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KG Investments

North America, Arizona, United States, Scottsdale

Description

Kaplan Group Investments (KGI), operating as a private family office fund, is strategically located in Scottsdale, Arizona, and has established itself as a significant player in the technology investment landscape. Since its inception in 2012, KGI has cultivated a distinct focus on high-growth technology companies, deploying capital through both direct investments and secondary loans. This dual approach allows the firm considerable flexibility in engaging with promising ventures across various stages of their development.

KGI's investment thesis primarily targets growth-stage companies, reflecting a preference for businesses that have demonstrated significant traction and are poised for further expansion. The firm is known for its long-term investment horizon, indicating a commitment to supporting its portfolio companies through sustained periods of growth and market evolution. A testament to its active engagement, Kaplan Group Investments has made over 100 investments in technology companies since its founding, showcasing a robust and consistent deployment of capital across the sector.

The portfolio of Kaplan Group Investments includes a roster of highly recognized and successful technology giants, such as Instacart, Palantir, SpaceX, Airbnb, Uber, Stripe, and Coinbase. This impressive list underscores KGI's capability to identify and back companies that have achieved multi-billion dollar valuations. Given the nature of these investments, particularly in growth-stage and often secondary market transactions, KGI's typical first cheque size is estimated to range from approximately $1 million for smaller participations or specific secondary loan opportunities, up to $20 million for more substantial direct equity stakes in high-potential companies. The firm's strategy appears to prioritize significant, impactful investments in established yet still growing tech enterprises.

KGI's operational model as a family office allows for a more agile and patient capital approach compared to traditional venture capital funds, enabling it to provide flexible financing solutions tailored to the needs of its portfolio companies. This strategic positioning, combined with its deep engagement in the technology sector, solidifies Kaplan Group Investments' role as a key financial partner for innovative companies seeking capital for scaling and market leadership.

Investor Profile

KG Investments has backed more than 34 startups, with 0 new investments in the last 12 months alone. The firm has led 2 rounds, about 6% of its total and boasts 25 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Series Unknown, Series C, Series B rounds (top funding stages).
  • Majority of deals are located in United States, Sweden, Germany.
  • Strong thematic focus on Software, SaaS, Artificial Intelligence (AI).
  • Typical check size: $1M – $20M.

Stage Focus

  • Series Unknown (32%)
  • Series C (15%)
  • Series B (12%)
  • Post Ipo Equity (12%)
  • Series D (9%)
  • Series E (6%)
  • Series A (3%)
  • Secondary Market (3%)
  • Series G (3%)
  • Series F (3%)

Country Focus

  • United States (88%)
  • Sweden (3%)
  • Germany (3%)
  • United Kingdom (3%)
  • Canada (3%)

Industry Focus

  • Software
  • Saas
  • Artificial Intelligence (Ai)
  • Enterprise Software
  • E-commerce
  • Information Technology
  • Health Care
  • Mobile Apps
  • Fintech
  • Internet
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does KG Investments frequently co-invest with?

G Squared
North America, Illinois, United States, Chicago
Co-Investments: 2
Sequoia Capital
North America, California, United States, Menlo Park
Co-Investments: 3
Bain Capital Ventures
North America, California, United States, San Francisco
Co-Investments: 2
Dragoneer Investment Group
North America, California, United States, San Francisco
Co-Investments: 2
Comcast Ventures
North America, California, United States, San Francisco
Co-Investments: 2
SV Angel
North America, California, United States, San Francisco
Co-Investments: 2
Union Square Ventures
North America, New York, United States, New York
Co-Investments: 2
TCV
North America, California, United States, Menlo Park
Co-Investments: 2
Bessemer Venture Partners
North America, California, United States, San Francisco
Co-Investments: 2
SuRo Capital
North America, California, United States, San Francisco
Co-Investments: 2

Which angels does KG Investments often collaborate with?

AR
North America, New York, United States, New York
Shared Deals: 1
RH
North America, California, United States, San Francisco
Shared Deals: 1
TR
North America, New York, United States, New York
Shared Deals: 1
Shinji Kimura
Asia, Tokyo, Japan, Tokyo
Shared Deals: 1
Dalip Jaggi
North America, California, United States, Irvine
Shared Deals: 1

What are some of recent deals done by KG Investments?

Owlet Baby Care

Lehi, Utah, United States

Owlet Baby Care offers a health monitor that allows parents to view their child's vital signs in real-time.

BabyConsumer ElectronicsHealth CareSoftware
Post Ipo EquityJul 16, 2021
Amount Raised: $130,000,000
Tenstorrent

Toronto, Ontario, Canada

Tenstorrent is a computing company that develops processors designed to help in faster training and adaptability to future algorithms.

Application Specific Integrated Circuit (ASIC)Artificial Intelligence (AI)ElectronicsHardwareMachine LearningSemiconductor
Series CMay 20, 2021
Amount Raised: $200,000,000
Applied Molecular Transport

South San Francisco, California, United States

Applied Molecular Transport developing novel, oral biological therapeutics to treat severe autoimmune, metabolic and inflammatory diseases.

BiotechnologyTherapeutics
Post Ipo EquityMar 31, 2021
Amount Raised: $120,800,000
Hastee

London, England, United Kingdom

Hastee is a mobile application that delivers financial education and management tools.

Employee BenefitsFinancial ServicesFinTechMobile Apps
Series UnknownJan 1, 2021
Nebula Scientific

Scottsdale, Arizona, United States

Nebula Scientific provides nutraceutical space using next generation technologies.

Chemical
Series UnknownJan 1, 2021
Lucira Health

Emeryville, California, United States

Lucira Health is a biotechnology company that offers disposable test kits to detect RNA and DNA of infectious diseases.

BiotechnologyHealth CareHealth Diagnostics
Series BDec 1, 2020
Amount Raised: $15,000,000
Duo Security

Ann Arbor, Michigan, United States

Duo Security is a software company that provides network security software products and services.

Cloud SecurityCyber SecurityEnterprise SoftwareNetwork SecuritySaaS
Series UnknownJan 1, 2020
Yrefy

Scottsdale, Arizona, United States

Yrefy is a financial services company that offers student private student loans.

Consumer LendingFinanceFinancial ServicesLending
Series UnknownJan 1, 2020
Tout

San Francisco, California, United States

Tout is the TV Network for the Internet.

NewsPublishingVideo
Series UnknownJan 1, 2020
Cortexyme

South San Francisco, California, United States

Cortexyme is developing treatments for Alzheimer's and other degenerative disorders.

BiotechnologyHealth CareMedicalPharmaceutical
Post Ipo EquityDec 13, 2019
Amount Raised: $125,000,000