Stay Curious

Establishment 2026

DISTRIBUTION
IS THE ONLY
MOAT.

Subject

Building Exposure Across the
New Consumer Stack

Owning the Distribution Moat.

00 / Summary

Curious Ventures is launching a $10 Million Pre-Seed Hybrid Fund built by leveraging an Archipelago of high-trust distribution nodes.

01 / The AI Shift

From Search to Command

We invest in the transition from Chatbots to Large Action Models that execute complex tasks autonomously.

02 / Web3 Maturity

The Invisible Layer

Infrastructure that Disappears. The industry has shifted focus to the "passenger experience."

03 / Hybrid Model

$8M Venture Arm / $2M Liquid Arm. Capturing early liquidity and participation rewards.

04 / The Archipelago

India NodesDubai Crypto OasisSEA Hubs

Partnering with global online-native communities to assemble a network of networks.

Know More ↗

05 / Community‑Powered Growth

Own the shift.

We Invest in founders that reinvent the way we interact with technology.

→ First Call Advantage→ Cross-Border Pipeline→ Network State Nodes

DISTRIBUTION

Kickstart your growth with access to thousands of users across our communities.

TRACTION

Engage with early adopters who provide feedback, advocacy and energy.

AMPLIFICATION

Build credibility through curated content, podcasts and events.

NETWORK

Get connected to follow-on investors and industry partners through our network.

High-Trust Distribution Nodes

MEMELAND JUNGLE VENTURES PUKECAST THEARCWEB HADRON FOUNDERS CLUB ARTSDAO.IO NETWORK SCHOOL FOUNDERSHIP_HQ PIVOT

Internal Memo / Curious Ventures

OWNING THE
DISTRIBUTION MOAT.

From: Ashish Sood - General Partners, Curious Ventures

Subject: Owning the Distribution Moat

[ Executive Summary ]

"In an era where AI has commoditized code and Web3 has commoditized capital, Distribution is the only moat."

Curious Ventures is launching a $10 Million Pre-Seed Hybrid Fund built by leveraging an Archipelago of high-trust distribution nodes. We believe the internet is undergoing a massive Behavioral Fork where AI is transforming how users command software, and Web3 is revolutionizing asset ownership and retention.

Unlike traditional funds, we utilize a Hybrid Structure ($8M Equity / $2M Liquid) to balance long-term venture returns with early liquidity participation. By leveraging an "Archipelago" of distributed communities, we secure a distribution-first advantage for our founders.

[ 01 / Market Thesis ]

The Behavioral Fork

The AI Shift

Search → Commanding

Users no longer want to navigate menus, they expect software to act. We are moving from Chatbots to Large Action Models that execute complex tasks. The Agentic AI market is projected to reach ~$200B by 2034.

Web3 Maturity

Invisible Rails

After a decade of infrastructure building, Web3 is ready for the passenger experience. Winning protocols make the blockchain invisible through chain abstraction and invisible wallets that require no seed phrases, enabling mass consumer adoption.

[ 02 / Strategy ]

Hybrid & Disciplined

We deploy capital over a 3-year period to mitigate vintage risk, targeting ~15 core startup deals.

Portfolio Construction ($10M Total)

Allocation Segment	Value ($USD)
Venture Arm (80%)	$8,000,000
Investable Capital (8 Years)	$6,800,000
Access Capital (60%)	$4,080,000
Conviction Capital (40%)	$2,720,000
Liquid Arm (Proprietary Engine)	$2,000,000

The Rule of 3

To force selectivity and hedge risk, we cap investments at max 3 bets per micro-sector.

The Liquid Arm

Strategy: Investing in liquid tokens and yield-generating assets. Goal: Target ~20% APY to generate early Distributions to Paid-In Capital and recycle profits.

[ 03 / Our Edge ]

Distribution via Trust Node Networks

We are moving towards an era where recommendations and reviews are the primary drivers for adoption. Referral marketing drives 3x to 5x higher conversion rates.

Referral Importance 86%

Traditional Ad Weight 2%

Retention Increase 37%

Case Study: Yaps Protocol

Yaps (Kaito AI) demonstrates how Info-Fi can replace traditional ad-spend with community growth.

→ 110X Growth in 12 months
→ 250,000+ Active Users
→ 144,000+ Verified X Linkages

[ 04 / Selection ]

Law of Community: De-Risking via a MVO.

The MVO Test

Unlike a full MVP, the Minimum Viable Offering tests the smallest unit of value directly into our Archipelago nodes. Users are the real truth.

Iteration Velocity

The data tells us if the product works, but the reaction tells us that “do we have a founder fit here”. We leverage unfiltered community data.

[ 05 / History ]

Performance Signal

CapX

$250M

Current Value

Memeland

$3B

Market Peak

Pyse

$28M

Current Value

Liquid returns: Turning <$75K into >$500K realized returns via field strategies.

[ 06 / Fund terminal ]

The Venture Fund

Parameter	Strategy
Fund Size Model	$8M
Initial Check	$250k – $500k
Pace	3 Years (35% / 35% / 25%)
Ownership Target	2.5% - 10%
Target MOIC	6-8x
GP Commitment	$500K (5%)

The Liquid Fund

Asset Class	Allocation
OTC / Pre-Listing Deals	~$0.5M
Delta Neutral Yield Farming	~$1.0M
High Conviction Alpha Bets	~$0.5M
Target Net IRR	~20%
Capital Turnover	Yearly

Stay curious.

Legal structuring is finalizing. Capital deployment begins Q1 2026. Join us in building the next generation of the internet.

01 / What is the Archipelago

A NETWORK
OF
NETWORKS

The Archipelago is a decentralized global network of Communities, Physical hubs, and Digital states.

Node Theory

Permissionless
Access

Modern startups fail not because they can't build it's but because they cannot distribute. We leverage sovereign communities across regions to seed products where energy is highest.

Strategic Geography

Trust Arbitrage

The Social
Moat

In an AI-saturated world, human curation is the ultimate premium. Our Archipelago is a filter, connecting high-integrity founders with high-conviction early adopters.

Quality Filter

Day Zero Traction

Distribution
Rails

By the time Curious Ventures invests, the rails are already laid. We plug your product directly into our network of networks for immediate feedback and compounding growth.

Growth Engine

02 / Why It Works

THE SOVEREIGN
ADVANTAGE.

Legacy institutions and centralized platforms have become "high-noise, low-trust." As Balaji Srinivasan notes in The Network State, the future belongs to communities that can organize digitally and act physically.

The Archipelago works because it prioritizes Social Proximity over Physical Proximity. We bypass the gatekeepers by building a Sovereign Distribution Network.

The Logic

Decoupling from the Ad-Stack

Search and Social ads are a tax on innovation. High-trust nodes reduce Customer Acquisition Cost (CAC) to near zero through peer-to-peer advocacy within the network.

The Importance

Sovereign Distribution

In a world of increasing censorship and platform risk, owning your distribution rails isn't just an advantage, it's survival. The Archipelago is your sovereign entry into the global market.

JOIN US.

Select your entry point into the Archipelago

03 / Founders

↗

PITCH YOUR
STARTUP.

Building in AI or Web3? We provide the capital and the distribution rails to scale.

SUBMIT DECK

04 / Communities

↗

BECOME A
NODE.

Run a community, hub, or DAO? Partner with us to bring exclusive deal-flow to your members.

DISTRIBUTIONIS THE ONLYMOAT.