3min chapter

The Generalist cover image

Coatue: An Agile Colossus

The Generalist

CHAPTER

Koto Is a v Cs, but It's a Bit Different.

Kotu looks for many of the same characteristics as other v cs, a source described it as a particularly tam focused investor. The granularity with which koto seeks to validate a total addressable market stands out. One founder i spoke with mentioned the firm's use of outside consultancies. These seem to be used more in a supporting role. When evaluating deal a deal at later stages, koto's internal target is a three x return or above.

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