Q2 2024 Global Fund Newsletter
Defender AM's quarterly letter reports the Defender Global Fund's Q2 2024 performance, a fresh Lyka Pet Food raise at a higher valuation, and the fund's profitable part-sale of its Lyka holding.
COO and CFO, Lyka · angel in 1 deal
| Role | Organisation | Sources |
|---|---|---|
| COO and CFO | Lyka | Afterwork Ventures portfolio |
| Associate Partner (former) | Bain | Afterwork Ventures portfolio |
Every published round Gabriel Guedes took part in, and every parcel of existing shares it bought off another holder. Deals we hold but haven't published yet are not counted.
| Company | Stage | Announced | Amount | Role | Alongside | Sources |
|---|---|---|---|---|---|---|
| Medoo | Pre-seed | 26 Jul 2022 | - | Participant | Afterwork Ventures portfolio (Tue 26 Jul 2022), Afterwork Ventures portfolio (Fri 27 May 2022), Afterwork Ventures portfolio |
Companies Gabriel Guedes has backed in a published round, and companies whose existing shares it bought off another holder.
| Company | What it does | First invested | Rounds | Led |
|---|---|---|---|---|
| Medoo | 26 Jul 2022, Pre-seed | 1 | 0 |
Fund closes reported for Gabriel Guedes, as distinct from the investments it has made.
Companies Gabriel Guedes has backed that another company then bought. An exit for the holding, not a deal Gabriel Guedes did.
Stories naming Gabriel Guedes. Where several outlets covered the same round, they are bundled under whichever ran the fullest account.
Defender AM's quarterly letter reports the Defender Global Fund's Q2 2024 performance, a fresh Lyka Pet Food raise at a higher valuation, and the fund's profitable part-sale of its Lyka holding.
Defender's fund letter reports a 2% quarterly return, discusses listed trades including a semiconductor ETF position, and revisits its Series A investment in Australian pet-food maker Lyka Pet Food.
AfterWork Ventures explains why it led coaching-software startup Medoo's pre-seed round, profiling its two founders' operating backgrounds and arguing workplace trends will drive adoption of coaching tools.