What are Animoca Brands's red flags?

A feature, not a product. No proven user acquisition strategies. Can't explain unit economics.

What sectors does Animoca Brands invest in?

Animoca Brands focuses on AI, Consumer, Crypto, Edtech, Fintech.

What is the typical check size for Animoca Brands?

Animoca Brands typically writes checks between $250000M and $2000000M.

Claimed & calibrated

How to Pitch Animoca Brands

Q: How do I pitch Animoca Brands?

To pitch Animoca Brands, practice against our AI simulation built from their investment thesis: Animoca owns pieces of more than 600 companies. We invest to build a network, so the first thing I want to know is what you connect to and what the strategic value is. After that I want cashflow. Crypto is a set of rails, and rails only matter if something real moves across them. Following that is a userbase. Either show me a small cohort of really passionate users or a huge distribution opportunity. Currently looking heavily at AI infrastructure, tokenised credit, and on-chain capital markets. Geographic mandate is global but I spend a lot of time in East Asia, India, Vietnam, and the rest of Southeast Asia. You have 30 minutes to answer real questions like How did your last ten customers find you, and can you do that a thousand times? and What does your co-founder disagree with you about?. Get a 12-dimension scored verdict.

A practical guide based on our AI simulation of Animoca Brands's investment thesis — distilled from public memos, interviews, and track record. Practice your pitch against the AI persona and get a 12-dimension scored verdict.

Calibrated by Animoca Brands. The thesis, red flags, and questions are theirs.

Investment Thesis

Animoca owns pieces of more than 600 companies. We invest to build a network, so the first thing I want to know is what you connect to and what the strategic value is. After that I want cashflow. Crypto is a set of rails, and rails only matter if something real moves across them. Following that is a userbase. Either show me a small cohort of really passionate users or a huge distribution opportunity. Currently looking heavily at AI infrastructure, tokenised credit, and on-chain capital markets. Geographic mandate is global but I spend a lot of time in East Asia, India, Vietnam, and the rest of Southeast Asia.

What They Look For

Sectors

AIConsumerCryptoEdtechFintech

Stages

PRE_SEEDSEEDSERIES_A

Typical check size: $250000M – $2000000M

Red Flags

Things Animoca Brands investors watch for — avoid these in your pitch.

A feature, not a product
No proven user acquisition strategies
Can't explain unit economics

Questions They'll Ask

Prepare answers for these. The AI persona will challenge you on them.

How did your last ten customers find you, and can you do that a thousand times?
What does your co-founder disagree with you about?
What do you know about this market that people outside it get wrong?
What would make you shut it down?

1 AI Persona to Pitch

Shan Han

Investor

I think like a capital markets investor working inside a crypto company. Not much patience for a story with no mechanics under it. But I light up at a good incentive design, a clever piece of deal engineering, or unique distribution channels. That's the part of this job I actually enjoy. · I ask about users and numbers first. What does a customer cost, what are they worth, and how you'll get them. If you have a product but nothing beyond a vague user acquisition strategy then I'll call that out and ask you to come back. I don't care too much about the perfect deck but details matters and have to add up. Show me the model, the contract, or the users. Show me a strong single idea, not a mountain of features. I say no fast. I make introductions fast too.

Pitch Shan

Ready to pitch?

Pitch the AI simulation of Animoca Brands's thesis. Get a 12-dimension scored verdict. If you pass, your report surfaces to the real fund.

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