Although we are predominantly focused on self-funded search deals, we also invest in independent sponsors and are open to filling equity gaps in traditional search transactions. We are generalist investors and underwrite based on underlying business and operator quality.
as of February 2026


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.


Led by Joe Lonsdale (co-founder of Palantir, Addepar, and more) we’ve already built billion-dollar companies and know what it takes to scale.
Kodiak is currently developing a strategy focused on partnering with small and medium-sized businesses and anticipates launching its first fund in the future. We are currently evaluating opportunities and building relationships with management teams across targeted sectors. There is no guarantee that any of the companies currently under evaluation or associated with Kodiak's investment pipeline, including those representing more than $230 million in enterprise value, will ultimately be included in the fund's portfolio.