unbundled vc

unbundled vc

Venture Capital and Private Equity Principals

AI operator-led VC firm, 1.98x multiple, 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. 1st principles.

About us

unbundled vc is an AI operator-led venture capital firm with a 1.98x multiple and 54% IRR. We were early or first investors in Runna, Magrathea, YASO, Duel, and Ctrl Alt. These achievements were driven by first principles thinking. In venture capital, performance is determined by the maximum possible multiple and the likelihood of achieving it. Founder strength is critical because it has a huge impact on the latter. Everything follows from this. That means investing in the strongest founders building for the biggest opportunities with the fastest, most viable path to getting there. That means building a process and profile designed to both attract those opportunities and effectively select from them. That’s what unbundled vc has done. That’s why it has achieved what it’s achieved. That’s why it will continue to succeed. ---------------- Follow unbundled vc for deep yet concise insights into venture investing, startups, fundraising and AI.

Website
https://www.unbundled.vc/
Industry
Venture Capital and Private Equity Principals
Company size
1 employee
Headquarters
Guernsey
Type
Privately Held
Founded
2022

Locations

Employees at unbundled vc

Updates

  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    Waiting at the airport to fly to London before I fly to Dubai tomorrow for Expand North Star. Couple of nice coffee meetings this morning. Have to finish an article this afternoon. This evening I'm going to the BIll Murray comedy club to see how the pros do it. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

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  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    Again and again and again, if you are B2B and mission-driven to help a human end-user, you need to lead with why the business buying your product will care. That's not the human it supports at the end. This is one of the most common deck and pitch problems. I see it all the time. It is great that you care. I care. But you only get to fulfil your mission if the business buying your product cares. Why do they? Make me believe it. That's your pitch. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    Why do warm intros matter? People are busy. They have to make decisions on which meetings to take on very little info. Cold means it is less likely to be useful. Warm with no context means they can't have enough confidence to be sure it's useful. Warm with tight context is best. Context so they can figure out if they should. Tight because they can make a quick decision. Make their life easy. They still might not take it but you've given it your best shot. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    Founders, do you consider yourself entrepreneurs? Do you see any difference between the skills you need to be a founder and an entrepreneur? I'd love your feedback. I'm writing an article on entrepreneurship and all the distinctions I can see seem like different categorisations of the same underlying skills. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment so more people can help me understand the difference. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    Founders, here's the best way to find angel investors: Find people that are sector experts. They should much more easily understand you are solving a real problem people will pay for. That makes it easier to get in front of them and for them to invest. Anyone else, you have to convince them it's a real problem from scratch. If you can't get in front of sector experts or convert them, either your messaging is wrong or you're not solving a real problem. Edit: bonus reasons in the comments. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    Founders, you have very little time to get an investor's attention. Some professional investors see thousands of pitch decks. If the answers to the key questions are on slide 8, they may never get there. They need to 'get it' at a high level by the second or third slide. Or you may have lost your chance. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

  • unbundled vc reposted this

    View organization page for Ctrl Alt, graphic

    2,509 followers

    We are proud to announce that Ctrl Alt won the Best Crypto, Blockchain and Digital Asset Offering Award at the Fintech Awards 2024. It is great to be recognised for all the hard work that has been going on in the background in what has been a very exciting year for us and the industry as a whole! Here's to the amazing team at Ctrl Alt! The first of many awards to come! Matt Ong Jordan McMullen Matt Acheson Jack Spargo Lucia Cook Samuel Allister Robert Farquhar James Gates Aynsley Longridge Temi O. Brandon Kelly Chris Blakely Walter Bester Jack Denton Special thanks to: Fintech Summit & Awards Business Post Enterprise Ireland MiddleGame Ventures

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  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    Get Sh*t Done. This is the best career advice. People notice. It's also great for learning how to do stuff you've never done before, a crazy important founder skill. Thanks to Chris Donnelly's newsletter for the reminder, link in the comments. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    GST is the proposed Guernsey version of VAT. I'm tired of it being the sole topic of conversation ahead of our election next year. Here's how you can get my vote - first principles thinking. In this month's Business Brief. Thank you again Amanda (Mandy) Eulenkamp for including me. ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

    • No alternative text description for this image
  • unbundled vc reposted this

    View profile for Marc Cohen, graphic

    Two-time AI operator turned VC investor with 1.98x multiple and 54% IRR. Early/first in Runna, Magrathea, YASO, Duel, Ctrl Alt. Co-creator of world’s best poker AI before DeepMind existed. First principles operator.

    My first time ever in Dubai. I will be there for Expand North Star from the 12th to the 16th. Who should I meet? Let me know in the comments, please 🙏 ------------------- Please ❤️ Like, ♻️ Share and 💬 Comment to spread the word. ➕ Follow me, Marc Cohen, for deep yet concise insights into venture investing, startups, fundraising and AI.

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