MDSV Webinar on Wednesday, 8/14: Investing in the AI-Driven Innovation Supercycle.

Register to learn about the new startup investing playbook for family offices and LPs.

About MDSV

Led by Silicon Valley veterans with over 20 years of investing and entrepreneurship experience, Palo Alto-based MDSV Capital is recognized for building the foremost ecosystem of top-tier emerging manager funds (EMFs) and LPs actively investing in venture.

The MDSV Capital ecosystem is anchored by The Promontory, an invitation-only community of leading emerging managers and LPs, the Emerging Horizons conference series and quarterly events that host industry leaders – the combination of which provides MDSV with asymmetric data intelligence and early access to the iconic companies of tomorrow. 

Under our Emerging Manager Alpha at Scale strategy, we invest in the top 1% of emerging manager funds to deliver balanced exposure to early-stage Alpha and invest directly in the ‘early-growth’ stage outliers arising from their portfolios.

Emerging
Manager
Ecosystem
Asymmetric
Data
Intelligence
Identify & Invest
in High-Revenue,
High-Velocity
Outliers

Emerging Manager Alpha at Scale

MDSV Emerging Outliers Fund
Alpha is at the early stage and sub-$100M emerging manager funds have outperformed the venture capital market consistently for 20 years, creating a gravitational shift. They have historically been the first investors in the highest returning outliers in venture. Our EMF vetting capabilities have earned us an average of 6.7X MOIC by investing in exceptional EMFs and their top-performing portfolio outliers.

 The MDSV Emerging Outliers Fund delivers Emerging Manager Alpha at Scale by investing in the top 1% of sub-$100M EMFs while utilizing their untapped pro-rata to invest directly in the fastest-growing outliers across their portfolios. We invest in sectors aligned with the current Innovation Supercycle, such as AI, B2B Enterprise, Defense Tech, Deep Tech and the automation economy.

MDSV in the News

Our Managing Partner, Michael Downing, recently appeared on two podcasts to discuss how the current AI-driven Innovation Supercycle has both similarities and key differences compared to Silicon Valley’s previous tech cycles, and why the next 36 months are critical for timely investment in both AI and AI-enabled sectors.

Inviting Emerging Manager Funds to Our Community

MDSV Capital runs the largest curated community of emerging manager funds (EMFs) through an invitation-only online platform called The Promontory connecting leading EMFs and LPs who invest in them as well as our Emerging Horizons conference and exclusive quarterly events featuring industry leaders.

Emerging manager funds from our community are eligible to apply for MDSV’s Capital Extension Program which provides on-demand capital for EMFs to take advantage of pro-rata rights in the follow-on funding rounds of their most promising portfolio companies. We serve as the ‘Opportunity Fund’ for EMFs, evaluating over 500 direct investment opportunities per year to identify and invest in the high-velocity hypergrowth outliers from our EMF ecosystem.