We begins from the best VC/PE research institute in China.
The in-depth coverage of best practice in venture capital leads our road to FoF and the most valuable investors in this world.
At Envolve Group, we have already created a comprehensive study on all of the great investors in the history of venture capital and private equity. We have carefully selected 50 GPs. (50 is all we need)
Reports a la carte:
Research is the right amount of systematic work that helps you get necessary understanding for strong execution with high conviction.
When we are talking about research,
we are talking about execution with high conviction seriously.
From these research, we can figure out a set of unique qualities that the best performing GPs have in the next 10 years.
Take IRR as an example:
At the current market environment,
if there are GPs that present their fund opportunities benchmarked by their own IRR,
they are either lying to you, or fooling themselves.
The purpose of this analysis is to differentiate whether the IRR of a prospective GP comes from the market valuation hype, or from quality growth of portfolio companies.
Through a combined approach of quantitative and qualitative analysis, we can understand whether the GP's stated IRR is a reliable indicator of their future performances, in a way that traditional analysis on IRR won't do.
IRR Breakdown Analysis
The Hands-on, Operational GP
Deeply involved in their portfolios' strategy and operation. Source of return comes from their value creation capability, not just from their investment decisions.
The PR and Marketing GP
Extremely vocal about their opinion of the market and specific companies, willing to put up personal credit for the founders they backed.
The Wave-riding GP
Strong deal-sourcing and execution ability. They "squeeze in" some of the hottest deals in the market where others can't access or won't compete.
The Sniper GP
They maintain a consistent thesis of the market by being highly selective about what they invest in. Exit via IPO/M&A after investing multiple rounds to secure a meaningful stake.
There is no shortage of quick wit in this business.
We choose to play it slow, be long-term focused and be patient.
Note: All figures as of December, 2020, unless otherwise indicated.
Early Stage $2.69B
( 3 Funds )