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Correlation Ventures

San Diego, CACORRELATION-VENTURES
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Dossier Summary

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Classification
Slugcorrelation-ventures
HQSan Diego, CA
Stage FocusPrimarily Series A/B investments ranging $1-5M, with a se…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

Correlation is the VC equivalent of Moneyball — they genuinely try to use data to find undervalued companies, which can work in your favor if you have strong metrics but lack the pedigree or connections that traditional VCs love. The downside? Their process can feel painfully slow and mechanical, and don't expect much hand-holding or strategic guidance post-investment. They're numbers people, not relationship people. If you need a VC who will open doors and make introductions, look elsewhere. But if you want smart capital from people who actually understand your business model and won't get swept up in hype cycles, they're solid.

KEY TAKEAWAYS
  • Best for: data-driven founders with strong unit economics who don't need much hand-holding
  • Watch out for: slow decision-making process and limited post-investment support
  • Known for: quantitative investment approach that can spot value others miss
Investment Thesis

Correlation Ventures uses data-driven models to evaluate early-stage startups, claiming to remove human bias from investment decisions. They focus on companies with strong quantitative metrics and defensible market positions across multiple sectors.

Stage & Sector Focus

Primarily Series A/B investments ranging $1-5M, with a sector-agnostic approach but heavy concentration in SaaS, fintech, and enterprise software. Despite claims of pure data-driven investing, they show clear preferences for traditional VC-friendly categories.

Notable Portfolio
TruliaXamarinMachine ZoneKabbageApttusAvalaraBrightEdgeInsideSales
Key Partners
David Coats
Managing Partner

Former entrepreneur and Cooley attorney who co-founded the firm. Known for building their quantitative investment model and maintaining a low-key, analytical approach to deal-making that some founders find refreshing, others find cold.

Trevor Kienzle
Managing Partner

Investment banker turned VC who helped develop their data-driven investment platform. Has a reputation for being thorough in due diligence but can be slow to move compared to other funds.

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