Ashley Brindamour AVG Blog June 18, 2021

Take a Closer Look at the Diversification of the Emerging Markets Fund

See how the diversification of the Emerging Markets Fund is tracking in real-time, closing June 30.



Take a Closer Look at the Diversification of the Emerging Markets Fund

June 18, 2021 | Ashley Brindamour

 

Our Emerging Markets Fund closes to new investors on June 30. Investor interest in the fund has steadily ramped since we launched in April, with those who have signed on saying they’re in for several reasons:

  • Belief in the fund thesis that value creation is shifting to new markets
  • The ability to diversify geographically, when their portfolio is over-allocated in deals from Silicon Valley, NYC, and Boston
  • Potentially enjoying valuation discounts by investing in emerging markets
  • Being able to co-invest with established VCs who know the region and sector
  • Accessing promising deals they would have never heard on their own
  • Ability to create a portfolio of ~20-30 diversified deals for a $25K minimum

 

Fund Closing June 30

The Emerging Markets Fund offers investors a way to further diversify their portfolio: through geography. The fund will invest in ~20-30 companies outside of major U.S. VC hubs — Silicon Valley, NYC, Boston — or are based/largely doing business internationally. To learn more, click below to review fund materials or book a call with a Senior Partner.

Book A Call  View Fund Materials

 

 

Emerging Markets Fund Diversification 

Investors also like the fact that they own a portfolio of deals diversified not only across geographies but sectors and stages. To date, the Emerging Markets Fund has invested in eight deals, diversified as shown below.

 

Geography

 

Sector

 

Stage

 

Emerging Markets Venture Club

The Emerging Markets Venture Club is an exclusive opportunity for investors in the fund. Club members can access portfolio news and upcoming events, connect with other fund investors, and be offered a target of  6-12 Syndications each year. Watch a short video overview of the Club presented by Co-Presidents Erik Hammer and Keaton Nankivil.

Watch the Video

 

Current Deals in the Emerging Markets Fund Portfolio

The diversity of our portfolio is even more apparent in scanning the focus of each company in the fund:

 

Beam Dental (Ohio): Provider of digital dental benefits that uses AI for more efficient pricing of its premiums.

 

 

 

Knix (Canada): Maker of women’s seamless, chafe-free intimate apparel.

 

 

Kolors (Mexico): Smart bus line using data and technology to help bus operators increase their load factor and revenue.

 

 

 

Lang.ai (Spain): Developer of a no-code platform for support teams that automates time-consuming manual tasks like tagging, prioritizing, and routing.

 

 

Matchwell (North Carolina): Cloud-based online employment marketplace designed to match clinicians with healthcare facilities.

 

 

TripleBlind (Missouri): Enterprise-scale, cryptographically-enforced privacy for data and algorithms as a service (DaaS), allowing companies to collaborate around their most private & sensitive assets.

 

 

Join Our Emerging Markets Fund

If you’d like to learn more about the fund thesis and portfolio, you can click here explore our materials, or click here to connect with us today.

 

Contact avginvestor.relations@avgfunds.com for additional information. To see additional risk factors and investment considerations, visit avg-funds.com/Disclosures.


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