Kodiak
SlowingFiled to raiseAustin, TXRetailing, Health InsuranceLast fund filed 2026
1 on a current fund
last 24 months
across filed funds
| Vehicle | Filed | Target | Sold to date | Investors |
|---|---|---|---|---|
| Kodiak Fund IFiled to raise in 2026, with no closing reported yet. | 2026 | $50M | $0 | 0 |
Amounts are Item 13 as filed: the target is the whole offering, and the amount sold is cumulative across amendments rather than a final close. The filing carries no per-investor amount, so a firm’s own cheque is not recoverable here.
1 partner is named across this firm’s filings, 1 of them on a fund it is deploying now.
| Partner | Activity | Categories | Board seats | Last 24mo |
|---|---|---|---|---|
| Joseph Lonsdale | Slowing | Enterprise software, Fintech, Sales & marketing tech | 18 | 1 |
Activity is filed board seats in the last 24 months: 4+ Active, 2–3 Selective, 1 Slowing, none Quiet. A firm's tier totals its partners, so an active firm may be four partners with one seat each. It undercounts partners who invest without taking a board seat, and filings lag a closing by weeks, so Quiet means the paperwork is quiet, not the person.
Classified sectors of Kodiak’s own portfolio companies, based on 18 with a verified or cited source.
Not a filing value: this is Lev’s own classification of each company, one company one vote regardless of how many of Kodiak’s partners are named on its board, shown only when we found a specific, checkable source. Companies with no source read as unclassified and are left out of the shares above.
| Firm | Shared boards | Companies |
|---|---|---|
| Formation8 Partners | 18 | Addepar, Bobyard, Epirus, Esper Technologies, Gatsby Labs, Hyperloop Technologies, Illumio, InboxApp, Mulberry Health, ONEHOPE, OpenGov, Quaestor Technologies, Roam Analytics, Socotra, sp0n, uBiome, ZANBATO, Zenreach |
| Founders Fund | 3 | Esper Technologies, Mulberry Health, Zenreach |
| General Catalyst | 3 | Illumio, Mulberry Health, Socotra |
| NEW York Life Insurance | 2 | ONEHOPE, Socotra |
| Bear Coast | 1 | Mulberry Health |
| Bold Capital | 1 | Hyperloop Technologies |
| Claremount VII Associates | 1 | Mulberry Health |
| GC | 1 | Mulberry Health |
| Greycroft | 1 | sp0n |
| GSO Energy | 1 | Addepar |
| Khosla Ventures | 1 | Esper Technologies |
| KSN | 1 | Socotra |
| Sequoia Capital | 1 | sp0n |
| Thrive Capital | 1 | Mulberry Health |
| Valor Siren Ventures | 1 | Addepar |
A shared board seat: a company where filings name a Kodiak partner and a partner at the other firm, both with a clean identity match. Not a claim either firm led or co-led the round, only that both are named on the same board.