Charles Schwab

Type

Other

Status

Active

Location

Westlake, United States

Total investments

14

Average round size

15M

Portfolio companies

13

Rounds per year

0.28

Lead investments

1

Follow on index

0.07

Exits

4

Areas of investment
SoftwareFinancial ServicesAnalyticsDeliveryElectronicsAdviceNon ProfitAudioCustomer ServiceQ&A

Summary

Charles Schwab is the famous Corporate Investor, which was founded in 1973. The fund was located in North America if to be more exact in United States. The leading representative office of defined Corporate Investor is situated in the San Francisco.

The common things for fund are deals in the range of 10 - 50 millions dollars. The fund is constantly included in less than 2 investment rounds annually. The top amount of exits for fund were in 2011. The high activity for fund was in 2001. Despite it in 2019 the fund had an activity. This Charles Schwab works on 2 percentage points less the average amount of lead investments comparing to the other organizations. The real fund results show that this Corporate Investor is 2 percentage points less often commits exit comparing to other companies.

Among the most popular portfolio startups of the fund, we may highlight justanswer.com, Eargo, CorrectNet. Moreover, a startup needs to be at the age of 6-10 years to get the investment from the fund. The fund has no exact preference in a number of founders of portfolio startups. When startup sums 2 or 5+ of the founder, the probability for it to get the investment is little. For fund there is a match between the country of its foundation and the country of its the most frequent investments - United States. We can highlight the next thriving fund investment areas, such as Software, Internet.

The current fund was established by Charles Schwab.

The standard case for the fund is to invest in rounds with 3-4 partakers. Despite the Charles Schwab, startups are often financed by Maveron, Dolby Family Ventures, Zillionize Angel. The meaningful sponsors for the fund in investment in the same round are Glynn Capital Management, Telenav, Technology Partners. In the next rounds fund is usually obtained by Goldman Sachs, TL Ventures, SharesPost Investment Management.

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Investor highlights

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Investments analytics

Analytics

Total investments
14
Lead investments
1
Exits
4
Rounds per year
0.28
Follow on index
0.07
Investments by industry
  • Software (3)
  • Q&A (2)
  • Customer Service (2)
  • Advice (2)
  • Non Profit (2)
  • Show 31 more
Investments by region
  • United States (13)
  • Canada (1)
Peak activity year
2001

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Quantitative data

Avg. startup age at the time of investment
18
Group Appearance index
0.71
Avg. company exit year
13

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Latest deals

Company name Deal date Industry Deal stage Deal size Location
Yobi 01 Feb 2023 Software, B2B, Big Data, Electronics, CRM Seed 2M United States, California, Los Gatos
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