Portfolio and Selection Criteria
We've invested in some of Silicon Valley's top technology companies at their various stages but unlike many other firms, we choose to not publicly disclose our portfolio company investments at this time. This is partly because of the private nature of our investments but mostly because we don't see any correlation between a VC firm's portfolio page which often highlights exits rather than failures and a firm's future success.
How Do We Pick?
We evaluate multiple attributes of every opportunity and try to determine risk levels associated with those. Some of those attributes are: Team Completeness, Stage of Product, Vision, Stage of Company, Proximity to Tech Centers, Autonomy, Global Applicability, Market Size, Traction & Growth, Mobility, Sales Funnels, Margins, Legal and Regulatory Risk, Intellectual Property
We don't believe in the term "hot deals" but we believe in dedicated, smart, and hard working entrepreneurs who build viable and profitable companies. We don't chase or compete over deals. We'd much rather share the results of our analyses with peer VC firms and look for synergies.
We're outspoken about our investment thesis and firmly believe that a quant strategy is better than gut-feeling. Please read our articles on TechCrunch discussing many aspects of how we invest.
When it comes to partnering with the right VC firm, the founders hear every truism out there. Yes, we all have the right connections needed for a startup. We know all about perseverance, drive, and dedication. But what a startup truly needs is real scientific guidance on their path to growth. What is the right pricing strategy? How do you optimize distribution? What levels of traction is needed for explosive growth? These aren't simple questions one can answer by thinking through. These are scientific questions PhD candidates work on every day. Our background is in operations research and our team has tackled these questions. Our expertise is in pricing and revenue optimization. We know how to build elasticity curves, how to set dynamic pricing levels, how to optimize for revenue or growth and how pricing applies to the specific type of product or service being offered.
Sectors We Track