Generation Investment Management focuses on late-stage investments, primarily participating in Series D, E, and F rounds. The firm operates globally, providing risk and portfolio management, financial planning, and investment advisory services. Their investment strategy is centered around sustainability and impact, as evidenced by their comprehensive sustainability and impact reports.
Notable portfolio companies include Andela, Asana, Convoy, DocuSign, and Gusto. The firm is led by key partners with significant industry experience, including affiliations with prominent organizations. Generation Investment Management offers unique value-add services such as in-depth sustainability analysis and impact reporting, aligning their investments with long-term environmental and social goals.
Generation Investment Management - Portfolio Snapshot
Portfolio activity breakdown across disclosed investments and stages
Total Investments45
Current Portfolio Count21
Total Portfolio Exits3
Top Investment Stages
Series D10 (28.6%)
Series E10 (28.6%)
Series F6 (17.1%)
Series B5 (14.3%)
Private Equity4 (11.4%)
Stage Mix
Series D 29%Series E 29%Series F 17%Series B 14%Private Equity 11%
Concentration shown as share of disclosed investments by stage.
Generation Investment Management - Classification
- Also Known As
- Generation Investment Management LLP
- NAICS
- 520000Finance and Insurance
- 523000Securities, Commodity Contracts, and Other Financial Investments and Related Activities
- 523900Other Financial Investment Activities
- 523990All Other Financial Investment Activities
- 523999Miscellaneous Financial Investment Activities
- SIC
- 6700Holding And Other Investment Offices
- 6720Investment Offices
- 6722Management Investment Offices, Open-end
Show 5 more industry codes
- NAICS
- 525000Funds, Trusts, and Other Financial Vehicles
- 523910Miscellaneous Intermediation
- SIC
- 6000Depository Institutions
- 6790Miscellaneous Investing
- 6799Investors, Not Elsewhere Classified