BOND portfolio
BOND has 41 portfolio companies on record at Recent Funding, with 7 investments in the last 12 months.
About this page
It is a venture capital firm based in San Francisco, US, founded in 2021. It led 19 of the 46 rounds it joined. Its most recent investment on record is Suno's $400M Series B+ round in June 2026, which it led, alongside Alkeon Capital, Menlo Ventures, Schroders Capital and 6 others. By category, its portfolio leans toward Commerce and retail (9) and AI agents (9). It has co-invested with Sequoia, Lightspeed and Index Ventures, most often Sequoia (11 rounds).
About BOND
Fund returns
| Fund | Vintage | Size | Net IRR | TVPI | DPI | As of |
|---|---|---|---|---|---|---|
| BOND III, LP | — | — | -3.9% | 0.96x | 0.00x | Jun 30, 2025 |
What BOND invests in
- Commerce and retail · 9 · 22%
- AI agents · 9 · 22%
- Developer tools and cloud · 9 · 22%
- Fintech · 9 · 22%
- Sales and marketing · 7 · 17%
- Data and analytics · 5 · 12%
- Media and content · 4 · 10%
- HR and recruiting · 4 · 10%
BOND recent investments
| Company | Round | Date | Alongside |
|---|---|---|---|
| Series B+ · $400M · lead | Alkeon Capital, Menlo Ventures, Schroders Capital +6 | ||
| Series B+ · $70M | General Catalyst, Schroders Capital (lead), D1 Capital Partners +3 | ||
| Series B+ · $220M | NewView Capital, Founders Fund (lead), Icehouse Ventures +5 | ||
| Series B+ · $500M | NFDG Ventures, BroadLight Capital, AMP Coalition +7 | ||
| Series B+ · $300M | Altimeter Capital, Nvidia, BoxGroup +7 | ||
| Series B+ · $250M | Thrive Capital (lead), Craft Ventures, Nvidia +5 | ||
| Series B+ | Omri Casspi, Affinity, Greenoaks +4 | ||
| Series B+ · $200M | Thrive Capital, Craft Ventures, Coatue +4 |
How BOND invests
BOND portfolio companies
SSuno$400MSeries B+ · Jun 2026
MMultiverse$70MSeries B+ · May 2026
HHalter$220MSeries B+ · Mar 2026
EElevenLabs$500MSeries B+ · Feb 2026
BBaseten$300MSeries B+ · Jan 2026
OOpenEvidence$250MSeries B+ · Jan 2026
EEonSeries B+ · Dec 2025
BBase Power$1BSeries B+ · Oct 2025
KKalshi$185MSeries B+ · Jun 2025
DDecagon$131MSeries B+ · Jun 2025
PPersona$200MSeries B+ · Apr 2025
BBuildOps$127MSeries B+ · Mar 2025
CComulate$20MSeries B+ · Feb 2025
PPhysical Intelligence$400MSeries A · Nov 2024
CCarbon Robotics$70MSeries B+ · Oct 2024
CCRM&Bonus$75MSeries B+ · Jun 2024
MMeati Foods$100MSeries B+ · May 2024
SSeso$26MSeries B+ · Apr 2024
VVAST Data$118MSeries B+ · Dec 2023
AAlphaSense$150MSeries B+ · Sep 2023
YYassir$150MSeries B+ · Nov 2022
BBucketplace$182MSeries B+ · May 2022
MMaterial Bank$180MSeries B+ · May 2022
SSentry$90MSeries B+ · May 2022
IIronclad$150MSeries B+ · Feb 2022
AAnkorstore$280MSeries B+ · Jan 2022
RRetool$20MSeries B+ · Dec 2021
FFlink$750MSeries B+ · Dec 2021
NNetlify$105MSeries B+ · Nov 2021
WWeights & Biases$135MSeries B+ · Oct 2021
PPostman$230MSeries B+ · Aug 2021
KKavak$485MSeries B+ · Apr 2021
CCockroach Labs$160MSeries B+ · Jan 2021
HHumane$30MSeries A · Sep 2020
AArtisanbacker
JJuiceboxbacker
ZZipbacker
HHeyGenbacker
PParaformbacker
LLayerZerobacker
PPartifulbacker
| Company | Round with BOND | Total raised | Latest raise |
|---|---|---|---|
Voice and audio AI |
Series B+ · $400M · lead | $775M | Jun 3, 2026 Series B+ |
HR and recruiting |
Series B+ · $70M | $290M | May 15, 2026 Series B+ |
Health and bio |
Series B+ · $220M | $334M | Jun 29, 2026 Series B+ |
AI agents |
Series B+ · $500M | $781M | Feb 4, 2026 Series B+ |
AI infrastructure and compute |
Series B+ · $300M | $2.08B | Jun 22, 2026 Series B+ |
Foundation models and research |
Series B+ · $250M | $985M | Sep 24, 2026 Series B+ |
| Series B+ | $197M | Dec 2, 2025 Series B+ | |
Climate and energy |
Series B+ · $1B | $2.27B | Aug 4, 2026 Series B+ |
Prediction markets |
Series B+ · $185M | $2.71B | May 21, 2026 Series B+ |
AI agents |
Series B+ · $131M | $481M | Jan 30, 2026 Series B+ |
Legal and compliance |
Series B+ · $200M | $418M | Apr 1, 2025 Series B+ |
Fintech |
Series B+ · $127M | $225.8M | Mar 21, 2025 Series B+ |
Fintech |
Series B+ · $20M · lead | $20M | Feb 11, 2025 Series B+ |
| Series A · $400M | $1.07B | Nov 20, 2025 Series B+ | |
Robotics and hardware |
Series B+ · $70M · lead | $164M | Oct 23, 2025 Series B+ |
Sales and marketing |
Series B+ · $75M · lead | $125.9M | Jun 28, 2024 Series B+ |
Commerce and retail |
Series B+ · $100M | $328.2M | May 10, 2024 Series B+ |
Legal and compliance |
Series B+ · $26M · lead | $51M | May 10, 2026 Series B+ |
AI infrastructure and compute |
Series B+ · $118M | $1.34B | Apr 22, 2026 Series B+ |
Data and analytics |
Series B+ · $150M · lead | $830M | Jun 3, 2026 round |
Fintech |
Series B+ · $150M · lead | $180M | Jan 27, 2026 round |
Commerce and retail |
Series B+ · $182M | $252M | May 9, 2022 Series B+ |
Fintech |
Series B+ · $180M | $308M | May 9, 2022 Series B+ |
Data and analytics |
Series B+ · $90M · lead | $90M | Aug 3, 2026 Pre-seed |
Sales and marketing |
Series B+ · $150M | $331M | Feb 18, 2022 Series B+ |
Sales and marketing |
Series B+ · $280M · lead | $317M | Dec 14, 2023 Series B+ |
AI coding and devtools |
Series B+ · $20M | $65M | Oct 13, 2025 Series B+ |
Developer tools and cloud |
Series B+ · $750M | $1.06B | Mar 3, 2026 round |
AI coding and devtools |
Series B+ · $105M | $202.1M | Nov 17, 2021 Series B+ |
AI coding and devtools |
Series B+ · $135M · lead | $140M | Aug 25, 2024 Series B+ |
AI agents |
Series B+ · $230M | $438M | Aug 18, 2021 Series B+ |
Commerce and retail |
Series B+ · $485M · lead | $1.49B | Feb 17, 2026 Series B+ |
AI agents |
Series B+ · $160M | $607.85M | Oct 11, 2025 Series B+ |
Robotics and hardware |
Series A · $30M | $139M | Sep 1, 2021 Series B+ |
AI agents |
backer · source | $37M | Apr 9, 2025 Series A |
AI agents |
backer · source | $110.5M | Aug 7, 2026 Series B+ |
Legal and compliance |
backer · source | $100M | Apr 22, 2026 Series B+ |
Education |
backer · source | $60M | Jun 20, 2024 Series A |
AI agents |
backer · source | $65M | Jul 18, 2026 Seed |
L1s, L2s and rollups |
backer · source | $263M | May 23, 2023 Series B+ |
In-person and live experiences |
backer | undisclosed | Nov 8, 2022 Series A |
Most frequent co-investors
SSequoia11 shared rounds · last Feb 4, 2026
LLightspeed6 shared rounds · last Jun 3, 2026
IIndex Ventures6 shared rounds · last May 15, 2026
CCoatue6 shared rounds · last Oct 20, 2025
FFounders Fund5 shared rounds · last Mar 24, 2026
AAccel5 shared rounds · last Jun 23, 2025
AAndreessen Horowitz4 shared rounds · last Feb 4, 2026
CCapitalG4 shared rounds · last Jan 22, 2026
TThrive Capital4 shared rounds · last Jan 21, 2026
RRibbit Capital4 shared rounds · last Oct 8, 2025
BBain Capital Ventures4 shared rounds · last Jun 23, 2025
FForerunner Ventures3 shared rounds · last Jun 3, 2026
Similar investors
GGradient Ventures44 companies · 3 deals in 12 mo
SSouth Park Commons45 companies · 9 deals in 12 mo
MMatrix Partners37 companies · 11 deals in 12 moCConviction36 companies · 11 deals in 12 mo
NNexus Venture Partners34 companies · 8 deals in 12 mo
BBase10 Partners34 companies · 6 deals in 12 mo
Investors whose portfolios on Recent Funding center on the same category (Commerce and retail).
How this is counted
Net returns as reported by the public-pension and foundation LPs invested in each fund.
Firm profile and fund returns: Fundraising Fox Open Dataset v2026-11, CC BY 4.0. Track-record counts are theirs, not Recent Funding's.
Share is of the 46 rounds on Recent Funding that name BOND. Rounds with no announced date are left out of the year split, and "round" is a round whose stage is not on file.
Portfolio companies are the companies on Recent Funding with a round that lists BOND, which is a subset of its real portfolio. API: /api/v1/investors/bond (get a free API key). More: the most active VC firms and new venture capital funds.
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