Fund Mandates

Venture

Spring Marketing Capital's real mandate

Purplle, GIVA, Jar, Niyo, Leverage Edu, Dezy, Agilitas. Ask what sector connects them and you cannot answer. Ask what they have in common as purchase decisions and the mandate becomes obvious: Spring underwrites commoditised categories where brand is the only available moat — which is exactly where a fund of ex-CMOs is worth more than its capital.

Huddle and the wrong default

Bold Care, Perfora, Asaya, Blue Tokai, GreenGrahi. Read them as sectors and they scatter. Read them as consumer beliefs and one pattern holds: every one is a category with a wrong default, where the first mover pays for the education and the second mover free-rides on it.

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