Redpoint
Redpoint Ventures is a US-based venture capital firm managing $7.0B in AUM, investing across early- and growth-stages in AI, infrastructure, security, consumer, and fintech, with a portfolio including Snowflake, Stripe, and OpenAI and a proprietary InfraRed content and research platform.
- Company typePrivate
- Founded1999
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Redpoint does
Redpoint Ventures is a Delaware LLC venture capital firm (Redpoint Management, LLC) founded in 1999 and headquartered in Woodside/San Francisco, California, managing $7.0 billion in assets under management as of 2026. The firm invests across early- and growth-stage companies in AI, infrastructure, security, consumer, fintech, and SaaS, with a portfolio that includes Snowflake, Stripe, OpenAI, Cyera, Modal Labs, Abridge, Attio, Legora, Ramp, Twilio, HashiCorp, Nubank, DraftKings, hims, and Cribl. Redpoint operates a dual-class structure with active Managing Directors and Partners on the early- and growth-stage teams and six co-founders (Jeff Brody, Tom Dyal, Tim Haley, Brad Jones, John Walecka, Geoff Yang) serving as partner emeritus.
The firm's core technology and product surface is anchored by the InfraRed franchise — an annual InfraRed 100 list of 100 emerging AI-infrastructure companies (launched 2023), the InfraRed 2026 Report, the InfraRed Summit convening at SFMOMA, and the Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI), a co-branded financial benchmark tracking cloud-native infrastructure software stocks. The Content Hub distributes three podcasts (Unsupervised Learning, Vital Signs with Jacob Effron and Nikhil Krishnan, The Logan Bartlett Show), the AI64 Report, the 70-slide 2026 Market Update surveying 141 CIOs, and additional research, while a dedicated Founder Experience team (Sales Leadership, Business Development Network, Talent Network, Events, Content) supports portfolio go-to-market.
Redpoint's revenue model is standard venture fund management: management fees on committed/invested capital across multiple early- and growth-stage funds, supplemented by carried interest on successful exits. The firm is privately held, with no public ticker, and does not disclose LP composition, fund vintages, or fee/carry terms. Geographic footprint spans the US (Woodside, San Francisco, New York, Boston, Bozeman, Pittsburgh), the UK (London), Sweden (Stockholm), and Brazil (São Paulo), with capital also deployed into Nigeria via OPay.
Redpoint firmographics
Firmographics- Name
- Redpoint
- Legal name
- Redpoint Management, LLC
- Website
- https://redpoint.com
- Company type
- Private
- Founded year
- 1999
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Redpoint Ventures is a US-based venture capital firm managing $7.0B in AUM, investing across early- and growth-stages in AI, infrastructure, security, consumer, and fintech, with a portfolio including Snowflake, Stripe, and OpenAI and a proprietary InfraRed content and research platform.
- Ownership category
- akta.pro rank
Redpoint industry classification
Industry- Product category
- Venture Capital
- NAICS
- Custom Computer Programming Services (541511), Scientific Research and Development Services (5417), Software Publishers (51321)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Processing & Data Preparation (7374)
- akta.pro primary industry
- Data, Analytics & AI Consulting (BPAHAEAF)
- akta.pro secondary industries
- Change Management & Transformation Consulting (BPAHAGAC), DevOps, SRE & Platform Engineering Consulting (BPAHAEAK)
Keywords
Where Redpoint is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
Redpoint business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Venture Capital Fund Management: Redpoint Ventures operates as a venture capital firm with $7.0 billion in assets under management, generating revenue via standard VC economics: management fees on committed capital across multiple funds and carried interest on successful exits across the early-stage and growth-stage portfolios. Specific LP composition, fund vintages and fee/carry terms are not publicly disclosed.
- Index-Linked Research and Content Licensing: Indirect revenue/branding tied to the Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI) and associated InfraRed research reports, which support the firm's thought leadership and deal-sourcing engine rather than being a directly monetized product.
Go-to-market motion3 records
Redpoint product offering
Product offeringCore offering
Redpoint is a venture capital firm that manages $7.0 billion in assets under management, investing across seed, early, and growth stages in technology companies spanning AI, infrastructure, security, SaaS, consumer, and fintech. The firm also operates the InfraRed franchise (annual InfraRed 100 list, InfraRed Report, InfraRed Summit), co-brands the Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI), and distributes proprietary research and podcasts through a Content Hub to source deals and support portfolio companies.
Product overview
Redpoint Ventures operates as a unified platform combining a venture capital investment business (the core service) with a proprietary content, research, and events portfolio anchored by The InfraRed program. The firm's investment practice spans early- and growth-stage companies (Snowflake, Stripe, OpenAI, Cyera, Modal, Abridge, Attio, Legora, Ramp, Twilio, HashiCorp, Nubank, DraftKings, and hims). The InfraRed franchise — comprising The InfraRed 100 annual list, The InfraRed 2026 Report, and the InfraRed Summit — sits alongside the co-branded Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI). Research publications (Redpoint AI64 Report, 2026 Market Update) are distributed through the Content Hub alongside three podcasts — Unsupervised Learning, Vital Signs with Jacob Effron and Nikhil Krishnan, and The Logan Bartlett Show — making the Content Hub the digital front door that ties investments, research, and media together.
Differentiator
Problem solved
Functional benefit
Brands
- InfraRed 100: Annual list launched in 2023 recognizing emerging private companies building foundational infrastructure for the AI era.
- Unsupervised Learning
- Vital Signs with Jacob Effron and Nikhil Krishnan
- The Logan Bartlett Show
- Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI)
- Redpoint AI64 Report
Products and services
- Redpoint Ventures Redpoint Ventures is the firm's flagship venture capital practice, investing across early and growth stages in companies spanning AI, infrastructure, security, consumer, fintech, and SaaS. Featured portfolio companies include Snowflake, Stripe, OpenAI, Cyera, Modal, Abridge, Attio, Legora, Ramp, Twilio, HashiCorp, Nubank, DraftKings, and hims.
- The InfraRed 100 An annual list launched in 2023 recognizing 100 emerging private companies building foundational infrastructure for the AI era, spanning developer tools, security, data, and enterprise platforms. The 2026 edition was announced in May 2026, with honorees including Reducto, Push Security, Keycard, and Coder.
- Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI) The Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI) is a financial index co-branded with Nasdaq that tracks performance of companies deriving the majority of their revenue from selling cloud-native infrastructure software. As of the latest data shown, the index sits at 1,948.08 with a 110.5% change since April 2023, reflecting $857B total market cap and a 20% median revenue growth rate across constituents.
- The InfraRed Report Redpoint's flagship research report accompanying the InfraRed 100 list, with the 2026 edition taking the headline view that over 80% of InfraRed 100 companies raised money in the last two years and nearly 30% have raised over $100 million, arguing infrastructure is "not just surviving – it's compounding."
- Content Hub Redpoint's central distribution platform organizing articles, videos, podcasts, and reports across categories including AI, Funding News, Infrastructure, SaaS, Consumer, Fintech, Reports, and For Founders. Featured items include the InfraRed 2026 Report, AI64 Report, 2026 Market Update, and Redpoint Radar publications.
Companies that use Redpoint
Customer profileIdeal customer profiles2 records
Redpoint technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Redpoint partnerships and signals
Strategic signalRecent moves7 records
Expansion highlights5 records
Redpoint competitors and assessment
Company assessmentDirect peers
- Lightspeed Venture Partners: Lightspeed co-led Inferact/vLLM's $150M seed alongside Redpoint at an $800M valuation. It runs a similar stage-spanning AI/infra and consumer thesis and is a frequent co-investor and competitor of Redpoint.
- Bessemer Venture Partners: Bessemer is a direct peer with a comparable cloud, AI infrastructure, and SaaS thesis. Both firms compete for early-to-growth stage infrastructure deals and publish influential industry research (Bessemer State of the Cloud vs. Redpoint InfraRed Report).
- General Catalyst: General Catalyst co-led Modal's $355M Series C alongside Redpoint and runs a comparable early-to-growth stage AI/infra and fintech thesis. The two firms frequently co-invest and compete for the same founders.
- ICONIQ Growth: ICONIQ led Omni's $120M Series C (Redpoint participated) and is a comparable growth-stage AI/infrastructure investor. Adil Bhatia joined Redpoint from ICONIQ Growth, underscoring direct talent and deal-flow overlap.
- Kleiner Perkins: Kleiner led Garner Health's $118M Series D in which Redpoint participated. Kleiner is a direct peer for AI/infrastructure and consumer investing and is a frequent co-investor and competitor.
- Index Ventures: Index led LiveKit's $100M Series C, Garner's $100M Series E, and Revel's $150M Series B — rounds Redpoint participated in. Index is a similarly stage-spanning firm with comparable AI infrastructure and consumer theses.
- Battery Ventures: Battery is a direct peer to Redpoint in enterprise software and infrastructure investing. Logan Bartlett, now an MD at Redpoint, came from Battery, and the two firms compete for the same later-stage enterprise deals.
- Accel: Accel led Vega's $120M Series B and Legora's $550M Series D where Redpoint participated. Accel is a direct peer with comparable AI/SaaS/infrastructure focus and frequently co-invests with Redpoint on marquee rounds.
Broad incumbents
- Sequoia Capital: Sequoia is the largest incumbent VC and Redpoint's most direct competitor for top-tier AI/infra deals (Redpoint co-led Modal alongside General Catalyst, where Sequoia is also active). Sequoia's brand, fund size, and founder mindshare set the ceiling Redpoint is benchmarked against.
- Andreessen Horowitz (a16z): a16z is the most direct comparison for Redpoint: a large, brand-driven VC firm with a comparable early-and-growth stage AI/infrastructure thesis, an extensive content and podcast platform, and an active operator LPs/GP bench. It competes head-to-head with Redpoint on AI infrastructure and consumer deals.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Redpoint social profiles
Digital presenceRedpoint compliance and trust
Trust signalCompliance2 records
Redpoint financial estimates
Financial estimateRevenue estimate
Valuation estimate
Redpoint leadership team
Management profileNumber of profiles
Profiles13 records
Redpoint funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Redpoint M&A and investment
M&A and investmentM&A
Investments933 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Redpoint
What does Redpoint do?
Redpoint is a venture capital firm that manages $7.0 billion in assets under management, investing across seed, early, and growth stages in technology companies spanning AI, infrastructure, security, SaaS, consumer, and fintech. The firm also operates the InfraRed franchise (annual InfraRed 100 list, InfraRed Report, InfraRed Summit), co-brands the Nasdaq Redpoint Cloud Infrastructure Software Index (NQRPCI), and distributes proprietary research and podcasts through a Content Hub to source deals and support portfolio companies.
Is Redpoint a public or private company?
Redpoint is a private company. It is classified as venture growth investor backed and is currently operating.
When was Redpoint founded?
Redpoint was founded in 1999. It employs 11 to 50 people.
Where is Redpoint based?
Redpoint is headquartered in San Francisco, United States, in the North America region.
How does Redpoint make money?
Two revenue lines are on record. Venture Capital Fund Management is the primary driver. The others are index-Linked Research and Content Licensing.
Who are Redpoint's main competitors?
Direct peers on record are Lightspeed Venture Partners, Bessemer Venture Partners, General Catalyst, ICONIQ Growth, Kleiner Perkins, Index Ventures, Battery Ventures and Accel. Broad incumbents are Sequoia Capital and Andreessen Horowitz (a16z).
Does Redpoint have an API?
No public API is recorded for Redpoint.
What industry is Redpoint in?
Redpoint's product category is Venture Capital. Its primary akta.pro industry code is BPAHAEAF, Data, Analytics & AI Consulting, with a secondary code of BPAHAGAC, Change Management & Transformation Consulting. Its NAICS code is 541511 and its SIC code is 8742.