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
Softbank Ventures Korea vs Kairos
Not ranked
Whole-book follow-on hit rate 50.0% (4 of 8 labeled deals). 95% Wilson interval 21.5%–78.5%. Vintage-weighted base rate 47.9%. This is not a fund return.
Not ranked. A book needs at least 15 labeled deals with a vintage base rate. This one has 8.
Vs same-vintage base rate
+2.1 pp
50.0% on 8 deals vs 47.9%
Vs median VC book
-13.1 pp
50.0% on 8 deals vs 63.1%
Vs top-quartile VC
-29.5 pp
50.0% on 8 deals vs 79.5%
Vs Y Combinator
-21.8 pp
50.0% on 8 deals vs 71.8%
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
7
Mean model percentile
55
Flagged deals
0no labeled flagged deals
Companies
8 labeled follow-on deals, 1 matched without an observable label (dropped, not counted as failures).
| Company | Vintage | Follow-on | Kairos percentile | Flagged |
|---|---|---|---|---|
| Playneryplaynery.com | 2012 | Yes | 64 | — |
| Betweenbetween.us | 2011 | Yes | 61 | — |
| Enders Fundendersfund.com | 2011 | Yes | 60 | — |
| IGAWorksigaworks.com | 2008 | No | 57 | — |
| Sunnyloftsunnyloft.com | 2011 | No | 56 | — |
| SUNDAYTOZsundaytoz.com | 2010 | No | 48 | — |
| Play Megaphonemegaphonetv.com | 2013 | No | 39 | — |
| Healcerionhealcerion.com | 2013 | Unobserved | — | — |
| Classtingclassting.com | 2013 | Yes | — | — |