Quan Funds

Current Quan portfolio companies as of April 2020:

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ActLight (private) designs dynamic photo-diode (DPD) light sensors for wearables (heart monitoring), 3D time-of-flight image sensors (next-gen smart phones), and LIDAR (autonomous driving) applications. ActLight's DPDs are disrupting the bulkier, less-efficient, power-hungry avalanche photo-diodes that exist today. https://act-light.com/

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Alteryx (AYX) provides self-service advanced data analytics. The company's software optimizes data discovery, preparation, as well as analytics; then enables rapid deployment and actionable insights. Not only does Alteryx platform scale to handle large data sets, but automates previously complex manual processes - a key growth driver. The company has a rapidly expanding user base of analysts, data scientists and engineers that are extremely satisfied with Alteryx solution. https://www.alteryx.com

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AudioCodes (AUDC) designs digitized voice products and data networking equipment. The company's traditional offering includes IP phones, session border controllers (SBCs), media gateways and routers. Management has also partnered with Microsoft, Skype and others for virtual meetings and remote working solutions, contributing to rising margins and revenues. https://www.audiocodes.com/

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CEVA (CEVA) is the #1 licensor of digital signal processor (DSP) cores and platforms for mobile and other markets. More than 11 billion CEVA-powered chips have been shipped globally. High-growth applications include 1) 5G Mobile, 2) AI, 3) Image & Computer Vision, 4) Wireless IOT, 5) Sensor Fusion for spatial awareness, and 6) Audio, Voice & Speech processing. CEVA has a scalable business model based on royalties on every unit shipped and upfront license fees and support. https://www.ceva-dsp.com/

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CyberArk (CYBR) is the market leader in privileged access management (PAM), providing software that prevents both internal and external security breaches. The rapid adoption of PAM has enabled CyberArk to penetrate over 50% of the Fortune 500 companies, leading to rapidly-growing revenues. The company also provides secure remote privileged access to remotely-located employees and vendors without the need to use passwords. https://www.cyberark.com/

 

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DocuSign (DOCU) is the world's dominant eSignature provider. DocuSign's fast-growing Cloud-based platform enables businesses to virtually sign documents, saving them time and money. The company has integrated its core electronic signature offering into an "Agreement Cloud" that automates and manages the entire contractual process. https://www.docusign.com/

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II-VI (IIVI) manufactures advanced optical components and materials, enabling industrial and consumer products worldwide ranging from semiconductors to mobile phones. II-VI has acquired optical component supplier, Finisar. II-VI and Finisar supply key optical components for the emerging 3D image sensor market, which can have a substantial impact on the top and bottom line in a few years. http://www.ii-vi.com/

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Lumotive (private) makes beam-steering chips for automotive LiDAR systems that are fully solid-state (no moving parts), based on the company's proprietary Liquid Crystal Metasurfaces™ (LCM) technology. Lumotive’s LiDAR solution has substantial performance, reliability and cost advantages over existing LiDAR systems. Lumotive's solution enables both advanced driver-assistance systems (ADAS) and fully autonomous vehicles such as “robo-taxis”. https://www.lumotive.com/

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Mycronic (MYCR.ST) has the world-leading mask pattern generation technology, with 100% market share in the demanding display industry. Only Mycronic can keep up with the display industry's demanding finer resolution requirements over larger surface areas. The company's mask patterning systems is used by semiconductor manufacturers as well. Mycronic also has an electronic assembly business. Mycronic's unique technology and entrenched market position has led to very profitable results. https://www.mycronic.com/

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PDF Solutions (PDFS) improves manufacturig yields and lowers costs for semiconductor makers. The company's Extensio platform aggregates data from across the silicon supply chain, aided by proprietary testers for deep 3D metrology. Extensio's extensive data analytics is sold in a highly-scalable Cloud subscription offering. https://www.pdf.com/Home

 

A sample of recent Quan portfolio company exits:

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Attunity provides automated transport and processing of big-data across all data platforms. Attunity enables unparalleled data integration and real-time analytics. We initially invested in 2012, and profitably exited in 2019 in conjunction with the acquisition by Qlik. https://www.qlik.com/us/products/attunity-replicate

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Insightness makes event-based visual positioning modules that process pixels like the human brain. The company's Silicon Eye vision sensors and proprietary processing algorithms are extremely efficient and robust, leading to exponentially faster image processing/lower power consumption, while providing 3D spatial awareness of where you are. Quan initially invested in 2016, and profitably exited from Insightness in 2019. http://www.insightness.com/

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Pivotal Systems (PVS.AX) makes next-generation gas flow controllers that enable advanced semiconductor front-end manufacturing. The company's patented gas flow controllers are purchased by the world's largest integrated device manufacturers and semiconductor equipment OEMs. Quan initially invested in 2013, and profitably exited Pivotal in conjunction with its IPO in 2018. https://www.pivotalsys.com/