Portfolio

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.

Enterprise Value of completed transactions
$230M+

as of February 2026

HerScan

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.

Healthcare Services
Company A

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.

Manufacturing
Innovative

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.

Software
Cronus Technology, Inc.

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.

Engineering & Design
Strategic Kids

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.

Education Services
Vertex Communication Group

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.

Marketing
DEVA

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.

Light Manufacturing
The Ridge

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.

Healthcare
Veloce IT

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.

IT MSP
GHP

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.

Residential Services
Company B

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.

Circuit Board Assembly
Scooby

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.

Pet Services
Message Digital

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.

Digital marketing
Disclaimer

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.