Coatue stages, portfolio and investment profile

Portfolio companies we track

Startups in our directory that list Coatue as an investor (54 total).

• AKASA Generative AI platform automating healthcare revenue cycle operations.
• Alchemy Blockchain developer platform (node/API infrastructure) for web3 builders.
• Anthropic AI safety company building Claude frontier models, API, and enterprise agents for coding and knowledge work.
• Anysphere Company behind Cursor, the AI-native code editor for software development.
• BeReal Daily dual-camera photo app (acquired by Voodoo, June 2024).
• Blend Labs Digital lending platform for mortgages and consumer banking (NYSE: BLND).
• Box Cloud content management and collaboration for enterprises (NYSE: BOX).
• Canal Distributed commerce platform for retailer third-party assortment (acquired by Rokt).
• Cerebras Wafer-scale AI chips and inference cloud — CS-3 systems and Cerebras Inference API for training and production LLM serving.
• Corma Frontier AI lab building foundation models for defensive cybersecurity.
• Cursor AI-native code editor (Anysphere) that forks VS Code for agentic programming workflows.
• Cyera Data-security trust layer for enterprise AI — DSPM, DLP, and agentic access control across cloud and SaaS.
• Dapper Labs Creator of Flow blockchain, NBA Top Shot, and consumer NFT gaming.
• Databricks Data + AI platform (lakehouse, Lakebase, Genie, Unity AI Gateway) for enterprises that train, govern, and run agents on their own data.
• DayOne Hyperscale AI-ready data center developer and operator across Asia-Pacific and Europe.
• dbt Labs Analytics engineering platform — dbt transforms warehouse data into tested metrics layers.
• Decagon Enterprise AI agents automating customer support across chat, voice, and ops.
• Deel Global payroll and compliance platform for hiring and paying international teams.
• DoorDash U.S. delivery logistics platform — public on NYSE as DASH since December 2020.
• Earnin Earned wage access app — cash out paychecks early without mandatory fees or payday loans.
• Figma Collaborative interface design platform that became the default design system tool.
• Firmus Australian AI Factory platform building energy-efficient, NVIDIA-aligned AI infrastructure across Asia-Pacific.
• Form Energy Iron-air multi-day battery systems for utilities and large power buyers — ~100-hour grid storage priced for energy capacity, not short-duration peaking.
• Harvey Domain-specific AI for law firms — research, drafting, contract analysis, and agentic legal workflows.

+30 more in the directory graph (browse related articles below or the startups index).

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