Stripes portfolio

Stripes has 11 portfolio companies on record at Recent Funding, with 3 investments in the last 12 months.

Website: stripes.co.

Type: Growth equity.

Portfolio on Recent Funding: 11.

Deals, last 12 months: 3.

Rounds led: 9 of 13.

Capital in their rounds: $2.59B.

Latest deal: Etched · Aug 18, 2026.

About this page

It is a growth equity firm based in New York, US, founded in 2019. It led 9 of the 13 rounds it joined. Its most recent investment on record is Etched's $700M Series B+ round in August 2026, alongside Primary, Argo, Positive Sum and 10 others. By category, its portfolio leans toward Commerce and retail (4) and Robotics and hardware (2). It has co-invested with SIERRA Ventures, boldstart ventures and T-Mobile Ventures, most often SIERRA Ventures (3 rounds).

About Stripes

Firm type: Growth equity.

Headquarters: New York, US.

Founded: 2019.

Stages: Series A, Series B, Series C, Growth.

Sectors: Consumer, E-commerce, Enterprise Software, SaaS, Sector Agnostic.

Leads rounds: Yes.

Portfolio companies: 97.

Exits: 12.

Rounds led: 31.

Fund returns

Fund	Vintage	Size	Net IRR	TVPI	DPI	As of
Stripes IV	2017	—	27.0%	2.81x	1.13x	Jun 30, 2025
Stripes III	2015	—	16.0%	2.36x	1.48x	Jun 30, 2025

What Stripes invests in

Stripes recent investments

Company	Round	Date	Alongside
EEtched	Series B+ · $700M	Aug 18, 2026	Primary, Argo, Positive Sum +10
CChapter	Series B+ · $100M	Apr 9, 2026	XYZ Venture Capital, Susa Ventures, Generation Investment Management (lead) +5
EEtched	Series B+ · $500M · lead	Jan 14, 2026	Positive Sum, Peter Thiel, Ribbit Capital
AApplied Intuition	Series B+ · $600M	Jun 20, 2025	Page One Ventures, Tribe Capital, Qatar Investment Authority +7
CChapter	Series B+ · lead	Apr 21, 2025	XYZ Venture Capital, Susa Ventures, Narya Capital +2
SSpectro Cloud	Series B+ · $75M	Nov 21, 2024	Qualcomm Ventures, Goldman Sachs Alternatives (lead), T-Mobile Ventures +4
PPopUp Bagels	Series A · $8M · lead	Oct 28, 2023	Habitat Partners, Tastemaker Capital
SSpectro Cloud	Series B+ · $40M · lead	Mar 23, 2022	Alter Venture Partners, T-Mobile Ventures, Leonis Capital +5

How Stripes invests

Stage	Deals	Capital in rounds
Series B+	11 85%	$2.59B
Series A	2 15%	$8M

Year	Deals	Capital in rounds
2021	4 31%	$503M
2022	2 15%	$108M
2023	1 8%	$8M
2024	1 8%	$75M
2025	2 15%	$600M
2026	3 23%	$1.3B

Stripes portfolio companies

EEtched$700MSeries B+ · Aug 2026
CChapter$100MSeries B+ · Apr 2026
AApplied Intuition$600MSeries B+ · Jun 2025
SSpectro Cloud$75MSeries B+ · Nov 2024
PPopUp Bagels$8MSeries A · Oct 2023
HHunters$68MSeries B+ · Jan 2022
LLithic$60MSeries B+ · Aug 2021
FFireblocks$310MSeries B+ · Jul 2021
BBacklotCarsbacker
AA24backer
VVuoribacker

Company	Round with Stripes	Total raised	Latest raise
EEtched AI infrastructure and compute	Aug 18, 2026 Series B+ · $700M	$1.63B	Aug 18, 2026 Series B+
CChapter Insurance	Apr 9, 2026 Series B+ · $100M	$209M	Apr 9, 2026 Series B+
AApplied Intuition Robotics and hardware	Jun 20, 2025 Series B+ · $600M	$940M	Apr 9, 2026 Series B+
SSpectro Cloud Developer tools and cloud	Nov 21, 2024 Series B+ · $75M	$222.5M	Aug 1, 2026 Series B+
PPopUp Bagels Commerce and retail	Oct 28, 2023 Series A · $8M · lead	$8M	Nov 1, 2024 Series B+
HHunters Cybersecurity	Jan 25, 2022 Series B+ · $68M · lead	$113M	Jan 25, 2022 Series B+
LLithic Stablecoins	Aug 4, 2021 Series B+ · $60M · lead	$60M	Oct 23, 2025 Series B+
FFireblocks Stablecoins	Jul 27, 2021 Series B+ · $310M · lead	$1.01B	Jan 27, 2022 Series B+
BBacklotCars Real estate and construction	backer	undisclosed	—
AA24 Commerce and retail	backer	$75M	Jun 22, 2026 round
VVuori Commerce and retail	backer	undisclosed	Nov 8, 2024 Series B+

Most frequent co-investors

Similar investors

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