We focus on creating a Diversified Portfolio
based on maturity stage, geography, and sector
but at early valuations
Seed: Target to Invest 10% Equity Stake
Focus on founder and team’s background and experience
Focus on product development & rationale
Focus only on addressing large market opportunities
Key strength is robust diligence
Series A: Target to Invest Between 5-10% Stake
Assess founders and team composition
Product market fit and traction metrics
Assess advantages in competitive landscape
Assess ability to leverage resources/network
Unique Deal Sourcing
Word of mouth via best-in-class founder networks
Able to engage on core values
Proven record of being selected over larger VCs
Google network has been the key driver
Series B: Follow-on Investment (35% of Investable Funds)
We support projects and follow-on invest in top performers
Assist in aligning key financial and strategic investors
Support any complex financial structuring
Strategic Support
Hands-on support for our founders
Working on growth strategies and partnerships
Structure and negotiate complex transactions
Engage in key team recruitment activities
Coaching and attention to mental well-being and family
Series C to IPO
Our Corporate Development and CVC experiences help portfolio companies navigate successful partnerships and M&A
This includes strategic sales to unicorns and later-stage funding round exits
We leverage our financial market insights and network for IPO strategy
2 of our portfolio companies are under IPO preparation
Growth & Exit Strategies
30+ years of valuable networks (Yahoo, Google, DFJ, Citibank, Deutsche Bank, and Barclays) built by partners, along with diversified team experience
Successful investment exits result from strong ties and understanding of the late-stage investor ecosystem
We have an extensive network from our CVC and finance background
Leverage networks to create opportunities (partnerships, investment, collaboration)
Executed deals bringing in top global investors (Softbank, Goodwater, Sequoia, Vertex) and strategics