Venture exposure for turbulent times
Diversify across stages and sectors in one investment
Capture VC Growth
VC is one of the best performing major asset classes over the past 25 years.1
Enhance Risk-Adjusted Returns
VC has low correlation to equities and no correlation with bonds.2
VC has been resilient through both economic downturns and rising rates.
U.S. VC Funds’ IRRs by Vintage Year
Show interest rates
Chart source: iCapital. Blog: “Stormy weather an opportune climate for private equity investment”
Chart source: JPMorgan. Blog: “Rising Rates: Managing liquidity through periods of rising interest rates”
Data sources: Bloomberg, Pitchbook, as of May 9, 2022.
For illustrative purposes only. Any trends depicted or described may not continue. Past performance is not indicative of future results or a guarantee of future returns. Note: The original chart source does not specify whether the VC-wide IRR presented is gross or net but has been labeled ”gross” to avoid the potential of misrepresentation. Operating expenses, transaction costs, fees, and expenses may not be considered and may materially reduce returns.
Chart source: JPMorgan. Blog: “Rising Rates: Managing liquidity through periods of rising interest rates”
Data sources: Bloomberg, Pitchbook, as of May 9, 2022.
For illustrative purposes only. Any trends depicted or described may not continue. Past performance is not indicative of future results or a guarantee of future returns. Note: The original chart source does not specify whether the VC-wide IRR presented is gross or net but has been labeled ”gross” to avoid the potential of misrepresentation. Operating expenses, transaction costs, fees, and expenses may not be considered and may materially reduce returns.
Vested is VC investing reimagined
Unique diversification
Vested samples the VC asset class across stages and sectors. This broad diversification helps avoid the concentration risk typical of most venture investments.3
Curated for performance
Vested’s proprietary, “big” data analytics combine VC, valuation growth, financing term, company composition, and seller behavior data into a model that could help Vested avoid the “fat tail” of company failures common in most venture funds.
Value investment
By helping employees, Vested acquires common stock near the fair market value. This is a substantial discount to what VCs pay. This positions Vested to seek to significantly outperform median returns from the VC asset class.
See how an allocation to VC could have impacted your portfolio
Simulate the performance of a portfolio with VC-exposure and see how it performs against a traditional 60/40 portfolio or a custom portfolio.
Hypothetical growth of $250,000 over the last
11%
Annualized total return
20%
Standard deviation
Move sliders to simulate VC-enhanced portfolio ●
Stocks: 45%
Compare to a traditional portfolio ●
Advanced mode
Want to bring the power of VC to your clients?
I'm thrilled to help my clients add venture capital assets to their portfolios in a risk-adjusted manner.
Stefan Whitwell, CFA, CIPM
Founder and Chief Investment Officer,
Whitwell & Co., LLC
Uncompensated RIA client testimonial
Access diversified exposure to the VC asset class
