Database/Cobalt Seed Fund IV
VCF004 · Vintage 2023Open

Cobalt Seed Fund IV

Cobalt Early Stage

Concentrated UK pre-seed and seed fund — 25 companies, £1–3m initial cheques, with disciplined reserves for follow-on.

Venture CapitalPre-seed / SeedUKArticle 6
Performance · since vintage

Net TVPI multiple

0.82x
+-6.1pp vs benchmark
QuarterNet IRRNet TVPINet DPI
2025 Q11.0%0.89x0.00x
2025 Q21.2%0.84x0.00x
2025 Q3-0.3%0.85x0.00x
2025 Q4-14.0%0.88x0.00x
2026 Q1-8.8%0.90x0.00x
2026 Q2-9.2%0.92x0.00x
2026 Q3-10.8%0.86x0.00x
2026 Q4-8.9%0.77x0.00x

Terms

Target fund size£120m
Current AUM£95m
Min ticket£1m
Max ticket£15m
Target net IRR25–35%
Lock-up10 years
Management fee2.50%
Carry / performance20%
BenchmarkCambridge Associates UK Seed
ESG / SFDRArticle 6
Liquidity

Closed-ended.

Investment highlights

  • Early portfolio impacted by 2023 seed-stage repricing
  • Two write-downs offset by one breakout markup

Top 5 holdings

Largest positions · % of fund · simulated
  • Praxis Logistics12.1%
  • Tessera Genomics12.0%
  • Orbital Health8.9%
  • Hearth Commerce8.1%
  • Lumen AI7.1%