Alliance
Alliance DAO is a venture capital DAO that invests in Web3 startups. The DAO is a community of investors, builders, and creators who are passionate about the future of the internet.
Thesis
Alliance DAO's investment thesis centers around startups innovating across key growth verticals of DeFi, SocialFi, decentralized AI and stablecoins.
- Decentralized AI: Leveraging blockchain for more secure, transparent and autonomous AI systems
- Infrastructure: Building the foundational technologies needed to scale Web3 applications
- DeFi (Decentralized Finance): Recreating traditional financial systems with decentralized, blockchain-based alternatives
- SocialFi: Building Web3-native social media and creator economy platforms
- Stablecoins: Enabling low-cost, borderless payments, especially in emerging markets
- Tokenization: Converting real-world assets into tradable digital tokens on the blockchain
Playbook
By providing funding (median $3.5M raised at $25M valuation), mentorship from experienced builders, and access to its exclusive founder community, Alliance DAO helps its startups achieve product-market fit and accelerate their growth. The DAO maintains a highly selective process, with recent cohorts accepting only 0.8% of applicants.
Geographically, Alliance DAO is seeing a shift away from North America towards Asia, likely driven by regulatory crackdowns in the US and the emergence of crypto-friendly markets abroad. However, the DAO remains focused on sourcing high-potential founders globally.
Podcast
Follow the good game podcast for latest thoughts on investing.
- Top Trends in Crypto VC with Delphi Digital
- Evolution of online speculation and prediction markets
- State of zkEVMs