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Investment Thesis

🎯 Our Focus: The Future of Web3​

At Proper Labs, we believe the next decade will be defined by the convergence of blockchain technology, artificial intelligence, and social gaming. We're investing in and building companies that will lead this transformation.

📊 Market Opportunity​

The Web3 Revolution​

  • Growing Market - Expanding Web3 adoption across sectors
  • User Migration - Traditional users seeking decentralized alternatives
  • Gaming Evolution - Web3 gaming gaining mainstream traction
  • DeFi Maturity - Proven protocols with sustainable yields

Why Now?​

  1. Infrastructure Maturity: L2s and cross-chain solutions are production-ready
  2. User Experience: Web3 UX finally approaching Web2 standards
  3. Regulatory Clarity: Global frameworks emerging for digital assets
  4. Institutional Adoption: Major brands and funds entering the space
  5. AI Integration: New possibilities with AI-powered Web3 applications

🎯 Investment Verticals​

1. Gaming & Entertainment 🎮​

Thesis: Gaming will be the gateway to mass Web3 adoption

  • Focus Areas:

    • Social gaming platforms
    • Play-to-earn economies
    • Virtual worlds and metaverses
    • Creator economy tools

  • Why We're Bullish:

    • 3B+ gamers worldwide
    • Proven monetization models
    • Natural fit for digital ownership
    • Strong network effects

2. Identity & Social 🆔​

Thesis: Decentralized identity will unlock the full potential of Web3

  • Focus Areas:

    • Self-sovereign identity
    • Reputation systems
    • Social protocols
    • Privacy-preserving tech

  • Why We're Bullish:

    • Foundation for all Web3 services
    • Solves real privacy problems
    • Enables portable reputation
    • Critical for compliance

3. DeFi Innovation 💰​

Thesis: DeFi will rebuild global finance from first principles

  • Focus Areas:

    • Novel yield strategies
    • Cross-chain infrastructure
    • Real-world asset bridges
    • Automated risk management

  • Why We're Bullish:

    • $100T+ addressable market
    • 24/7 global accessibility
    • Programmable money
    • Unprecedented transparency

4. AI & Infrastructure 🤖​

Thesis: AI will accelerate Web3 development and adoption

  • Focus Areas:

    • AI agents and automation
    • Decentralized compute
    • Data marketplaces
    • Developer tools

  • Why We're Bullish:

    • Exponential productivity gains
    • New interaction paradigms
    • Democratized AI access
    • Infrastructure as competitive advantage

💎 What We Look For​

Team Criteria​

✅ Technical Excellence

  • Deep blockchain expertise
  • Proven shipping ability
  • Open source contributions

✅ Domain Expertise

  • Industry veterans
  • Previous startup experience
  • Strong advisory network

✅ Execution Focus

  • Clear roadmap
  • Data-driven approach
  • Rapid iteration capability

Product Criteria​

✅ Real Utility

  • Solves actual problems
  • Clear value proposition
  • Sustainable economics

✅ Competitive Moat

  • Network effects
  • Technical innovation
  • Community strength

✅ Scalability

  • Global market potential
  • Clear growth strategy
  • Platform economics

📈 Our Investment Approach​

Stage Focus​

  • Pre-Seed: Exceptional founders with breakthrough ideas
  • Seed: Product-market fit validation
  • Series A: Scaling proven models
  • Growth: Category leaders

Check Sizes​

  • Incubation: $100K - $500K
  • Seed: $500K - $2M
  • Follow-on: Up to $5M
  • Strategic: Case-by-case

Value-Add Beyond Capital​

  1. Technical Resources: Engineering support and code reviews
  2. Go-to-Market: Launch strategy and growth hacking
  3. Network Access: Investors, partners, customers
  4. Operational Support: Legal, finance, recruiting
  5. Ecosystem Integration: Cross-portfolio synergies

🚀 Portfolio Strategy​

Diversification​

  • 20% Early-stage moonshots
  • 40% Core thesis bets
  • 30% Proven models
  • 10% Strategic infrastructure

Geographic Focus​

  • Primary: Global, remote-first teams
  • Secondary: US, Europe, Asia hubs
  • Emerging: LATAM, Africa, India

Exit Strategy​

  • M&A: Strategic acquisitions by Web2/Web3 giants
  • Token Launches: Decentralized protocols
  • IPO: Category-defining platforms
  • Secondary Sales: Growth equity rounds

🎯 Why Proper Labs?​

Our Edge​

  1. Builder DNA: We're operators who've built and scaled companies
  2. Ecosystem Approach: Portfolio companies strengthen each other
  3. Technical Depth: We understand the technology at protocol level
  4. Long-term Vision: We're building for the next decade
  5. Aligned Incentives: We invest our own capital alongside LPs

Track Record​

  • 7 Active Companies in portfolio
  • 7.4M+ Users reached through Claimr
  • $32M+ Portfolio Value across companies
  • 162 Active Organizations using our platforms

🤝 Co-Investment Opportunities​

We actively co-invest with:

  • Tier-1 VCs: Leading crypto and generalist funds
  • Strategic Partners: Exchanges, protocols, infrastructure providers
  • Angel Networks: Experienced operators and builders
  • Family Offices: Long-term aligned capital

📞 Connect With Us​

For Investors​

Interested in learning more about investment opportunities?

Contact: investors@properlabs.io (Coming Soon)

For Founders​

Building something revolutionary?

Apply to Our Incubation Program →

📊 Investment Metrics​

$32M+

Portfolio Value

7

Portfolio Companies

7.4M+

Total Users

162

Active Organizations

Building the future of Web3, one company at a time.