Portfolio and Selection Criteria
At Venture Science, we believe in strategic investments that yield both innovation and superior returns. While we're excited about the remarkable portfolio companies we've carefully selected, our commitment to cultivating a competitive edge prompts us to exercise discretion in public disclosures. This approach safeguards our opportunities by keeping our proprietary insights within a close-knit community, providing exclusive access to the transformative potential of technology.
While we have chosen not to publicly reveal the specifics of our investments, it's worth noting that some of our IPO exits, such as Lyft and Lemonade, have made a significant mark. Within our portfolio, we proudly nurture a collection of unicorns, with a plethora of companies diligently striving to achieve this prestigious status. A prime example is Oxa, a trailblazer in universal autonomy, reshaping industries. Equally impressive is ThoughtSpot, a globally recognized analytics powerhouse, and Carbon, a trailblazer in 3D printing and digital manufacturing. These are just a few glimpses of the vibrant ecosystem we're fostering at Venture Science, where groundbreaking innovation meets strategic investment.
If you’re interested in working with us and would like to know more about our portfolio, please drop us a note here.
Our current thesis covers investing in hyper growth sectors that use deep tech such as quantum computing and artificial intelligence at their core.
Enterprise
Security
Mobility
Virtualization
Networking
Cloud Infrastructure
Artificial Intelligence
IOT/HW
Infrastructure
Augmented Reality
Home Devices
Auto Devices
Wearables
Mobile
Gaming
Communication
Connectivity
Publishing
Content Delivery
HealthTech
Telemedicine
Wellness
Psychology
Medical Records
Therapeutics
Consumer
Marketplaces
Sharing Economy
Product Discovery
Social Platforms
Travel
Space Tech
Satellites
Rockets and Launch Systems
Debris Programs
Cislunar Programs
Space Station Programs
Planetary Exploration Programs
SAMPLE EVALUATION - MULTIPLE CRITERIA DECISION ANALYSIS APPROACH
In venture, investors typically look at several companies at any given time and work to pick the best bang for the buck. Below is an example of three companies we’ve put through our selection models. Here, we started with the core dimensions: Valuation, Team, Track Record, Location, Product, Market Development, Traction and Growth, and Revenue Drivers. Note that these dimensions are not equally weighted. The respective weights depend on historical data and a consensus we’ve calculated internally. In cases where we don’t have enough external data to validate the weighting results, we’d still end up with a standardized model, which is the same for every company we put through the model, thereby creating consistency across the board.
The integration of artificial intelligence (AI) into healthcare is poised to revolutionize the industry, creating a unique opportunity for investors in the alternatives space. AI-centric healthcare companies are driving advancements in drug discovery, precision medicine, diagnostics, and digital health, offering potential for outsized returns compared to traditional sectors. With the healthcare AI market expected to grow at over 40% CAGR, subverticals like remote monitoring, medical imaging, and operational efficiency are set to benefit significantly. While the sector carries certain risks, a targeted investment approach focusing on high-impact opportunities can unlock substantial value and reshape the future of healthcare.