Leadership: OCA Ventures leads or co-leads a vast majority of its deals which are typically syndicated with institutional investors and/or angel investors to provide a broader set of resources to portfolio companies. In many cases, OCA Ventures levers its relationships in the capital markets to attract top-tier institutional investors to invest our portfolio companies.

Size: A typical initial investment for OCA Ventures is $1-2M with a target of $3-5M per company. OCA Ventures targets initial rounds of $6M or less. OCA is also opportunistic and will consider smaller and larger deals.

Stage: OCA Ventures typically participates in a company’s first round of institutional capital. This may range from seed stage (pre-product, pre-revenue) to expansion stage ($3-8M in revenue, near profitability). OCA Ventures looks to own a meaningful portion of its companies as a minority investor.

Potential for attractive risk-adjusted financial return: OCA Ventures expects financial returns to be commensurate with the portfolio company risks. Given the preferred stage of OCA Ventures’ investments and the associated risk, OCA Ventures typically seeks investments that have the potential to return 5x – 10x invested capital or greater.

OCA EDGE is OCA Ventures' seed investing program. OCA EDGE was created in response to the increase of attractive seed-stage investment opportunities and continued decline of the initial capital requirements for technology businesses. 

Size: OCA EDGE aims to invest amounts of $50K - $100K in rounds of roughly $1.5M or less.

Team: OCA EDGE seeks teams with at least one technical founder and with demonstrated past success.

Stage: OCA EDGE will participate in the seed or very early stage of highly-scalable technology businesses.  The best candidate investments will have an alpha or beta product with some initial customer feedback.

Business Model: OCA EDGE has a strong preference for companies with highly-iterative business models that rely on flexible infrastructure and can obtain and react to customer feedback very rapidly. Often companies meeting these criteria sell and deliver their products via the Internet or mobile platforms. Because the success of the company will depend on the demonstration of substantial performance on a modest initial capital raise, lean, capital-efficient models are greatly preferred.

Leadership: OCA EDGE invests alongside other trusted value-added investors such as super angels or other early stage venture funds. OCA EDGE will either lead or follow other investors.

Potential for attractive risk-adjusted financial return: OCA EDGE expects financial returns to be commensurate with the portfolio risks.  Given the start up and very early stage nature of OCA EDGE investments, we typically seek investments with the potential to return greater than 10x invested.
  

Ideal investment opportunities also exhibit the following characteristics:

• Experienced, proven management teams

• Dramatic Growth Potential

• Capital-efficient/scalable business models
  

• Barriers to entry

• Differentiated products or services