Our strategy
1. Vision & Mission
Vision: To become the leading catalyst for high-growth startups in, delivering superior returns to investors while fostering innovation.
Mission: Identify and empower disruptive startups through capital, strategic guidance, and network access, aligning investor profits with entrepreneurial success.
2. Market Opportunity
Why Now? Highlight trends driving demand in your focus area (e.g., AI adoption, green tech, underserved regional markets).
Gaps in the Market: Explain how existing funds fail to address specific opportunities (e.g., lack of sector expertise, undervalued pre-seed startups).
Competitive Edge: Differentiate your fund (e.g., proprietary deal flow, founder-friendly terms, partnerships with accelerators).
3. Investment Thesis
Focus Areas:
Stage: Pre-seed, Seed, Series A (e.g., "Pre-seed startups with MVP validation").
Sectors: Tech (SaaS, AI, fintech), clean energy, healthcare tech, etc.
Geography: Regional or global.
Check Size: 100 K –500K per deal (adjust based on fund size).
Selection Criteria:
Strong founding team (domain expertise, resilience).
Scalable business model with clear product-market fit.
Large addressable market ($1B+ TAM).
Traction (revenue, user growth, partnerships)
4. Portfolio Strategy
Target Portfolio Size: 20–30 companies over 3–5 years.
Diversification: Spread investments across sectors/stages to mitigate risk.
Active Ownership:
Board seats or advisory roles in key portfolio companies.
Hands-on support in scaling operations, hiring, and fundraising.
Leverage mentor networks and industry partnerships.
Follow-On Reserves:
Allocate 20–30% of fund capital for follow-on rounds in top performers.
5. Fundraising & Capital Structure
Fund Size:
Target 10M –50M (adjust based on strategy).
Investor Base:
Anchor investors (family offices, HNWIs).
Institutional investors (pension funds, corporates).
Strategic partners (industry leaders, VC co-investors).
Fee Structure:
Management fee: 2% annually.
Performance fee: 20% carried interest (above 8% hurdle rate).
6. Risk Management
Due Diligence:
Rigorous vetting of startups (financials, legal, tech, market risks).
Anti-Portfolio:
Avoid overexposure to single sectors or geographies.
Downside Protection:
Use SAFE notes, convertible debt, or milestone-based tranches.
Scenario Planning:
Stress-test portfolio performance under economic downturns.
7. Operational Plan
Team Structure:
Core team: 2–3 partners with complementary skills (finance, tech, operations).
Advisors:
Industry veterans, legal experts, and serial entrepreneurs.
Deal Sourcing:
Partnerships with incubators, universities, and angel networks.
Host pitch competitions or scout through platforms like AngelList.
Technology & Tools:
CRM for pipeline management
Data analytics tools for market/portfolio tracking
8. Investor Relations & Reporting
Transparency:
Quarterly updates with KPIs (portfolio valuations, exits, IRR).
LP Communication:
Annual meetings, webinars, and personalized reports.
ESG Alignment:
Highlight impact metrics
9. Exit Strategy
Primary Exit Paths:
Trade sales to strategics (e.g., tech giants, industry leaders).
IPOs (for breakout companies).
Secondary sales to later-stage investors.
Hold Period:
Target 5–7 years per investment.
Distribution Waterfall:
Prioritize return of capital to LPs before profit sharing.
10. Key Milestones & Timeline
Year 1
Raise $5M initial close
Build pipeline (100+ deals)
Invest in 8–10 startups
Year 2
Deploy 70% of capital
Scale team/partnerships
Follow-on investments
11. Sample Portfolio
Startup A: AI-driven logistics platform (Seed round, $250K).
Startup B: Sustainable packaging solution (Pre-seed, $150K).
Startup C: Healthtech SaaS for emerging markets (Series A, $500K).
13. Long-Term Vision
Scale to $100M+ AUM by Fund III.
Launch vertical-specific sub-funds
Build a proprietary data platform for startup scoring.
Year 3+
Achieve first exits
Raise Fund II
Expand geographic focus
12. Challenges & Mitigation
Challenge: Limited track record as a new fund.
Solution: Partner with established VCs for co-investments to build credibility.
Challenge: Market volatility.
Solution: Maintain 10–15% cash reserves for opportunistic deals.
