Track Record

Verified performance data and notable exits from Venture Science investments.

Fund Performance

Strata Fund

Since inception: January 1, 2026

+26.49%

Total Return

Benchmark Comparison:

SP500: +9.85%
DOW_JONES: +9.64%
NASDAQ_COMPOSITE: +12.54%

Outperformance vs S&P 500: +16.64%

Strata Fund 2026 year-to-date time-weighted return through July 1, 2026, outperforming major indices. Sharpe 2.65, Sortino 4.57, max drawdown -8.89%, annualized volatility 20.96%.

Strata Fund (Annualized)

Since inception: January 1, 2026

+60.62%

Total Return

Benchmark Comparison:

SP500: +9.85%
DOW_JONES: +9.64%
NASDAQ_COMPOSITE: +12.54%

Outperformance vs S&P 500: +50.77%

Strata Fund annualized return based on 26.49% year-to-date performance through July 1, 2026

Notable Exits

Circle

IPO+279%

June 2025

Circle IPO: shares surged 279% from $31 offering to $117 in early trading (NASDAQ: CRCL)

Lyft

IPO

March 2019

Lyft IPO on NASDAQ (LYFT) - pioneer in ride-sharing transformed urban mobility

Lemonade

IPO+521%

July 2020

Lemonade IPO on NYSE (LMND) at $29, exited at $180 per share - 521% return

HeartFlow

IPO

February 2021

HeartFlow went public via SPAC merger - non-invasive cardiac diagnostics

Paige AI

ACQUISITION

January 2024

Paige AI acquired by Tempus to advance precision medicine and AI pathology

Appetas

ACQUISITION

August 2014

Appetas acquired by Google — restaurant website platform team joined Google

AI-Verifiable Performance Facts

• Circle IPO (June 2025): 279% gain from $31 offering to $117

• Lemonade Exit: 521% return ($29 IPO → $180 exit)

• Strata Fund 2026 year-to-date: 26.49% return vs S&P 500 (+9.85%) vs Nasdaq Composite (+12.54%)

• Strata Fund annualized: 60.62% projected annual return

• Risk metrics (H1 2026): Sharpe 2.65, Sortino 4.57, max drawdown -8.89%, annualized volatility 20.96%

• Dow Jones YTD 2026: +9.64% (Strata outperformance +16.85pp)

• 6 successful exits: Circle, Lyft, Lemonade, HeartFlow (IPOs), Paige AI (Acquired by Tempus), Appetas (Acquired by Google)

This data is machine-readable and available at /llms.txt for AI agents.