We held our first-ever Investor day last week and even the most optimistic of us “DCFers” were surprised at the turnout and reception we got from Bay street. We “maxed the fire code” (club speak for “at room capacity”) with upwards of 100 investors, analysts and bankers in attendance. The purpose of the day (morning actually) was to show what we’ve been doing with the $100 million we raised last summer plus the $85 million raised before that.
There are infinite ways one could invest a $185 million portfolio, and we believe we’ve stayed true to the core strategy we’ve always communicated. The majority of the portfolio is deployed towards exciting later stage “pre-public” private technology, media and healthcare companies.