CapitalG
Managing $7B in AI investments
$7B
Awaira Score
out of 100
AI, Enterprise, Health is where CapitalG places their bets. They typically invest at the Growth stage. With $7B under management, they've got the firepower to write big checks. They've backed 3 AI companies so far.
Investment Strategy Analysis
CapitalG deploys capital from USA with a clear mandate in AI, Enterprise, Health. The firm primarily targets Growth opportunities, positioning it to capture value at a specific inflection point in company growth. Managing $7B across 3 known investments suggests a concentrated, high-conviction approach to AI investing. The firm holds a solid position among tracked AI investors, with room to grow its footprint in the ecosystem.
Score
77/100
AUM
$7B
Portfolio Size
3
Founded
2013
Stage Focus
Growth
Country
🇺🇸 USA
Assets Under Mgmt
$7B
Total capital managed
Portfolio Companies
3
Companies backed
Stage Focus
Growth
Preferred investment stage
Estimated Portfolio Value
Sum of all tracked company valuations
$4.7B
Focus Areas
About CapitalG
CapitalG is a growth-stage investment firm founded in 2013, headquartered in USA, managing approximately $7B in assets under management. The firm concentrates on AI, Enterprise, Health, deploying capital primarily at the growth level. Notable AI portfolio companies include CrowdStrike, Duolingo, UiPath. CapitalG has participated in 4 funding rounds tracked by Awaira, deploying capital across AI, Enterprise, Health sectors. The firm's investment strategy emphasizes AI applications in healthcare and life sciences. Awaira assigns CapitalG an investor score of 77/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. CapitalG evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including CrowdStrike, Duolingo, UiPath reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.
Founded: 2013
Investment Focus
Portfolio Companies(2)
Portfolio Metrics
Companies
2
Categories
2
Top Sector
Enterprise AI (1)
Avg Score
74/100
Frequently Co-Invests With
Rounds Led(1)
Jan 2018
$60M
Notable Deal
CapitalG is a growth-stage investment firm founded in 2013, headquartered in USA, managing approximately $7B in assets under management. The firm concentrates on AI, Enterprise, Health, deploying capital primarily at the growth level. Notable AI portfolio companies include CrowdStrike, Duolingo, UiPath. CapitalG has participated in 4 funding rounds tracked by Awaira, deploying capital across AI, Enterprise, Health sectors. The firm's investment strategy emphasizes AI applications in healthcare and life sciences. Awaira assigns CapitalG an investor score of 77/100 based on portfolio strength, AI sector exposure, and market activity. The firm investment thesis centers on identifying AI companies that demonstrate strong technical moats, clear paths to revenue, and potential for category leadership within their respective segments. CapitalG evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including CrowdStrike, Duolingo, UiPath reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.
Investment Track Record
AUM
$7B
Notable Deal
CapitalG is a growth-stage investment firm founded...
Founded
2013
Stage
Growth
With $7B under management, CapitalG maintains a focused allocation strategy in the AI sector.
Portfolio News
Here’s What Happened to Duolingo (DUOL) - Insider Monkey
CrowdStrike’s Next Act: Securing The Era Of Enterprise Agentic AI - Forbes
Duolingo was evaluating its workers’ AI use. Workers pushed back. - Fast Company
CrowdStrike’s Anthropic AI Role And Gartner Nod Tested Against Valuation - Yahoo Finance
‘I’m not going to force you’: Duolingo CEO backs off from evaluating employees on their AI usage - Fortune
Duolingo 2025 Performance: Stock Drop, AI Integration & Subscriber Growth - News and Statistics - IndexBox
CrowdStrike: A Wing And A Prayer (NASDAQ:CRWD) - Seeking Alpha
Duolingo (DUOL) Is Down 6.7% After Slower 2026 Outlook and AI, Legal Uncertainty - What's Changed - simplywall.st
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