Portfolio Philosophy

At RSCM, we strive to construct a diversified portfolio, much like one would in traditional equities markets. We invest in many companies at a consistent rate. We screen for a set of characteristics that defines an asset class we believe to have high returns. We try to spread out risk along a number of dimensions.

The first step in building a diversified portfolio is taking a sufficient number of positions given the risk associated with each investment. Our modeling shows a portfolio of pre-seed technology startups should number in the hundreds. So we've been ramping up our capacity to make hundreds of investments per year.

rscminvestmentsgraph3q2016

In addition to being diversified across many startups, we want to make sure we aren't too concentrated in any particular type of startup. A great example is geography. While the San Francisco Bay and New York Metropolitan areas are major startup hubs, we make sure our portfolio is spread across the US and, to some extent, across the world.

rscmgeographygraph3q2016

Active 2016 Investments

Aces Health Grace Polly
acuteIQ Growth Instruments Poln
AddStructure Grubbly PopUp Play
AdvisorConnect GymHit Preesale
AirFox HAAS Alert ProcessOut
Algocian Healthie Purple
Analytical Flavor Systems Heartbeat Media Quantac
Arena HERO App Rally Bus
Ascerta Indio Rare Pink
AUTHORS.me init.ai Real Meal Delivery
Backstitch Inscope Medical Solutions Reflect
Baloonr Intelligent Layer Remidi
Bamba Group IOPipe Resertrip
Bark Technologies Itsbyu ResponsiveAds
Blueprint Registry Jiobit Riskopy
BookBuses Joonko Roam Solutions
Boon Kami Rocketbook
BraIQ Kandid.ly RushTix
Branch Messenger Karmies Seed&Spark
Bridge21 Keepe Select Innovations
Bright Kepler Communication Separate.Us
Brightwork Lab Fellows Sequr
CareerLark LeBlum Shoelace
Cargo Legalinc Shyft
CarServ Leka Sigmend
CasaBots Lifecycle SimpliRoute
Chroma LogicGate SkopeNow
CompleteSet MakerBloks Skycision
ContextSmith Maxwell Skywatch
Converge MeetMindful Social Status
ConvertFlow MindMate SocialCapital
Create MobilePhire SpaceView
Daily Pnut Morty Spatial
Danger!Awesome MotionHall Spoiler Alert
Donut Media Mycroft Spoken
Drinkeasy MyCrowd Sprout
Drive Spotter MyFin Spruce
Drizzle NaCa Fermentation Stride.AI
DroneSeed Nanotech Galaxy Strobe
Dronesmith Technologies Navut Super Dispatch
edn Negotiatus Tapglue
Electronic Gaming Federation Nexosis TEQ Charging
Ella Biomedical Nozzle The Black Sheep
ERNIT OnFrontiers The Helper Bees
ExecVision onTarget TicketSauce
Exeq Orderly Health Trace
Feedmob Painless 1099 Trekk
Fig Loans Pak'd UCIC
Fitbot Paranoid Fan Union Crate
Fitspot Party with a Local Unito
Flowcast PartySlate Urban3D
Forestry.io Passage Validated
Four Mine Patch Homes WELL Health
Fueloyal PenPal Schools Windrush
Gazella Wifi PermitZone XapiX
GeoLens Pierce Matrix Xclaim Mobile
Glowfish Pillar Technologies Yaypay
GoKid PlanSnap Yosko
GoNative Polis

Exited Investments

Glidera Acquired by undisclosed company, September 2016
Beam Acquired by Microsoft August 2016
PatientIO Acquired by Athena Health, August 2016
Conspire Acquired by FullContact, June 2016
VerbalizeIt Acquired by Smartling, May 2016
Mapkin Acquired by Mapquest, May 2016
Knowtify Acquired by Kissmetrics, May 2016
Ubooly Acquired by Sphero, February 2016
Mentio Acquired by Lendified, March 2016
Good.co Acquired by StepStone, January 2016
ZenPurchase Acquired by Coupa Software, January 2016
Crowsnest Acquired by Samsung, November 2015
AdHusky Acquired by undisclosed company, October 2015
Inside Social Acquired by Simply Measured, September 2015
Tutum Acquired by Docker, September 2015
Fosbury Acquired by Verve, June 2015
Reesio Acquired by Move.com, January 2016
Mortar Data Acquired by Datadog, February 2015
SocialCrunch Acquired by Tastebud, January 2015
Vidmaker Acquired by Youtube, December 2014
Airpost Acquired by Box, December 2014
Revolv Acquired by Nest Labs, October 2014
Appfuel Acquired by undisclosed company, April 2014
UberSense Acquired by Hudl, August 2014
Poptip Acquired by Palantir, July 2014
docTrackr Acquired by Intralinks, April 2014
MobileDevHQ Acquired by Tune, August 2014
Appetas Acquired by Google, April 2014
GetAFive Acquired by Tutor.com, August 2014
Pickie Acquired by RetailMeNot, April 2014
DigitalOcean Partial sale into later round, March 2014
LiteStack Acquired by Rackspace, November 2013
DealAngel Acquired by OneTwoTrip, August 2013
GoodApril Acquired by Intuit, August 2013