The Ledger
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Kumar: K9 Ventures refuses to invest using convertible notes
“And I walk away from deals all day long based on price and structure, so I also don't do convertible notes.”
Kumar details portfolio counts for K9 Ventures Funds I, II, and III
“Fund one had about 19 portfolio companies. Fund two had 14 portfolio companies, and I'm about a third of the way in fund three, where we have about six investments so far, and I still have several years to go before we'll go out to market for the next fund.”
Kumar: K9 LPs push for concentrated, high-ownership venture portfolios
“My LPs tend to prefer a concentrated portfolio, and so most of my LPs are kind of pushing me in the other direction, which is like, go ahead and take a, take as much ownership as you can in a company, do fewer companies, and if you win with fewer companies, yo…”
Kumar: I pitched Henry Ward on the original concept for eShares
“EShares is one of my portfolio companies. And in fact, it's a company that I co-founded. And in the case of that company I was talking with Henry Ward, who's, who's my co-founder in that company about his previous company that he was working on. And I just rea…”
Kumar: K9 Ventures shuns sector strategies for radical tech and markets
“I actually don't use a sector strategy. For me, it's really about, like, give me radically new technology and radically new market, and then let's talk about it.”
Kumar: K9 Ventures initial check size is $400K to $600K
“My initial range used to be between 400 to 600 K as an initial investment. I would say I'm probably closer to the higher end of that range today than I was earlier, but I've still tried to keep it very stable and disciplined.”