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▶ 15:09 · $SUPERCELL · Liaw cites Supercell as career-defining IVP investment

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$PATH···bullish· medium· poseric liaw

Liaw lists UiPath among IVP's European winners

UiPath is named alongside Supercell and Wise as a flagship European portfolio success, validating IVP's long-term Europe thesis.

$CRADLEbullish· medium· poseric liaw

IVP backs Cradle's AI drug-discovery platform with pharma anchors

Cradle leverages Europe's dense biopharma cluster (Novo Nordisk, Roche as early customers) to accelerate drug discovery via AI application layer — a strategic geographic advantage.

$WISE···bullish· medium· poseric liaw

Liaw cites Wise as European fintech born from cross-border pain

Wise emerged from a distinctly European problem (frequent currency conversion) that US founders rarely experience, illustrating how regional pain points can spawn global category…

$SUPERCELLbullish· high· poseric liaw

Liaw cites Supercell as career-defining IVP investment

Supercell was one of Liaw's first deals at IVP and remains a flagship success; the firm's deep engagement (mandated site visits) underscores long-term conviction.

$DDOG···bullish· high· poseric liaw

Liaw highlights Datadog as disciplined compounder with European founders

Datadog exemplifies IVP's application-layer focus: French founders built in New York, added products methodically, and delivered sustained growth; IVP even corrected an early pass…

$WHOOPbullish· high· poseric liaw

Liaw sees Whoop impacting hundreds of millions' health outcomes

After five years of involvement, Liaw believes Whoop can fundamentally improve global health outcomes at scale while delivering strong returns — a rare dual-impact opportunity.

$HOOD···neutral· loweric liaw

Liaw admits missing Robinhood but later corrected via Datadog lesson

Robinhood represents an anti-portfolio lesson; Liaw emphasizes learning from misses and notes IVP often gets second chances (as with Datadog) to rectify early passes.

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