Invest in the Architects of the Future Civilization
Top Decile Performance: Consistently outperforming the S&P 500 with a vintage track record placing us in the top 10% of VC funds globally.
Institutional Access: Get direct access to cap tables of Tier-1 Unicorns typically reserved for giants like a16z or Sequoia.
Skin in the Game: Our team members personally invest 10-30% of the allocation in every single deal. We win only when you win.
Rigorous Selection: We reject 99.9% of deals. We only deploy capital when valuation, technology, and exit horizons align perfectly.
Radical Transparency: Real-time reporting on wins, losses, and performance of our portfolio as a whole.
Civilizational Impact: We back the infrastructure layers of the future—from Brain-Computer Interfaces and generative AI biotechnology to AI Supercomputing and financial system revolutioneers. We chose those who change humanity for the better.
"Capital with Purpose. Returns with Velocity."
Note: While our 3-year historic IRR stood at a solid 26%, the breakthrough achievements of Cerebras Systems in early 2026 spiked our performance to 31% IRR, firmly placing IPOSharks in the top 10% of VC funds on the planet.
2023
2025
+86%
2024
+22%
+69%
TVPI (by vintage year):
(2023–2026 YTD)
31% IRR
The Alpha:
Our strategy is simple but hard to execute: we identify category-defining monopolies at their "inflection point"—post-product, post-revenue, but pre-IPO. We buy the dip when the market is fearful and sell into liquidity when the market is euphoric.
We specifically filter for companies that have secured the five enduring moats: Distribution, Trust, Data, Scale, and Network Effects. In an era where pure technology is increasingly commoditized, these structural advantages are the only barriers that separate a mundane startup from a generational company.
Defining the Future.
Outperforming the Market.
Strategy & Performance
Deal by Deal:
Our clients decide whether to invest in the particular company and how much.
Stage:
Late-Stage Venture and Pre-IPO priority
Sectors:
AI Infrastructure (Cerebras, CoreWeave, Lightmatter) Blockchain (Circle, Ripple, Ledger) AI Biotech (Generate Biomedicines, Paradromics, Viz.ai) Platforms (Discord, Rappi, Epic Games) Cyber Security (Huntress, ID.me) Space Tech (LeoLabs)
Risk Management:
Avoid valuation bubbles and all hype. Building broadly diversified portfolios We don’t mind to stop investing when we see the market is overheated and to wait for the right moment. No rash to deploy the capital.
Hall of Fame
Cerebras Systems (+1100% Unrealized)
In February 2026, Cerebras closed a $1B funding round at a $23B valuation (a 3x jump in 5 months). They also signed a landmark $10B+ agreement with OpenAI.
The "Nvidia Killer" is no longer a concept; it is OpenAI’s new engine. As AI workloads shift from training to inference (running models), Cerebras’s CS-3 chips are proving 20x faster than Nvidia’s GPUs. With an IPO targeted for Q2 2026, this is our portfolio’s crown jewel.
Circle (+230% IPO, Realized)
USDC issuer. Following its $8B IPO in mid-2025, Circle has solidified its monopoly under the newly passed GENIUS Act, which established a federal framework for stablecoins.
The "Digital Dollar" is now federally recognized infrastructure. While the IPO provided a massive 2.3x realized gain for our fund.
Ripple (+840%, Partial Exit)
Emboldened by its legal victory over the SEC, Ripple pivoted to an aggressive M&A strategy, acquiring Hidden Road ($1.25B) and GTreasury ($1B) to build a "full-stack" crypto-finance platform.
A contrarian bet that paid. Rather than rushing an IPO, Ripple is using its fortress balance sheet to buy the competition and launch its own regulated stablecoin, RLUSD, which hit a $1B market cap in late 2025.
Weights & Biases (+250%, Acquired)
Officially acquired by CoreWeave in May 2025.
The perfect "trojan horse" play. We invested in software (W&B), but we are exiting with equity in the world’s hottest AI hardware hyperscaler. CoreWeave is using W&B to build the "operating system" for its massive GPU clusters, positioning our rolled-over stake for CoreWeave’s own multi-billion dollar public listing.
The Horizon
(Upcoming Events in 2026)
Discord (IPO 2026)
Reportedly filed confidentially for its IPO in January 2026, targeting a valuation exceeding its last $15B round. We bought it at about a $5B valuation.
It’s no longer just a "chat app for gamers." It has evolved into the communication layer of the internet (Web3, AI, and Midjourney communities all live here). With 200M+ MAUs, it is the only social platform effectively monetizing community rather than just ads.
Paradromics (FDA Breakthrough)
Received FDA approval in late 2025 for the human trial; first patient implant is scheduled for Q1 2026.
While Neuralink gets the hype, Paradromics gets the data. Their "Connexus" device boasts a data transfer rate 25x higher than Neuralink’s current record. This is the difference between "controlling a mouse" and "restoring fluent speech" for paralyzed patients.
Generate Biomedicines (IPO 2026)
Officially filed for IPO in February 2026 after initiating Phase 3 clinical trials for its AI-designed asthma drug (GB-0895).
This is the "ChatGPT moment" for biology. They aren't just discovering drugs; they are generating them. This is the world’s first protein therapeutic programmed by AI to reach late-stage human trials, validating the entire generative biology sector.
Ledger (IPO 2026)
Preparing for a $4B+ IPO on the NYSE, with Goldman Sachs and Barclays mandated as underwriters.
As crypto ETFs bring institutional trillions on-chain, security is no longer optional. Ledger recorded triple-digit revenue growth in 2025, proving that in a gold rush, the safest bet is the vault manufacturer.
Animoca Brands (IPO 2026)
Reached a $5.9B valuation in Nov 2025 and is finalizing plans for a Nasdaq listing via a reverse merger.
They hold the keys to digital property rights, with equity stakes in over 400 Web3 companies. An index bet on the entire future of the virtual economy.
Consensys (IPO 2026)
Targeting a mid-2026 debut led by JPMorgan, shifting from a software studio to a massive infrastructure provider.
They own the two most critical monopolies in Ethereum: MetaMask (the user passport, 30M+ users) and Infura (the developer backend). If Ethereum is the world computer, Consensys is the operating system.
Former Nasdaq/NYSE day trader (2011–2019) turned Venture Capitalist.
Early Bitcoin adopter and investor since 2012.
US IPO strategy investor 2017-2021 with 70%+ IRR.
Aleksandr specializes in deal structuring and identifying "distressed" entry points in top-tier unicorns and pre-unicorns. He has been navigating the Pre-IPO waters since 2020 (investing personal funds).
Ilya Belkin
Venture Partner
Investment management veteran with 30+ years of experience in global stock markets.
Trusted professional advisor to Ultra High Net Worth (UHNW) individuals and family offices.
Expert in complex deal structuring and strategic capital allocation.
Ilya brings decades of institutional discipline and deep market insight, bridging the gap between traditional private wealth management and high-growth venture opportunities.
Vasily Kuznetsov
Venture Partner
A veteran of the VC ecosystem with experience at VNTR Capital and Starta Ventures.
An active and successful angel investor since 2017.
Early blockchain adopter and investor since 2015.
Vasily brings a deep expertise in early trend recognition and a flawless reputation in the VC community.
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