MDSV Capital

Investment thesis

MDSV Capital employs a two-track approach: investing in top emerging manager funds and making direct co-investments into breakout portfolio companies. This strategy focuses on sectors aligned with the current Innovation Supercycle, including AI, SaaS, security, fintech, defense, and frontier tech.

Focus narrative

MDSV Capital invests in the top 1% of emerging manager funds, particularly those with less than $100 million in assets under management. The organization employs a strategy called 'Emerging Manager Alpha at Scale,' which aims to deliver balanced exposure to early-stage investments and directly invest in high-growth companies emerging from their portfolios. The firm focuses on sectors aligned with the current Innovation Supercycle, including artificial intelligence (AI), B2B enterprise, defense technology, deep technology, and the automation economy.

Value beyond capital

MDSV Capital adds value to its portfolio companies through its Capital Extension Program, which enables follow-on funding for the fastest-growing portfolio companies via syndicate leads and emerging managers. The firm also fosters a strong community through initiatives like The Promontory and the Emerging Horizons conference series, connecting leading emerging managers and LPs.

Community overview

MDSV Capital is a venture capital organization based in Palo Alto, California, founded by veterans of Silicon Valley with over 20 years of experience in investing and entrepreneurship. The organization focuses on building an ecosystem of emerging manager funds (EMFs) and limited partners (LPs) that actively invest in venture capital.

Community focus

MDSV Capital invests in the top 1% of emerging manager funds, particularly those with less than $100 million in assets under management. The organization employs a strategy called 'Emerging Manager Alpha at Scale,' which aims to deliver balanced exposure to early-stage investments and directly invest in high-growth companies emerging from their portfolios. MDSV focuses on sectors aligned with the current Innovation Supercycle, including artificial intelligence (AI), B2B enterprise, defense technology, deep technology, and the automation economy.

Event focus

MDSV Capital invests in the top 1% of emerging manager funds, particularly those with less than $100 million in assets under management. The organization employs a strategy called 'Emerging Manager Alpha at Scale,' which aims to deliver balanced exposure to early-stage investments and directly invest in high-growth companies emerging from their portfolios. MDSV focuses on sectors aligned with the current Innovation Supercycle, including artificial intelligence (AI), B2B enterprise, defense technology, deep technology, and the automation economy.

Format narrative

MDSV Capital operates as a venture capital firm, focusing on both fund-of-funds investments and direct co-investments into high-performing companies. They are also active community builders through initiatives like The Promontory and the Emerging Horizons conference series.

Participant value

MDSV Capital provides investors with access to a curated selection of emerging manager funds and direct investments in breakout companies, leveraging their extensive network and expertise in the venture capital landscape.

Editorial focus

MDSV Capital is a venture capital organization that focuses on building an ecosystem of emerging manager funds (EMFs) and limited partners (LPs) that actively invest in venture capital. The firm employs a strategy called 'Emerging Manager Alpha at Scale,' which aims to deliver balanced exposure to early-stage investments and directly invest in high-growth companies emerging from their portfolios.

Audience value

MDSV Capital provides investors with access to the top 1% of emerging manager funds and high-growth companies, leveraging a dual-track investment approach that combines fund investments with direct co-investments in breakout companies.