Tidemark

Tidemark is a growth equity firm dedicated to empowering category-leading companies to achieve significant scale and success. The firm focuses its investments at the intersection of technology, consumer behavior, and evolving business models, aiming to capitalize on powerful secular trends. Tidemark distinguishes itself through a community-driven approach, leveraging a network of investors, entrepreneurs, and operators who are united by a passion for innovation, competition, and a commitment to giving back. The firm typically makes investments ranging from $20 million to $150 million to support the next generation of market leaders.

Founded in 2021 by David Yuan, a veteran investor with over two decades of experience in the technology sector, Tidemark emerged with a clear vision for growth equity. Prior to establishing Tidemark, Yuan spent 15 years as a general partner at Technology Crossover Ventures (TCV), where he played a pivotal role in scaling numerous companies, many of which went public or were acquired. Tidemark launched its inaugural fund, Tidemark Fund I, closing at $575 million, significantly exceeding its initial target. The firm's founding philosophy emphasizes not only capital investment but also the cultivation of ideas and a strong community, including the Tidemark10 Foundation, which donates 10% of the firm's profits to aligned causes.

Tidemark's portfolio showcases a strategic focus on vertical SaaS and enterprise software companies. Notable investments include Kajabi, a content and e-commerce platform for knowledge-based entrepreneurs; Contentful, a content management system; Dutchie, providing e-commerce and point-of-sale solutions for dispensaries; Karbon, a collaborative platform for accounting firms; Onestream, a financial software group; and ServiceTitan, a software platform for the trades. The firm also supports companies like Jane Software in clinic management, Nexl in relationship intelligence for law firms, Clio in legal tech, AgVend in digital enablement for agribusinesses, and Freshworks in AI-boosted business software.

The Tidemark team comprises a blend of experienced investors, entrepreneurs, and operators. Key members include Founder and Partner Dave Yuan, Partners Andrew Walsh, Ann Lee Steinberg, Christian Kurth, Rahul Agarwal, and Rocky Gowni, along with a dedicated team of investors, engineers, and operations professionals. The firm also benefits from an extended team of Venture Partners and Operating Partners who provide strategic advice and services to the firm and its portfolio companies, further enhancing their ability to accelerate growth and achieve category leadership.