PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/PRIVATE BETA — FOUNDER ACCESS ONLY/INVESTORS PERMANENTLY EXCLUDED/VERIFIED FOUNDERS ONLY/
← Fund Intelligence
DOSSIER // VERIFIED INTEL

Blockchain Coinvestors

San Francisco, CABLOCKCHAIN-COINVESTORS
0
Truth Cards
0
Partners Rated
Avg Score
Get Access
Access Level
◈ Truth Cards
0 VERIFIED

No verified intel yet.
Be the first founder to leave a truth card.

Request Founder Access →
Dossier Summary

No summary available yet.

Classification
Slugblockchain-coinvestors
HQSan Francisco, CA
Stage FocusThey primarily invest in Series A and Seed stages with av…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

This is a fund-of-funds play, not a direct investor — they're essentially a middleman packaging access to oversubscribed blockchain VCs. Their Fund I returned 3.96x TVPI with 38% IRR, which is solid but not earth-shattering for crypto timing. They've secured $250M in investment rights across partner funds, which means they have allocation but you're paying two layers of fees. Alison Davis is legit — serious traditional finance background and sits on real boards. Lou Kerner is a known crypto personality who's been writing about it since 2017, but this isn't where you go for hands-on operational help. They claim exposure to 110+ blockchain unicorns but that's through their fund partnerships, not direct investments. If you want diversified blockchain exposure without doing the work of picking individual funds, fine — but you're paying for convenience, not alpha generation.

KEY TAKEAWAYS
  • Best for: LPs wanting diversified blockchain exposure without picking individual funds
  • Watch out for: Two layers of fees (fund-of-funds structure) and limited direct access
  • Known for: Strong performance track record but you're buying access, not expertise
Investment Thesis

Blockchain Coinvestors believes digital monies, commodities, and assets are inevitable and all of the world's financial infrastructure must be upgraded. Their mission is to provide broad coverage of early stage blockchain investments and access to emerging blockchain unicorns.

Stage & Sector Focus

They primarily invest in Series A and Seed stages with average round sizes of $16.8M and $3.65M respectively. Portfolio spans blockchain technology, fintech, and high tech across 261 companies globally including 19 unicorns like Circle, Coinbase, and Bitso.

Notable Portfolio
CoinbaseCircleKrakenOpenseaChainalysisAnimocaYuga LabsBitwise
Key Partners
Alison Davis
Chairman and Managing Partner

Experienced corporate executive and public company board director with over 1,500 blockchain companies in portfolio. Previously CFO of Barclays Global Investors (now BlackRock) and 14 years as strategy consultant at McKinsey. Named one of 'Most Influential Women in Business' multiple times.

Matthew Le Merle
Managing Director and Chairman

Co-founder who has participated in internet, fintech and blockchain for over 20 years. Previously strategy advisor at McKinsey, A.T. Kearney, Monitor Group, and SVP Strategy at Gap Inc. Oxford and Stanford MBA educated.

Lou Kerner
Managing Director and CEO

Full-time crypto investor since 2017 as Founding Partner at CryptoOracle. Previously launched Social Internet Fund investing in Palantir, LiveRamp, FireEye. Former equity analyst at Goldman Sachs and Merrill Lynch. Ranked among most influential crypto bloggers on Medium.

Have a specific question about Blockchain Coinvestors?

Ask Bernie →
INVESTOR ACCESS PERMANENTLY DENIEDBERNBOOK // DOSSIER v1