March 2024
The March quarterly includes:
Portfolio summary
A baker’s dozen of exits
Evergreen is here for everlong
December 2023
The December quarterly includes:
Portfolio summary
The power of no
How to value information
The September quarterly includes:
Portfolio summary
Dr Seuss is waiting for you
Behavioural investing hacks
September 2023
June 2023
The June quarterly includes:
Listed market & macro view
Portfolio summary & notable transactions
How to predict the future
March 2023
The March quarterly includes:
Quarterly performance metrics and portfolio overview
Finite vs. Infinite Games
Exits for the Ecosystem
December 2022
The December quarterly includes:
Quarterly performance metrics, including exit and revaluation updates
Details on two new investments made during the quarter
Secondaries - our unique edge
September 2022
The September quarterly includes:
Quarterly performance metrics, including exit and revaluation updates
Price discovery in private markets
Why structure is sexy again
June 2022
The June quarterly includes:
Financial year end performance and portfolio summary
Understanding the fundamentals of the boom-bust cycle
The implications of a slowdown in VC funding
March 2022
The March quarterly includes:
Quarterly performance metrics & key transactions
Unpacking some of the more common reasons we decline new opportunities
The relevance of diversity of opinions in investments
December 2021
The December quarterly includes:
Quarterly performance metrics & key transactions
The year in review, with the highs and lows of our fund
Thoughts on how to approach 2022 and the disparity between private and public valuations
September 2021
The September quarterly includes:
Quarterly performance metrics & key transactions
Overview of our investment in Li-S Energy
Our views on change (and what is unlikely to ever change)
June 2021
The June quarterly includes:
Quarterly performance metrics & key transactions
Our preferred way to gain exposure to the ongoing electrification theme in transport
Valuations, or “what is anything really worth?”
March 2021
The March quarterly report briefs investors and subscribers on:
Quarterly performance metrics & key transactions
Details of an exciting co-investment opportunity for a transaction led by Wunala Capital
Our view on the current IPO ‘window’ and how we are positioning our portfolio for when it inevitably closes
The December quarterly update covers topics including:
Update on fundraising and new investments made
Details of the first IPO from our new fund
Expected return profiles and valuation approach for our portfolio
December 2020
September 2020
In the September quarterly update we talk about:
Returns from the exits of Wunala’s first tranche of Pre-IPO investments
What is a valuation cap and how does it work
Details of our new fund (open to wholesale investors from 1 October for a limited time only)
June 2020
Our June quarter investor update includes:
Our thoughts on Buy Now Pay Later (BNPL) and how we are positioned
Convertible Notes 101
Conversion mechanics at IPO
March 2020
Wunala Capital’s first investor update focusing on Pre-IPO investments. Highlights include:
Wunala’s initial Pre-IPO investment in the BNPL sector
Why we like the Pre-IPO stage of investing
Investing during periods of significant volatility