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The team of Doug Clinton and Steve Van Sloun at Loup Ventures made a bullish case for Unity Software (NYSE: U), a company in which they have owned a stake since before the IPO in a blog post. 



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“Unity is on the road to becoming the next great creative software company,” Clinton and Van Sloun said. 

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Unity offers three major elements for a long-term thesis, the tech venture capitalists said: gaming as a social network, physical and virtual worlds merging and the growth of augmented and virtual reality.

Loup Ventures compared Unity to Adobe Inc (NASDAQ: ADBE) and Autodesk Inc (NASDAQ: ADSK), two publicly traded creative software companies.

Adobe, Autodesk Parallels: Loup Ventures notes that many of Unity’s customers are also using Adobe Creative Cloud and Autodesk products like AutoCAD, Revit and Maya.

Loup Ventures believes Unity has a shot at hitting the market

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