< Back to Portfolio Companies

What they do
Global leader in consumer & enterprise design - empowering users to design anything, and publish anywhere
  • User-friendly platform allows  students, educators, individuals, small businesses, large corporations, and even industry professionals with all the design tools necessary to create visual assets such as:
    • Presentations
    • Videos
    • Website content
    • Social media content

Investment Thesis
World-class business with strong brand recognition
  • 170+ million monthly active users
  • Across 190 countries
  • Available in 100+ languages

Outstanding long-term growth opportunity
  • US$2+ billion in annualized revenues (2023)
  • Free cash flow positive in 2023
  • Large and growing global market (current TAM of the 'Creator Economy' is estimated at US$250+ billion; projected to increase to US$480+ billion by 2027)

Exceptional management and leadership team
  • Founder-led management team consisting of Melanie Perkins (CEO), Cliff Obrecht (COO), and Cameron Adams (CPO)
  • Significant 'skin in the game' - estimated 40%+ ownership by its management team
  • Bill Tai (Stack Capital Advisor) was a seed investor and instrumental in Canva's creation

                     Research & related Videos/articles

                     Company News