.

Five went public: PagerDuty, Instacart, Fastly, Caribou Biosciences, and Zymergen. I was an early advisor to PagerDuty, Instacart, and Fastly before their IPOs.

Fourteen are private companies valued at $500M or more: Snyk, Figure AI, Shield AI, LaunchDarkly, Sanity, Tailscale, Axiom Space, Netlify, Blockdaemon, Eight Sleep, Honor, Firefly, Kentik, and CircleCI.

The investments span AI developer tools, infrastructure, defense, robotics, biotech, consumer, and fintech. I invest in this category because I have lived it. I have shipped v1 to skeptical buyers, grown communities from nothing, and fought through the years when the market had not caught up to the idea.

The full list is at jesserobbins.com/invested-in.