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GSV Capital is the first publicly traded security giving growth equity investors access to the world's most dynamic, VC-backed private companies.

More about GSV Capital
NASDAQ: GSVC
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Why We Like

$0.30 million NAV|0.16% of GSVC

Founded

2013

Capital Raised

$21 million

Investors

GSV Capital along with Renren, Dan Rosensweig, Joe Lonsdale, Capricorn Investment Group, David Bonderman, and others.

GSV Investment Theme

  • Cloud/Big Data
  • Marketplaces
  • Sustainability
  • Education

Overview

Aspiration is creating a digital investment firm focused on providing transparency and trust with the goal of becoming one of the leading brands for millennials and other investors looking for a fresh alternative to traditional wealth managers. Aspiration provides even entry-level investors access to research and analysis on top of a unique fee structure based on what the investor believes to be fair. Aspiration aims to become the premier brand for investors seeking a more open, transparent, fair and customer-centric investment platform.

4Ps
Why We Like It: The Four Ps

Why We Like Aspiration

Aspiration is capturing important changes in today’s investor demographic and psychographic and can become the leading and most trusted online investment platform.

People

The Aspiration team brings experience from Silicon Valley, Wall Street and the White House with the unified belief that now is the best time to build an investment firm that people can believe in. CEO Andrei Cherny has spent nearly twenty years working to make the financial system more open and fair. He combines a background as an advisor to some of America’s top companies, the co-founder and president of a media start-up, a financial fraud prosecutor, a historian, a White House aide, a Navy reserve officer, and a nationally-recognized economic policy expert. A former Clinton White House aide, he was the youngest White House speechwriter in American history.

Product

Aspiration offers investors the opportunity to start investing with small account sizes and focus them on funds that are highly curated by a team of investment professionals. Unique to Aspiration is the choose your fee model that lets individual investors set their own fees based on how much value they gain from the platform.

Potential

Aspiration has the opportunity to become the leading brand and company for investment management for the 21st Century.

Megatrends

Demographics; Internet; Cloud; Brands

How Big Can This Be?

Aspiration aims to be the leading and one of the largest digital investment management companies in the world, serving a generation of socially conscious millennials and other investors.

Predictability

Aspiration has a sticky business model and can expect to grow their assets under management alongside their customers’ individual growth as they accumulate more investable capital. Aspiration has a strong brand today and must maintain that brand of trust in order to sustain its position as an attractive and trusted investment manager for consumers to invest their money in. A strong and growing customer base will provide a predictable revenue model for the company.

Risks

Aspiration has to compete against large banks and investment companies to win mindshare and assets under management. There are other digital investment firms as well that are looking to provide an alternative to traditional money managers. Aspiration can continue to differentiate through their choose your fee model and by giving back a part of their profit to create opportunities for those most in need. Aspiration will have to continue to inspire customers to maintain their unique brand value.

GSVC percentage figures are based upon the fair value of each holding as of the quarter ended December 31, 2016, or the cost basis of the holding (exclusive of transaction costs) if the investment closed subsequent to December 31, 2016. In either case, these values are divided by the fair value of total portfolio investments of GSV Capital as of December 31, 2016.

GSV stands forGlobal Silicon Valley
Learn more at GSV.com