Molten Ventures' recent investor day was an opportunity for the company to report on its strategic development and to feature a diverse set of portfolio companies. The CEO highlighted progress across all five strategic areas: refocusing on the core business of investing in Series A and B rounds; driving further scale and efficiencies in terms of portfolio development and institutional co-investment; a selective approach within its fund of funds programme; preserving a strong balance sheet; and narrowing the discount to NAV (which currently stands at 34% and therefore has further scope to narrow). The event also gave the company an opportunity to highlight the diversity of its portfolio in light of investor concerns over AI disruption.Den vollständigen Artikel lesen ...
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