< Back to Portfolio Companies
What they do
Investment Thesis
What they do
Global leader in consumer & enterprise design - empowering users to design anything, and publish anywhere
- User-friendly platform allows students, educators, individuals, small businesses, large corporations, and even industry professionals with all the design tools necessary to create visual assets such as:
- Presentations
- Videos
- Website content
- Social media content
Investment Thesis
World-class business with strong brand recognition
- 170+ million monthly active users
- Across 190 countries
- Available in 100+ languages
Outstanding long-term growth opportunity
- US$2+ billion in annualized revenues (2023)
- Free cash flow positive in 2023
- Large and growing global market (current TAM of the 'Creator Economy' is estimated at US$250+ billion; projected to increase to US$480+ billion by 2027)
Exceptional management and leadership team
- Founder-led management team consisting of Melanie Perkins (CEO), Cliff Obrecht (COO), and Cameron Adams (CPO)
- Significant 'skin in the game' - estimated 40%+ ownership by its management team
- Bill Tai (Stack Capital Advisor) was a seed investor and instrumental in Canva's creation
.png)