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ICONIQ Growth

ICONIQ Growth

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ICONIQ Growth is a technology-first venture and growth investor focused on product-centric software and tech-enabled businesses at inflection points from Series A through late-stage growth. The firm underwrites around durable compounding: strong product-market fit, category leadership, high retention, and efficient go-to-market execution, then often supports winners through multiple rounds, IPO, and beyond.

Evaluation weights

How much weight this firm places on each dimension. Totals 100%.

Metrics-led · 28%
Metrics
28%

Revenue, growth, and unit economics

Market
24%

Size, timing, and competitive landscape

Team
24%

Founder experience and execution ability

Product
24%

Differentiation and technical quality

  • Prefers efficient growth over growth-at-all-costs
  • Strong bias toward software-centric, mission-critical platforms
  • More conviction when category leadership is already visible or rapidly emerging
  • Patient on entry but aggressive once benchmark quality is proven

Pitch difficulty

How hard it is to get a meeting and close funding from this firm.

Funded / yr
13

Deals closed in a typical year.

Led / yr
5

Rounds led in the last 12 months.

Pitches / yr
~136500

Decks reviewed in a typical year.

Acceptance rate
0.0%

Share of pitches that get funded.

Estimated — public data is not fully disclosed.

Why it's hard
  • Heavy reliance on best-in-class software benchmarks such as NDR, Rule of 40, and Magic Number
  • Preference for category leaders or companies with a very credible path to leadership
  • Frequent participation in competitive, oversubscribed rounds at meaningful scale
  • Extended relationship-driven diligence, especially around founder execution over time

ICONIQ Growth is highly selective because it concentrates on companies that already show exceptional benchmark quality, category leadership potential, and the ability to absorb large institutional rounds. The firm can invest aggressively, but typically only after strong proof across retention, efficiency, market position, and founder execution.

Green flags

What drives a yes for this firm.

  • Clear product-market fit paired with strong ARR momentum
  • Net dollar retention around 120%+ and evidence of durable customer value
  • Efficient go-to-market execution, especially strong sales efficiency or Magic Number trends
  • Category-defining potential or a credible path to market leadership
  • Customer-centric culture and founders who consistently execute against stated plans

Red flags

What kills deals and gets a fast no.

  • Weak net or gross retention relative to enterprise software standards
  • Growth driven by inefficient GTM spend with no path to better economics
  • No credible case for category leadership in a large market
  • Product that is useful but not mission-critical or defensible
  • Management narratives that are inconsistent with observed execution or data

How to win

Patterns that lead to successful pitches.

  • Show benchmarkable quality of growth, not just top-line momentum
  • Frame the company as a category leader in the making with evidence, not aspiration
  • Come prepared with retention, sales efficiency, and operating leverage metrics in ICONIQ-style language
  • Demonstrate customer obsession through references, case studies, and expansion behavior
  • Explain why the product can compound into a broader platform and support long-term market leadership

Fund strategy & identity

Who they are and how they operate.

  • Invest from Series A through Growth, with strongest concentration in Series B, Series C, and later growth rounds
  • Lead or co-lead high-conviction financings for companies showing durable scaling quality
  • Use quantitative benchmarking around ARR growth, NDR, Rule of 40, Magic Number, and ARR per FTE
  • Back category leaders or companies with a credible path to category leadership
  • Double down in breakout companies as they scale toward IPO and beyond
Firm identity
Technology-first venture and growth platformStrong bias toward B2B/enterprise software and AI infrastructureData-driven investor anchored by the ICONIQ Enterprise Five benchmarking frameworkLead-or-co-lead investor in sizable rounds with long-term follow-on supportGlobal orientation with deep activity in North America and Europe

Investment focus

Industries, themes, and typical ARR expectations.

Industries
Enterprise SoftwareVertical SaaSData InfrastructureAI InfrastructureDeveloper ToolsFintechCommerce
Investment themes
Enterprise software and vertical SaaSData infrastructure, AI infrastructure, and developer toolingProduct-led and bottom-up adoption models that expand into enterpriseFintech platforms with strong operating leverageModern commerce and tech-enabled business modelsMission-critical collaboration and workflow softwareCapital-efficient software businesses with durable expansion economics
Typical check by stage
Seed$1M-$3M
Series A$10M-$25M
Series B$30M-$75M
Series C$50M-$200M
Growth$100M-$500M+
Typical ARR by stage
Seed$0-$1M
Series A$0-$3M
Series B$8M-$15M
Series C$20M-$80M
Growth$50M-$250M+

Investment thesis

Core beliefs and strategy behind their investing approach.

ICONIQ Growth is a technology‑first venture and growth platform that partners with product‑centric founders at critical inflection points, from early growth through IPO and beyond. Their core belief is that durable value in software comes from compounding product‑market fit, efficient go‑to‑market execution, and exceptional customer outcomes. The firm focuses primarily on B2B/enterprise software and technology‑enabled businesses—data and AI infrastructure, application software, developer tooling, fintech, and modern commerce—while maintaining a global lens with deep activity in North America and Europe. Their approach is grounded in rigorous, data‑driven benchmarking through the ICONIQ Enterprise Five, emphasizing YoY ARR growth, net dollar retention (typically 120%+), Rule of 40, sales efficiency (Net Magic Number), and ARR per FTE as leading indicators of scalable quality. They look for category leadership or a clear path to it, strong retention, efficient growth, and cultures of customer centricity. ICONIQ frequently leads or co‑leads sizable rounds and provides operating support, often doubling down as companies scale. While not exclusive to software, the visible bias is toward capital‑efficient, software‑centric models and clear category definers. Track record examples such as Snowflake, Datadog, GitLab, Miro, Chime, ServiceTitan, and others signal a thesis centered on durable compounding in mission‑critical software, data, and AI.

Decision patterns

How they evaluate and make investment decisions.

What makes them invest: Clear product‑market fit with strong ARR momentum (often beginning at or beyond ~$10 M ARR for earlier growth), top‑tier net retention (targeting ~120%+ for enterprise motions), and evidence of efficient sales/GTM (Net Magic Number trending to ~1.0x+). They value customer centricity and cultural alignment, as reflected in public remarks on Miro and in the Enterprise Five. How they weigh team vs. market vs. traction: ICONIQ’s materials and GP statements emphasize execution and customer outcomes. The Chime case highlights extended founder diligence and proof of execution before investing. Their published frameworks put heavy weight on quantitative traction (ARR growth, NDR, Rule of 40) while contextualizing these with market size and product differentiation. Recurring reasons in “why we invested” statements include category leadership or a credible path to it, product‑led growth, durable expansion economics, and operating leverage (ARR/FTE). For later stages, they are comfortable underwriting at significant scale (e.g., ElevenLabs’ rapid ARR ramp; Ramp at $1 B ARR; Quince >$1 B revenue) when the company’s market position and efficiency profile justify it. Deal‑breakers (implied): weak net/gross retention, inefficient sales & marketing without improving trajectory, or lack of a credible path to category leadership. Their use of Rule of 40 and Magic Number suggests they discount hyper‑growth that lacks efficiency or durability.

Risk appetite

ICONIQ Growth displays a high‑conviction, lead‑investor posture at growth and late stages, demonstrated by leading $250M‑$500M rounds (e.g., ElevenLabs Series C; Quince Series E; Ramp late‑stage). Their 2025 Year in Review shows $4.8 B deployed across 48 companies, indicating willingness to invest through market cycles, especially in AI‑driven category leaders. At the same time, their frameworks emphasize durability and efficiency (e.g., NDR ≈ 120%+, Rule of 40, Magic Number), suggesting a selective tilt: aggressive when the metrics and category momentum warrant it, conservative when unit economics or retention quality are weak. The Chime example illustrates patient, relationship‑driven underwriting—ICONIQ tracked execution for two years before joining an oversubscribed round. Overall, the pattern reflects a balanced risk appetite: assertive in leading sizable financings for market leaders with strong benchmarks, and patient/picky on entry when conviction is still building.

Notable investments

Key portfolio companies and why they fit the thesis.

  • PigmentLead
    Enterprise planning platform scaling rapidly in the mid‑market, fitting ICONIQ’s B2B software and AI‑driven efficiency thesis.
  • 1PasswordLead
    Security‑focused SaaS with strong enterprise adoption and product‑led growth, aligning with the firm’s focus on high‑trust B2B tools.
  • ServiceTitanLead
    Vertical SaaS leader in field services, demonstrating category‑defining potential and durable enterprise economics.
  • GitLabLead
    Developer platform with enterprise traction and a clear roadmap for scaling, matching ICONIQ’s AI‑native and infrastructure focus.
  • ElevenLabsLead
    AI‑native voice generation platform, reflecting ICONIQ’s core AI investment theme.
  • QuinceLead
    Tech‑enabled commerce solution that modernizes supply‑chain efficiency, fitting the firm’s growth‑stage B2B thesis.
  • RampLead
    Fintech infrastructure with AI‑driven automation, aligning with ICONIQ’s emphasis on enterprise‑grade, high‑growth SaaS.
  • Restaurant365Lead
    Vertical SaaS operating system for restaurants, a category‑defining B2B play in the hospitality vertical.
  • UnifyAppsLead
    Enterprise AI‑agent platform that unifies workflows, directly supporting ICONIQ’s AI‑native growth focus.
  • AnthropicLead
    Frontier AI research lab with enterprise safety focus, exemplifying the firm’s deep commitment to AI leadership.

Partners

Full firm roster — key partners, partners, and the wider team.

Key partners
MJ

Matthew Jacobson

General Partner

ICONIQ Growth

Matthew Jacobson is a General Partner at ICONIQ Growth and a Miro board member. Miro's Series C announcement quotes him on Miro's market leadership and product momentum.

applied AIcollaboration & productivitydeveloper platformsgrowth-stage enterprise software
Will Griffith

Will Griffith

Partner; Founding Partner of ICONIQ Growth

ICONIQ Growth

Will Griffith is a partner at ICONIQ Capital and a founding figure behind ICONIQ's growth-equity platform. Public trustee and company-director bios describe his work with high-growth technology businesses.

artificial intelligencedata platformsenterprise infrastructure
Doug Pepper

Doug Pepper

General Partner

ICONIQ Growth

Doug Pepper is a General Partner at ICONIQ Growth. Public podcast and conference sources emphasize his long experience investing in software and SaaS companies across seed and growth stages.

AI-driven GTMgrowth-stage B2B SaaSproduct-led growth
Yoonkee Sull

Yoonkee Sull

General Partner

ICONIQ Growth

Yoonkee Sull is a General Partner at ICONIQ Growth. Public sources associate him with fintech investing and with ICONIQ's New York presence.

East Coast marketenterprise applicationsgrowth equity across software
Tengbo Li

Tengbo Li

General Partner

ICONIQ Growth

Tengbo Li is a General Partner at ICONIQ Growth. ICONIQ's profile frames his approach around long-term partnerships, follow-on support, and disciplined evaluation across stages.

applied AIgrowth-stage enterprise softwareinfrastructure
Partners
SC

Sarah Lenehan Coyne

Managing Director

ICONIQ Growth

ICONIQ Managing Director with BBR Partners, Barclays, Lehman and Goldman Sachs experience.

Alternative investmentsAsset managementInvestment managementPortfolio managementWealth advisory
Candace Widdoes

Candace Widdoes

General Partner

ICONIQ Growth

ICONIQ General Partner leading portfolio operations and expansion support.

Commercial expansionCorporate innovationDigital transformationInternational expansionPortfolio operations
Molly Ahrabian

Molly Ahrabian

Managing Director, Family Office Advisory

ICONIQ Growth

Managing Director in ICONIQ's Family Office Advisory practice.

Client serviceFamily office advisoryInvestment advisoryWealth advisory
SK

Sam Kurtzman

Deputy Chief Investment Officer

ICONIQ Growth

ICONIQ Deputy CIO with prior portfolio-management and alternatives experience at BlackRock.

Alternative investmentsAsset allocationFinancial marketsInvestment managementPortfolio management
Evan Lintz

Evan Lintz

General Partner

ICONIQ Growth

ICONIQ Growth general partner focused on technology investing and portfolio operations.

construction technologyenterprise softwaregrowth equityportfolio operationstechnology investing
SL

Sarah (Chappell) Li

Managing Director

ICONIQ Growth

ICONIQ Managing Director leading a large family-office advisory team.

Client advisoryFamily office advisoryPhilanthropyTeam leadershipWealth management
Dara Beirne

Dara Beirne

Managing Director

ICONIQ Growth

Managing Director at ICONIQ focused on relationship management and client advisory.

client advisoryfamily officeinvestment managementrelationship management
AC

Amanda Ziegler, CFA, CPA

Managing Director

ICONIQ Growth

ICONIQ Managing Director based in New York.

Client portfoliosFinancial advisoryInvestment managementPrivate equity
Peter Bachalis

Peter Bachalis

Senior Vice President

ICONIQ Growth

Senior Vice President at ICONIQ with investment-advisory and BBR Partners experience.

Client advisoryFamily officeFinancial servicesInvestment advisoryPortfolio management
Ganesh Ramakrishnan

Ganesh Ramakrishnan

Managing Director

ICONIQ Growth

ICONIQ Managing Director leading international growth investment activity.

cloudenterprise softwareEuropean technologygrowth equityinternational expansion
Joan Rohs

Joan Rohs

Partner

ICONIQ Growth

ICONIQ Partner with an executive-advisory and leadership-community background.

business communityclient relationshipsexecutive networksleadership advisorynonprofit governance
NW

Nikhil Wadhwa

Portfolio Manager, Head of Public Equities

ICONIQ Growth

ICONIQ public-equities portfolio manager with prior Blue Pool, Cantillon and Goldman Sachs experience.

Equity researchFinancial institutionsGrowth equityInvestment managementPublic equities
Roy Luo

Roy Luo

General Partner

ICONIQ Growth

ICONIQ Growth GP investing in enterprise software, fintech and AI.

AIEnterprise softwareFintechGrowth equityPaymentsSoftware
Ritika Pai

Ritika Pai

Partner

ICONIQ Growth

ICONIQ Growth partner focused on European technology and growth investments.

AIConsumer internetEnterprise softwareEuropean growth investingFintechTechnology growth
Shruti Tournatory

Shruti Tournatory

Partner, Portfolio Operations

ICONIQ Growth

ICONIQ Growth portfolio operations partner focused on scaling companies.

business scalingenterprise technologygo-to-marketportfolio operationsstrategic growth
Seth Pierrepont

Seth Pierrepont

General Partner

ICONIQ Growth

ICONIQ Growth General Partner leading EMEA investments from London.

AIearly-stage technologyEMEAenterprise softwarefintechgrowth-stage technology
Mariano Payano

Mariano Payano

Partner

ICONIQ Growth

ICONIQ Growth partner investing in AI, infrastructure and security software.

AIenterprise infrastructuregrowth equitysecurity softwarevertical software
Divesh Makan

Divesh Makan

Partner

ICONIQ Growth

Founding ICONIQ partner investing across technology and adjacent industries.

AIfamily officehealthcare technologyinvestment managementtechnology
Kelsey McGregor

Kelsey McGregor

Partner

ICONIQ Growth

ICONIQ Growth partner associated with growth and investment operations.

growth operationsinvestment operationsportfolio operationstechnology growth
Mariam Abbott

Mariam Abbott

Partner

ICONIQ Growth

ICONIQ Partner with a background in technology executive search and leadership advisory.

European technologyexecutive searchgo-to-market leadershiptalent advisorytechnology leadership
Matti Navellou

Matti Navellou

Managing Director, Head of ICONIQ Impact

ICONIQ Growth

Head of ICONIQ Impact, leading collaborative philanthropy and co-lab initiatives.

climatecollaborative philanthropyeconomic mobilityimpact platformswomen's healthyouth mental health
Daniel Szoke

Daniel Szoke

Managing Director, Head of PE (Funds, Co-Investments, Secondaries)

ICONIQ Growth

ICONIQ Managing Director leading PE funds, co-investments, and secondaries.

Co-investmentsFundsPortfolio managementPrivate equitySecondaries
Chirag Mehta

Chirag Mehta

Managing Director

ICONIQ Growth

ICONIQ Managing Director with prior strategy, consulting, operations, and wealth advisory roles.

Financial advisoryInvestment managementOperationsStrategy
Yidrienne Lai

Yidrienne Lai

General Partner

ICONIQ Growth

ICONIQ Growth General Partner and Management Committee member.

consumer internetcorporate developmentgrowth equityprivate equityventure capital
Rob Bernshteyn

Rob Bernshteyn

General Partner

ICONIQ Growth

ICONIQ GP and former Coupa CEO focused on enterprise software and company building.

AICompany buildingEnterprise softwareGo-to-marketProduct strategySaaS
AA

Adam Alfi

General Partner

ICONIQ Growth

ICONIQ General Partner focused on growth-stage technology investing.

AIData infrastructureEnterprise softwareGrowth equityTechnology
Elizabeth Snower

Elizabeth Snower

Co-founder/COO

ICONIQ Growth

Co-founder and COO of ICONIQ, focused on consumer AI and conversational products.

consumer AIconversational AIgrowthproduct managementvirtual influencers
TD

Taylor Deng

Partner

ICONIQ Growth

ICONIQ Partner focused on investment and portfolio strategy.

investment strategyportfolio strategyprivate marketspublic markets
Sruthi Ramaswami

Sruthi Ramaswami

Partner

ICONIQ Growth

ICONIQ Partner investing in AI, vertical software and healthcare.

AIapplication softwaregrowth equityhealthcarevertical software
Murali Joshi

Murali Joshi

General Partner

ICONIQ Growth

ICONIQ GP investing across AI, data infrastructure, cybersecurity and developer tooling.

Artificial intelligenceCybersecurityData infrastructureDeveloper toolingEnterprise software
CX

Caroline Xie

General Partner

ICONIQ Growth

ICONIQ General Partner investing in software, healthcare, and internet companies.

Growth equityHealthcareHealthcare technologyInternetSoftware
Team
HL

Harshad Lalwani

Senior Vice President

ICONIQ Growth

ICONIQ Senior Vice President with prior banking experience at J.P. Morgan and Standard Chartered.

Financial servicesInvestment managementLeadershipTransaction banking
GL

Grace Leupold

Associate

ICONIQ Growth

ICONIQ associate with prior analyst and senior analyst experience at the firm.

Financial analysisInvestment managementPortfolio supportResearch
Zac Hart, CTFA

Zac Hart, CTFA

Vice President

ICONIQ Growth

Vice President at ICONIQ focused on investment management and family office advisory.

AdvisoryClient portfoliosFamily officeInvestment managementWealth management
CP

Claire Polin

Senior Analyst

ICONIQ Growth

Senior Analyst at ICONIQ with public securities-registration records.

Financial servicesInvestment analysisInvestment management
Anders Peterson

Anders Peterson

Senior Associate

ICONIQ Growth

Senior Associate on ICONIQ's investment team with prior Brown Advisory experience.

Growth equityInvestment managementPortfolio analysisTechnology
Anna Martinez

Anna Martinez

Financial Analyst

ICONIQ Growth

Financial Analyst at ICONIQ Capital based in San Francisco.

FinanceFinancial analysisInvestment managementReporting
ZG

Zachary Geremia

Senior Associate

ICONIQ Growth

ICONIQ Senior Associate with prior Moelis investment banking experience.

Financial modelingFinancial servicesGrowth investingInvestment analysisInvestment strategy
VN

Vikram Natu

Investor

ICONIQ Growth

Former ICONIQ investor focused on sourcing, execution, and portfolio management.

deal executiondeal sourcingportfolio managementpost-investment engagementtechnology investing
EC

Eli Chin

Investor

ICONIQ Growth

ICONIQ investor with prior Permira and Morgan Stanley experience.

Growth investingInvestment bankingPrivate equityTechnology
RC

Robert Beck, CFA

Vice President

ICONIQ Growth

ICONIQ Capital Vice President and California-registered investment adviser representative.

Financial advisoryHigh-net-worth clientsInvestment advisoryPortfolio management
CD

Carolyn Deutsch

Associate, Business Operations, Office of the Chief Operating Officer

ICONIQ Growth

Business Operations Associate in ICONIQ Capital's Office of the COO.

Business operationsInvestment management operationsOffice of the COO
SB

Steven Barbee

Senior Investment Associate

ICONIQ Growth

Senior Investment Associate at ICONIQ with prior Morgan Stanley experience.

Capital marketsGrowth equityInvestment analysisTechnology
DM

Demetrius M. Edwards, CFP®, MBA

Associate

ICONIQ Growth

Associate and investment adviser representative at ICONIQ Capital.

Client portfoliosFinancial planningInvestment advisoryWealth management
AH

Arie Hariton

Investment Professional

ICONIQ Growth

Investment professional with public records showing private equity experience.

Healthcare servicesInvestment managementPrivate equitySoftware
AM

Ajay Monga

Financial Advisor at ICONIQ Capital

ICONIQ Growth

Financial advisor at ICONIQ Capital in San Francisco.

Client portfoliosFinancial advisoryInvestment management
JS

Josef Starc

Senior Associate

ICONIQ Growth

Senior Associate at ICONIQ with an economics background.

EconomicsFinancial servicesInvestment advisory
EG

Emma Gavriliuc

Analyst

ICONIQ Growth

Investor profile with limited public career detail available.

Growth investingTechnologyVenture capital
CC

Casey Kim, CFA

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital.

Growth investingInvestment managementPortfolio managementTechnology
Calvin Yeoh

Calvin Yeoh

Principal

ICONIQ Growth

ICONIQ Growth principal focused on technology investing and European expansion.

Consumer internetEuropean growth investingFintechSoftwareTechnology
Trevor Marshall

Trevor Marshall

Senior Analyst

ICONIQ Growth

Senior Analyst at ICONIQ and registered investment adviser representative.

deal evaluationgrowth equityinvestment analysistechnology
MM

Maclairyn Morris

Office Administrator, Senior Analyst

ICONIQ Growth

Office Administrator and Senior Analyst at ICONIQ Capital.

AdministrationCustomer serviceOffice operationsOperations support
Justin Nsiah-Amoako

Justin Nsiah-Amoako

Associate

ICONIQ Growth

Associate at ICONIQ Capital.

AnalysisClient serviceInvestment management
MO

Marie-Louise O'Callaghan

Principal, Technology/VC Investing

ICONIQ Growth

Principal on ICONIQ Growth's European technology investing team.

Consumer internetEnterprise softwareEuropean growth equitySeries BVenture capital
IC

Isabella Palmer, CFP®

Associate

ICONIQ Growth

Associate at ICONIQ with a CFP® credential.

Client portfoliosFinancial advisoryInvestment advisory
Melissa Le

Melissa Le

Vice President, Relationship Manager

ICONIQ Growth

ICONIQ relationship manager with investor-relations and operations experience.

Client serviceInvestment managementInvestor relationsOperationsRelationship management
Evangelia (Lia) Frankis

Evangelia (Lia) Frankis

Associate at ICONIQ

ICONIQ Growth

ICONIQ associate with Boston College finance, accounting, and communications background.

AccountingClient advisoryCommunicationsFinance
Zuzanna Czapinska

Zuzanna Czapinska

Investor

ICONIQ Growth

Investor with prior HV Capital, Global Founders Capital, and BlackRock experience.

B2B SaaSEuropean techFintechGrowth investingSeed investing
GC

Grace M. Wigington, CFP®

Senior Analyst

ICONIQ Growth

CFP® and ICONIQ senior analyst with prior Mariner Wealth and Equitable Advisors experience.

Client advisoryFinancial advisoryInvestment adviceWealth management
Frances Hutton, CFA

Frances Hutton, CFA

Senior Vice President

ICONIQ Growth

Senior Vice President on ICONIQ Capital's executive leadership team.

Executive leadershipFinancial servicesInvestment management
OR

Owen Rosebeck

ICONIQ Growth

Wealth advisory professional with Corient and prior Portola Partners experience.

Financial analysisInvestment advisoryWealth advisory
EM

Eric McKenna

Associate

ICONIQ Growth

ICONIQ associate with prior BBR Partners investment advisory experience.

Client portfoliosInvestment advisoryInvestment managementPrivate wealth
AA

Andy Aube

Investment Adviser

ICONIQ Growth

Investment adviser representative registered with ICONIQ Capital.

Growth equityInvestment advisoryTechnology investing
Cameron Galbraith

Cameron Galbraith

Associate

ICONIQ Growth

ICONIQ associate with prior J.P. Morgan investment-banking experience.

Content creationFinanceInvestment bankingNetwork intelligenceVenture capital
Genna Leebaw

Genna Leebaw

Vice President, Client Engagement

ICONIQ Growth

ICONIQ client-engagement VP involved in building ICONIQ Studio and network intelligence.

Client engagementCommunity engagementNetwork intelligenceRelationship management
ZH

Zack Heller

Senior Associate

ICONIQ Growth

ICONIQ investment professional based in San Francisco.

Growth investingInvestment analysisInvestment management
CM

Christopher Martinez

Senior Vice President, Relationship Manager

ICONIQ Growth

Senior Vice President and Relationship Manager at ICONIQ Capital.

Client advisoryInvestment managementRelationship managementWealth management
SC

Sanjay Challa

Senior Analyst

ICONIQ Growth

Senior Analyst at ICONIQ Capital.

Financial servicesInvestment advisoryInvestment analysis
MI

Madeline Ip

Senior Analyst, Office of the Chief Operating Officer

ICONIQ Growth

Senior Analyst in ICONIQ Capital's Office of the COO.

AnalysisBusiness operationsCOO officeOperations
CO

Clark Osborn

Senior Associate

ICONIQ Growth

Senior Associate and investment adviser affiliated with ICONIQ Capital.

Client portfoliosFinancial analysisInvestment advisoryInvestment management
LM

Lindsay Moy

Senior Vice President

ICONIQ Growth

Senior Vice President and investment adviser at ICONIQ Capital.

Client portfoliosInvestment advisoryPortfolio managementWealth advisory
NH

Nanea Haynes

Senior Analyst

ICONIQ Growth

Senior Analyst at ICONIQ Capital.

Financial analysisICONIQ CapitalInvestment analysis
JP

Jessica Panettieri

Senior Associate

ICONIQ Growth

Senior Associate at ICONIQ focused on investment and financial advisory.

Client portfoliosFinancial advisoryInvestment advisory
OH

Olive H

Vice President

ICONIQ Growth

ICONIQ VP with prior Blackstone hedge-fund and Goldman investment-banking experience.

DEIHedge fundsInvestment advisoryPortfolio managementPrivate markets
MG

Maddie Geary

Senior Associate

ICONIQ Growth

Senior Associate on ICONIQ Capital's FP&A team.

AnalysisFinanceFinancial planningFP&A
Taylor Lynn

Taylor Lynn

Vice President

ICONIQ Growth

ICONIQ Vice President with prior Carlyle AlpInvest and Riveria Investment Group experience.

Fund investingInvestment managementPortfolio managementPrivate markets
Nikki Joson

Nikki Joson

ICONIQ Growth

Alternatives and special-situations investment professional focused on real estate transactions.

AcquisitionsAlternativesReal estateRecapitalizationsRefinancing
Alexandra (Lexi) DeNucci

Alexandra (Lexi) DeNucci

ICONIQ Growth

Villanova economics graduate and former women's tennis student-athlete.

MN

Megan Nolen

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital.

Client advisoryFamily officeFinancial advisory
JD

Julia Dawson

Analyst

ICONIQ Growth

Analyst at ICONIQ Capital.

AnalysisBusiness operationsInvestment management
AW

Alex Wisnewski

Senior Vice President at ICONIQ Capital

ICONIQ Growth

Senior Vice President at ICONIQ Capital focused on financial advisory.

Client portfoliosFinancial advisoryInvestment management
Brian Broder

Brian Broder

Vice President

ICONIQ Growth

ICONIQ investor with prior experience at Elysian Park Ventures and The Raine Group.

FinanceGrowth equityMediaTechnology investingVenture capital
AC

Alec Anderson, CFA

Vice President, Financial Advisory

ICONIQ Growth

Vice President in financial advisory at ICONIQ Capital.

Client portfoliosFinancial advisoryInvestment management
Sarah Stebbins

Sarah Stebbins

Principal

ICONIQ Growth

ICONIQ Principal helping lead European software and AI investing.

AIApplication softwareEuropeGrowth equityInfrastructure software
KM

Kate Mesman

Senior Associate

ICONIQ Growth

Senior Associate at ICONIQ Capital focused on family office advisory.

Client strategiesFamily office advisoryInvestment managementInvestment opportunities
CT

Chase Tomlins

Senior Vice President

ICONIQ Growth

Senior Vice President at ICONIQ Capital with a finance background.

Family officeFinanceFinancial analysisInvestment management operations
AD

Adam Durfee

Senior Vice President at ICONIQ Capital

ICONIQ Growth

Senior Vice President at ICONIQ Capital focused on financial advisory.

Client portfoliosFinancial advisoryInvestment management
Teddy Richardson

Teddy Richardson

SVP

ICONIQ Growth

ICONIQ capital-markets SVP with prior KKR and Lazard experience.

Capital marketsDebt placementEquity raisingInvestment banking
MC

Mia Barnett, CPA

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital and registered investment adviser representative.

AccountingClient advisoryFinancial advisoryInvestment advisory
SK

Shannon Knaggs

Senior Associate

ICONIQ Growth

Senior Associate at ICONIQ with public investment-adviser registration records.

Growth equityInvestment advisoryPrivate markets
SC

Sonia Lawrence, CTFA

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital focused on investment-management client work.

Client advisoryFinancial servicesInvestment management
JW

Jenny Wooden

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital.

Client advisoryFirm leadershipInvestment management
RG

Rory Greever

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital.

Executive leadershipFinancial servicesICONIQ Capital
Kyle Urbanowski

Kyle Urbanowski

Client Operations Analyst

ICONIQ Growth

Client Operations Analyst at ICONIQ Capital.

Client operationsInvestment operationsOperations
Graham Brew

Graham Brew

Senior Vice President, Investment Strategy Group

ICONIQ Growth

ICONIQ Investment Strategy Group SVP focused on portfolio strategy and investment management.

Alternative investmentsInvestment managementInvestment strategyPortfolio construction
Heather Remington

Heather Remington

Associate

ICONIQ Growth

Associate at ICONIQ Capital focused on investment-management work.

Client advisoryInvestment managementPortfolio analysis
JA

Jackson Aris-Dumas

Analyst

ICONIQ Growth

Analyst at ICONIQ Capital.

Financial advisoryInvestment analysisInvestment management
AG

Abhimanyu Gupta

Senior Vice President

ICONIQ Growth

ICONIQ senior vice president with private wealth advisory background.

client advisoryinvestment counsellingultra-high-net-worth clientswealth management
Xander Zabetian

Xander Zabetian

Analyst

ICONIQ Growth

ICONIQ Analyst with prior financial-planning experience.

financial advisorygrowth equityinvestment analysistechnology
JB

Jake Biedronski

Vice President

ICONIQ Growth

Vice President and investment adviser at ICONIQ Capital.

Client portfoliosFinancial advisoryInvestment advisoryInvestment management
KC

Kristina McNamara, CFA

Vice President

ICONIQ Growth

Vice President and investment adviser at ICONIQ Capital.

Financial servicesInvestment advisoryPortfolio managementWealth advisory
NT

Nicholas Taborsky

ICONIQ Growth

Investor with prior Tidal Partners, Barclays, Princeville and Dartmouth research experience.

Economic researchInvestment bankingPrivate equityTechnology investing
MC

Mark Poelma, CFA

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital with investment advisory experience.

Client advisoryFinancial advisoryInvestment managementPortfolio management
AD

Andrew D'Alessio

Investment Adviser

ICONIQ Growth

Investment adviser representative registered with ICONIQ Capital.

Financial servicesInvestment advisoryTechnology investing
VR

Victoria Raulet

Analyst

ICONIQ Growth

ICONIQ Analyst and registered investment adviser representative.

deal evaluationgrowth equityinvestment analysistechnology
HC

Henry Nuttall, CFA

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital in Singapore.

Client portfoliosFinancial advisoryInvestment management
SW

Steffen Westphal

Senior Analyst

ICONIQ Growth

Senior Analyst at ICONIQ with public investment-adviser registration records.

Financial analysisGrowth equityInvestment advisoryTechnology
YB

Yatin Bhat

Analyst

ICONIQ Growth

Analyst at ICONIQ with biotechnology, life sciences, and policy experience.

BiotechnologyGovernment affairsInvestment analysisLife sciencesPolicy
DG

Drew M. Gill

Senior Vice President

ICONIQ Growth

Senior Vice President at ICONIQ with public securities-registration records.

Financial servicesInvestment advisoryInvestment management
SD

Sean Teplitzky Dobens

Vice President

ICONIQ Growth

ICONIQ Capital Vice President associated with ICONIQ Origins.

Financial servicesGrowth investingInvestment advisoryPrivate markets
Steven Y. Cheng

Steven Y. Cheng

Investor

ICONIQ Growth

Investor at ICONIQ with growth-equity and private-equity background.

Growth equityInvestment analysisPrivate equityTechnology
MH

Monica Hernandez

Senior Vice President, Financial Advisory

ICONIQ Growth

Senior Vice President in ICONIQ Capital's financial advisory team.

Client advisoryFamily officeFinancial advisoryInvestment management
SC

Sam Campeas

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital.

Growth equityInvestment managementTechnology investing
Daanish Lalani

Daanish Lalani

Associate

ICONIQ Growth

Associate focused on real estate acquisitions, underwriting and investment analysis.

AcquisitionsEquity strategiesInvestment analysisReal estateUnderwriting
Brooke Chang

Brooke Chang

Technology Investor

ICONIQ Growth

ICONIQ Growth technology investor and former Warburg Pincus technology investor.

Childcare softwareEducation technologyGrowth equityPrivate equityTechnology investing
Ryan Kheshgi, CPA

Ryan Kheshgi, CPA

Portfolio Data

ICONIQ Growth

Portfolio Data team member at ICONIQ Growth.

Go-to-market analyticsPortfolio analyticsPortfolio dataSaaS benchmarks
JS

Jacob Siewert

Senior Vice President

ICONIQ Growth

Senior Vice President and financial advisor at ICONIQ Capital.

Client portfoliosFinancial advisoryInvestment advisoryInvestment management
EM

Erik Miller

Vice President

ICONIQ Growth

ICONIQ vice president with prior Bank of America and Principal Global Investors experience.

Client portfoliosFinancial servicesInvestment advisoryPrivate wealth
Joshua Brown

Joshua Brown

Vice President

ICONIQ Growth

Vice President leading ICONIQ client partnerships across Asia Pacific.

Asia PacificClient partnershipsCommunity connectivityFamily officesLP engagement
OH

Owen Hymel

Analyst

ICONIQ Growth

ICONIQ analyst and investment adviser representative based in San Francisco.

Financial analysisHigh-net-worth clientsInvestment advisoryPrivate wealth
EW

Eric Wirdak

Senior Vice President

ICONIQ Growth

ICONIQ senior vice president with prior Northern Trust wealth-management experience.

Client portfoliosFamily officeInvestment advisoryPrivate wealth
Anavi Tekriwal

Anavi Tekriwal

Investor

ICONIQ Growth

ICONIQ Growth investor focused on fintech, healthcare AI and software.

AI applicationsEnterprise softwareFintechGrowth equityHealthcare AI
Kelly Zheng

Kelly Zheng

Investor, ICONIQ Growth

ICONIQ Growth

Investor at ICONIQ Growth focused on technology growth investing.

Growth equityPortfolio growthSoftwareTechnology
Nina Vascotto

Nina Vascotto

Vice President of Real Assets

ICONIQ Growth

ICONIQ Real Assets VP focused on residential hospitality and Sentral.

Asset managementMultifamilyPropTechReal assetsResidential hospitality
Avi Levine

Avi Levine

Vice President

ICONIQ Growth

ICONIQ vice president with prior investment-associate experience at Fisher Investments.

Client advisoryFinancial servicesInvestment managementPortfolio analysis
Mayowa Ogunmola

Mayowa Ogunmola

Investor, ICONIQ Growth

ICONIQ Growth

Investor on ICONIQ Growth's investment team.

Growth equityInvestment sourcingTechnology investingVenture capital
AM

Arun Heeralall, MBA

Senior Client Operations Analyst

ICONIQ Growth

Senior client operations professional at ICONIQ Capital.

Client operationsFinancial servicesInvestment management operationsPrivate wealth
MU

Matthew Ursin-Smith

Associate

ICONIQ Growth

Associate and investment adviser representative at ICONIQ Capital.

FinanceInvestment advisoryPortfolio analysisPrivate wealth
YM

Yashasvi Mansukhani

Senior Associate

ICONIQ Growth

ICONIQ Senior Associate with actuarial science and economics training.

financial servicesgrowth equityinvestment analysistechnology
KM

Kristyna Murphy

Senior Associate

ICONIQ Growth

Senior Associate and registered investment adviser at ICONIQ Capital.

Client advisoryFinancial servicesInvestment advisoryInvestment management
Story Viebranz

Story Viebranz

Principal

ICONIQ Growth

Principal focused on portfolio operations and strategic technology partnerships.

HealthcareHR techPortfolio operationsStrategic partnerships
Christopher G.

Christopher G.

Analyst

ICONIQ Growth

Analyst at ICONIQ Capital.

Financial analysisGrowth equityInvestment managementTechnology
Carl Anderson

Carl Anderson

Senior Analyst

ICONIQ Growth

Senior Analyst on ICONIQ Capital's client operations team.

Business intelligenceClient operationsInvestment management operations
Pierce Lam

Pierce Lam

Associate, Real Assets

ICONIQ Growth

ICONIQ Real Assets investor focused on technology-driven real estate platforms.

Growth investingReal assetsReal estate platformsTechnology disruption
Anna Textor

Anna Textor

Investor, ICONIQ

ICONIQ Growth

London-based ICONIQ investor focused on AI, enterprise software, and infrastructure.

AIEnterprise softwareEuropeGrowth equityInfrastructure
MC

Madeleine McNell, CFA

Associate

ICONIQ Growth

Associate and registered investment adviser representative at ICONIQ Capital.

Client serviceFinanceInvestment advisoryM&AOperations
SM

Sean Mahoney

Associate

ICONIQ Growth

Associate at ICONIQ Capital with prior J.P. Morgan registration.

Financial servicesGrowth investingInvestment advisory
NW

Nathan Weierich

Senior Associate, Family Office Advisory

ICONIQ Growth

Senior Associate in ICONIQ Capital's Family Office Advisory team.

Client advisoryFamily office advisoryWealth management
Ryan Koh

Ryan Koh

Principal

ICONIQ Growth

ICONIQ principal investing in software, AI, and venture-growth companies.

AIEnterprise softwareGrowth equitySoftwareVenture capital
KM

Kevin Markett

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital.

Investment managementPortfolio managementStrategic investments
GF

Grace Fang

Analyst, Family Office Advisory

ICONIQ Growth

Family Office Advisory analyst at ICONIQ Capital in the San Francisco Bay Area.

Client advisoryFamily office advisoryFinancial services
WQ

William Quinn

Associate

ICONIQ Growth

ICONIQ family office advisory professional based in San Francisco.

client advisoryfamily office advisoryinvestment management
Jaja Jackson

Jaja Jackson

Senior Vice President, Real Assets

ICONIQ Growth

Senior Vice President on ICONIQ’s Real Assets team.

Direct real estateFlexible livingHospitalityMultifamily housingReal assets
CO

Caitlin Oarr

Analyst

ICONIQ Growth

University of Delaware graduate with public marketing and communications experience.

CommunicationsData analysisDigital campaignsMarket researchMarketing
AC

Andy Dinh, CPA

Associate, Family Office Advisory

ICONIQ Growth

Family Office Advisory associate with treasury, reporting, accounting, and consulting experience.

AccountingClient treasuryFamily office advisoryFinanceReporting
EH

Eileen Harris

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital with prior Northern Trust and Amherst College experience.

Client portfoliosFinancial analysisInvestment advisoryPrivate wealth
Nicholas O.

Nicholas O.

Analyst

ICONIQ Growth

Analyst formerly listed with ICONIQ Capital and later Exponent Wealth.

Financial analysisInvestment advisoryPrivate wealth
NW

Nick Wagstaff

Senior Associate

ICONIQ Growth

Senior Associate and investment adviser representative at ICONIQ Capital.

Financial analysisInvestment advisoryWealth management
AK

Andrew Kaplan

Investor, ICONIQ Growth

ICONIQ Growth

ICONIQ Growth investor with prior technology investment banking experience at Morgan Stanley.

Enterprise softwareGrowth equityInvestment bankingTechnology investing
Austin Liang

Austin Liang

Principal, ICONIQ Growth

ICONIQ Growth

ICONIQ Growth principal focused on AI, data and developer-tool investments.

AIData platformsDeveloper toolsEnterprise softwareInfrastructure
Justin B.

Justin B.

Senior Vice President

ICONIQ Growth

Senior Vice President on ICONIQ Capital's leadership roster.

Client advisoryExecutive leadershipInvestment management
JB

Jordan Bonner

Senior Analyst

ICONIQ Growth

Senior Analyst at ICONIQ Capital in client operations.

Client operationsClient serviceInvestment management operations
Calvin Ryan

Calvin Ryan

Senior Analyst

ICONIQ Growth

ICONIQ senior analyst with a finance background from Minnesota Carlson.

FinanceInvestment analysisPortfolio supportTechnology investing
Lynn Chen

Lynn Chen

Investor

ICONIQ Growth

Investor at ICONIQ focused on software and technology companies.

Growth equitySoftwareTechnologyVenture growth
MD

Megana Deme

Investor

ICONIQ Growth

Investor at ICONIQ Capital with prior healthcare investment-banking experience.

Growth investingHealthcarePrivate investmentsTechnology
EO

Erin E. O'Brien

Vice President

ICONIQ Growth

ICONIQ VP focused on finance, accounting and fund-management operations.

AccountingFinance operationsFund managementPrivate funds
MN

Michael Norris

Associate

ICONIQ Growth

ICONIQ associate focused on financial advisory and wealth planning.

Client portfoliosFinancial advisoryInvestment advisoryWealth planning
KM

Kelly Myrseth

Senior Vice President, Investment Management

ICONIQ Growth

Investment management professional at ICONIQ Capital.

Investment managementPortfolio managementWealth advisory
Caroline Goldberg

Caroline Goldberg

Investment Associate

ICONIQ Growth

Investment Associate at ICONIQ Capital with prior Bank of America investment banking experience.

Enterprise softwareGrowth equityInvestment bankingTechnology
CR

Chet Rogers

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital focused on finance and fund operations.

FinanceFund operationsInvestment managementPrivate equity operations
IB

Indraa Batbayar

Senior Analyst

ICONIQ Growth

Senior Analyst in financial advisory at ICONIQ Capital.

Client portfoliosFinancial advisoryInvestment advisory
SP

Saifali Prasla

Associate

ICONIQ Growth

Associate at ICONIQ Capital with prior J.P. Morgan private banking experience.

Financial servicesGrowth investingInvestment advisoryPrivate banking
Ryan Murakawa

Ryan Murakawa

Investor, ICONIQ Growth

ICONIQ Growth

ICONIQ Growth investor with prior Morgan Stanley technology banking experience.

Growth equityTechnology investingTechnology investment bankingVenture capital
PB

Prithvi Boggavaram

Investor, ICONIQ Growth

ICONIQ Growth

Investor at ICONIQ Growth.

Growth equityGrowth-stage companiesTechnologyVenture capital
SS

Serena Schneier

Investor, ICONIQ Growth

ICONIQ Growth

Investor at ICONIQ Growth with prior experience at Dynasty Equity and The Raine Group.

Growth equityPrivate marketsSoftwareTechnology
NM

Nicole Mossmer

ICONIQ Growth

Software investor and Play With Heart Foundation co-founder.

Health advocacyLegal technologyPrivate equitySoftware investing
CS

Christopher (C.J.) Savage

Senior Analyst

ICONIQ Growth

Senior Analyst at ICONIQ Capital with prior Cambridge Associates investment experience.

Growth equityInstitutional investingInvestment analysisPrivate markets
SN

Samuel Needhidass

Vice President

ICONIQ Growth

Vice President at ICONIQ Capital.

Growth equityInvestment managementTechnology investing
CM

Christopher Moy

Senior Vice President

ICONIQ Growth

Senior Vice President and investment adviser representative at ICONIQ Capital.

Client portfoliosInvestment advisoryInvestment managementWealth management
DU

David Ulrich

Vice President, Asset Allocation & Quantitative Analysis

ICONIQ Growth

VP of asset allocation and quantitative analysis at ICONIQ Capital.

Asset allocationData scienceInvestment managementQuantitative analysis
Leland Speth

Leland Speth

Senior Associate

ICONIQ Growth

Senior Associate at ICONIQ with prior SaaS investing and strategy experience.

DiligenceGrowth equitySaaSSourcingTechnology
Max Lerner

Max Lerner

Investor

ICONIQ Growth

Senior Investment Associate at ICONIQ Capital.

FinanceGrowth investingInvestment managementReal estate
DJ

Don Kim Jr.

Senior Vice President, Direct Real Estate Investments

ICONIQ Growth

Senior Vice President focused on direct real estate investments at ICONIQ Capital.

AcquisitionsDirect real estate investmentsInvestment managementReal assets
Sam Ovaskainen

Sam Ovaskainen

ICONIQ Growth

Technology investor with prior Apax and Summit Partners experience.

Growth equityHealthcare investingTechnology investing
JC

Justin Coletto

Senior Analyst

ICONIQ Growth

Senior Analyst on ICONIQ Capital's client operations team.

Client operationsClient serviceInvestment management operations

Public voice

Notable statements and public positions.

  • "We believe Miro sits at a powerful intersection between asynchronous and synchronous work that captures and ignites creative processes everywhere… Miro’s culture of customer centricity makes it well‑positioned… We are thrilled to continue our partnership." — Matthew Jacobson, General Partner, ICONIQ Growth (Miro Series C announcement)
  • "Software companies targeting the mid‑market to enterprise sector should strive for net retention of ~120%+ in early stage of growth." — ICONIQ Growth, The ICONIQ Enterprise Five (Medium)
  • "That casual 2017 meeting ’was early days… but… what they wanted to accomplish and do was crystal clear… As the VCs watched the founders over the next two years ’deliver against the things that they said they would do,’ Sull says, ICONIQ was convinced to elbow into Chime’s oversubscribed $200 million Series D in 2019." — TechCrunch interview with ICONIQ GP Yoonkee Sull

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