About Disruptive
Disruptive is a venture capital firm founded in 2012. It is primarily based out of Austin, United States. As of Mar 2026, Disruptive is an active investor, having invested in 16 companies, with 5 new investments in the last 12 months. It primarily invests in Series C round in United States based startups. Its investments are spread across a wide range of sectors from Enterprise Applications to High Tech and Consumer. Most recently it participated in the $***** Seed round of ZyG Overall, Disruptive portfolio has seen 5 unicorns, 6 IPOs and 4 acquisitions including key companies like Slack, Airbnb and Lyft. A lot of funds co-invest with Disruptive, with names like 1789 Capital sharing a substantial percentage of its portfolio. Disruptive has team of 25 people including 7 partners.Key Metrics
Team Members
Portfolio Sectors
Portfolio Locations
Rounds of Entry
Series C, Series D & 4 more
Portfolio Unicorns
Portfolio Soonicorns
Disruptive's List of Top Investments
Disruptive has a portfolio of 16 companies, including 5 unicorns. Their most notable investments are in Groq and Shield AI.Their portfolio spans across United States, Germany, Israel and 1 more locations. They have invested in Enterprise Applications, High Tech, Consumer and 12 other sectors, across stages such as Series C, Series D and 4 more. Here is the list of top investments by Disruptive:
1. Slack
Provider of cloud-based team communication and collaboration platform. The platform organizes conversations into searchable channels and direct messages, supports voice and video calls, file sharing, and threaded discussions. It integrates with a broad range of third-party applications and automates workflows through bots and scripting tools. The system enables users to create workspaces for topic- or project-specific communication and provides enterprise-grade security, access controls, and administrative tools. It also incorporates AI-powered search, message summarization, and automation agents to enhance productivity and streamline team coordination.
Key facts about Slack
- Founded Year: 2009
- Location: San Francisco (United States)
- Last Known Valuation: $*****
- Stage: Acquired
- Total Funding till date: $1.22B
- Employee Count: 2,949 as on Mar 31, 2026
- Investors: Glynn Capital, TDM Growth Partners and 68 Others
- Latest Funding Round: Post IPO, Apr 16, 2020, $*****
- Highlight: Acquired
2. Airbnb
Provider of accommodations, experiences, and related services through an online platform. The platform facilitates connections between hosts and individuals seeking lodging and activities. It offers a variety of options for stays and curated experiences. The platform also provides resources for individuals interested in becoming hosts.
Key facts about Airbnb
- Founded Year: 2008
- Location: San Francisco (United States)
- Annual Revenue: $11.1B as on Dec 31, 2024
- Stage: Public
- Total Funding till date: $2.95B
- Employee Count: 69,846 as on Mar 31, 2026
- Investors: Silver Lake, Section Partners and 153 Others
- Latest Funding Round: Series E, Apr 06, 2020, $*****
- Highlight: Public
3. Lyft
Network facilitating on-demand transportation and ride scheduling services for individuals. It provides options for immediate rides, scheduled pickups, and various vehicle types. The network offers programs for business transportation needs. It also focuses on safety measures and community support initiatives.
Key facts about Lyft
- Founded Year: 2007
- Location: San Francisco (United States)
- Stage: Public
- Total Funding till date: $5.02B
- Employee Count: 3,913 as on Dec 31, 2025
- Investors: HTIF, Kaplan Group Investments and 161 Others
- Latest Funding Round: Series I, Aug 06, 2018, $*****
- Highlight: Public
4. Spotify
Provider of a platform for streaming digital music and podcasts. The platform allows users to listen to a wide variety of audio content. It is accessible via web browsers and dedicated applications.
Key facts about Spotify
- Founded Year: 2006
- Location: Stockholm (Sweden)
- Annual Revenue: €13.2B as on Dec 31, 2023
- Stage: Public
- Total Funding till date: $2.06B
- Employee Count: 18,512 as on Mar 31, 2026
- Investors: TCV, Kaplan Group Investments and 125 Others
- Latest Funding Round: Post IPO, Feb 10, 2023, $*****
- Highlight: Public
5. Palantir
Platform that provides data analysis and management solutions. It is a software company that specializes in big data analytics and provides software platforms for analyzing and integrating large amounts of data. Its software powers real-time, AI-driven decisions in critical government and commercial enterprise, from the factory floors to the front lines.
Key facts about Palantir
- Founded Year: 2003
- Location: Denver (United States)
- Annual Revenue: $2.87B as on Dec 31, 2024
- Stage: Public
- Total Funding till date: $2.46B
- Employee Count: 5,657 as on Mar 31, 2026
- Investors: Glynn Capital, Saints Capital and 164 Others
- Latest Funding Round: Post IPO, Aug 31, 2023, $*****
- Highlight: Public
Disruptive's Year-on-Year Investment Trends
Disruptive has invested in 16 companies over the last 5 years, with an average of 2 new investments annually in the last 5 years. In 2025, it made 3 investments, while as of Mar 2026, it has made 2 investments in this year. Its most recent first time investment was in ZyG.Year | No. of Investments | ||
|---|---|---|---|
1st Round | Follow-on | Total | |
2026 (YTD) | 2 | 0 | 2 |
2025 | 3 | 0 | 3 |
2024 | 0 | 0 | 0 |
2023 | 0 | 0 | 0 |
2022 | 2 | 0 | 2 |
2021 | 1 | 0 | 1 |
Disruptive's Investments by Stage
Disruptive is primarily an Late Stage Investor investor majorly investing in Series C (2) rounds where average round size is $1.48B, Series D (2) rounds where average round size is $460M and Seed (1) rounds where average round size is $58M.Stage of entry | No. of Investments |
|---|---|
Series C | 2 |
Series D | 2 |
Seed | 1 |
Series A | 1 |
Series B | 1 |
Others | 1 |
Note: We have considered here, only first round of investments
Disruptive's Investments by Sector
Disruptive has a diverse portfolio, with companies operating in the High Tech, Enterprise Applications, Enterprise Infrastructure, Aerospace, Maritime and Defense Tech and Consumer. Notably, it has invested in 15 Tech companies, 11 Enterprise (B2B) companies, 9 Software companies and at least 6 companies focusing on Saas.Sector | No. of Investments |
|---|---|
High Tech | 5 |
Enterprise Applications | 3 |
Enterprise Infrastructure | 3 |
Aerospace, Maritime and Defense Tech | 1 |
Consumer | 1 |
Others | 3 |
Note: We have considered here, only first round of investments
Disruptive's Investments by Geography
Disruptive has made most investments in United States (6), followed by Germany where it has made 1 investment.Country | No. of Investments |
|---|---|
United States | 6 |
Germany | 1 |
Israel | 1 |
Note: We have considered here, only first round of investments
Disruptive's recent investments
Disruptive has made 2 investments in 2026 so far - ZyG and Skild.Here are the most recent investments by Disruptive:
Filter this listDate | Company | Location | Round Details | Round Amount | Co-Investors |
|---|---|---|---|---|---|
Mar 05, 2026 | Israel | Seed | 6216 | ||
Jan 14, 2026 | United States | Series C | 3396 | [+20] | |
Oct 09, 2025 | United States | Series B | 2500 | [+10] | |
Sep 17, 2025 | United States | Series E | 8223 | [+8] | |
Sep 03, 2025 | United States | Series C | 7284 | [+9] |
Unicorns in Disruptive's Portfolio
Disruptive has 5 unicorns in its portfolio - ReflectionAI, Skild, Shield AI and others. The most recent unicorn in their portfolio is ReflectionAI. It became a unicorn in 2025.Here is a list of unicorns in Disruptive's portfolio:
Tracxn Score | Company | Short Description | Founded year | Sector | Location | Company Stage | First Investment/ Acquisition Details |
|---|---|---|---|---|---|---|---|
65 | Developer of autonomous coding systems | 2025 | New York City | Series B | qpbrvuw | ||
65 | Developer of artificial intelligence to control robots for physical tasks | 2023 | Pittsburgh | Series C | wsoceqd | ||
68 | Developer of AI-powered platforms and software for defense applications | 2015 | San Diego | Series G | bxcrcwh | ||
58 | Provider of tech-enabled freight forwarding services | 2016 | Berlin | Series D | drablei | ||
72 | Provider of AI inference platforms and on-premise AI inference clusters | 2016 | San Jose | Series E | qzsnyhf |
IPOs and Publicly Listed companies in Disruptive's Portfolio
6 of Disruptive's portfolio companies have become public. UiPath got listed on the New York Stock Exchange (NYSE), in Apr 2021 and Palantir got listed on the National Association of Securities Dealers Automated Quotations (NASDAQ) at marketcap of undefined.Here are Disruptive's portfolio companies that went public:
Company | IPO Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Apr 21, 2021 | - | - | 6076 | |
Oct 02, 2020 | - | - | 4406 | |
Sep 16, 2019 | - | - | 8502 | |
Mar 29, 2019 | - | - | 5829 | |
Apr 06, 2018 | - | - | 5605 |
Acquired companies in Disruptive's Portfolio
4 companies from Disruptive's portfolio have been acquired. The most recent acquisition were ZyG in Mar 2026 by Maptek.Here are Disruptive's portfolio companies that got acquired most recently:
Company | Acquisition Date | First Invested on | First Round of Investment | Round Size |
|---|---|---|---|---|
Mar 05, 2026 | Mar 05, 2026 | Seed | 9948 | |
Jun 13, 2025 | - | - | 2668 | |
Dec 01, 2020 | - | - | 9017 | |
Aug 03, 2001 | Jun 15, 2022 | Series A | 2123 |
Team profile of Disruptive
Disruptive has a team of 25 members including 7 Partners and 6 Principals located in United States and Israel. Disruptive's team does not sit on the board of any company as of now.Here is a list of top team members in Disruptive:
Name | Designation | Location | Board Memberships | Contact Details |
|---|---|---|---|---|
Partner | - | - | - | |
Partner | - | - | ||
Partner | Los Angeles | - | ||
Partner | Dallas | - | - | |
Partner | Philadelphia | - | - | |
Partner | Tel Aviv | - | - | |
Partner | Beverly Hills | - | - | |
Principal | Beverly Hills | - | - | |
Principal | New York City | - | - | |
Principal | United States | - |
Co-investors of Disruptive
Over the past 5 years, 134 investors have co-invested in Disruptive's portfolio companies. This includes funds and angels.
- Invested before Disruptive: Sequoia Capital, CRV and 69 others have invested in rounds before Disruptive. There are 2 companies where Sequoia Capital has invested before Disruptive and 2 companies where CRV has invested before Disruptive.
- Top Co-investors of Disruptive: 43 investors entered a company along with Disruptive. These include investors like 1789 Capital (3 companies).
- Invested after Disruptive: A total of 20 investors have invested in Disruptive's portfolio after their investments. Top Investors include Riot (1 company), Disruptive Ventures (1 company) and Homebrew (1 company).
Recent News related to Disruptive
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Groq aims to raise $600 million in new investment roundTechzine•Jul 30, 2025•Disruptive, Groq, Disruptive Capital, Disruptive Advertising and 1 other
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Disruptive Closes Inaugural Mid-Stage Defense-Focused Investment FundPR Newswire•Oct 03, 2023•Disruptive
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General Radar Corp. Raises $22 Million in Series A FundingACROFAN•Jun 15, 2022•General Radar, Octave Ventures, General Radar, Disruptive Technology Advisers and 2 others
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Forto Announces New Investment of $250 Million to Accelerate International Expansion and Expand Product OfferingPR Newswire•Mar 09, 2022•Forto, Disruptive, SoftBank Vision Fund, G Squared and 2 others
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Middle East start-up Workfam joins disruptive tech portfolio of GELLIFY and AzimutPR Newswire•Jul 27, 2021•WorkFam, Disruptive, GELLIFY, Azimut
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Technisys raises $50 million to continue empowering banks with disruptive techTechnisys•Apr 29, 2019•Technisys, Riverwood Capital, Alta Ventures, Kaszek and 3 others
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Mesosphere Raises $125 Million Series D FinancingKoch Disruptive Technologies•May 07, 2018•Mesosphere, Koch Disruptive Technologies, T. Rowe Price, ZWC and 14 others
