FirstMark portfolio

FirstMark has 38 portfolio companies on record at Recent Funding, with 10 investments in the last 12 months.

Website: firstmark.com.

Type: Venture capital.

Portfolio on Recent Funding: 38.

Deals, last 12 months: 10.

Rounds led: 13 of 34.

Capital in their rounds: $2.57B.

Latest deal: Fragment · Oct 14, 2026.

About this page

It is a venture capital firm based in New York, US, founded in 2008. It led 13 of the 34 rounds it joined. Its most recent investment on record is Fragment's $12M Series A round in October 2026, which it led. By category, its portfolio leans toward Developer tools and cloud (9) and Data and analytics (8). It has co-invested with Redpoint Ventures, Tiger Global Management and Bessemer Venture Partners, most often Redpoint Ventures (6 rounds).

About FirstMark

Firm type: Venture capital.

Headquarters: New York, US.

Founded: 2008.

Stages: Pre-Seed, Seed, Series A, Series B, Series C.

Sectors: AI & Machine Learning, Consumer, Crypto & Web3, Data & Infrastructure, Developer Tools, E-commerce, Enterprise Software, Fintech, Gaming, Healthtech, Marketplaces, Media & Entertainment, PropTech, SaaS, Sector Agnostic.

Check size: $500K to $8M.

Leads rounds: Yes.

Portfolio companies: 155.

Exits: 26.

Rounds led: 53.

Fund returns

Fund	Vintage	Size	Net IRR	TVPI	DPI	As of
FirstMark Capital Opportunity Fund IV	2023	—	—	0.91x	0.91x	Sep 30, 2025
FirstMark Capital VI	2023	—	—	0.98x	0.05x	Sep 30, 2025
FirstMark Capital Fund V	2020	—	—	1.45x	0.09x	Sep 30, 2025
FirstMark Capital Opportunity Fund III	2020	—	—	0.78x	0.75x	Sep 30, 2025
FirstMark Capital Opportunity Fund II	2018	—	—	2.30x	1.66x	Sep 30, 2025
FirstMark Capital Fund IV	2017	—	—	2.31x	1.75x	Sep 30, 2025
Firstmark Capital Fund III	2014	—	—	2.85x	2.23x	Sep 30, 2025
Firstmark Capital Opportunity Fund I	2014	—	—	1.83x	1.45x	Sep 30, 2025
Firstmark Capital Fund II	2011	—	—	1.66x	0.89x	Sep 30, 2025
Firstmark Capital Fund I	2005	—	—	10.63x	8.24x	Sep 30, 2025
FirstMark Capital I	2005	—	34.0%	8.91x	8.91x	Jun 30, 2025
FirstMark Capital I, L.P. (fka FirstMark IV)	2005	—	32.9%	9.02x	0.07x	Sep 30, 2024
FirstMark Capital L.P. (fka FirstMark IV)	2005	—	32.9%	9.02x	0.07x	Sep 30, 2024

What FirstMark invests in

Developer tools and cloud · 9 · 24%
Data and analytics · 8 · 21%
Sales and marketing · 7 · 18%
AI agents · 7 · 18%
Commerce and retail · 6 · 16%
Fintech · 5 · 13%
Consumer and social · 5 · 13%
Logistics and mobility · 5 · 13%

FirstMark recent investments

Company	Round	Date	Alongside
FFragment	Series A · $12M · lead	Oct 14, 2026	none named
LLiquid Compute	Seed · $15M	Sep 19, 2026	UFO Holdings, Y Combinator, Chemistry +1
OOvertone	Seed · $18M	Jul 14, 2026	Match Group, Pace Capital
VVendelux	Series B+ · $50M	Jul 8, 2026	Alumni Ventures, S3 Ventures, Pelion Venture Partners +3
PPayy	Seed	Mar 25, 2026	DBA, Robot Ventures
TTracebit	Series A · $20M · lead	Mar 17, 2026	none named
LLegora	Series B+ · $550M	Mar 10, 2026	Sands Capital Ventures, Benchmark, Alkeon Capital +10
DDaytona	Series A · $24M · lead	Feb 23, 2026	Upfront Ventures, e2vc, Pace Capital

How FirstMark invests

Stage	Deals	Capital in rounds
Series A	15 44%	$306.4M
Series B+	13 38%	$2.21B
Seed	6 18%	$47.3M

Year	Deals	Capital in rounds
2016	1 3%	$20M
2017	1 3%	$60M
2018	1 3%	$14M
2019	2 6%	$67.5M
2020	5 15%	$186.5M
2021	5 15%	$1.15B
2022	1 3%	$1M
2023	3 9%	$36M
2024	4 12%	$65M
2025	1 3%	$7.3M
2026	10 29%	$962M

FirstMark portfolio companies

FFragment$12MSeries A · Oct 2026
LLiquid Compute$15MSeed · Sep 2026
OOvertone$18MSeed · Jul 2026
VVendelux$50MSeries B+ · Jul 2026
PPayySeed · Mar 2026
TTracebit$20MSeries A · Mar 2026
LLegora$550MSeries B+ · Mar 2026
DDaytona$24MSeries A · Feb 2026
SSurrealDB$23MSeries A · Feb 2026
RRain$250MSeries B+ · Jan 2026
TTensorZero$7.3MSeed · Aug 2025
MMomentum (Acquired by Salesforce)$13MSeries A · Jul 2024
AAlaffia Health$10MSeries A · Apr 2024
LLago$22MSeries A · Mar 2024
MMetaloop$16MSeries A · Sep 2023
AArchive$1MSeed · Jan 2022
CCockroach Labs$280MSeries B+ · Dec 2021
CCrossbeam$76MSeries B+ · Oct 2021
NNuvemshop$500MSeries B+ · Aug 2021
AAda$130MSeries B+ · May 2021
PPigment$25.9MSeries A · Dec 2020
KKasa Living$30MSeries B+ · Oct 2020
UUpgrade$60MSeries A · Mar 2017
BBardeenbacker
OOnyx Securitybacker
GGradiumbacker
FFirsthandbacker
HH Companybacker
GGurubacker
EEspresso AIbacker
RRilletbacker
HHarmattan AIbacker
EEstuarybacker
RRevelabacker
MMedico.combacker
BBaba Carebacker
PPostmatesbacker
LLoop (Returns)backer

Company	Round with FirstMark	Total raised	Latest raise
FFragment Fintech	Oct 14, 2026 Series A · $12M · lead	$21M	Oct 14, 2026 Series A
LLiquid Compute AI infrastructure and compute	Sep 19, 2026 Seed · $15M	$15M	Sep 19, 2026 Seed
OOvertone Voice and audio AI	Jul 14, 2026 Seed · $18M	$18M	Jul 14, 2026 Seed
VVendelux In-person and live experiences	Jul 8, 2026 Series B+ · $50M	$64M	Jul 8, 2026 Series B+
PPayy Stablecoins	Mar 25, 2026 Seed	$6M	Mar 25, 2026 Seed
TTracebit Cybersecurity	Mar 17, 2026 Series A · $20M · lead	$20M	Mar 17, 2026 Series A
LLegora Legal and compliance	Mar 10, 2026 Series B+ · $550M	$855.5M	May 1, 2026 Series B+
DDaytona AI coding and devtools	Feb 23, 2026 Series A · $24M · lead	$91M	Oct 20, 2026 Series B+
SSurrealDB AI agents	Feb 17, 2026 Series A · $23M	$49M	Feb 17, 2026 Series A
RRain Stablecoins	Jan 9, 2026 Series B+ · $250M	$250M	Jan 9, 2026 Series B+
TTensorZero Foundation models and research	Aug 19, 2025 Seed · $7.3M · lead	$7.3M	Aug 19, 2025 Seed
MMomentum (Acquired by Salesforce) Sales and marketing	Jul 23, 2024 Series A · $13M · lead	$13M	Jul 23, 2024 Series A
AAlaffia Health Legal and compliance	Apr 24, 2024 Series A · $10M · lead	$65M	Feb 3, 2026 Series B+
LLago Fintech	Mar 18, 2024 Series A · $22M · lead	$22M	May 27, 2025 Series A
MMetaloop Commerce and retail	Sep 19, 2023 Series A · $16M · lead	$16M	Sep 19, 2023 Series A
AArchive Commerce and retail	Jan 1, 2022 Seed · $1M	$50M	Feb 4, 2025 Series B+
CCockroach Labs AI agents	Dec 1, 2021 Series B+ · $280M	$607.85M	Oct 11, 2025 Series B+
CCrossbeam Sales and marketing	Oct 26, 2021 Series B+ · $76M	$92M	Oct 26, 2021 Series B+
NNuvemshop Sales and marketing	Aug 17, 2021 Series B+ · $500M	$620M	Aug 17, 2021 Series B+
AAda AI agents	May 1, 2021 Series B+ · $130M	$188M	May 1, 2021 Series B+
PPigment Sales and marketing	Dec 3, 2020 Series A · $25.9M	$420.9M	Oct 21, 2026 Series B+
KKasa Living Health and bio	Oct 1, 2020 Series B+ · $30M	$126M	Dec 11, 2023 Series B+
UUpgrade Lending and credit	Mar 1, 2017 Series A · $60M	$650M	Oct 20, 2025 Series B+
BBardeen	backer · source	$3M	Aug 8, 2024 round
OOnyx Security AI agents	backer · source	$113M	Jul 29, 2026 Series B+
GGradium AI agents	backer · source	$30M	Jul 9, 2026 Seed
FFirsthand AI agents	backer · source	$26M	Mar 7, 2025 Series A
HH Company AI coding and devtools	backer · source	$220M	May 21, 2024 Seed
GGuru	backer · source	undisclosed	—
EEspresso AI Data and analytics	backer · source	$11M	Jun 16, 2024 Seed
RRillet	backer	$208.5M	Aug 19, 2026 Series B+
HHarmattan AI Robotics and hardware	backer	$200M	Jan 12, 2026 Series B+
EEstuary Data and analytics	backer	$17M	Oct 21, 2025 Series A
RRevela Fintech	backer	$9M	Dec 4, 2025 Pre-seed
MMedico.com Health and bio	backer	undisclosed	—
BBaba Care Health and bio	backer · source	undisclosed	Feb 27, 2026 Seed
PPostmates Commerce and retail	backer	$6M	Oct 22, 2025 Seed
LLoop (Returns) Sales and marketing	backer · source	undisclosed	—

Most frequent co-investors

Similar investors

Investors whose portfolios on Recent Funding center on the same category (Developer tools and cloud).

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 34 rounds on Recent Funding that name FirstMark. 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 FirstMark, which is a subset of its real portfolio. API: /api/v1/investors/firstmark (get a free API key). More: the most active VC firms and new venture capital funds.