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Linear

private
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Linear is a privately held company tracked for investment-relevant business and technology developments.

sentiment mix
bull 83%bear 0%neu 17%

funding rounds

private markets
awaiting round data

This slot renders the company's funding history: dates, rounds, amounts, valuations and lead investors once populated in data/funding-rounds.json.

signal summary

latest high-conviction thesis
Linear compounds efficiently: ~$80M raised, default alive since year 2, doubling revenue yearly▾

Linear has raised only ~$70-80M across three rounds, reached default alive within two years, and doubles revenue annually with a tiny team (120 people at $10-15M ARR at Series B), prioritizing employee upside via measured valuation growth over momentum fundraising.

karri saarinenT1Kleiner Perkins2026-04-20
confidence 88 / 100impact High
key themes
  • Enterprise AI Adoption67%
  • AI Infrastructure50%
  • AI Economics & Business Models50%
  • AI Agents50%
  • Developer Tools50%

bull thesis · 5

91 / 100
  • •Rory O'Driscoll: Linear drastically underpriced at $2.5B — 100M ARR growing 100%+, founder-led, agent-friendly
  • •Harry Stebbings: Investor in Linear, notes both Linear and Atlassian crushing — market expanding not zero-sum
  • •Linear compounds efficiently: ~$80M raised, default alive since year 2, doubling revenue yearly

bear thesis · 0

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mentions · 6

20VCNVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation1 mentions · 1▲ 0▼ 0○ · 22 days ago
0:0021:0042:001:03:001:25:00
20VCShould American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive1 mentions · 1▲ 0▼ 0○ · 27 days ago
0:0023:0047:001:11:001:35:00
Y CombinatorPaper: The Design Tool Built For The Agent Era1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0011:0022:0033:0045:00
20VCThe Rise of Chinese Open Source | Sam Offers Trump 5% of OpenAI | Enterprises Fear Frontier Models1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:007:0015:0022:0030:00
Sourcery VCAccel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:0010:0020:0030:0040:00
Kleiner PerkinsFrom Airbnb to Linear: How Karri Saarinen Redefined Product Design1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:006:0012:0018:0025:00