Fundamental Technologies II by Basil Peters
Fundamental Technologies II

Fundamental Technologies II

FTII is an active, early-stage investor in technology companies in BC and Washington State. These are our investment criteria.

Our current portfolio is summarized here.

FTII allows investors to participate in a portfolio of:

- actively managed

- synergistic investments

- in early-stage tech companies.

Angel Fund FTII Mark to Market Net Asset Valuation March 31, 2010

A Better Way to Invest in Early Stage Technology Companies

Many investors are attracted to the potentially higher returns available from investing early in technology companies. Some even make their own "angel," or early-stage investments - often in companies where they have friends or family.

While solo angel investing can occasionally lead to some spectacular returns, on average we believe a vehicle like FTII is a better choice for most investors.

How We are Different

Fundamental Technologies II is different from direct angel investments, mutual funds, venture capital funds and other investment vehicles in four important ways:

1. Active Portfolio Management

We spend a lot of time working with the companies we invest in - almost always by taking a seat on the board, or advisory board, and assisting with subsequent financings and exit transactions. We never just make an investment, we always work actively with our companies.

2. Low Costs

FTII doesn't pay management salaries, management fees or sales fees. We are committed to minimizing costs for our investors.

3. Optimized Capital Allocation

We limit the size of our capital base and the number of companies we are actively involved with to optimize returns.

4. Diversification

If the returns from professionally managed venture portfolios are analyzed, it's often just one investment that makes the difference between mediocre and spectacular returns. Unless an investor wants to make this type of investing a full time job, it's very difficult to be adequately, and safely, diversified.

One Component of a Balanced Portfolio

Early-stage venture investing is one component in building a balanced portfolio. For the vast majority of investors, it should only be a small percentage of their portfolio. Even with a small allocation, the early-stage component is often the most interesting and rewarding.

FTII offers accredited investors a way to participate in this exciting asset class, with diversification, active management and very low costs.


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