Investment Methodology

We look at over 10 million unique data points from 2005 to present, including venture capital deal data, financial and trading data on comparable public market companies, alternative data sources for company performance, hiring, and cash position, and coincident pricing and flows information, leading to dynamic company level scoring that allows us to simultaneously monitor over 10,000 firms.

  • We limit our universe to companies that have had at least 3 Funding rounds and are large enough for us to get favorable liquidity in the secondary market

  • Then we filter down to 100 - 150 top firms using proprietary metrics of enterprise valuation and health

  • Finally, we use a collection of company level signals to select the 20 firms most likely to outperform​

Example Holdings

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