ICONIQ

Activity from announced rounds

Activity in this selectionOct 27, 2026 · Fintech · Jan 1, 2026

ICONIQ is an investment firm with a venture and growth business that backs technology founders from company formation through IPO and beyond.

Its venture and growth platform publishes operating research on growth, efficiency, hiring and the adoption of AI. Compass gives portfolio leaders access to proprietary benchmarks for comparing business metrics and identifying operating gaps.

The research goes into decisions such as structuring forward-deployed engineering teams, pricing implementation work and maintaining financial discipline as software businesses adopt AI. These are practical resources for founders building an organisation around a growing technology product.

Sources
Rounds participated in
4
Confirmed lead rounds
1
2 roles undisclosed
New companies
4
First participation on record · 0 follow-on
Funding in participating rounds
$1.2B
4 disclosed · full round size, not this investor’s share

By stage

Series C+3
Series B1

By primary sector

Fintech4

By country

United States3
United Kingdom1

Rounds

4 in this selection
Nevis

Nevis develops AI agents that automate operational work for wealth managers and financial advisers.

$70MSeries B
Participant
Rillet

Rillet provides accounting software in which finance teams and AI agents work from a shared general ledger.

$100MSeries C
Lead
Ramp

Provides financial infrastructure for corporate cards, invoicing, and expense management

$750MSeries F
Role not disclosed
Rain

Provides enterprise-grade infrastructure for stablecoin-powered payments

$250MSeries C
Role not disclosed