Third Point Ventures

Third Point Ventures is the Menlo Park-based venture capital arm of Third Point LLC, the New York investment adviser founded in 1995 by Daniel S. Loeb, with roughly $5 billion in assets under management. Established in 2000 and led since inception by Managing Partner Robert Schwartz, a private-equity veteran with more than 25 years of experience, the firm invests across the full corporate lifecycle, from early-stage to growth capital, with a thematic approach that maps technology transitions to value-creation opportunities, and it is willing to lead. Its focus spans enterprise applications and infrastructure, cybersecurity, data and AI analytics, IT infrastructure, fintech, mobile, crypto, industrial and healthcare technology. Third Point Ventures has invested in roughly 79 companies over nearly two decades, averaging about four new investments per year over the past ten years. Notable portfolio companies and exits include SentinelOne, Upstart, Sysdig, Forter, Apigee, Packet, Enphase Energy, DataGrail, Yellowbrick Data, Ahana, NextSilicon (a Series C of $220M at a $1.6B valuation), Verbit, Grip Security, Zenity, Unframe AI and Trullion. The firm has a team of around 10, including roughly eight partners; partner Dan Moskowitz focuses on devops, infrastructure software, gaming and media, and cybersecurity. In addition to its Silicon Valley headquarters, Third Point Ventures opened a Tel Aviv office as a second hub, having made multiple Israeli investments since 2015 including SentinelOne and Verbit. Backed by a major hedge-fund parent, Third Point Ventures invests with thematic conviction across the technology lifecycle.