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New Enterprise Associates

New Enterprise Associates

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New Enterprise Associates is a global, full-lifecycle venture firm that invests from Pre-Seed through Growth across technology and healthcare, with a particularly strong presence in AI infrastructure, cloud/data platforms, security/identity, and fintech. The firm is notably founder-first and hands-on, combining deep domain expertise with a willingness to lead large rounds behind category-defining companies from first check to IPO.

Evaluation weights

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

Team-led · 32%
Metrics
18%

Revenue, growth, and unit economics

Market
23%

Size, timing, and competitive landscape

Team
32%

Founder experience and execution ability

Product
27%

Differentiation and technical quality

  • Prefers platform businesses over point solutions
  • Will embrace frontier technical risk when market size and architecture shift are compelling
  • Values founder relationship quality unusually highly for a mega-fund
  • Skeptical of commoditized, low-margin, or narrowly scoped opportunities

Pitch difficulty

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

Funded / yr
45

Deals closed in a typical year.

Led / yr
39

Rounds led in the last 12 months.

Pitches / yr
~4000

Decks reviewed in a typical year.

Acceptance rate
1.1%

Share of pitches that get funded.

Estimated — public data is not fully disclosed.

Why it's hard
  • Brand-driven inbound volume and competitive access to the best deals
  • High standards for category leadership and platform potential
  • Preference for meaningful ownership and conviction-led positions
  • Ability to choose among top companies across seed, venture, and growth stages

NEA is a top-tier global venture platform investing across the full company lifecycle, which gives it broad reach but also makes its bar exceptionally high. The firm looks for category-defining markets, standout founders, and unusually strong traction or technical credibility, and it often concentrates capital into companies it believes can become enduring leaders.

Green flags

What drives a yes for this investor.

  • Exceptional founders with whom NEA can build a long-term working relationship
  • Evidence of product-market fit or strong proxies for it, especially in enterprise adoption
  • Large, category-defining market opportunities undergoing structural change
  • Platform potential that can expand beyond an initial wedge into a broader system of record or workflow
  • Clear path to meaningful progress over the next 12-18 months with venture-scale upside

Red flags

What kills deals and gets a fast no.

  • Commoditized products with little technical or distribution moat
  • Markets too small or narrow to support a breakout outcome
  • Weak unit economics or no believable path to scalable margins
  • Traction that looks superficial, non-repeatable, or confined to pilots
  • A founder/company vision that tops out as a feature rather than a platform

How to win

Patterns that lead to successful pitches.

  • Show a path to becoming a category-defining platform, not just a useful product
  • Demonstrate strong founder-market fit and a relationship NEA can underwrite for years
  • Bring concrete proof of pull such as enterprise adoption, usage intensity, or revenue acceleration
  • Frame the opportunity within NEA's core themes like AI infrastructure, data platforms, security, fintech, or AI-enabled healthcare
  • Present a crisp 12-18 month milestone plan that matches the round size and company stage

Fund strategy & identity

Who they are and how they operate.

  • Invest across Pre-Seed, Seed, Series A, Series B, Series C, and Growth with reserves for long-term support
  • Target ownership around meaningful stakes at early stages, often calibrating check size to secure ~20% ownership
  • Lead or co-lead financings in emerging categories where NEA believes markets can become category-defining
  • Back scalable platforms in software, data-rich models, and healthcare innovation rather than commoditized businesses
  • Use sector expertise and operating support to help companies hit the next 12-18 month milestone set
Firm identity
Full-lifecycle investor from seed to IPO Founder-first, relationship-driven partnership model Global platform with strong North America footprint and selective international reach High-conviction lead investor across early and growth stages Deep domain specialist across technology and healthcare

Investment focus

Industries, themes, and typical ARR expectations.

Industries
Enterprise softwareAI infrastructureCloud infrastructureData and observabilityCybersecurity and identityFintechHealthcare technology
Investment themes
AI infrastructure and enabling layersData infrastructure, observability, and enterprise knowledge systemsIdentity, security, and internet infrastructureFintech tied to payments, credit, working capital, and programmable moneyAI-native enterprise applications with large-company adoptionHealthcare platforms leveraging data and AI to improve outcomes
Typical check by stage
Pre Seed$0.5M-$1M
Seed$0.5M-$5M
Series A$10M-$25M
Series B$15M-$40M
Series C$25M-$100M
Growth$50M-$200M
Typical ARR by stage
Pre Seednot publicly specified
Seednot publicly specified
Series Anot publicly specified
Series Bnot publicly specified
Series Cnot publicly specified
Growthscaled revenue (not quantified)

Investment thesis

Core beliefs and strategy behind their investing approach.

NEA pursues a full‑lifecycle, founder‑first strategy across technology and healthcare, investing from seed to IPO. Their thesis centers on three technology pillars: AI infrastructure and enabling layers, data/observability platforms, and identity/security solutions. In fintech, NEA sees a globally distributed opportunity tied to real‑world economic activity, targeting payments, credit and programmable money. Healthcare investments focus on scalable platforms that leverage data and AI to improve outcomes. Geographically, NEA is global, with strong activity in North America and selective investments in Europe (London, Stockholm), Latin America (São Paulo), and Asia (Bangalore, Singapore). The firm’s core belief is that deep domain expertise and hands‑on partnership create category‑defining companies. While they do not publish an exclusion list, patterns show a preference for scalable software, data‑rich models, and platforms that can leverage cross‑industry insights, avoiding highly commoditized or low‑margin businesses.

Decision patterns

How they evaluate and make investment decisions.

NEA places founder relationships and hands‑on support at the forefront of every investment. Early‑stage decisions balance team quality, product‑market fit signals, and the ability to achieve 12‑18 month milestones, with check sizes calibrated to secure ~20 % ownership. Across stages, they favor category‑defining markets—such as cloud infrastructure, AI enablement, identity/security, and fintech—and look for strong traction proxies like Fortune 500 adoption, rapid ARR growth, or large active‑user bases. While NEA does not list explicit deal‑breakers, their frameworks suggest skepticism toward models lacking scalable unit economics, thin moats in crowded spaces, or technologies that cannot expand beyond a narrow niche.

Risk appetite

NEA exhibits a high conviction, aggressive risk posture that is comfortable leading at multiple stages. They frequently lead or co‑lead seed and series A deals in emerging categories (AI infra, security, fintech) and are also willing to write large growth checks (>$100 M) for companies with proven revenue momentum. Their willingness to back capital‑intensive, structural shifts—such as AI‑driven hardware architectures—demonstrates an appetite for frontier risk, balanced by a disciplined focus on platform potential and market‑defining opportunities.

Notable investments

Key portfolio companies and why they fit the thesis.

  • Robinhood
    Fintech platform with massive consumer reach; NEA participated in Series D/E/F but did not lead (Index led seed, a16z led Series B, DST led Series E, Sequoia led Series F).

Key people

Partners who lead investments and shape the thesis.

  • SS
    Scott Sandell
    Executive Chairman & Chief Investment Officer
    technologyenterprise softwarefintech
  • TF
    Tony Florence
    Co-CEO
    technologyconsumerenterprise
  • MM
    Mohamad Makhzoumi
    Co-CEO
    healthcaretechnology
  • RY
    Rick Yang
    Partner, Head of Technology
    fintechconsumerAI applications
  • LT
    Lila Tretikov
    Partner, Head of AI Strategy
    AI strategyenterprise AI
  • BW
    Blake Wu
    Partner
    AI infrastructureenterprise software
  • LP
    Luke Pappas
    Partner
    consumerenterprisetechnology
  • AJ
    Aaron Jacobson
    Partner
    enterprise softwareinfrastructure
  • AS
    Andrew Schoen
    Partner
    enterprise softwaretechnology

Public voice

Notable statements and public positions.

  • Fintech has always been disproportionately global… when you sit in the flow of payments, credit, or working capital, your TAM grows with economic activity, not ACV.
  • There hasn’t been much venture investment in the past decade in storage, compute or networking because a lot of the challenges had been solved for running cloud applications… the cost and performance needs of AI apps are completely different, so it’s an opportunity to define an entirely new hardware architecture.
  • They have built what is effectively an Operating System for the Internet.