Reconstructed first-round book from the research data, not a scrape of today's website. Public portfolio pages over-report winners, and this graph has the same public-data bias. Investor edges are essentially Crunchbase through late 2015, plus Y Combinator.
Research book · 3-year follow-on
3M New Ventures vs Kairos
Not ranked
Whole-book follow-on hit rate 20.0% (1 of 5 labeled deals). 95% Wilson interval 3.6%–62.4%. Vintage-weighted base rate 45.2%. This is not a fund return.
Not ranked. A book needs at least 15 labeled deals with a vintage base rate. This one has 5.
Vs same-vintage base rate
-25.2 pp
20.0% on 5 deals vs 45.2%
Vs median VC book
-38.0 pp
20.0% on 5 deals vs 58.0%
Vs top-quartile VC
-54.8 pp
20.0% on 5 deals vs 74.8%
Vs Y Combinator
-55.5 pp
20.0% on 5 deals vs 75.5%
Ranked when at least 15 labeled deals have a vintage base rate. Rank is the average-rank percentile of shrunk excess (20 pseudo-deals at that book's vintage base rate) among eligible VC books that clear the same minimum. 100 is best. The whole book is never compared to Kairos's top-50 hit rate.
What Kairos would have said
Scores are the model’s percentile at each company’s first observed funding event, not at a later round. That matches this fund’s entry only when the fund was in the first-round syndicate. A deal is flagged when its percentile clears that vintage’s top-50 cutoff. The whole book is not compared to the top-50 hit rate.
Deals with a score
5
Mean model percentile
29
Flagged deals
0no labeled flagged deals
Companies
5 labeled follow-on deals, 1 matched without an observable label (dropped, not counted as failures).
| Company | Vintage | Follow-on | Kairos percentile | Flagged |
|---|---|---|---|---|
| Ecovative Designecovativedesign.com | 2011 | Yes | 77 | — |
| Energytheenergydetective.com | 2010 | No | 32 | — |
| Pixel Qipixelqi.com | 2011 | No | 19 | — |
| motionID technologiesmotionid.net | 2011 | No | 13 | — |
| Printechnologicstouchcode.de | 2010 | No | 6 | — |
| TaKaDutakadu.com | 2013 | Unobserved | — | — |