Van Wagoner Ventures - Financing the "New Economy"

Commercial Transportation Revolution

Typical E-H Round

VW Ventures Investment Risks


Team Risk -Reduced
Bus.Model Risk -Reduced
Ind.Risk - Reduced
Comp.Risk -Reduced
Tech.Risk -Reduced
Pricing Risk
Timing Risk
Macro Risk

  Van Wagoner Venture's process that has kept us out of trouble will:

  • Large addressable markets (TAM) and thus tailwinds
  • Pinpoint market segments with proven breakaway dynamics
  • Identify transformational companies in the latter stage of funding that have a:

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  •          "Done it before" Management Team
  •           Product in market with clear sales ramp
  •           Clearly established market lead
  •           Commitment to sustainable growth
  •           Line of sight to profitability

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PROVEN "MUST HAVES"

Traditional VC Investment Risks


Team Risk
Business Model Risk
Industry Risk
Competitive Risk
Technology Risk
Pricing risk
Timing Risk
Macro Risk

Pioneers Got the Arrows, Settlers Got the Land!

  Our deep experience in public and private investing  will let us identify and leverage these critical success factors:


  • Identify IPO windows and liquidity cycles
  • Pinpoint trends, sub industries and companies that will maintain/attract public interest over our expected investment horizon
  • Understand relative value matrices between public/private valuations to identify alpha within the public private liquidity arbitrage.

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LEVERAGE DOMAIN EXPERTISE

  With our proprietary database, industry contacts and vast experience we avoid:


  • Yesterday's darlings who have lost their advantage
  • Running with the pack and making "me too" investments

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DECADES OF EXPERIENCE - PUBLIC/PRIVATE ECOSYSTEM
DECADES OF EXPERIENCE -
DE-RISKING TYPICAL VC MODEL