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
AME Cloud Ventures vs Kairos
Not ranked
Whole-book follow-on hit rate 85.7% (6 of 7 labeled deals). 95% Wilson interval 48.7%–97.4%. Vintage-weighted base rate 49.7%. This is not a fund return.
Not ranked. A book needs at least 15 labeled deals with a vintage base rate. This one has 7.
Vs same-vintage base rate
+36.0 pp
85.7% on 7 deals vs 49.7%
Vs median VC book
+21.1 pp
85.7% on 7 deals vs 64.6%
Vs top-quartile VC
+6.8 pp
85.7% on 7 deals vs 79.0%
Vs Y Combinator
+8.7 pp
85.7% on 7 deals vs 77.0%
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
6
Mean model percentile
70
Flagged deals
0no labeled flagged deals
Five-year exit, secondary
Five-year exit labels are observable mainly for 2005–2010. A missing later exit is not counted as a failure. This panel is not the ranking.
Hit rate 100.0% (6 of 6). 95% Wilson interval 61.0%–100.0%.
Vs exit base rate
—
No overlapping vintages
Vs median VC exit book
—
No overlapping vintages
Vs top-quartile exit book
—
No overlapping vintages
Companies
7 labeled follow-on deals, 0 matched without an observable label (dropped, not counted as failures).
| Company | Vintage | Follow-on | Kairos percentile | Flagged |
|---|---|---|---|---|
| Impermiumimpermium.com | 2011 | Yes | 86 | — |
| DataTorrentdatatorrent.com | 2012 | Yes | 84 | — |
| Metacloudmetacloud.com | 2012 | Yes | 83 | — |
| Jetpacjetpac.com | 2012 | No | 79 | — |
| Local Motiongetlocalmotion.com | 2012 | Yes | 56 | — |
| Polarpolarfi.com | 2013 | Yes | 33 | — |
| Tomfoolerytomfoolery.com | 2013 | Yes | — | — |