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Late StageEst. 1999

Silver Lake

Backing AI companies from USA

🇺🇸USA·Egon Durban, Greg Mondre

$104B

Awaira Score

out of 100

AI, Enterprise Tech, Data is where Silver Lake places their bets. They typically invest at the Late Stage stage. With $104B under management, they've got the firepower to write big checks. They've backed 3 AI companies so far.

Investment Strategy Analysis

Silver Lake deploys capital from USA with a clear mandate in AI, Enterprise Tech, Data. The firm primarily targets Late Stage opportunities, positioning it to capture value at a specific inflection point in company growth. Managing $104B across 3 known investments suggests a concentrated, high-conviction approach to AI investing. Awaira rates Silver Lake in the top tier of tracked AI investors based on portfolio performance, deal activity, and market presence.

Score

83/100

AUM

$104B

Portfolio Size

3

Founded

1999

Stage Focus

Late Stage

Country

🇺🇸 USA

$104B

Total capital managed

3

Companies backed

Late Stage

Preferred investment stage

Sum of all tracked company valuations

$130.6B

AIEnterprise TechData

About Silver Lake

Silver Lake is a growth-stage investment firm founded in 1999, headquartered in USA, managing approximately $104B in assets under management. The firm concentrates on AI, Enterprise Tech, Data, deploying capital primarily at the late stage level. Notable AI portfolio companies include Dell, Unity, Waymo. Silver Lake has participated in 6 funding rounds tracked by Awaira, deploying capital across AI, Enterprise Tech, Data sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Silver Lake an investor score of 83/100 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. Silver Lake evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Dell, Unity, Waymo reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.

Founded: 1999

Enterprise AI
2
AI Robotics
1

Portfolio Metrics

Companies

3

Categories

2

Top Sector

Enterprise AI (2)

Avg Score

85/100

General Atlantic (2)Blackstone (2)Sapphire Ventures (2)Bain Capital Ventures (2)Canada Pension Plan Investment Board (2)Merin Ventures (2)

Rounds Led(3)

Series DLead Investor

Jun 2022

$250M

Series CLead Investor

Sep 2021

$240M

CorporateLead Investor

Mar 2020

$3.3B

Silver Lake is a growth-stage investment firm founded in 1999, headquartered in USA, managing approximately $104B in assets under management. The firm concentrates on AI, Enterprise Tech, Data, deploying capital primarily at the late stage level. Notable AI portfolio companies include Dell, Unity, Waymo. Silver Lake has participated in 6 funding rounds tracked by Awaira, deploying capital across AI, Enterprise Tech, Data sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Silver Lake an investor score of 83/100 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. Silver Lake evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Dell, Unity, Waymo reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.

Egon Durban, Greg Mondre

Investment Track Record

AUM

$104B

Notable Deal

Silver Lake is a growth-stage investment firm foun...

Founded

1999

Stage

Late Stage

Silver Lake manages $104B, deploying capital with conviction into AI opportunities that match their thesis.

Frequently Asked Questions

What is Silver Lake's AUM?
The firm manages around $104B. That capital backs Silver Lake's thesis across AI companies — from early-stage rounds through growth-stage follow-ons.
What sectors does Silver Lake focus on?
Silver Lake concentrates on AI, Enterprise Tech, Data. That focus has shaped a portfolio of companies building at the intersection of these areas.
How many portfolio companies does Silver Lake have?
Silver Lake has backed at least 3 AI companies that Awaira tracks. Venture portfolios often include undisclosed bets, so the true count could be larger.
What stage does Silver Lake invest in?
Most of Silver Lake's capital goes into Late Stage rounds. This stage preference aligns with their fund structure and return expectations.
What is Silver Lake's most notable investment?
Among Silver Lake's portfolio, the standout deal is Silver Lake is a growth-stage investment firm founded in 1999, headquartered in USA, managing approximately $104B in assets under management. The firm concentrates on AI, Enterprise Tech, Data, deploying capital primarily at the late stage level. Notable AI portfolio companies include Dell, Unity, Waymo. Silver Lake has participated in 6 funding rounds tracked by Awaira, deploying capital across AI, Enterprise Tech, Data sectors. The firm's investment strategy emphasizes enterprise software and B2B AI applications. Awaira assigns Silver Lake an investor score of 83/100 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. Silver Lake evaluates opportunities based on team quality, market timing, technology differentiation, and capital efficiency. Portfolio companies including Dell, Unity, Waymo reflect the firm emphasis on backing founders who combine deep technical expertise with commercial execution capability.. This investment reflects the firm's broader strategy and risk appetite in the AI market.