New Chapter: So excited to have joined ICONIQ Capital link.medium.com/8jbtMFcXhZ
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Doug Pepper retweeted
1Password has passed $500 million ARR while maintaining double-digit cash flow margins, a milestone that we believe reflects just how much trust @1PasswordCEO, Michael Hughes, Jeannie De Guzman, Greg Henry, John Torrey, Melton Littlepage, and the team has earned in the AI era. Net new ARR is accelerating from 60% YoY through first three quarters to 90% YoY in Q3. 85% of the Forbes AI 50 now use the platform, demonstrating that as customers build agents and automated workflows, they need a way to control access that scales with them, and 1Password is helping provide that layer for so many of them. Congratulations to the entire @1Password team. It’s been a privilege to be your partner for the last 4+ years and counting. Read more about the milestone: 1password.com/press/2026/oct… Disclaimer: bit.ly/3H4dQj0
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Congrats to @EleonorePigment and the entire team at @gopigment !!
When we first met @EleonorePigment and @romain_pigment in 2023, their vision for the future of enterprise planning stood out. We led @gopigment's Series C in 2023, the Series D in 2024, and have continued to deepen our partnership ever since, now tripling down as the team has brought that vision to more businesses. Since founding Pigment in 2019, Eléonore and Romain have brought finance, sales, and operations together on one platform, guided by their extraordinary attention to detail and genuine care for customers. Today, Pigment has surpassed $100M in ARR, doubling year over year for the third consecutive year. With 85% of new metrics now created by an agent, the team is working to push the boundaries of AI-powered planning. As Pigment announces its Series E, we’re grateful to continue alongside a team we’ve come to know so well and admire so deeply. Congratulations to Eléonore, Romain, and the entire Pigment team! More: pigment.com/blog/pigment-ann… Disclaimer: bit.ly/3H4dQj0
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Doug Pepper retweeted
Not laughing. Just seeing what we tried to tell everyone back then. He’s a bad guy. It’s a shame he continues to get away with it.
Nikki Haley and the Haley girls must be laughing their tits off tonight. LOL. OMG. Vivek FAIL.
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Congrats to @billmag and the incredible team at @Braze on this fantastic outcome. Grateful to have been part of the journey since the early days. The friendships made along the way mean the most and there are too many to name. Thank you all for letting me be along for the ride. @salesforce @ICONIQCapital @mkleeger @jon_hyman @Markgher @NeerajVC @philf1217
Braze is taking the next step on our journey to transform customer engagement by agreeing to be acquired by @salesforce. We’re excited to join forces to help marketers around the world build deeper relationships with their customers. See here for more: investors.braze.com/news/new…
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Doug Pepper retweeted
Two ICONIQ companies, @ezCater and @Uber, are joining forces to help shape the next chapter of workplace food. ezCater brings deep enterprise expertise. Uber brings global scale and delivery infrastructure. Together, we believe they can create a more complete way for businesses to feed their teams. Congratulations to @StefaniaMallett, @NihadRahman82, @dkhos, and your teams. We’re grateful to have partnered with both companies and look forward to what comes next. Read more: bit.ly/4y8mJgr Disclaimer: bit.ly/3H4dQj0
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After 4 hours:
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Doug Pepper retweeted
I've never worked on a deal in venture that didn't involve multiple people. Not just in supporting roles, but critical to getting the deal done and making the company successful. I don't think we recognize enough how much venture really is a team game.
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Doug Pepper retweeted
Replying to @AdaptiveML
@AdaptiveML is joining @datadoghq, bringing together two ICONIQ companies to help define how enterprises build and run their own AI. Since our seed investment in Adaptive ML in 2023, the team has given companies a way to specialize open-source models with reinforcement learning and run them in production, the foundation of what's become Reinforcement Learning Operations. From our early days supporting Datadog to watching them become the standard for cloud infrastructure monitoring and observability, we’re thrilled to see them amplify their AI efforts with Adaptive ML joining Datadog AI Research, helping accelerate investment and research around agentic LLM post-training for observability. Congratulations to Julien Launay, Baptiste Pannier, Daniel Hesslow, Olivier Pomel, Alexis Le-Quoc, and the Adaptive ML and Datadog teams on this partnership. It’s been a privilege to support your journey. Wishing both teams continued success in this next chapter. Read more: globenewswire.com/news-relea… Disclaimer: bit.ly/3H4dQj0
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Doug Pepper retweeted
Five years ago, we met @eglyman and @karimatiyeh as @tryramp was entering a crowded spend management category with a different mentality: saving customers time and money. Since then, Ramp has grown into an AI-powered operating system for modern finance, including spend, workflows, and financial operations, all within one integrated platform. We’re proud to deepen our partnership with Eric, Karim, and the Ramp team as we lead their Series F. Read more: bit.ly/4uQ32Jh Disclaimer: bit.ly/3H4dQj0
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Doug Pepper retweeted
Five months ago, Glean crossed $200M ARR. Today, they've surpassed $300M. The Glean team has built something that we believe the market is increasingly validating: that enterprise AI wins on context. Knowing a company's people, workflows, and knowledge well enough to be genuinely useful is an important part, and that's what Glean does. Congratulations to @jainarvind and the entire team on the milestone. We’re grateful to be your partners on the journey. Disclaimer: bit.ly/3H4dQj0
I'm proud to share that @Glean has surpassed $300M ARR, just five months after crossing $200M and growing ~3x over the past 15 months. This is an exciting milestone for Glean, and it's a signal about where the enterprise AI market is heading. We’ve long believed the real challenge in enterprise AI is not access to models. It is grounding AI in how a company actually works: its people, knowledge, workflows, permissions, and systems. That’s even clearer now. The companies creating real value with AI are not just adopting better models. They are building systems that understand their business well enough to deliver reliable outcomes at scale. That is the real moat, and it is what we’ve been building at Glean: an unrivaled context layer for enterprise AI. That context has to work across the business, not just inside a single team or use case. We see that in how customers adopt Glean: more than 85% use it across five or more job functions. It also has to meet the security and governance demands of complex enterprises. We see that in who is choosing Glean: our Fortune 500 customer count nearly doubled year over year. And it has to make economic sense as usage grows. In our recent benchmark with Claude Cowork, Glean was preferred roughly 2.5x as often as off-the-shelf MCP tools and used 30% fewer tokens on average. Better context improves both quality and efficiency. I enjoyed talking with @CNBC's @dee_bosa about this broader shift. In enterprise AI, the winners will not be defined by better models alone. They will be defined by who builds the strongest foundation for enterprise context. Thank you to our customers, partners, and team for helping us build the future of enterprise AI.
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Doug Pepper retweeted
Congratulations to @AnthropicAI, @anduriltech, @canva, @databricks, @glean, @Lead_Bank, @WeAreLegora, @NotionHQ, @openevidence, @OpenAI, @ouraring, @tryramp, and @SierraPlatform on being named to the @CNBCDisruptors 50 list! The list recognizes private companies that are challenging existing industries and building new ones. It's a privilege to support these teams and celebrate this achievement. Full list: cnbc.com/2026/05/19/2026-cnb… Disclaimer: bit.ly/3H4dQj0
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Doug Pepper retweeted
ElevenLabs closed 2025 at $350M ARR. Four months into 2026, they're already past $500M. That momentum is showing up alongside strong conviction, from global institutions, enterprise partners, and some of the leading voices in entertainment, all leaning into a shared view that conversational AI is becoming core to how businesses operate and engage. Enterprises are deploying voice agents across customer support, sales, and marketing, and ElevenLabs continues to lead in building natural, human-like communication at scale. Congratulations to @matiii, @dabkowski_piotr, and the entire @ElevenLabs team, we’re proud to be your partner. Disclaimer: bit.ly/3H4dQj0
We just crossed $500M ARR and welcomed new investors to @ElevenLabs: BlackRock, Wellington, Nvidia, Santander, Jamie Foxx, Eva Longoria and more. Natural, human-like communication will be critical to broad AI adoption - and these new investors help us accelerate that work.
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Doug Pepper retweeted
Customer experience is being transformed, and the companies that get it right can earn lasting loyalty. We've had the privilege of partnering with @btaylor, @claybavor, and the @SierraPlatform team across multiple rounds. Today the platform serves over 40% of the Fortune 50, powering billions of interactions across the full customer lifecycle. The team has built with a consistent point of view: AI agents should be personal, proactive, and built for relationships, not just transactions. We believe that clarity shows up in the product and in what their customers are achieving. Congratulations to the whole Sierra team on this next chapter. We're excited to keep building alongside you. Read more: sierra.ai/blog/better-custom… @mjacobson1003 | @mjpayano | @austincliang | Mayowa Ogunmola Disclaimer: bit.ly/3H4dQj0
🤖 Made with AI
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Doug Pepper retweeted
One year in. Just getting started. A Tuesday catch-up with @MaxJunestrand turned into a 48-hour trip to Stockholm — and a 1:30 a.m. term sheet. Since then: 62 → 400+ teammates 250 → 1,000+ customers 1 → 6 NA offices >$100M ARR We’re grateful to be partners to Max and the @WeAreLegora team. We believe the best is still ahead. Disclaimer: bit.ly/3H4dQj0
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Another amazing milestone for @HightouchData
Big news: Hightouch has raised $150M at a $2.75B valuation, led by @GoldmanSachs and @BainCapVC. We’re dreaming big for this next chapter of Hightouch. Learn more about our not-so-secret plan to reinvent marketing with agentic AI: hightouch.com/blog/hightouch…
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Doug Pepper retweeted
Just went to visit Legora. Most impressive startup I've been to visit in years. They're going to surpass Harvey in 2027. After that their only potential rivals will be the model companies. And if ever there was a territory you could defend against the model companies, law is it.
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We are so fortunate to partner with some of the world’s most impactful founders. Thx @nmasc_ and @Bloomberg for sharing a bit of the story of @ICONIQCapital
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Doug Pepper retweeted
We’re excited to celebrate this milestone with @kashgupta_, @tejasmanohar, @joshwget, and the @HightouchData team. We’ve had a front-row seat to what this team has built: a platform that helps marketers use their customer data more effectively, and create personalized, on-brand campaigns without adding friction to the process. Hightouch brings together audience insight, brand context, and execution in a way that reflects a strong understanding of how modern marketing teams actually work. It’s been a privilege to witness this progress up close, and to be part of the journey alongside them. Congratulations to the entire Hightouch team! techcrunch.com/2026/04/15/hi… Disclaimer: bit.ly/3H4dQj0
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Congrats @may_habib - so well deserved!
Congratulations to @may_habib on being named to @Inc.'s Female Founders list — for the third consecutive year. When we first partnered with @Get_Writer in 2023, the AI market was still oriented around consumer chat. ICONIQ Partner @sruthiramaswami put it plainly: “In 2023, the market landscape was really consumer-oriented, chat-based platforms. ChatGPT, Claude, Copilot for Microsoft—no one was thinking about transforming how content generation and analysis were happening at the enterprise level.”
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Given many people are talking about the shocking snow melt in Tahoe...here are two pics at 7K feet at @palisadestahoe taken a week apart. Never seen anything like it. The 8-10 foot storm was 100% gone in just a few days of rain. 😩
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