MARKET NOTES / 001UNITED STATES / SAN FRANCISCO / BIG DATA ANALYTICS
LESS GUESSWORK. A BETTER RESEARCH LIST.

Big Data Analytics.
San Francisco.

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Who backs this market, where they enter, and how recently they have added a new company. A directory built around the questions founders actually ask.

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Companies are based in San Francisco · investors can be based anywhere
Dataset through 22 May 2026 · calculated 14 Sep 2026
01 / THE SHORTLIST LAB

Make the list work for your company.

34 backers based in San Francisco are shown by default. Compare up to three.

34 of 164 selected backers · San Francisco only

Shows investors whose recorded city is San Francisco. Unknown cities are excluded. Market charts cover all investor locations.

Theme filtering selects backers of companies carrying that theme tag. Entry-stage filtering selects backers with an entry at that stage; the two matches may be different companies. Row metrics describe their entire dated Big Data Analytics history in San Francisco.

Selected investors ranked by distinct companies backed, with first-entry financing and recent activity.
CompareInvestor / recorded locationCompanies
here		New in
24 months		Median total
entry round		Companies
backed again		Latest
investment
Loading investors…
THE INVESTOR, IN CONTEXT
LINKEDIN ACCESS

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02 / THE MARKET READ

Activity is a better starting point
than a long list of names.

Latest 24 months: after 22 May 2024 through 22 May 2026.

RECENT PARTICIPATION
103

Backers in a recent round

82 added at least one new company in this market. The remainder participated only in companies they had already backed here.

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MARKET PACE
31

Distinct equity rounds

Across 22 companies, versus 52 rounds in the preceding 24 months. Each company round is counted once.

See the recent evidence ↗
EARLY FINANCING
38.7%

Rounds at Angel, Pre-Seed or Seed

12 of 31 recent rounds. Compare your stage with its own financing range before sizing the ask.

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NEW RELATIONSHIPS
61%

Participations were first entries

86 first investor–company relationships out of 142 participations. The other 56 were later rounds together.

Find backers adding companies ↗

Build a syndicate beyond the city.

Of 103 recently active backers, 14 have a recorded San Francisco location and 76 are based elsewhere. Location is missing for 13. Search by market experience first, then investigate the people and their remit.

Match the whole round to your plan.

Recent Seed rounds have a median size of $1.9M, across 8 disclosed amounts. That is total company financing. An individual investor’s cheque or available capital is not disclosed here.

03 / EMERGING THEMES

Which themes are gaining share?

Follow financing activity across the company classifications represented in this market.

Latest four complete quarters: 01 Apr 2025–31 Mar 2026 · 12 market rounds, versus 21 in the preceding four quarters.

GAINING SHARE

Enterprise Software

+4.8 pp

12 of 12 recent rounds (100.0%), versus 20 of 21 (95.2%).

GAINING SHARE

Saas

+29.8 pp

11 of 12 recent rounds (91.7%), versus 13 of 21 (61.9%).

LOSING SHARE

Business Intelligence

-34.5 pp

5 of 12 recent rounds (41.7%), versus 16 of 21 (76.2%).

EARLY SIGNAL

Data Preparation Platforms

-29.8 pp

1 of 12 recent rounds (8.3%), versus 8 of 21 (38.1%).

Small sample: 1 rounds across 1 companies. Treat this as a theme to monitor.

SPIKE DETECTION

Look beyond the headline total.

Share of market roundsPrior four-quarter shareDetected spike

Scroll sideways to explore all quarters.

Vertical Business Intelligence: quarterly share of recorded equity roundsSolid line: share of market rounds. Dashed line: share over the previous four complete quarters. Rings mark rule-based spikes. Shading marks a partial quarter, excluded from detection. 0%12.5%25%37.5%50% Partial 2020Q1 2020: 1 / 7 rounds, 14.29%Q2 2020: 2 / 5 rounds, 40%Q3 2020: 1 / 10 rounds, 10%Q4 2020: 2 / 9 rounds, 22.22%2021Q1 2021: 1 / 7 rounds, 14.29%Q2 2021: 2 / 9 rounds, 22.22%Q3 2021: 1 / 9 rounds, 11.11%Q4 2021: 4 / 11 rounds, 36.36%2022Q1 2022: 0 / 8 rounds, 0%Q2 2022: 1 / 7 rounds, 14.29%Q3 2022: 0 / 4 rounds, 0%Q4 2022: 1 / 4 rounds, 25%2023Q1 2023: 1 / 8 rounds, 12.5%Q2 2023: 0 / 5 rounds, 0%Q3 2023: 1 / 8 rounds, 12.5%Q4 2023: 0 / 5 rounds, 0%2024Q1 2024: 2 / 11 rounds, 18.18%Q2 2024: 1 / 5 rounds, 20%Q3 2024: 0 / 5 rounds, 0%Q4 2024: 0 / 4 rounds, 0%2025Q1 2025: 2 / 7 rounds, 28.57%Q2 2025: 1 / 5 rounds, 20%Q3 2025: 1 / 3 rounds, 33.33%Q4 2025: 0 / 4 rounds, 0%2026Q2 2026: 1 / 2 rounds, 50%

Q4 2021 · 4 of 11 market rounds · 4 companies · 36.4% share. A detected spike, 2.06× the prior four-quarter share.

Select a dot to inspect the exact count and baseline. The partial quarter through 22 May 2026 is shown but cannot trigger a spike.

The theme shift, year by year.

Share of all recorded Big Data Analytics rounds in San Francisco. Each cell also gives its theme-round count.

Theme shares and round counts by calendar year. 2026 is partial through 22 May 2026.
Investment theme2020202120222023202420252026*
96.8%30 / 3197.2%35 / 3695.7%22 / 2396.2%25 / 2696.0%24 / 25100.0%19 / 19100.0%2 / 2
80.7%25 / 3186.1%31 / 3678.3%18 / 2361.5%16 / 2664.0%16 / 2579.0%15 / 19100.0%2 / 2
54.8%17 / 3169.4%25 / 3669.6%16 / 2376.9%20 / 2676.0%19 / 2557.9%11 / 1950.0%1 / 2
41.9%13 / 3141.7%15 / 3630.4%7 / 2326.9%7 / 2632.0%8 / 2521.1%4 / 190.0%0 / 2
22.6%7 / 318.3%3 / 3621.7%5 / 2342.3%11 / 2632.0%8 / 2526.3%5 / 190.0%0 / 2
19.4%6 / 3122.2%8 / 368.7%2 / 237.7%2 / 2612.0%3 / 2521.1%4 / 1950.0%1 / 2
12.9%4 / 318.3%3 / 3617.4%4 / 2338.5%10 / 2624.0%6 / 2526.3%5 / 190.0%0 / 2
25.8%8 / 3125.0%9 / 3617.4%4 / 2319.2%5 / 268.0%2 / 2536.8%7 / 1950.0%1 / 2

*2026 is partial. Company themes use the tags available in this dataset, applied to historical rounds; they do not date when a business adopted a technology. Themes overlap, so shares do not add to 100%. Each company round is counted once within a theme. These charts cover investors from all locations; the shortlist keeps its own location filter.

How a spike is detected

A complete quarter is flagged when its theme share is at least 1.75× the share across the preceding four quarters and at least 5 percentage points higher. It must contain at least 3 theme rounds across 3 companies, at least 10 market rounds, and at least 3 theme rounds in the baseline. All four baseline quarters must have market observations. A zero baseline, missing observations or partial quarter cannot produce a flag.

This is a transparent screening rule, not a statistical significance test or a forecast. A higher share can accompany fewer rounds when the wider market contracts; the counts beside the chart make that distinction visible.

04 / THE DEPTH MAP

One appearance, or a pattern?

518 of 618 backers with dated histories appear in just one company. Select a cell to explore the directory.

Backers by type and number of distinct Big Data Analytics companies backed in San Francisco, all dated history.
Portfolio breadth here1 company2 companies3–56–1011+
Firms & institutions
Individual angels

Circle area increases with backer count. The shortlist includes backers with 2 or more companies in this market, plus other backers active in the latest 24 months. In the 1-company cell, only recently active backers are available to explore. The shortlist’s investor-location filter also applies; select all locations to broaden the results. 2 backers have only undated entries.

05 / ROUND DESIGN

Different stages. Different capital.

Recent equity rounds · 24-month window.
Amounts are in USD.

StageDistinct roundsMedian / middle half
Seed
12
$1.9M$500K–$4.9M8 disclosed
Series A
4
$8.5M$6.3M–$14M4 disclosed · small sample
Series B
2
$44M$28M–$59M2 disclosed · small sample
Series C
3
$45M$28M–$63M2 disclosed · small sample
Series D
2
$110M$90M–$130M2 disclosed · small sample
Series E+
7
$179M$68M–$600M7 disclosed
Unattributed
1
$5.0B$5.0B–$5.0B1 disclosed · small sample
06 / FOLLOW THE EVIDENCE

The most recent recorded rounds.

Distinct company rounds.
Named backers are shown lead-first.

Series D

Hightouch ↗

Provider of an AI-powered marketing and customer data platform

$150M total equity round
7 named backers

Bain Capital Ventures · Goldman Sachs Asset Management · Amplify Partners · Iconiq Capital · Sapphire Ventures · +2 more

Seed

Signal Labs ↗

Developer of software infrastructure for routing enterprise data to decision-makers

Undisclosed total equity round
1 named backer

Lightspeed Venture Partners

Series E+

MoEngage ↗

Cloud based platform offering cross channel customer engagement software

$57M total equity round
5 named backers

ChrysCapital · Dragon Funds · B Capital · Schroders Capital · TR Capital

Unattributed

Databricks ↗

Data and AI platform that unifies analytics

$5.0B total equity round
22 named backers

Fidelity Investments · Insight Partners · J P Morgan · Andreessen Horowitz · BlackRock · +17 more

Series E+

MoEngage ↗

Cloud based platform offering cross channel customer engagement software

$60M total equity round
2 named backers

Goldman Sachs · A91 Partners

Series B

Reducto ↗

Provider of AI software for document parsing and data extraction

$75M total equity round
5 named backers

Andreessen Horowitz · Benchmark · BoxGroup · First Round Capital · Y Combinator

07 / READING THE ATLAS

What these patterns can tell you.

The market boundary

Recorded equity rounds for companies tagged Big Data Analytics and located in San Francisco. Investor headquarters may be elsewhere. Company sector and location reflect the available company records, not necessarily the location or sector at the investment date.

The time boundary

Data coverage ends 22 May 2026. The latest market round is 28 Apr 2026. There are 10 undated participations, excluded from timing metrics. Activity after the cutoff is unknown.

The relationship boundary

“New” is the first dated relationship between a backer and a company in this market. “Backed again” requires a later dated round together. A first observed entry may follow an earlier unrecorded investment.

The financing boundary

Amounts describe entire equity rounds, not personal cheques, fund capacity or returns. Medians exclude missing and non-positive amounts; the middle half spans the 25th–75th percentiles. A recorded investment does not establish current availability.

RADAR / COMPANY DISCOVERY

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Calculated 14 Sep 2026 · 164 investor histories to explore

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