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9Yards Capital is a global venture and growth fund founded in 2018 and headquartered in San Francisco, with additional offices in New York and London. The firm manages over $1 billion in assets under management (AUM) and focuses on tech-enabled companies across various sectors. 9Yards Capital has established itself as a significant player in the venture capital landscape, particularly in fintech and supply chain/logistics technology, which are critical for global commerce.
Since its inception, 9Yards Capital has built a diverse portfolio of over 100 companies, including notable names like Robinhood and Coinbase. The firm has a unique advantage through its Strategic Intelligence Council, which comprises former heads of state and national security leaders, providing strategic insights that help portfolio companies navigate complex regulatory environments. This differentiator positions 9Yards Capital as a valuable partner for startups operating in heavily regulated markets.
9Yards Capital focuses on venture to growth stage investments, primarily in sectors such as fintech, financial infrastructure, supply chain/logistics technology, and cybersecurity/defense. The firm targets companies that enable regulated industries and those with marketplace models that exhibit strong network effects. Typical check sizes range from $10 million to $50 million, allowing the firm to lead rounds and co-invest alongside other venture capitalists.
The investment strategy emphasizes backing foundational systems that facilitate global trade, transactions, and interactions. 9Yards Capital seeks B2B software solutions with strong unit economics and infrastructure that addresses operational bottlenecks. This focus on critical infrastructure for foundational industries underscores the firm's commitment to investing in companies that are essential for the future of commerce.
9Yards Capital boasts an extensive portfolio of over 100 companies, showcasing a diverse range of sectors and notable successes. Key portfolio companies include:
These companies represent a mix of current investments and notable exits, highlighting 9Yards Capital's ability to identify and support high-potential startups in critical sectors.
David Fisher: Founding Partner. He previously served as VP of Business Development and Partnerships at Facebook/Meta, where he played a key role in scaling the company's partnerships and business strategies.
Theo Osborne: Founding Partner. His background includes extensive experience in venture capital and technology investments, contributing to the firm's strategic direction.
George Osborne: Founding Partner. He is the former UK Chancellor of the Exchequer (2010-2016) and one of the longest-serving finance ministers in the G7. His expertise in economic policy and regulation enhances the firm's ability to navigate complex markets.
To pitch 9Yards Capital, founders should ideally secure a warm introduction through mutual connections. The pitch deck should include a clear overview of the business model, market opportunity, competitive landscape, and financial projections. Founders can expect a response within a few weeks, depending on the volume of submissions.
In recent months, 9Yards Capital has been active in the growth-stage investment space. The firm co-led a $110 million Series D funding round for Capitolis, which achieved a valuation of $1.6 billion. This investment reflects 9Yards' commitment to supporting companies that are critical to financial infrastructure.
As of December 2024, 9Yards Capital reported an AUM of approximately $595.8 million according to SEC filings, while self-reported figures suggest an AUM of around $800 million. This growth in assets under management highlights the firm's successful investment strategy and increasing influence in the venture capital landscape.
What are 9Yards Capital's investment criteria?
9Yards Capital invests in tech-enabled companies primarily in fintech, financial infrastructure, supply chain/logistics tech, and cybersecurity/defense. The firm focuses on venture to growth stage investments, targeting companies that enable regulated industries and those with strong marketplace models.
How can I pitch to 9Yards Capital?
Founders can approach 9Yards Capital by submitting a pitch deck that outlines their business model, market opportunity, and financial projections. The firm prefers to receive pitches through warm introductions, although cold outreach is also accepted.
What makes 9Yards Capital different from other investors?
9Yards Capital differentiates itself through its Strategic Intelligence Council, which includes former heads of state and national security leaders. This council provides unique insights that help portfolio companies navigate complex regulatory environments and policy-sensitive markets.
What is the typical check size for investments?
The firm typically invests between $10 million and $50 million in growth-stage companies, allowing it to lead rounds and co-invest with other firms.
What is the geographic focus of 9Yards Capital?
9Yards Capital has a global investment strategy, with a particular focus on the United States and the United Kingdom. The firm seeks opportunities in markets that are critical for global trade and commerce.
What kind of support does 9Yards Capital provide to its portfolio companies?
In addition to capital, 9Yards Capital offers strategic insights through its Strategic Intelligence Council, helping portfolio companies navigate regulatory challenges and market dynamics. The firm also provides operational support and access to its extensive network.
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