Breaking
$1.6B across four funds  •  March closes Fund IV at $650M  •  A $26.5M CrowdStrike bet returns a reported $1B  •  Backs Together AI & leads SuperOps Series C  •  Montgomery Summit draws 1,200+ to Santa Monica  •  12 unicorns · 7 IPOs · 35 acquisitions  •  $1.6B across four funds  •  March closes Fund IV at $650M  •  A $26.5M CrowdStrike bet returns a reported $1B  •  Backs Together AI & leads SuperOps Series C  •  Montgomery Summit draws 1,200+ to Santa Monica  •  12 unicorns · 7 IPOs · 35 acquisitions  • 
Company · Venture Capital

The Firm That Turned $26 Million Into a Billion, One Concentrated Bet at a Time

It runs a small firm out of Santa Monica, writes a handful of checks a year, and once turned a $26.5 million CrowdStrike stake into a billion-dollar return. Here is how March Capital plays venture capital like a concentration bet.

Most venture firms play a numbers game. They spread capital across dozens of companies, accept that the majority will fizzle, and pray one becomes a rocket. March Capital, a firm tucked into Santa Monica a few blocks from the beach, decided early on to play a different game entirely. It writes a small number of checks, waits until a company has already proven customers want what it sells, and then concentrates - backing its best names again and again. The clearest proof that the approach works arrived in 2017, when the firm put roughly $26.5 million into a then-little-known cybersecurity company called CrowdStrike. That stake reportedly turned into a billion-dollar return.

Founded in 2014 by Jim Armstrong, Sumant Mandal, Gregory Milken and Jamie Montgomery, March Capital now manages more than $1.6 billion across four funds. It sits at the intersection of two things Los Angeles is not usually famous for - patient institutional capital and deep enterprise-software expertise - and has quietly become one of the sharpest AI-era investors on the West Coast.

$1.6B+
Assets across 4 funds
12
Unicorns backed
7
Portfolio IPOs
2014
Founded in Santa Monica

01 / The ThesisFewer bets, held longer

March Capital describes itself plainly: it invests in frontier technology companies at the leading edge of the AI shift. In practice that means the mission-critical software and infrastructure that large enterprises run on - cybersecurity, fintech, data and cloud infrastructure, and the growing layer of AI applications sitting on top of them. The firm invests mostly at the early-growth stage, the moment after a startup has found product-market fit but before it has scaled, when the risk is less about whether the product works and more about how fast it can grow.

Its operating rules read like a value investor's checklist more than a typical venture pitch: partner with entrepreneurs who can scale, target large markets with proven demand, seek quick time-to-value and genuine platform potential, keep valuation discipline with a margin of safety, and build concentrated portfolios that double down on the winners. The firm aims for roughly 12 to 15 new investments per fund - a deliberately small number in a business that often rewards volume.

"We invest in frontier technology companies at the leading edge of the AI revolution." March Capital

02 / The Signature WinThe CrowdStrike bet

Every firm has a story it tells to explain its philosophy, and for March Capital that story is CrowdStrike. In 2017 the firm led into the security company's Series D round with about $26.5 million. CrowdStrike went public in 2019 and became one of the defining cybersecurity platforms of the cloud era. The return, reported in the tens-to-one range, put March Capital on the map and validated the thing it had been arguing all along: that concentration, not diversification, is where outsized venture returns actually come from.

Security has stayed a throughline. Beyond CrowdStrike, the portfolio has included Expel, SpyCloud, Forter, Xage and Tessian - the last acquired by Proofpoint - alongside KnowBe4, which was taken private by Vista Equity Partners. It is a book built by people who understood, early, that every company becoming a software company also meant every company becoming a target.

Swiss-style abstract graphic of concentric target rings and a modular grid representing concentrated venture bets
Bullseye economics. A portfolio built like a dartboard - a few rings, one center, and the patience to keep aiming at it.

03 / The MoneyFrom $240M to $650M

March Capital has raised steadily larger funds without abandoning its small-portfolio discipline. The inaugural fund launched in 2016 at $240 million. A second fund of roughly $300 million followed in 2019, with the firm going long on Los Angeles, India, AI and technology infrastructure. Fund III closed at $450 million in 2020. And in February 2023, March closed Fund IV at $650 million, aimed squarely at what the partners call AI-powered intelligent business applications.

Fund size by vintage ($M)
$240M
2016Fund I
$300M
2019Fund II
$450M
2020Fund III
$650M
2023Fund IV

The business model underneath is the standard venture structure, applied with unusual restraint. March raises capital from limited partners - institutions, endowments and family offices - deploys it into a concentrated set of companies, and earns management fees plus a share of the profits, or carried interest, when those companies exit through an IPO, an acquisition or a secondary sale. The firm's real product is judgment, and its scorecard is the roughly 100-plus investments it has made, producing 12 unicorns, 7 IPOs and 35 acquisitions.

04 / The PortfolioSecurity, fintech, and a little biology

March Capital's holdings span more than you would expect from a firm this focused. On the enterprise side sit CrowdStrike, ThoughtSpot's agentic analytics, Uniphore's business-AI platform, Acceldata's data management, Immuta's data governance and Together AI's open-source AI infrastructure. In fintech and commerce, the book runs from Forter's fraud protection and EarnIn's earned-wage access to Extend, Gr4vy and a cluster of Indian infrastructure bets - BillDesk, Shiprocket, CarTrade and Vayana Network.

Then there is the part that surprises people: generative biology. March has backed Generate:Biomedicines, Lila Sciences and Tessera Therapeutics, wagering that the same AI methods reshaping software will reshape drug discovery and gene writing. Design tool Canva and legal-AI platform Luminance round out a portfolio that is less a theme than a conviction - back the companies building the picks and shovels of the AI economy, wherever that economy shows up.

CrowdStrikeThoughtSpotTogether AIUniphoreForterExpelSpyCloudXageImmutaAcceldataCanvaEarnInSukiOverjetLuminanceGenerate:BiomedicinesLila SciencesSuperOpsShiprocketBillDeskKnowBe4 · exitTessian · exitVeloCloud · exitFogHorn · exit
Navy tags mark realized exits. The firm's rule is to keep the active list short - and to keep adding to its winners.

05 / The GatheringTwo decades of the Montgomery Summit

March Capital's most visible fixture is not a deal but an event. The Montgomery Summit, launched by Jamie Montgomery in 2004 - a full decade before the firm itself existed - brings more than 1,200 entrepreneurs, investors and corporate executives to Santa Monica each spring. The 2025 edition ran on March 4 and 5 at the Fairmont Miramar Hotel. For a firm that keeps a small portfolio, the Summit is an outsized asset: a standing network of founders, operators and capital that feeds deal flow, diligence and hiring long after the panels end.

"Today is the most exciting time in the history of technology investing." March Capital

06 / The PositionWhere March fits in the market

March Capital plays in a crowded field of AI-and-enterprise growth investors - Battery Ventures, Insight Partners, Coatue, Bessemer, ICONIQ Growth and Lightspeed among them, plus fellow Angeleno firm Upfront Ventures. What separates March is less its targets than its posture: a smaller portfolio, an explicit margin-of-safety on price that reads more like private equity than venture, and a willingness to sit inside a company through several rounds rather than chase the next new logo. In a decade defined by ever-larger funds spreading ever-thinner, March made the opposite wager and let compounding carry the weight.

The last year suggests the thesis is still in motion. In January 2025 the firm led SuperOps' $25 million Series C for AI-powered IT management, alongside Addition and Z47. A month later it announced an investment in Together AI, backing the infrastructure layer that open-source AI models increasingly run on. The names change; the pattern does not - find the mission-critical layer, buy it at a defensible price, and hold.

07 / The TimelineTen years, four funds

2004
The Montgomery Summit begins
Jamie Montgomery launches the annual Santa Monica conference that will later anchor the firm's network.
2014
March Capital founded
Jim Armstrong, Sumant Mandal, Gregory Milken and Jamie Montgomery start the firm.
2016
Inaugural $240M fund
March Capital Partners launches, focused on enterprise technology.
2017
The CrowdStrike bet
A roughly $26.5M Series D stake becomes a reported billion-dollar return.
2020
Fund III closes at $450M
The firm scales up while holding its concentrated approach.
2023
Fund IV at $650M
Capital aimed squarely at AI-powered business applications.
2025
Doubling down on AI infrastructure
March backs Together AI and leads SuperOps' Series C, and hosts the 2025 Summit.

08 / FAQCommon questions

What does March Capital invest in?
Frontier technology companies at the early-growth stage - enterprise software, cybersecurity, fintech, data and cloud infrastructure, and AI applications - usually after they have established product-market fit.
Who founded March Capital?
Jim Armstrong, Sumant Mandal, Gregory Milken and Jamie Montgomery founded the firm in 2014. Sumant Mandal and Jamie Montgomery serve as managing partners.
How much does the firm manage?
More than $1.6 billion across four funds, from a $240M inaugural fund in 2016 to a $650M Fund IV closed in February 2023.
What is its most famous investment?
Its 2017 investment of roughly $26.5 million in CrowdStrike, which reportedly produced a billion-dollar return.