, we invest in growth-stage companies in the US, Europe, and China. With one fund and a global team, we strive to be efficient, collaborative, and data-driven in our work and decision-making.
Over the last year, we have been augmenting our investment workflow by developing a quantitative VC platform that we call Q. Q is an in-house predictive AI platform that can scan, rank, and highlight over 700,000 companies, and signal which ones within our investment themes are trending, based on more than 300 different growth indicators. With Q, we discover the most promising companies in real time, reduce decision-making bias, and monitor market developments.
Like many other investors, our business used to run on traditional spreadsheets and documents. Spreadsheets kept track of companies we met or followed, industry taxonomies lay buried in slides, and our communications with companies were siloed in individual partners’ email accounts. But since we believe the future of venture capital is data-driven, we decided to bring these disparate parts together in Coda and connected it to Q.
This is the pipeline management part of our Coda implementation - we are sharing this as a published doc to help you organize your investment process. We hope this template helps you automate your own investment workflow. Ping us on
Import data into the Tracker. You can do this via APIs or you can enter it manually from Pitchbook, Crunchbase, or other data sources. After that, you can easily follow recent funding rounds, see related market developments, and go through the list with your team each week. Use the interactive buttons to move companies to ⏰ Monitor (”decide later”) , 👍 Pipeline , or 👎 Declined.
Developer of an investment platform intended to help teach people to invest in the stock market. The company's platform offers commission-free trading in stocks, ETFs, options, and cryptocurrencies as well as margins, thereby enabling users to stay informed and conveniently invest in the stock market from their phones or computers.
Provider of a mobile foreign exchange and money transferring application designed to help in global money transfer. The company's application compares live exchange rates for multiple currencies, makes transfers directly to other bank accounts, helps its users track and optimize monthly expenses, and allows for the buying and selling of crypto currencies, enabling consumers to send, spend and exchange money instantly across a secured environment.
Owner and operator of an intelligent and electric automobile manufacturing company intended to build smart electric cars for the younger generations. The company's vehicles include features such as a central touchscreen, advanced driver-assistance systems and super charging, enabling customers to enjoy smokeless driving that is fast yet sustainable and affordable.
Developer of robotic process automation software designed to deliver fast and reliable RPA that enhances business performance at an unlimited scale. The company's software seeks to eradicate tedious, redundant tasks and let software robots do the grunt work, enabling businesses and companies to develop an agile robotic workforce by providing a state-of-the-art platform for software robots orchestration.
For all prospects in the investment process. You can add a company straight to this Pipeline list or move it from Tracker or Monitor by updating the status. Companies can be Candidates when you are in discussion with your partners and move to the Term Sheet status once you have decided to invest, but are waiting to close the investment. Companies move to the Portfolio (or Declined) status from this Pipeline stage.