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eric scott

T2 · manager / operator

Eric Scott is managing partner of Overlook Capital, former principal at Founders Fund (Peter Thiel's fund), worked with Max Levchin at HVF Labs, spun out SciFi VC, advised 8VC, and helped build Harbor Health. He grew up in Chicago, attended Claremont McKenna, and started investing in 2013.

2 calls·2 names·100% bull·last heard 3 months ago·Joe Lonsdale
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$OVERLOOK-CAPITALOverlook Capitalposition

New VC fund targets 25-30% IRR by concentrating in overlooked 50-150% growers below top 50

Mega-fund concentration into trillion-dollar candidates creates massive dislocation: hundreds of companies with 50-150% YoY growth, strong product-market fit, and great teams trade at reasonable multiples. Overlook will run a concentrated 10-12 company portfolio underwritten to 3-5x, targeting 25-30% net IRR with optionality for 20-50x if founders expand markets.

Joe Lonsdale2026-05→
2ndhigh conviction
$SYNTHEGOSynthegoposition

Eric Scott's first investment: deep-tech oligonucleotide synthesis with order-of-magnitude cost drop

Synthego's microfluidics system drops oligonucleotide synthesis cost by 10x, representing the kind of ambitious, deeply technical company where Scott can enable success as an investor rather than operator, defining SciFi VC's enduring legacy.

Joe Lonsdale2026-05→

most discussed · click a bar to filter

recurring themes

2 total
$OVERLOOK-CAPITAL
Overlook Capital
HIGHeric scott·Joe Lonsdale·3 months ago· position
New VC fund targets 25-30% IRR by concentrating in overlooked 50-150% growers below top 50
Mega-fund concentration into trillion-dollar candidates creates massive dislocation: hundreds of companies with 50-150% YoY growth, strong product-market fit, and great teams trade at reasonable multiples. Overlook will run a concentrated 10-12 company portfolio underwritten to 3-5x, targeting 25-30% net IRR with optionality for 20-50x if founders expand markets.
"It means there are enormous dislocations in the market. Anthropic and Anduril and SpaceX, these are phenomenal companies. They will be generation-defining companies, and it is a g…"
16:50
$SYNTHEGO
Synthego
HIGHeric scott·Joe Lonsdale·3 months ago· position
Eric Scott's first investment: deep-tech oligonucleotide synthesis with order-of-magnitude cost drop
Synthego's microfluidics system drops oligonucleotide synthesis cost by 10x, representing the kind of ambitious, deeply technical company where Scott can enable success as an investor rather than operator, defining SciFi VC's enduring legacy.
"Which was Synthego. And you know, I'd probably spent 6 months uh listening to pitch meetings uh mostly with Max before we pulled the trigger on investment. And then uh Paul Dabrow…"
7:52