Firm & fund profile / Sourced portfolio

CapitalG

Tracked participation in 11 Atlas companies, with 5 explicitly attributed leads.

Firm website ↗

11portfolio companies

17round participations

5lead positions

$1.4Bled round total

Conviction

Most recent leads

The latest rounds this investor is sourced as leading, newest first.

May 2026OpenRouterSeries B$113Mat $1.3B valuation Jan 2026BasetenSeries E$300Mat $5B valuation Dec 2025LovableSeries B$330Mat $6.6B valuation Nov 2025Physical IntelligenceSeries B$600Mat $5.6B valuation Aug 2025ClaySeries C$100Mat $3.1B valuation

Capital activity

Portfolio

CompanyLatest valuationFirst → latestRoundsRoleLatest round

LLovable$13.3BDec 2025 → Aug 20262 rounds1 ledSeries C

OOpenRouter$1.3BMay 2026 → May 20261 round1 ledSeries B

ILIsomorphic Labs—May 2026 → May 20261 roundParticipantSeries B

WWaymo$126BFeb 2026 → Feb 20261 roundParticipantInvestment round (led by Dragoneer Investment Group, DST Global, Sequoia Capital; Alphabet majority investor)

BBaseten$5BFeb 2025 → Jan 20263 rounds1 ledSeries E

PIPhysical Intelligence$5.6BNov 2025 → Nov 20251 round1 ledSeries B

LLangChain$1.3BOct 2025 → Oct 20251 roundParticipantSeries B

CClay$3.1BAug 2025 → Aug 20251 round1 ledSeries C

AAbridge—Feb 2025 → Feb 20251 roundParticipantSeries D

MMagic—— → Aug 20243 roundsParticipantFollow-on fundraising round (often reported as a major later-stage round)

DDatabricks$43BFeb 2021 → Sep 20232 roundsParticipantSeries I