You are in three quantum funds. What do you actually own?
An independent read on your quantum allocation. We map overlap across your funds, concentration in specific modalities or geographies, and the thesis gaps your portfolio does not cover. Built on the 251-investor and 81-startup dataset that powers our intelligence platform.
What the report answers
Six questions, six sections. Each section is grounded in the underlying dataset, not opinion.
Overlap map
Which portfolio companies appear in more than one of your funds. Effective concentration after look-through.
Modality concentration
Breakdown across superconducting, trapped-ion, photonic, neutral-atom, silicon spin, and PQC software. Where you are overweight and underweight versus the tracked universe.
Stage concentration
Seed, Series A, Series B, growth. Where your cheque sizes actually land after the GPs deploy.
Geographic exposure
US, EU, UK, Canada, Australia, China, Japan, India. Mapped against the 251-investor regional dataset so you know where capital is concentrated and where it is not.
Thesis gaps
What you are not invested in: quantum sensing, networking, PQC infrastructure, enabling technologies. The gaps matter because consolidation reshapes the survivors.
Peer benchmark
How your exposure profile compares to the aggregate of the 251 tracked quantum investors. Where you are ahead of consensus, where you are behind it.
What the data is built from
No guesses, no proxies. Each figure traces back to a public filing or a primary source we maintain.
Quantum investors mapped across 7 regions
Quantum startups tracked by modality and stage
Funding mapped across rounds and geographies
Research papers scored, used for technical depth checks
Who it is for
- ,Limited partners allocated across two or more quantum funds who want look-through visibility.
- ,Family offices with direct deals and fund positions who need to see the combined picture.
- ,Sovereign and strategic allocators who need peer-benchmark data before writing the next cheque.
What it is not
- ,An investment recommendation. We do not tell you to buy or sell. We tell you what you already own.
- ,A valuation exercise. Public data only. No GP-confidential information is required or used.
- ,A league table. We benchmark your profile against the tracked universe, not rank your GPs.
Delivery
Fixed scope, fixed price, fixed timeline.
Portfolio intake
You share your fund list, direct deals, and cheque sizes under NDA. We map them against the dataset.
Analysis
Overlap, concentration, geography, thesis gap, peer benchmark. Every figure traced to source.
Report + review
Written report plus a 60-minute review call with the analyst. Refreshable annually.
See your quantum exposure, end to end.
30-minute intake call under NDA. Scoped proposal within 48 hours. Report in three weeks.