*Disclosure


  •      The performance data reflects VWCM’s experience in actual private equity portfolio transactions in its mutual funds for the period from February 24, 1997 through March 31, 2003, a period of 23 quarters.
  •      During this period,  private equity transactions were concluded in fifty four [54] companies for an aggregate investment of $300 million.
  •      This performance information does not represent performance of a separate portfolio. Rather, it reflects all private equity investments made by VWCM on behalf of its mutual funds. Private equity investments typically constitute only a portion of the mutual fund’s portfolios.


PRIVATE PORTFOLIO DETAILS


  • 25 IPO's
  • 18 Private Sales
  • 6 Acquisitions
  • 5 Writeoffs


PUBLIC PORTFOLIO ACHIEVEMENTS

  • 5 Time Winner Lipper Performance Award
  • Best Performing Small Cap Growth Fund - 1993, 1994, 1995
  • Best Performing Mid Cap Fund - 1999, 2005
  • Featured on:
  •      TV - Wall Street Week, CNBC, PBS, Bloomberg News
  •      Magazines - Money, Smart Money, Forbes, Fortune
  •      Newspapers - Wall Street Journal, Investor's Business Daily, NYTimes


Van Wagoner Funds "Crossover" Venture Portfolio* 

  • Vintage 1997 - 2003
  • Supporting 54 Companies
  • Approx. $300 million committed
  • Avg. Holding Period 23 months
  • 3.8x multiple 99% IRR

Van Wagoner CleanTech Investment

  • First Impact Investment Vintage 2010
  • 9.4x multiple 48% IRR through 06/30/2016

Van Wagoner Ventures - Financing the "New Economy"

Commercial Transportation Revolution