Case Study: Menlo Micro

  • On average, 60% of power in a circuit is lost due to inefficiencies of the switch.
  • Spun out of GE, Menlo Micro created a patented switch the size of the width of a human hair that experiences 0% power loss.
  • The most advanced switch technology on the market: if electric vehicle manufacturers implemented this switch, their vehicles would drive 60% farther.
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Case Study : Zipline

  • Zipline is the only commercial drone company in the United States have an FAA part 135 certificate, which means they are the only company that can fly commercially beyond the visual line of sight.
  • Zipline is focusing on medical products delivery, however, Walmart is already using the company to deliver a variety of products.
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Case Study: Next Roll

In 2021, our business opportunities analysis identified Next Roll growing at 273% ARR over the proceeding 36 months however traded at 75% of the competitor's valuations.

From this due diligence, we spotted significant intrinsic value.