Sublime
An inspiration engine for ideas
The best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the compani... See more
Evan Armstrong • Venture Capital Is Ripe for Disruption
The world’s first investment strategy anyone can improve with their data. - Delphia
delphia.com
Delphia is the classic example of a network-effect based business model: as more users contribute data, the returns for funds using the data should theoretically improve. This creates a flywheel, in which more users are incentivized to provide data because hedge funds and other businesses (who benefit from crowdsourced data at scale) are willing to... See more
Multicoin Capital • Multicoin Capital: Nuestra inversión en Delphia
Land of the “Super Founders“— A Data-Driven Approach to Uncover the Secrets of Billion Dollar…
Ali Tamasebalitamaseb.medium.com
VENTURE CAPITAL MINDSET: Become the candidate that every venture capital firm would like to hire
amazon.com
In an increasingly competitive environment among Venture Capital (VC) firms, fund managers continuously search for ways to develop an edge over their peers. This realisation has led them to pursue more data-driven approaches and to start diving into the potential of data in investment processes.
Venture Capital 2.0—the revolution of Machine Learning & Data-Driven VC
Fun graphic on $META from the Rowan Street annual letter (a hedge fund that printed a 102.6% net return in 2023): Shows how non-linear the path to good returns can be and how conviction pays off. https://t.co/jWQGVSc7LS... See more
