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
Clean Pacific Ventures vs Kairos
Not ranked
Whole-book follow-on hit rate 100.0% (6 of 6 labeled deals). 95% Wilson interval 61.0%–100.0%. Vintage-weighted base rate 43.0%. This is not a fund return.
Not ranked. A book needs at least 15 labeled deals with a vintage base rate. This one has 6.
Vs same-vintage base rate
+57.0 pp
100.0% on 6 deals vs 43.0%
Vs median VC book
+45.9 pp
100.0% on 6 deals vs 54.1%
Vs top-quartile VC
+29.6 pp
100.0% on 6 deals vs 70.4%
Vs Y Combinator
+38.9 pp
100.0% on 6 deals vs 61.1%
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
77
Flagged deals
11/1 followed on
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 0.0% (0 of 5). 95% Wilson interval 0.0%–43.4%.
Vs exit base rate
-12.1 pp
0.0% on 5 deals vs 12.1%
Vs median VC exit book
—
No overlapping vintages
Vs top-quartile exit book
—
No overlapping vintages
Companies
6 labeled follow-on deals, 2 matched without an observable label (dropped, not counted as failures).
| Company | Vintage | Follow-on | Kairos percentile | Flagged |
|---|---|---|---|---|
| Clean Power Financecleanpowerfinance.com | 2010 | Yes | 99 | Yes |
| Marrone Bio Innovationsmarroneorganicinnovations.com | 2007 | Yes | 93 | — |
| AquaGenesisaquagenesisusa.com | 2009 | Yes | 93 | — |
| CarbonFlowcarbonflow.com | 2008 | Yes | 77 | — |
| SunLinksunlink.com | 2007 | Yes | 65 | — |
| LumiGrowlumigrow.com | 2011 | Yes | 33 | — |
| American Efficientamericanefficient.com | 2013 | Unobserved | — | — |
| Wireless Glue Networkswirelessglue.com | 2013 | Unobserved | — | — |