This innovative venture operating fund recently crossed $200M in dealflow by betting on antifragility

As central macro strategies across financial markets are tested by the changing landscape, BoCG Ventures looks to analyze our growth through a mid-year check-in affecting our firm and our business clients. At an operational level, we are witnessing supply chain constraints, higher interest rates, and intensifying geopolitical tensions rising against incremental slowing economic growth alongside global inflation and recession. In two quarters, we may well receive the official declaration of a recession, which will bring more structural changes in response to market pressures.

BoCG Ventures remains firm in our view that market shocks are opportunities for antifragile development. Against this backdrop, our Venture Operating Model (VOM) continues to grow in demand across portfolio assets. Companies across the world are already looking for ways to refine their business models in the face of a looming recession. While the current macro outlook looks grim for the coming year, we believe that markets will eventually bounce back. To help expedite the rebuild, we are doubling down on antifragile assets because our Clients (and their customers) need and want the value the Venture Operating Model offers. Moreover, the returns that come from investing in these types of robust assets are designed to scale beyond other instruments and investment strategies.

Below, we offer three key insights to the demand for the Venture Operating Model across industries, markets, and across both pre-revenue and post-revenue companies. Through the data, we find a few highlights: 1) a diverse set of brands and companies are seeking strategic growth; 2) the Venture Operating Model’s partnership model is welcomed by key leadership and management teams; and 3) a key understanding of paralleling staged-based financing and product road maps come at all levels of revenue and profitability. We are keen to grow our model in order to bring the VOM framework to higher levels of scale across markets, teams, and stages of growth in order to satisfy the market demand from our portfolio stakeholders.

1. When BoCG Ventures says “industry-agnostic,” we mean it! It is reflected in our Client base.

2. 67% of VOM projects come from the following industries: 1) Technology, 2) Consumer Goods, 3) Real Estate, 4) Biotechnology, 5) Finance, 6) Marketing & Advertising

3. Our portfolio engagements include both pre- and post-revenue brands seeking to scale their operations.

Summary: BoCG Ventures reviewed 100+ projects, with an average check size of $2 Million, for an aggregate deal flow of $200+ Million.

There are many variables that demand a higher degree of focus when contemplating market outcomes in the current uncertain economic environment. For investors, this translates into a need to diversify their portfolios. Adoption of new, more robust, investment options are needed as alternatives to volatile instruments such as government bonds, stocks, and other traditional savings strategies. Investing in an antifragile future is simply a good bet. Learn more about BoCG Ventures and our antifragile portfolio approach in our 2022 Mid-Year Brief.

To learn more about our work, contact our team or follow us on LinkedIn, Twitter, or Medium.

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The views expressed here are those of the individual BoCG Ventures Management, L.L.C. (“BoCGV”) personnel quoted and are not the views of BoCGV or its affiliates. Certain information contained herein has been obtained from third-party sources, including from portfolio companies of funds managed by BoCG Ventures. While taken from sources believed to be reliable, BoCG Ventures has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.

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