Meet the Venture Capitalists · Firm Profile
Redpoint Ventures
States it has partnered with visionary founders since 1999, backing over 578 companies including Snowflake, Twilio, Stripe, HashiCorp and Ramp.
Criteria: Invests across seed, early and growth phases, with a pronounced cloud and infrastructure software practice. Publishes the annual InfraRed Report and the InfraRed 100 list, plus a cloud infrastructure index built with Nasdaq. Their published analysis states that median free cash flow margin across the infrastructure software cohort is 20 percent, a record high, that all InfraRed companies are multi-product, and that Series B and C AI deals run about 40 percent more expensive than non-AI ones. Stated guidance: maximise your addressable market, expect the first product to be modest but build toward a platform, and converge toward roughly 40 on the rule of 40 by IPO.
What this means for your pitchIf you build infrastructure or developer software, the InfraRed Report is effectively their published diligence framework. Note their own warning too: a premium AI valuation today sets the growth bar you must clear tomorrow.
2025 InfraRed ReportChecked 16 August 2026
From Redpoint Ventures's own site and announcements · checked 26 August 2026 · selective, not comprehensive · verify on the firm's pages
Redpoint led an $80 million Series A in Aaru, a simulation platform that models human and market behavior using synthetic populations instead of surveys and focus groups. The firm states Aaru showed 90 percent correlation to human responses in EY's Global Wealth Research Report, reducing a six-month research process to under a day.
Redpoint published its 2026 outlook, From Pilots to Platforms, arguing that enterprise AI pilots must deliver measurable results in 2026 or fade away. The firm's stated themes include personalized AI applications with strong data ownership, agents automating functions such as HR, IT service management, and procurement, and AI adoption in legal, insurance, healthcare, and accounting.