Leading “solo capitalists” manage more money than many funds. Oren Zeev manages more than $1 billion without additional investment support. Elad Gil, Josh Buckley, Harry Stebbings and Lachy Groom manage funds in the hundreds of millions with similarly lean structures.

Venture firms should aggressively ally with these disruptors. While tier 1 funds will worry more about Tiger Global, solo investors have changed the market’s dynamics. Proactive firms will adapt, empowering these managers and benefiting from their favorable brand and impressive reach.