Opportunity Manifesto Portfolio Team Summit

Backing the builders of tomorrow's companies

Vault Fund invests in company-building firms that systematically create new companies — maximizing upside through a repeatable, risk-managed playbook.

The Opportunity

A differentiated edge in private markets

Company-building firms span private equity and venture capital — including venture studios, roll-up platforms, and serial entrepreneurs. Their repeatable playbooks create structural advantages that drive faster, higher returns.

Repeatable build process
Efficiencies from a tested, systematic playbook reduce friction at every stage.
Rigorous early testing
Ideas are stress-tested before significant capital is deployed.
Capital efficient ownership
Lower cost basis from day zero reduces entry risk significantly.
Minimized downside
Concentrated portfolio construction limits capital loss exposure.
Reduced fee exposure
Structural alignment lowers total fee drag versus traditional alternatives.
Shared services advantage
Portfolio companies benefit from centralized resources and emerging talent networks.
Manifesto

A champion of visionary founders

01
We empower founders to have a greater impact. Through building rigorously tested solutions to today's challenges, we help visionary leaders shape the world around them.
02
We believe talent comes in all shapes and sizes — regardless of race, gender, age, or origin. The best ideas don't come from one place.
03
Company builders create a step change to traditional private market investing. We're not afraid to buck the trend to seek better returns — because we know the strength of a repeatable playbook.
04
The best time to invest is on Day Zero. Instead of following the money, we become the money. We seek great ideas today to create the major companies of tomorrow.
05
We believe the company building model can help solve humanity's biggest problems. That conviction drives every investment decision we make.
Portfolio

Ground zero for tomorrow's game changers

Team
Sarah Anderson
Sarah Anderson
Founding Partner

Sarah has over 12 years of private equity and banking experience and has been investing in early-stage ventures for more than eight years. Prior to founding Vault Fund, Sarah was the Fund Manager at The Cintrifuse Syndicate Fund — a strategic fund of funds with more than $100M in AUM, investing in early-stage venture capital funds across the United States.

Cintrifuse Syndicate Fund investors include P&G, Kroger, Great American Financial, Smuckers, Western Southern, along with other large corporations. The Fund invests primarily to give its member corporations access to innovation. Sarah's Cintrifuse investments included Atlas, Atomic, Greycroft, Lerer, Upfront, Madrona, and Revolution Ventures.

Prior to her role at Cintrifuse, Sarah worked with early-stage venture funds and technology companies as Vice President at JP Morgan in San Francisco, and as an investment banker at the Royal Bank of Canada (RBC).

Sarah earned her Bachelor of Science from the University of Florida, where she was a pole vaulter on the Women's Track and Field team, and her MBA from UCLA's Anderson School of Management.

Francisco Gomez
Francisco Gomez
Partner

Francisco is a Partner at Vault Fund, focused on pipeline development, diligence, and regularly working with our underlying portfolio of company creation funds.

Prior to joining Vault Fund, Francisco was a Director at Allocate, a digital platform for private alternatives, where he worked closely with fund managers across the different stages of venture. Francisco and Sarah also worked together at Cintrifuse, where he focused on early-stage venture. During his time as an allocator, he has met with 400+ funds across the country and led diligence on 40+ investments.

In prior roles, Francisco worked in Finance at Fifth Third Bank and Schneider Electric where he covered Corporate Treasury and FP&A.

Francisco earned his Bachelor of Science in Finance and a minor in Spanish Language and Culture from Miami University.

Summit

Talent in the Venture Studio Space

by Francisco Gomez

Talent is one of the most important parts of the studio model. While company creation funds have a repeatable playbook for founders to follow, the quality of the founder talent is what drives efficiencies and quality in ideating, testing, and also what generates exit velocity and big outcomes. Considering the importance of talent in the model, one of the questions we hear most often is why a talented founder, who likely has other funding options, would choose to work with a studio as opposed to building in the traditional venture model.

The team at Vault has spoken with over 150 studios and company creation funds and we have consistently heard the following reasons that talented founders choose to work with company creation funds:

  • Ability to focus on building. When founders create within a company creation fund, they are able to focus on the product or service they want to build, instead of having to spend ample time working on things like HR, legal, and accounting. This allows founder talent to spend their time where they are most energized to spend it. 
  • Ideating and testing. Founders can leverage a company creation fund’s process to ideate and test across several capabilities with a high degree of capital efficiency. This allows them to choose the newco with the strongest leading indicators of success so they can select a more likely winner to spend their next few years developing. Typically companies formed within the company creation fund model have much stronger validation of product-market fit prior to formal launch.
  • Access to resources and talent. In a traditional model, the founder must work with very limited resources in the early days of testing and MVP launch, and then work hard to recruit high-level talent to grow the team quickly. Through the company creation model, the founder will have access to support resources such as finance, legal, marketing, and more from day one, as well as strong recruiting support to grow the team as the idea and the company scale.
  • Access to follow-on capital. Capital efficiency is one of the strongest points of the company creation fund model. This is largely due to milestone driven capital deployment that allows a company to test and scale with internal capital. This model allows a founder to focus on the core of scaling the company with ample runway, follow-on capital, and more opportunistic external fundraising.
  • Opportunity to work on multiple projects. Once a founder has entered the talent network of a company creation fund, they can dive into a project that has all of the resources, talent, and capital to scale quickly. This model enables them to work on multiple ideas in the time it might have taken to create one externally. It will also provide the fund with a pool of serial founders ready to lead a new idea.

We have repeatedly seen founder talent move towards the company creation fund model from many different backgrounds including VC, consulting, operations, and others because it allows them to focus on their main interest, building product. The model is built to ideate, test, and build at a high degree of efficiency through support functions and repeatable processes which allows a founder to work on multiple ideas as opposed to one. The creation of talent networks is still one of the most important pieces to get right in this model, and a focal point of our diligence process because we see it as one of the biggest advantages in creating outsized outcomes.

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