Valspeed Capital — Fund I
Combining predictive intelligence with operator-led execution for AI-native B2B companies.
Investment Thesis
Fund I invests in U.S. AI-native B2B companies with systematic selection using our UNIQUEst predictive platform. We combine quantitative scoring (XGBoost + GraphSAGE ensemble) with operator-led GTM infrastructure to accelerate Asia-Pacific market entry and revenue scaling.
UNIQUEst Platform
Our two-stage ensemble model processes 47 quantitative features across funding momentum, talent density, network strength, founder signal, and market timing. The system identifies companies scoring in the top quartile for breakout likelihood before traditional signals emerge.
Every investment must score ≥75th percentile. This systematic filter improves portfolio construction and reduces pattern-matching bias.
Asia GTM Infrastructure
Portfolio companies gain immediate access to three commercialization channels: enterprise co-sell (Fortune 500 relationships), mid-market landing zones (Singapore/Sydney infrastructure), and talent/distribution hubs (pre-vetted pipelines).
This de-risks market entry and compresses time-to-revenue. U.S. AI companies typically focus on domestic markets for 18-24 months before APAC expansion. We position portcos early to capture 6-12+ month procurement cycles before competitive crowding.
Governance & Alignment
Fund I operates with institutional governance: quarterly LP reporting, independent audits, clear conflict protocols. Our UNIQUEst methodology is fully documented and available for LP review. We prioritize transparency, alignment, and long-term value creation.