Gain Liquidity.
Gain Insight.
Gain Bandwidth.
Optimize your exits with superior advice on liquidity options.
VO₂ evaluates investees’ prospects for follow-on capital raises & liquidity events. And we deliver liquidity by executing primary and secondary sale transactions.
Optimize your decisions with superior reporting.
VO₂ provides clear and digestible reporting on individual investees, and entire portfolios.
Optimize your bandwidth with day-to-day investment management.
VO₂ provides day-to-day management solutions where investors have constrained bandwidth, orphaned direct investments, or have diminished confidence in outside GPs.
A $30B AUM asset manager asked for our help.
The firm’s investment team was highly experienced but leanly-staffed. They had a $100 million portfolio of venture capital investments made through an outside GP which had exhausted its committed capital, requiring the client’s investment team to evaluate follow-ons on a deal-by-deal basis – often with a short fuse.
The client needed clearer reporting to better understand their investment performance.
They required outside perspective on their liquidity options, and on their marks.
And they required day-to-day support on management of the portfolio, to regain bandwidth to allow them to focus on their larger, more strategic investments.
“We engaged VO₂ to assist us with the oversight and outsourcing of a portion of our venture capital portfolio. The engagement has been quite successful thus far, with the VO₂ team delivering returns and improving reporting, transparency, and governance. They’ve become a trusted advisor and, in some ways, an extension of our investment team.”
We’re relentlessly focused on delivering the optimal possible investment performance.
We’re relentless about sparing no effort to deliver you perfect visibility into your portfolio.
We’re relentless about looking for every possible means to deliver value back to you, whether that means taking Board positions with investees, raising new third party capital to fortify an investee’s balance sheet, or taking an investee to market to deliver you liquidity.
Intelligence.
Integrity.
Intensity.
Relentlessly delivered.
We’ve been asked, “What’s your secret to delivering fundamental improvement in investment performance?”
The secret is, there is no secret. There’s no magic formula. It’s about relentlessly driving for better outcomes. It’s about pulling every available lever, from taking on Board governance at investees; to developing a richly contextualized perspective on a portfolio’s prospects; to rigorously underwriting everything we do to ensure we deeply understand both the target company and the alignment with your objectives; to relentlessly questioning every decision we make about deploying capital.
It’s about doing the work.
It’s about shoe leather.
That’s the secret.
Q x (CaO2 – CvO2) calculates the maximal volume of oxygen uptake per kilo of body mass per minute. It’s the ultimate measure of human athletic performance.
What IRR and MOIC are to investing, VO2 max is human performance. We think it’s a good metaphor for what VO2 Partners does – striving to deliver the maximal level of investment performance.
