June 6, 2023

Unlikely Investing and Ah-ha Moments

Let’s talk investing… in the unobvious.

Flashback a decade to when I joined Drive Capital. Drive was founded by two sequoia partners whose visionary leadership unleashed my own mindset to find opportunity in the unlikely.  

Here’s the punchline: 

Drive capitalized on investment opportunities in places coastal investors viewed as flyover states. 

The unobvious fact evading VC: 

The Midwest boasts the fourth largest GDP in the world, with more computer science graduates, booming research institutions, and modern consumers than anywhere else in North America.

Huge opportunity sat in the open, waiting for someone to take notice. I am forever grateful to learn the courage and perseverance it took to convince the world of this opportunity. But we did it; We built a market defining VC brand.

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What else in our industry are investors simply missing? I found myself wondering this often as my brain became wired to look for opportunity in the unobvious. 

As I was sitting down to dinner with my three daughters, it struck me: 

Women.

Now I realize “women” seems wildly oversimplified as an answer to this totally broad question, but the wheels started to spin. The deeper I dove, the more obvious it became.

Prioritizing Women-Led Venture Firms

That eureka moment at the dining table was the catalyst for Sinefine. We are committed to leading with data and sharing this undeniable truth with the world. 

Women outperform their male peers by 35% on average.

Women’s returns are distinct, unique and differentiated. They consistently identify and invest in opportunities that often go unnoticed by traditional investors.

 

Women make up 29% of top quartile performers.

Read this twice: women represent 29% of top quartile performers, despite receiving so few dollars, and these female-led ventures consistently demonstrate the ability to drive superior returns.

Women only receive 2% of LP dollars.

 

Women-founded exits have increased 16% year / year.

By harnessing this diverse deal flow, we gain access to a broader range of innovative ideas and untapped markets. 

Sinefine represents a different perspective in the market. Investing in women-led ventures is a strategic move to unlock superior returns, and we’re on our way to capture this undeniably changing landscape one deal at a time. So tune in next month as we continue to analyze raw market data and offer a fresh take on VC.

Until next time,

Yasmine