Fund profile / United States

Blue Cloud Ventures V

Geography: United States
Stage: Growth
Fund size: USD
Focus: AI/ML, Cybersecurity, Enterprise Software and SaaS
Signals: Published

N°01 / About

About Blue Cloud Ventures V

Blue Cloud Ventures V (BCV V) is the latest growth-stage fund from NYC-based Blue Cloud Ventures, pushing firm AUM past $1B. Founded in 2012, BCV writes $10-30M lead and co-lead checks into AI-first enterprise software companies with $10-50M revenue and 3-5 year exit horizons. BCV V already booked its first exit: Zendesk's March 2026 acquisition of Forethought, where BCV led the $25M growth round just 11 months earlier. The firm's 100+ tech founder/CEO LP network provides portfolio companies with customer intros and operational support.

N°02 / Thesis

Investment Focus

Location / RegionUnited States

Funding StageGrowth

Industry Focus

AI/ML

Cybersecurity

Enterprise Software

SaaS

Investor Signals Profile

active

Sweet Spot

B/C-round enterprise software founders, $10M+ ARR, AI-native products

AI-first enterprise software

growth-stage SaaS

AI infrastructure

GTM platforms

AI-powered security

open-source

Physical AI

edge-AI security

Bullish Signals

Common Room acquisition by Zoom; second portfolio exitsocial

Forethought exit (Zendesk) 11 months post-Series Bblog

AUM past $1B; 14-year track record across fundsblog

100+ tech founder/CEO LP network for customer accessblog

Writer portfolio company leading enterprise gen-AI spaceblog

$10-30M checks filling Series B/C missing middleblog

Horizon3 $250M raise validates AI-security thesis expansionsocial

Market demand: AI-powered continuous security > annual pentestingsocial

Exein $270M raise; $1.7B valuation; 2B devices deployedsocial

Physical AI securing robots, drones, autonomous vehiclessocial

Contrarian Signals

Concentrated 12-20 positions; every check highly materialblog

AI valuations resetting; multiple compression risk remainsblog

Fund size undisclosed; estimated $250-400M range onlyblog

Founder Do's

Target if Series B/C, $10M+ ARR, enterprise-focused

Leverage 100+ founder/CEO LP network for customer intros

BCV runs structured M&A advisory for exits

Want capital + operator access without founder dilution

AI-native or AI-leveraged product advantage (validation: Horizon3 $250M)

Physical AI + edge computing security gaining traction

Founder Don'ts

Not for early-stage or seed

BCV is supportive, not board-control driven

Avoid if needing heavy-hands growth strategy lead

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Facts

Fund Overview

Fund SizeUSD

Saves0

Website

People

Key People

Rami Rahal, Mir Arif, Joel Lou

Rami RahalFounder, Managing Partner

Mir ArifFounder, Managing Partner

Joel LouFounder, Operating Partner

N°04 / See also

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