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What We Do

Our Perspectives

Investment Strategy
Valuations Don’t Reflect Potential of Gen AI
Valuations have surged, driven by AI enthusiasm. Portfolio Manager Daniel Pilling argues that semiconductors and hyperscalers are fairly priced given yet-to-be-realized revenue opportunities in evolving industries, such as robotics and autonomous vehicles.
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Investment Strategy
AI Adoption Becoming a Matter of Survival
AI infrastructure has evolved from optional investment into an existential imperative. Hyperscale compute delivers sub-year paybacks and fortifies resilience against downturns. Portfolio Manager Daniel Pilling argues that organizations underinvesting in AI infrastructure risk falling irretrievably behind in tomorrow’s digital economy.
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Investment Strategy
China’s Robotics Renaissance Appears More Than a Cyclical Fad
After recent trips to China, Sands Capital Sr. Research Analyst Massimo Marolo, CFA, finds China’s industrial backbone combined with proactive policies around market entry, R&D incentives and antitrust oversight, create fertile ground for automation to redefine productivity and competitiveness.
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Investment Strategy
Exploring AI’s Ever-Evolving Value Chain
AI workloads are skyrocketing as models expand in scale and complexity, pushing compute demand and supply-chain limits to reshape digital infrastructure. Discover how evolving GPU technology, chip manufacturing bottlenecks, and geopolitics drive the next wave of AI innovation.
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Business Perspectives
Globant Takes a Design-First Approach to Pure-Play Digital Services
Pure-play businesses have become a staple investment for Sands Capital. Discover the story behind Globant, a growing leader in IT Services, whose more than 1,500 Fortune 500 and Fortune 2000 clients rely on it to deliver cutting edge technologies and customized solutions for even their loftiest technology goals.
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Business Perspectives
Revolutionizing Public Safety: The Axon Ecosystem
Its mission is simple: protect life, preserve truth, and accelerate justice. As ⁠Axon Enterprises⁠ innovates to try to achieve that goal, its solutions are rapidly becoming the industry standard. Listen as we discuss the business’ journey from Taser maker to artificial intelligence-powered software developer.
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Our Perspectives

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Sands Capital exists to add value and enhance the wealth of our clients with prudence over time.

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Singular Focus on Growth

Our strategies selectively allocate capital to leading public and private businesses, across the growth spectrum, around the world.

Public Growth
Venture & Growth Equity

Cultivating Enduring Partnerships

Our skilled professionals are dedicated to delivering on our mission of adding value, while cultivating deep and enduring partnerships with our clients.

Meet Our Team

News & Events

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In The News
Opportunities in International Markets Discussed on Bloomberg Intelligence’s Inside Active Podcast
Sands Capital’s Danielle Menichella, portfolio manager of the International Growth Strategy, was featured on Bloomberg Intelligence’s Inside Active podcast, discussing how we invest with conviction in international markets.
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In The News
Sands Capital Announces Successful Global Ventures Exit Following Brightflag Acquisition
Brightflag, backed since Series A by Sands Capital, was acquired by Wolters Kluwer for €425M.
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In The News
Brightflag, a Sands Capital Global Ventures Portfolio Company, Acquired by Wolters Kluwer
The deal marks a major milestone in legal tech and venture investing, reflecting years of growth, innovation, and partnership.
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