Tidemark

Growth-equity firm founded by ex-TCV GP Dave Yuan; $20-150M checks into vertical and SMB SaaS category leaders.

VC Growth 📍 Menlo Park, CA Founded 2021

AUM

Not Disclosed

Strategic / Balance-Sheet

PRIVATE

Tidemark is a growth equity firm founded in 2021 by Dave Yuan after 15 years as a general partner at TCV. It invests $20-150M in category-leading vertical and SMB SaaS companies and runs a Fellows community of operators plus the Tidemark10 Foundation (10% of profits donated). Its inaugural fund closed at $575M in September 2021, 64% above its $350M target.

Firm Profile

Firm Type

Subtype

Growth

Founded

2021

Menlo Park, CA

Country

USA

Active Fund

Tidemark Fund I ($575M) · 2021

Notable Partners

Dave YuanAndrew WalshChristian KurthRahul Agarwal

Portfolio Companies (8)

ServiceTitanToastclio kajabi contentful dutchieKarbonOneStream

Investment Focus

Stages

Growth · Late-stage

Sectors

Vertical SaaS · Enterprise Software · SMB Software

VCGrowthSJ Top 100

Investor data reflects publicly disclosed AUM, fund sizes, and portfolio holdings as of recent date. Refreshed periodically.