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
Israel Seed Partners vs Kairos
Not ranked
Whole-book follow-on hit rate 57.1% (4 of 7 labeled deals). 95% Wilson interval 25.0%–84.2%. Vintage-weighted base rate 36.4%. 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
+20.8 pp
57.1% on 7 deals vs 36.4%
Vs median VC book
+22.0 pp
66.7% on 6 deals vs 44.7%
Vs top-quartile VC
+7.2 pp
66.7% on 6 deals vs 59.4%
Vs Y Combinator
-81.8 pp
0.0% on 1 deals vs 81.8%
Median and top-quartile VC benchmarks exist only through 2015. That comparison uses 6 of 7 labeled deals. Later deals stay in the hit rate and the base-rate comparison.
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
33
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 0.0% (0 of 7). 95% Wilson interval 0.0%–35.4%.
Vs exit base rate
-15.5 pp
0.0% on 7 deals vs 15.5%
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 |
|---|---|---|---|---|
| BroadLightbroadlight.com | 2004 | Yes | 65 | — |
| Digital Fueldigitalfuel.com | 2003 | No | 63 | — |
| RaySatraysat.com | 2004 | Yes | 28 | — |
| Mempilemempile.com | 2005 | No | 25 | — |
| Qlustersqlusters.com | 2004 | Yes | 10 | — |
| Finjan Holdingsfinjan.com | 2004 | Yes | 7 | — |
| Xtellusxtellus.com | 2002 | No | — | — |