Venture capital firm
01A portfolio
01a.com01A is a venture capital firm based in San Francisco, United States, founded in 2018. It has invested in 53 venture-backed companies across 69 funding rounds on VCMC, and led 13 of those rounds. 7 of them were in the last 12 months.
53
Venture-backed companies
in its portfolio on VCMC
69
Funding rounds
led 13
7
Last 12 months
rounds, Oct 2025 to Sep 2026
24
With a disclosed valuation
of 53 companies
$62.3B
Combined value of its private companies
the whole companies, not what 01A owns
48 private companies 01A has backed have a VCMC valuation; together they are worth $62.3B. That is the value of the whole companies, not what 01A owns. Baseten is 24% of the total. 5 companies it backed have since been acquired and are not included. How VCMC values companies.
Values cover private companies only; public companies are not included.
Portfolio
01A's most valuable portfolio companies
The 10 most valuable private companies 01A has backed, by VCMC's valuation. Values cover private companies only; public companies are not included.
- 1 Baseten Software Development Services, San Francisco $14.7B range $11.3B – $21.5B Joined at Series B, 2024
- 2 Metropolis Tech Companies, Chicago $6.8B range $4.3B – $7.9B Joined at Series A, 2021
- 3 Arctic Wolf Tech Companies, Eden Prairie $6.0B range $490M – $7.9B Joined at Series D, 2020
- 4 SpotOn Payment Processing & Point of Sale, San Francisco $3.8B range $411M – $5.0B Led at Series B, 2020
- 5 Arena AI Tech Companies, London $3.2B range $2.7B – $5.3B Joined at Series B, 2026
- 6 MasterClass Learning, Tutoring & Courses, San Francisco $2.3B range $185M – $4.0B Joined at Series E, 2020
- 7 Tipalti Payment Processing & Point of Sale, Foster City $2.0B range $1.4B – $3.0B Joined at Series D, 2019
- 8 Tech Companies, San Francisco $1.9B range $1.2B – $2.2B Joined at Series B, 2023
- 9 Fractile Tech Companies, Thatcham $1.9B range $1.1B – $3.4B Joined at Series A, 2026
- 10 Tech Companies, Palo Alto $1.7B range $463M – $2.0B Led at Series A, 2025
Portfolio
Full 01A portfolio (53 companies)
53 companies. Load more shows the rest.
| # | Last round | History | Range | Trend | Grade | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Metropolis Tech Companies · since Series A, 2021 | Debt Nov 2025 $1.10B | $6.8B | $4.3B – $7.9B | $6.9B (+1%) | $758M | 0% | 1,976 | growing | B | |
| 2 | Baseten Software Development Services · since Series B, 2024 | Series F Jun 2026 $1.50B | $14.7B | $11.3B – $21.5B | $18.7B (+27%) | $2.1B | 0% | 419 | growing | B | |
| 3 | Capchase Loans & Financing · led at Series B, 2022 | Growth Equity Jan 2024 $200M | $1.2B | $402M – $2.6B | $657M (-43%) | $167M | 59% | 101 | flat | C | |
| 4 | Tipalti Payment Processing & Point of Sale · since Series D, 2019 | Growth Equity Sep 2025 $200M | $2.0B | $1.4B – $3.0B | $1.4B (-32%) | $208M | 96% | 1,093 | down | B | |
| 5 | Arctic Wolf Tech Companies · since Series D, 2020 | Debt Oct 2022 $401M | $6.0B | $490M – $7.9B | $5.7B (-5%) | $935M | 0% | 3,285 | flat | D | |
| 6 | SpotOn Payment Processing & Point of Sale · led at Series B, 2020 | Series F May 2022 $300M | $3.8B | $411M – $5.0B | $3.5B (-8%) | $537M | 8% | 2,675 | flat | D | |
| 7 | MasterClass Learning, Tutoring & Courses · since Series E, 2020 | Series F May 2021 $225M | $2.3B | $185M – $4.0B | $2.1B (-6%) | $466M | 0% | 803 | flat | D | |
| 8 | Fractile Tech Companies · since Series A, 2026 | Series B May 2026 $220M | $1.9B | $1.1B – $3.4B | $2.4B (+31%) | $291M | 0% | 135 | growing | B | |
| 9 | HoneyBook Tech Companies · since Series D, 2021 | Series E Nov 2021 $250M | $1.0B | $199M – $3.7B | $976M (-3%) | $391M | 56% | 325 | flat | D | |
| 10 | Arena AI Tech Companies · since Series B, 2026 | Series B Oct 2026 $200M | $3.2B | $2.7B – $5.3B | $4.7B (+47%) | $558M | 0% | 34 | flat | B | |
| 11 | Tech Companies · since Series B, 2021 | Series D Oct 2025 | $1.2B | $618M – $2.5B | $801M (-36%) | $179M | 97% | 37 | shrinking | C | |
| 12 | Tech Companies · since Series B, 2023 | Other Aug 2026 $99M | $1.9B | $1.2B – $2.2B | $1.9B (0%) | $211M | 0% | 294 | growing | B | |
| 13 | Tech Companies · since Series C, 2025 | Series C Jun 2025 $100M | $769M | $480M – $884M | $769M (0%) | $84.5M | 0% | 325 | growing | B | |
| 14 | Tech Companies · since Series C, 2020 | Series D Aug 2021 $50M | $158M | $28.9M – $772M | $138M (-12%) | $64.8M | 63% | 62 | down | D | |
| 15 | Tech Companies · since Series C, 2021 | Series D Mar 2022 $20M | $1.6B | $128M – $1.9B | $1.6B (0%) | $180M | 0% | 1,800 | unknown | D | |
| 16 | Tech Companies · since Series B, 2025 | Series B Jun 2025 $55M | $628M | $309M – $892M | $628M (0%) | $69.1M | 0% | 145 | growing | B | |
| 17 | Tech Companies · since Series B, 2025 | Series B May 2025 $50M | $627M | $292M – $955M | $627M (0%) | $69.0M | 0% | 127 | growing | B | |
| 18 | Tech Companies · since Series B, 2024 | Series B May 2024 $40M | $449M | $84.6M – $683M | $434M (-3%) | $49.4M | 0% | 136 | flat | D | |
| 19 | Tech Companies · led at Series A, 2025 | Series A Sep 2025 $35M | $1.7B | $463M – $2.0B | $1.7B (0%) | $184M | 0% | 9,762 | growing | C | |
| 20 | Tech Companies · led at Series B, 2021 | Acquisition Nov 2025 | $111M acquired 2025 | $18.5M – $249M | – | – | 35% | 53 | up | D | |
| 21 | Tech Companies · since Series B, 2022 | Series B Sep 2022 $25M | $41.3M | $18.6M – $107M | $33.6M (-19%) | $29.5M | 97% | 40 | shrinking | C | |
| 22 | Insurance - Agents, Carriers & Brokers · led at Series A, 2021 | Series A Oct 2021 $21M | $15.9M | $5.12M – $133M | $13.9M (-12%) | $18.8M | 97% | 24 | down | D | |
| 23 | Tech Companies · led at Series A, 2021 | Series A Sep 2021 $20M | $122M | $27.7M – $279M | $122M (0%) | $28.0M | 0% | 11 | growing | D | |
| 24 | Tech Companies · since Seed, 2023 | Seed Sep 2024 $3.0M | $48.8M | $8.90M – $74.3M | $48.6M (-1%) | $8.79M | 0% | 52 | up | D | |
| 25 | Tech Companies · since Seed, 2023 | Seed Jun 2023 $5.0M | $66.1M | $17.9M – $125M | $66.1M (0%) | $14.8M | 0% | 13 | growing | C | |
| 26 | Tech Companies · since Seed, 2024 | Seed Jun 2024 $5.0M | $84.9M | $13.5M – $129M | $84.2M (-1%) | $15.3M | 0% | 12 | up | D | |
| 27 | Tech Companies · led at Series B, 2022 | Series B Feb 2022 | $32.4M | $12.4M – $124M | $29.8M (-8%) | $38.0M | 97% | 22 | shrinking | D | |
| 28 | Tech Companies · since Series C, 2025 | Series C Oct 2025 $150M | $1.3B | $805M – $1.5B | $1.3B (0%) | $142M | 0% | 292 | growing | B | |
| 29 | Tech Companies · led at Growth, 2023 | Series C Mar 2025 $127M | $1.4B | $848M – $1.6B | $1.4B (0%) | $157M | 0% | 602 | up | B | |
| 30 | Tech Companies · since Series A, 2019 | Series C Apr 2022 $125M | $243M | $80.0M – $1.9B | $217M (-11%) | $151M | 97% | 348 | down | D | |
| 31 | Device Manufacturing · since Series C, 2020 | Series D Nov 2021 $125M | $114M | $67.1M – $356M | $114M (0%) | $117M | 97% | 59 | shrinking | C | |
| 32 | Hosting & Cloud Infrastructure Providers · since Series C, 2025 | Series C Jan 2025 $80M | $992M | $565M – $1.4B | $992M (0%) | $109M | 0% | 222 | growing | B | |
| 33 | Tech Companies · led at Series B, 2020 | Series C Aug 2023 $75M | $546M | $75.9M – $1.1B | $503M (-8%) | $97.5M | 2% | 85 | flat | D | |
| 34 | Tech Companies · led at Series C, 2022 | Series C Jun 2022 $65M | $181M | $52.3M – $1.2B | $164M (-9%) | $79.7M | 97% | 284 | down | D | |
| 35 | Telecommunications · since Series C, 2026 | Series C Mar 2026 $100M | $1.1B | $782M – $1.3B | $1.2B (+11%) | $129M | 0% | 114 | unknown | A | |
| 36 | Tech Companies · since Series B, 2024 | Acquisition Jul 2025 | $700M acquired 2025 | $348M – $818M | – | – | 0% | 132 | growing | B | |
| 37 | Psychologists & Counseling Services · since Series C, 2020 | Series C Dec 2020 $51M | $573M | $57.2M – $864M | $563M (-2%) | $105M | 9% | 915 | flat | D | |
| 38 | Clothing Stores · since Series D, 2012 | Acquisition Mar 2024 $4.5M | $131M acquired 2024 | $86.9M – $277M | – | – | 97% | 1,400 | shrinking | B | |
| 39 | Software Development Services · since Series B, 2025 | Series B Aug 2025 $52M | $558M | $268M – $792M | $558M (0%) | $67.0M | 0% | 203 | growing | B | |
| 40 | Digital & Marketing Agencies · since Series C, 2021 | Series C Feb 2021 $50M | $509M | $31.1M – $839M | $478M (-6%) | $73.3M | 0% | 414 | flat | D | |
| 41 | Tech Companies · since Series B, 2021 | Series C Aug 2025 $7.5M | $73.1M | $40.2M – $116M | $61.1M (-16%) | $9.63M | 59% | 51 | flat | B | |
| 42 | Payment Processing & Point of Sale · since Series B, 2021 | Series B Dec 2021 $50M | $101M | $24.8M – $544M | $99.9M (-1%) | $58.1M | 87% | 87 | down | D | |
| 43 | Biotechnology · since Seed, 2018 | Series A Jan 2021 $40M | $225M | $14.6M – $522M | $205M (-9%) | $68.5M | 12% | 37 | flat | D | |
| 44 | Investment Consultants & Financial Advisors · led at Series B, 2021 | Series B Aug 2021 $56M | $268M | $32.9M – $503M | $248M (-8%) | $66.0M | 28% | 165 | flat | D | |
| 45 | Tech Companies · led at Series A, 2021 | Series B Sep 2025 $33M | $396M | $176M – $603M | $396M (0%) | $43.6M | 0% | 99 | growing | C | |
| 46 | Tech Companies · since Series A, 2020 | Acquisition Jul 2026 | $416M acquired 2026 | $35.4M – $479M | – | – | 0% | 176 | up | D | |
| 47 | Tech Companies · since Series B, 2021 | Series B Mar 2021 $38M | $416M | $25.5M – $733M | $387M (-7%) | $67.3M | 6% | 332 | flat | D | |
| 48 | Financial Services · since Series C, 2026 | Series C Apr 2026 $40M | $499M | $365M – $669M | $582M (+17%) | $64.0M | 0% | 92 | growing | B | |
| 49 | Online Marketplace · since Growth, 2021 | Growth Equity Feb 2021 $40M | $311M | $22.1M – $674M | $308M (-1%) | $44.0M | 5% | 109 | flat | D | |
| 50 | Book Stores · since Series B, 2021 | Acquisition Apr 2026 | $440M acquired 2026 | $23.5M – $669M | – | – | 0% | 221 | flat | D |
Valuation: VCMC's valuation with its range, from a low to a high scenario; a company with no valuation shows a dash, one acquired after its last round its last value as a private company.
Activity
How 01A invests: stages, industries and countries
Most of its rounds are Series C and later (43%). Its companies span 18 industries, most in Tech Companies, Payment Processing & Point of Sale and Investment Consultants & Financial Advisors, across 5 countries.
Rounds by stage
- Seed 5
- Series A 11
- Series B 22
- Series C and later 30
- Other venture 1
Investments by industry
- Tech Companies 32
- Payment Processing & Point of Sale 3
- Investment Consultants & Financial Advisors 2
- Software Development Services 2
- Biotechnology 1
- Book Stores 1
- Clothing Stores 1
- Device Manufacturing 1
Investments by country
- United States 47
- United Kingdom 3
- France 1
- Israel 1
- United Arab Emirates 1
Recent rounds
01A's latest investments
01A's most recent funding rounds, newest first. 7 rounds in the last 12 months.
- Arena AI Series B $200M 8 Oct 2026
- Baseten Series F $1.50B 22 Jun 2026
- Fractile Series B $220M 13 May 2026
- Fractile Series A $220M 1 May 2026
- Series C $40M 14 Apr 2026
- Series C $100M 19 Mar 2026
- Baseten Series E $300M 23 Jan 2026
- Series C $150M 28 Oct 2025
- Series A, led $35M 12 Sep 2025
- Baseten Series D $150M 5 Sep 2025
Co-investors
01A's top co-investors
The investors that most often join the same rounds as 01A. Founders Fund leads, with 14 rounds together.
- Founders Fund 14 rounds together
- Andreessen Horowitz 11 rounds together
- Institutional Venture Partners 11 rounds together
- Index Ventures 9 rounds together
- DST Global 9 rounds together
- Greylock Partners 8 rounds together
- 7 rounds together
- Accel 7 rounds together
- Felicis 7 rounds together
- Battery Ventures 6 rounds together
About
About 01A
01A is a venture capital firm that provides strategic guidance and resources to hyper-growth companies, with a focus on supporting founders and operators in scaling and achieving product-market fit. The firm operates in San Francisco and New York City, offering support during Series A through C rounds and investing in companies that have reached product-market fit. Its team includes professionals with backgrounds in technology, finance, and operations.
Description from Veridion's company data.
- Founded
- 2018
- Based in
- San Francisco, United States
- Team
- 43 people, +16% in a year
- Type
- Venture capital firm
Focus markets
- Technology
- Finance
What 01A offers
- Venture Capital Investment Services
- Strategic Business Advisory Services
- Scaling Strategy Consulting
- Go-to-Market Strategy Consulting
- Executive Leadership Advisory Services
- Founder Execution Improvement Consulting
- Product-Market Fit Consulting
- Rounds A and B Investment Management
Questions
01A: frequently asked questions
How many companies has 01A invested in?
53 venture-backed companies on VCMC, across 69 funding rounds.
What are 01A's most valuable private companies?
Baseten ($14.7B), Metropolis ($6.8B), Arctic Wolf ($6.0B), by VCMC's valuation.
What was 01A's latest investment?
Arena AI, a Series B round in Oct 2026 of $200M.
Which stages does 01A invest in?
01A invests most often at Series C and later (30 rounds), followed by Series B (22) and Series A (11). It has also joined 5 seed and 1 other venture rounds.
What is 01A's portfolio worth?
Its private companies with a VCMC valuation are worth $62.3B together. That is the sum of the companies' values, not what 01A owns.
Who does 01A invest alongside?
Founders Fund (14 rounds), Andreessen Horowitz (11 rounds), Institutional Venture Partners (11 rounds).