Atreides Management

Atreides Management is a private equity firm that invests in high-growth technology and consumer companies across public and private markets.

Institutional Active Boston, United States Est. 2019
Visit website ↗ LinkedIn
Last updated 2026-07-20
Portfolio
11
in our dataset
Rounds participated
17
Rounds led
5
Rounds' value
$2.7B
total disclosed, rounds participated
Stages
—

About

Atreides Management, LP is a private equity firm based in Boston, Massachusetts, founded in January 2019. The firm employs a crossover strategy, bringing a long-term perspective to technology and consumer companies across both public and private markets. Atreides focuses on early-stage, late-stage venture, post-IPO, private equity, and secondary market investments, with a particular emphasis on innovative technology and growth equity opportunities. The firm is led by Gavin Baker, who has a background at Fidelity Investments. Atreides Management aims to identify high-quality businesses with significant long-term potential through deep fundamental research and a concentrated long-term approach.

Portfolio · 11

Lyte
Lyte builds the perception foundation of physical AI, unifying sensing hardware, custom silicon, and perception software for robots and autonomous systems.
Led ★ 2 rounds $272.0M committed Latest: 2026-09
Enigmai
Enigmai develops workforce management solutions specifically designed for large contact centers, featuring an AI-driven forecasting module and rule engine.
1 round $71.0M committed Latest: 2026-07
Xsight Labs
A fabless semiconductor company providing intelligent connectivity solutions for next-generation hyperscale, edge, and AI data center networks.
Led ★ 3 rounds $496.0M committed Latest: 2026-07
DriveNets
A leader in high-scale networking solutions for AI infrastructure and service providers.
Led ★ 3 rounds $880.0M committed Latest: 2026-06
Decart
Decart is an AI lab building real-time world models and the ultra-optimized infrastructure to power them, enabling real-time interactive AI experiences.
1 round $300.0M committed Latest: 2026-05
Follow
Social Shopping Platform
Led ★ 1 round $300.0M committed Latest: 2025-05
Celero
Celero makes customer collateral PDFs instantly smart. Sales and marketing teams can use Celero to track and boost customer engagement and lead generation.
1 round $100.0M committed Latest: 2024
Nexar
A Vision AI company transforming the physical world into digital insights through a global network of smart, connected car cameras.
2 rounds $105.0M committed Latest: 2021-11
Quantum Machines
Quantum Machines develops control and operation systems for quantum computers, integrating quantum and classical operations with hardware and software platforms.
1 round $50.0M committed Latest: 2021-09
QuantLaw Corp.
Algorithmic underwriting and verified-AI prosecution of commercial and healthcare-receivable claims.
1 round $50.0M committed Latest: 2021-09
proteanTecs
A leading provider of deep data analytics for advanced electronics monitoring, offering solutions for chip health and performance.
Led ★ 1 round $45.0M committed Latest: 2020-08

Investment activity

1 portfolio exit on record.

Portfolio by sector

Industrial Technologies7
Business Software4
Automotive & Mobility Technologies1
Health Tech & Life Sciences1

Q&A

What is Atreides Management's primary investment focus?
Atreides Management, founded in 2019 by Gavin Baker, focuses on TMT (technology, media, and telecom) and consumer companies, investing across both public and private markets.
Which notable companies are in Atreides Management's portfolio?
Atreides Management's portfolio includes companies such as DriveNets, a cloud-native networking solutions provider, and Vayyar Imaging, which develops multifunctional 4D radar imaging sensors.
Has Atreides Management had any recent exits?
Yes, Atreides Management had an exit in April 2026 when portfolio company DustPhotonics, an end-to-end silicon photonics solutions provider, was acquired by Credo Technology Group for $1.3 billion.
What is Atreides Management's investment stage preference?
Atreides Management has participated in various funding stages, including a recent E Round for Weka and a C Round for Chain Reaction.
Which sectors does Atreides Management primarily invest in?
Atreides Management shows a strong concentration in Industrial Technologies, with 7 portfolio companies, and Business Software, with 4 portfolio companies.
Who are the key personnel at Atreides Management?
Gavin Baker is the Managing Partner & Chief Investment Officer, and Neil Desai serves as Managing Director, Public Equities & Partner, Atreides Ventures.
What is the range of investment amounts for Atreides Management?
Atreides Management's investment range is between $24 million and $410 million.
When was Atreides Management founded?
Atreides Management was founded in 2019.
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