Redpoint

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.

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

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

• Venture capital investing
• Early stage funding
• Growth equity
• Technology investments
• Infrastructure software

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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.
2. 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

Core 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.

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Feature3 records

Recent moves7 records

Expansion highlights5 records

Direct 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

• Xx.com/redpointvc
• YouTubeyoutube.com/@redpoint_ventures
• Facebookfacebook.com/RedpointVC
• LinkedInlinkedin.com/company/redpointventures
• Instagraminstagram.com/redpoint
• TikToktiktok.com/@redpoint

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments933 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Redpoint