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INVESTMENT THESIS
We invest in privately-held high-growth technology companies that deliver outstanding returns and produce phenomenal alpha by targeting huge global markets with experienced teams.
Our portfolio mitigates risk through:
INVESTMENT THESIS
● Non-correlated assets● Industry diversification● Geographic diversification
ADVANCE FUND’S DEALFLOWWe are connected to Hackers / Founders, a networking group of CEOs and founders of technology companies which has grown to the largest network of technology companies globally.
Advance Fund is our investment vehicle. Our dealflow comes from recommendations from our global organizers.
RIGOROUS ANALYSIS: LESS THAN 1% ACCEPTANCE
COMPANIES
2,100PEER REVIEWS
1,500REAPPLY
120INTERVIEWS
16 *2,100 applicants leads to16 companies admittedto the portfolio
50,000+
*Russell 2000 as baseline
There is no guarantee against loss; past performance is not a guarantee of future returns.
FUND RETURNS TO CAPM*(Capital Asset Pricing Model)
Pitch Comparison
Apple Store Experience for retailers, connects existing software with Fiverun empowered tablets
Remembers for you, shops for you. Hardware device to manage your grocery shopping list Apple
Stay like a celebrity. Group suite booking
Full-service security firm
Google for B2B Sales. Trillion dollar market.
Big data platform eleminating the barriers of exporting
Getting Gamers Paid
Unified Benefits Engagement Platform
ExportAbroad
Suiteness
There is no guarantee against loss; past performance is not a guarantee of future returns.
Startups enter the Co-op & the H/F Advance Fund
50%Sold to
accredited investors
$1.25M $1.25M
20 Portfolio Companies
C-Corp / The Co-opH/F
50%H/F
retains
H/F Advance Fund is composed of 1,000,000 shares (California LLC flow-through entity).
• A portfolio company gets sold for $100M
• 5% of which is $5M, distributed to all shares of the LLC
• Each share receives $5
• Because of the LLC structure of the entity, no double taxation occurs
Liquidity Event Example
Example of an acqui-hire,
• 1 company gets sold for $5M
• 2x valuation (in this case, stockholders see 100% return)
• 5% of which is $250K, distributed to all shares
• Each shareholder receives $.25 per share
Liquidity Event Example through ExitRound
Founders of Yahoo
JERRY YANG ASH PATEL LEO POLOVETS
#1 Engineer LinkedIn
DON HUTCHISON
Excite@Home
OLIVER NICHOLASDir. of
Infraestructure,Uber
ROY RODENSTEINTop Angel,
Boston Xconomy
DRAPER ASSOCIATES
Our Follow-on Investors
Board of Advisors
Cheryl ChengBrand Garage
Naval RavikantFounder, AngelList
Jacob MullinsExitRound
Chris McCannGreylock Partners
Will BunkerFounder, Match.com
Shaherose CharaniaFounder, Women 2.0
OPERATIONAL EXCELLENCE
RIGOROUS DUE DILIGENCE
DIVERSITY FRO
ACROSS THE GLOBE
EXPLOSIVE ALPHA FOR INVESTORS
BEST GLOBAL INVESTMENT
OPPORTUNITIES
NON-LIQUID.
Our Value in Summary