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
Chicago Ventures vs Kairos
Not ranked
Whole-book follow-on hit rate 100.0% (5 of 5 labeled deals). 95% Wilson interval 56.6%–100.0%. Vintage-weighted base rate 53.2%. 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
+46.8 pp
100.0% on 5 deals vs 53.2%
Vs median VC book
+27.1 pp
100.0% on 5 deals vs 72.9%
Vs top-quartile VC
+12.2 pp
100.0% on 5 deals vs 87.8%
Vs Y Combinator
+26.3 pp
100.0% on 5 deals vs 73.7%
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
4
Mean model percentile
72
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 |
|---|---|---|---|---|
| SimpleRelevancesimplerelevance.com | 2012 | Yes | 88 | — |
| Pangea Universal Holdingsgopangea.com | 2013 | Yes | 78 | — |
| Kapowkapow.com | 2012 | Yes | 70 | — |
| Blitsyblitsy.com | 2013 | Yes | 51 | — |
| MdotLabsmdotlabs.com | 2013 | Unobserved | — | — |
| BloomNationbloomnation.com | 2013 | Yes | — | — |