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
Unitus Seed Fund vs Kairos
Not ranked
Whole-book follow-on hit rate 80.0% (4 of 5 labeled deals). 95% Wilson interval 37.6%–96.4%. Vintage-weighted base rate 51.1%. 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
+28.9 pp
80.0% on 5 deals vs 51.1%
Vs median VC book
+12.4 pp
80.0% on 5 deals vs 67.6%
Vs top-quartile VC
-1.7 pp
80.0% on 5 deals vs 81.7%
Vs Y Combinator
+3.7 pp
80.0% on 5 deals vs 76.3%
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
3
Mean model percentile
32
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 |
|---|---|---|---|---|
| Villgro Innovation Marketingvillgrostores.com | 2012 | Yes | 51 | — |
| Hippocampus Learning Centreshlc.org.in | 2012 | Yes | 31 | — |
| Bodhicrew Servicesbodhicrew.com | 2012 | No | 15 | — |
| Jack On Blockjackonblock.com | 2013 | Unobserved | — | — |
| Caravancaravancraft.com | 2013 | Yes | — | — |
| iSTARistarindia.com | 2013 | Yes | — | — |