Lead Edge Capital

We’re proud to share that our Partner Daniel Lynn has been named to GrowthCap’s Top 40 Under 40 Growth Investors of 2025. GrowthCap’s annual list highlights the next generation of leaders shaping the future of growth investing, and we’re thrilled to see Dan recognized among this group. Congratulations to Daniel Lynn on this well deserved award that reflects how you show up for founders, management teams, and the firm every day!

🔮 We're continuing our series with perspectives from the Lead Edge Capital team on what we’re actively preparing for in the year ahead. Our Head of Talent and Managing Director Adam Stein shares why executive talent will remain one of the most competitive - and consequential - markets in 2026. In a tight talent environment, having an edge comes from two places: developing leaders already inside your portfolio, and leveraging a brand and network that attract exceptional talent when it matters most. 🎥 Watch to hear how we’re thinking about talent development, brand, and leadership in 2026.

🎉 We are excited to kick off the new year by highlighting our newest round of promotions: 🔹Zach Ullman, Partner 🔹Alexander Gaulkin, Vice President  🔹Josh Zirman, Vice President  🔹Leah Hamann, Senior Associate  🔹Sanjil Chowdhury, Executive Director 🔹Rachel Katz, Executive Director, Events  🔹Mo Kanu, Director  🔹Thomas Akgun, Director  🔹Esther White, Director We are proud of their hard work and dedication to the Lead Edge Capital team and are thrilled to recognize them for their significant contributions and overall success during their time here. Please join us in congratulating them!

🎙️Our partner Evan Skorpen joined Yet Another Value for a wide-ranging conversation on applying a concentrated, long-term strategy to growth technology investing. Evan and Andrew discuss: • Capital allocation through market cycles • Executive incentives and board alignment • Navigating “air pockets” in businesses and markets • Where AI strengthens software moats and where it introduces risk It's a thoughtful look at discipline, incentives, and patience as durable advantages in growth investing. 🎧 Listen to the full episode below.

Our Annual Meeting is one of the few moments each year when our entire ecosystem comes together in-person. Founders. CEOs. Limited partners. What started as 20 people in a room, has evolved into more than 330 of our partners sharing ideas, supporting our portfolio companies and building relationships. The scale has changed, but the spirit hasn’t. Thank you to everyone who joined us! 🎥 Watch below to learn how our LP community continues to be a real advantage for our portfolio companies.

🔮 Good predictions start with real-world experience. Over the coming weeks, we’ll share perspectives from Lead Edge Capital investors, operators, and portfolio CEOs on the forces shaping the year ahead, all informed by what we've seen on the ground this year. We’re kicking off the series with Partner Avery Rosin, who shares his 2026 prediction on the growing importance of hardware-enabled software in the age of AI.

Most firms talk about value-add. We built a firm around it. Lead Edge Capital is backed by 700+ individual LPs who actively support our portfolio companies. Our Managing Partner Brian Neider spoke with David Weisburd about how Lead Edge scaled from $52M to $5B by focusing on doing what we say we’re going to do and building trust the same way we build everything else, deliberately and consistently. What that looks like in practice: • A deeply engaged LP base that creates real operating leverage • Consistent communication every quarter for more than a decade • Ongoing LP engagement including quarterly calls and NextGen sessions • In-person time that matters with 20+ LP dinners across the country each year The result is a firm where our network isn’t a tagline, it’s core infrastructure. 🎧 Listen to the full episode below.

Congratulations to our longtime Operating Partner Lorrie Norrington for being named one of NACD (National Association of Corporate Directors)'s Top 100 Directors! Lorrie Norrington currently serves on the boards of Colgate-Palmolive, HubSpot & Asana.

Last week, our Managing Director Caroline Tarpey joined a Reuters panel on one of the biggest questions in software today: how to operationalize AI at scale. Moderated by Echo Jing Wang, the conversation went far beyond hype, focusing on what actually leads to measurable results inside real companies. A few themes Caroline highlighted from our work across the Lead Edge portfolio: • Incumbents have an advantage. The biggest near-term opportunity is with strong incumbents using AI to enhance product, GTM, and operations, not reinvent them. Companies with proprietary data and embedded workflows are the ones pulling ahead. Distribution, trust, and customer relationships matter more than flashy models. • Start with an honest assessment. AI integration requires clarity: Where are you today? What data do you have? Where can AI meaningfully move metrics - GTM efficiency, product feedback loops, or operational leverage? • The biggest risk isn’t lack of insight — it’s lack of action. AI can suddenly surface 100 things a company needs to fix. Leaders must narrow the focus to a handful of changes they can actually implement, measure, and scale. AI is a journey, not a sprint and organizations with strong leadership, clear workflows, and real customer data are well-positioned to win.

Moving AI from pilot projects to enterprise-wide deployment comes with a unique set of challenges. Lead Edge Capital Managing Director Caroline Tarpey, Kellanova VP & Global CTO Ramesh Kollepara and Altana CEO Evan Smith join Reuters Tech Reporter Echo Wang to share their expert insights on operationalizing AI at scale and what it takes to succeed. #AI #technology #innovation #ReutersNEXT