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
Walden Israel Venture Capital 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 43.2%. This is not a fund return.
Not ranked. A book needs at least 15 labeled deals with a vintage base rate. This one has 7.
Vs same-vintage base rate
+14.0 pp
57.1% on 7 deals vs 43.2%
Vs median VC book
+25.4 pp
80.0% on 5 deals vs 54.6%
Vs top-quartile VC
+14.7 pp
80.0% on 5 deals vs 65.3%
Vs Y Combinator
-6.8 pp
75.0% on 4 deals vs 81.8%
Median and top-quartile VC benchmarks exist only through 2015. That comparison uses 5 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
5
Mean model percentile
64
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 14.3% (1 of 7). 95% Wilson interval 2.6%–51.3%.
Vs exit base rate
-1.2 pp
14.3% 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 |
|---|---|---|---|---|
| Siano Mobile Siliconsiano-ms.com | 2005 | Yes | 95 | — |
| Amimonamimon.com | 2005 | Yes | 76 | — |
| Universal Aduniversal-ad.com | 2005 | Yes | 66 | — |
| Zend Technologieszend.com | 2004 | Yes | 64 | — |
| CogniTenscognitens.com | 2005 | No | 20 | — |
| ColorChipcolor-chip.com | 2001 | No | — | — |
| SintecMediasintecmedia.com | 2002 | No | — | — |