Investment Thesis

Venture investing in companies addressing Covid-19 near- and long-term impacts

We invest in ventures that are both promising businesses and either directly or indirectly address the multiple impacts of the virus in healthcare, technology, services, data monitoring and analysis, learning, payments, communications, entertainment, and much more.

The Covid-19 global pandemic is going to change our world – forever – with numerous industries reshaped, priorities shifted, and unicorns created
Great unicorn companies are created in times of upheaval
Many of the Q1 best-funded venture rounds went to companies that are addressing coronavirus problems and opportunities (PitchBook, Best-funded Startups in Q1)
AVG is already seeing companies in our portfolio flexing to address the cornoavirus impacts, including Kinsa, Dataminr, Freshly, Tembo Health, Oura, SonderMind, Heal, RapidSOS, E25Bio, and many others

How It Works

Data-driven and process-based investors

Deal Sourcing and Diligence

~50 investment professionals sourcing deals out of 5 offices
Supplemented by eyes and ears support from our network of 500k subscribers and community members
Data-rich and process-based diligence with rigorous deal scoring
Co-invest alongside leading venture investors

Investment Process

Every deal sourced by one of our Alumni Funds is screened to determine if it fits within the Covid-19 Fund investment mandate
AVG’s centralized investment team, led by our CIO and office of investing, makes investment selections from the potential deals to optimize diversification by stage, sector, and geography to create a portfolio of ~20-30 deals
Covid-19 portfolios are constructed over a period of approximately 6-18 months and represent a mix of deals sourced and sponsored by our Alumni Funds

Smart, Simple Venture Investing

Open to All Accredited Investors

Smart

Portfolio consists of ~20-30 companies, diversified by stage, sector, and geography within the investment mandate
Venture portfolio professionally managed by our experienced investment professionals
Co-invest alongside established venture investors