Valuence Ventures
Investment Thesis & Opportunity
Valuence's Investment Thesis is that Advanced Materials & Deeptech possess the transformative power to revolutionize the Cleantech and Bio sectors, enabling exceptional returns by solving critical global challenges. The firm operates globally with a strong emphasis on innovative hubs in Asia (Singapore, South Korea) and North America (USA). The fund is targeting the Global Advanced Materials Market, which was valued at $41.5 billion in 2022 and is projected to reach $105.3 billion by 2028, representing a 16.8% CAGR. By investing in platform technologies like synthetic biology, AI/Advanced Tools, and novel material science, Valuence seeks to build a portfolio of companies that will create a better future and improve the quality of life.
Valuence Ventures and/or its affiliates will invest $0.3M - $1.5M per investment
Co-investment opportunities will be made available for LPs
GP Commitment of $3M (12% of the target fund size)
Business Model, Market Opportunity, & Strategy
Valuence's strategy is based on "Scaling Science for a Better Future" through a disciplined, collaborative approach. Sector Focus: They invest in platform technologies enabling specific high-impact areas, including Precision Medicine, Longevity, Consumer & Food, and Water & Sanitation. Ecosystem Strategy: Valuence drives value by creating unparalleled access to government bodies, research institutions, and corporate partners. This is demonstrated by the strategic partnership with A*STAR/NAMIC (National Additive Manufacturing Innovation Cluster) in Singapore, which provides Valuence with privileged access to startups, facilitates diligence, and collaborates on market validation, talent development, and co-development opportunities.
Financial Performance, Terms, & Target Returns
Fund Structure: The fund has a target investment period of four years and a 10-year fund life with two optional one-year extensions. The General Partners (GPs) are making a significant commitment of $3 million (12% of the target fund size).
Investment Terms: The fund targets 15-20 investments (Pre-Seed through Series A) with a 40/60 follow-on ratio. The firm will invest $0.3M - $1.5M per investment, and co-investment opportunities will be made available for their Limited Partners (LPs).
Fees & Carry: The fund charges a 2% management fee per annum on Committed Capital and takes a 20% carried interest (after the hurdle is cleared).
Impact Measurement, Management, & SDG Alignment
Management Team & Corporate Governance
The team consists of experienced General Partners and an extensive Investment Committee with deep domain expertise across Biotech and Cleantech. General Partners: The GPs, including Dr. Gene Cho, Lance Park (CEO of a biotech + cleantech VC), and Andrew Hyung (Cleantech-focused IB), are seasoned entrepreneurs with successful exits, operators who scaled businesses, and active investors. Investment Committee: Members include founders and CEOs of public and private companies, such as Gary Wunderlich and Rick Hendrix (Board at public companies accelerating energy efficiency and focusing on biotech/cleantech). Advisory Board: The board features an exhaustive list of industry-leading advisors, including a 4th Apple Fellow (Rich Page), C-suite executives from major biotech companies (Apellis, RegenxBio, NKGen Biotech), AI experts from NVIDIA, and leaders in sustainable food (Local Bounti, AppHarvest).
Risk Factors & Exit Strategy
No formal Exit Strategy is provided. Risk Factors: Investing in the fund is highly speculative and involves a high degree of risk, including the risk of loss of the entire amount invested. Key risks include a lack of liquidity (no secondary market is expected to develop) and the lack of protections afforded by the Investment Company Act, as the fund is not registered as a mutual fund. Investors must be prepared to bear these risks for an extended period of time
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