Investor profile

The London Fund

VC

USGBCNAI/MLFintechConsumerEnterpriseDeep TechB2B SaaSHealthtech

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Investment thesis

Founded in 2003, The London Fund invests in and advises IP-rich, high-growth companies focused on B2C and emerging tech, with particular emphasis on transformative technologies. The firm actively partners with entrepreneurs operating companies with $1M to $100M in revenue on inorganic growth strategies, M&A, debt and equity financing, IP strategy, and IPOs, providing $200K to $50M in early-stage and growth capital. The London Fund's proprietary process identifies 'Ferraris with flat tyres' — disruptive, high-growth companies with intrinsic, quantifiable value that the broader market has overlooked. Operating with deep operational and entrepreneurial expertise, the team works closely with founders to extend IP assets into a truly defensible position and show a clear pathway to exit, having co-founded six IPOs and exited over $1B across six companies in the past decade.

Notable quotes

The London Fund has been around since 2003. We are always looking for Ferraris with flat tires. Sometimes people don't understand why. Maybe it's not the right color. Maybe it's not what the market knows. We're deeply technical.

Ashesh Shah · TechCrunch interview · 2024-08-21

He has managed a venture capital portfolio of over $1.5B AUM and returns in excess of 30%. As a serial entrepreneur, he has overseen the high-profile exits of solo sciences, Good & Co, Black Duck Software, Draft.com, Frigo RevolutionWear, and StarStreet among others.

Ashesh Shah · Unicorn Nest interview

At the end of the day this transaction is a kind of funny one because I know people leaked a lot of information (and it was expected). There's so much more that people don't see. People are centered on the valuation.

Ashesh Shah · Newcomer.co interview · 2024-08-20

Team

Ashesh Shah

Founder + CEO

AI/MLConsumerFintechEnterpriseDeep Tech

Palle Pedersen

Founder + Head of Compliance

Deep TechEnterpriseDevtools

Umæsh Luthria

Managing Director

Sophie Trombetta

Managing Director

Reeve Collins

Managing Director

FintechConsumerDeep Tech

Denise K. Zàles

Managing Director

Recent investments

CompanyRoundSizeDate
ArtisseSeed$2m2024-01-16
enginSeed$1m2023-04-06
VIRTUSSeed$2m2022-08-02
EdCastSeries C$34m2018-12-06
Good&CoSeed$1m2013-11-13
Black Duck SoftwareOther
Draft.comOther

Frequent co-investors

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