Venture
At MBA HOLDING LLC, our investment objective is to achieve growth by investing in a diversified portfolio of high-growth private technology companies. While our primary focus is on late-stage, pre-IPO companies, we also consider investment opportunities across both early and late stages.
Our Investment Strategy Drivers
Waves of Technology Breakthroughs
The ongoing transformation enabled by software, particularly in areas like artificial intelligence, presents significant opportunities for growth. As software continues to impact various industries, venture capital remains one of the highest returning asset classes historically.
Tech Companies Staying Private Longer
Today’s leading private technology businesses are choosing to stay private for longer periods, allowing them to raise capital without the complexities of public reporting. This trend presents an opportunity for us to invest in high-growth private technology companies that may not be accessible to individual investors.
Thematic Focus
We adopt a thematic investing approach, focusing on industries and sectors poised to benefit from persistent secular tailwinds. Our initial focus areas include artificial intelligence, machine learning, data infrastructure, vertical and horizontal software, and property technology (PropTech).
Private Index Approach
We aim to build a diversified portfolio of private companies to mitigate risk and increase the likelihood of benefiting from outlier successes. By investing across a subset of category-leading businesses, akin to indexing the Nasdaq-100, we seek superior long-term returns.
Opportunistic Tech Investing
We maintain the flexibility to pivot quickly and capitalize on changing market conditions, allowing us to deploy capital opportunistically across asset classes and markets.
Industry
Modern data infrastructure
51.0%
7
Artificial Intelligence & Machine Learning
23.0%
6
Other
20.0%
3
Real estate & Property tech
5.4%
2
Financial technology
0.6%
1
Asset Type
Late-stage company
54.5%
6
Mid-stage company
23.2%
7
Early-stage company
13.3%
5
IPO
9.0%
1
Risotto
Early-stage Company
Ditto
Mid-stage Company
OpenAI
Late-stage Company
Databricks
Late-stage Company
Anthropic
Late-stage Company
Canva
Late-stage Company
Service Titan
IPO
Vanta
Mid-stage Company
Anduril Industries
Late-stage Company
Hightouch
Mid-stage Company
Jetty
Mid-stage Company
Immuta
Mid-stage Company
Dbt Labs
Mid-stage Company
Visual Layer
Early-stage Company
Omni
Early-stage Company
Ramp
Late-stage Company
Anyscale
Mid-stage Company
Inspectify
Early-stage Company
Thoery Ventures
Early-stage Company