← All investors

FV

Firm & fund profile / Sourced portfolio

Felicis Ventures

Tracked participation in 12 Atlas companies, with 9 explicitly attributed leads.

Firm website ↗

12portfolio companies

24round participations

9lead positions

$716Mled round total

Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

Jan 2026ArenaSeries A$150Mat $1.7B valuation Oct 2025MercorSeries C$350Mat $10B valuation Apr 2025DeepInfraSeries A$18M Feb 2025MercorSeries B$100Mat $2B valuation Sep 2024LettaSeed$10Mat $70M valuation Nov 2023DeepInfraSeed$8M

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleAttributed partner

DDeepInfra—Nov 2023 → May 20263 rounds2 led—

RRunway$5.3BDec 2022 → Feb 20262 rounds1 led—

SASkild AI$14BJul 2024 → Jan 20262 roundsParticipant—

AArena$1.7BMay 2025 → Jan 20262 rounds1 led—

MMercor$10BFeb 2025 → Oct 20252 rounds2 led—

PLPeriodic Labs$1.3BSep 2025 → Sep 20251 roundParticipant—

PPoolside—Oct 2024 → Oct 20241 roundParticipant—

LLetta$70MSep 2024 → Sep 20241 round1 ledAstasia Myers

CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoe$1.8BApr 2022 → Apr 20221 roundParticipant—

CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6Canva$40BOct 2015 → Sep 20217 rounds2 led—

GTGenesis Therapeutics—Dec 2020 → Dec 20201 roundParticipant—

RRecursionScienceRecursion is a clinical-stage TechBio company building an industrialized, AI-native drug discovery and development…$938.3MraisedRecent roundsPublic offering (underwritten) · Jun 2024$200M · Public shareholders (offering investors)Strategic investment (private investment in public equity / PIPE) · Jul 2023$50M · led by NVIDIAInitial Public Offering (IPO) / Public offering (pricing) · Apr 2021$436.4M · Baillie Gifford & Co. (clients incl. Scottish Mortgage Investment Trust plc), Mubadala Investment Company (entities affiliated) +1Recursion—Sep 2020 → Sep 20201 roundParticipant—

DateCompanyRoundRaisedValuationRoleEvidence

May 04, 2026DDeepInfraSeries B$107M—Participant

Feb 10, 2026RRunwaySeries E$315M$5.3BParticipant

Jan 14, 2026SASkild AISeries C$1.4B$14BParticipant

Jan 06, 2026AArenaSeries A$150M$1.7BLead

Oct 27, 2025MMercorSeries C$350M$10BLead

Sep 30, 2025PLPeriodic LabsSeed$300M$1.3BParticipant

May 21, 2025AArenaSeed$100M$600MParticipant

Apr 22, 2025DDeepInfraSeries A$18M—Lead

Feb 20, 2025MMercorSeries B$100M$2BLead

Oct 02, 2024PPoolsideSeries B$500M—Participant

Sep 24, 2024LLettaSeed$10M$70MLead · Astasia Myers

Jul 09, 2024SASkild AISeries A$300M$1.5BParticipant

Nov 09, 2023DDeepInfraSeed$8M—Lead

Dec 05, 2022RRunwaySeries C$50M$500MLead

Apr 21, 2022CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoeSeries C$350M$1.8BParticipant

Sep 15, 2021CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (reported as $200M funding round)$200M$40BParticipant

Sep 14, 2021CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (TechCrunch reports $200M)$200M$40BParticipant

Dec 02, 2020GTGenesis TherapeuticsSeries A$52M—Participant

Sep 09, 2020RRecursionScienceRecursion is a clinical-stage TechBio company building an industrialized, AI-native drug discovery and development…$938.3MraisedRecent roundsPublic offering (underwritten) · Jun 2024$200M · Public shareholders (offering investors)Strategic investment (private investment in public equity / PIPE) · Jul 2023$50M · led by NVIDIAInitial Public Offering (IPO) / Public offering (pricing) · Apr 2021$436.4M · Baillie Gifford & Co. (clients incl. Scottish Mortgage Investment Trust plc), Mubadala Investment Company (entities affiliated) +1RecursionSeries D$239M—Participant

Source ↗+1 ↗

Jun 23, 2020CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (Canva describes a $60M round and $6B valuation)$60M$6BParticipant

May 20, 2019CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries D (reported as a later-stage funding round)$70M$2.5BParticipant

Jan 08, 2018CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (unlabeled in source; TechCrunch describes a $40M round)$40M$1BParticipant

Sep 14, 2016CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries B (reported as a new infusion)$15M$345MLead

Oct 06, 2015CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries A$15M$165MLead

DateCompanyRoundRaisedValuationRoleEvidence

Jan 14, 2026SASkild AISeries C$1.4B$14BParticipant

Oct 02, 2024PPoolsideSeries B$500M—Participant

Oct 27, 2025MMercorSeries C$350M$10BLead

Apr 21, 2022CCrusoeNeocloudsCrusoe is a vertically integrated AI infrastructure provider built around energy-first compute. The company says it…$10Bvaluation$3.8BraisedRecent roundsSeries E · Oct 2025$1.4B · led by Mubadala Capital, Valor Equity PartnersDebt financing (credit facility) · Jun 2025$750M · led by Brookfield Asset ManagementDebt financing (credit facility) · Mar 2025$225M · led by Upper90 Capital ManagementCrusoeSeries C$350M$1.8BParticipant

Feb 10, 2026RRunwaySeries E$315M$5.3BParticipant

Sep 30, 2025PLPeriodic LabsSeed$300M$1.3BParticipant

Jul 09, 2024SASkild AISeries A$300M$1.5BParticipant

Sep 09, 2020RRecursionScienceRecursion is a clinical-stage TechBio company building an industrialized, AI-native drug discovery and development…$938.3MraisedRecent roundsPublic offering (underwritten) · Jun 2024$200M · Public shareholders (offering investors)Strategic investment (private investment in public equity / PIPE) · Jul 2023$50M · led by NVIDIAInitial Public Offering (IPO) / Public offering (pricing) · Apr 2021$436.4M · Baillie Gifford & Co. (clients incl. Scottish Mortgage Investment Trust plc), Mubadala Investment Company (entities affiliated) +1RecursionSeries D$239M—Participant

Source ↗+1 ↗

Sep 15, 2021CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (reported as $200M funding round)$200M$40BParticipant

Sep 14, 2021CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (TechCrunch reports $200M)$200M$40BParticipant

Jan 06, 2026AArenaSeries A$150M$1.7BLead

May 04, 2026DDeepInfraSeries B$107M—Participant

May 21, 2025AArenaSeed$100M$600MParticipant

Feb 20, 2025MMercorSeries B$100M$2BLead

May 20, 2019CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries D (reported as a later-stage funding round)$70M$2.5BParticipant

Jun 23, 2020CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (Canva describes a $60M round and $6B valuation)$60M$6BParticipant

Dec 02, 2020GTGenesis TherapeuticsSeries A$52M—Participant

Dec 05, 2022RRunwaySeries C$50M$500MLead

Jan 08, 2018CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries (unlabeled in source; TechCrunch describes a $40M round)$40M$1BParticipant

Apr 22, 2025DDeepInfraSeries A$18M—Lead

Sep 14, 2016CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries B (reported as a new infusion)$15M$345MLead

Oct 06, 2015CCanvaApplicationsCanva is a private, venture-backed software company that provides an all-in-one visual communication and creative…$42Bvaluation$42.7BraisedRecent roundsEmployee tender / secondary share sale (capital event; valuation) · Aug 2025$42B · Fidelity Management & Research, JPMorgan Asset ManagementSeries (reported as $200M funding round) · Sep 2021$200M · led by T. Rowe PriceSeries (TechCrunch reports $200M) · Sep 2021$200M · AirTree Ventures, Bessemer Venture Partners +6CanvaSeries A$15M$165MLead

Sep 24, 2024LLettaSeed$10M$70MLead · Astasia Myers

Nov 09, 2023DDeepInfraSeed$8M—Lead