Kendrick Kho is a Filipino first-generation immigrant venture investor at Global Founders Capital who specifically works to make the Philippines and emerging markets default expansion destinations for AI and software companies rather than afterthoughts. He combines early AI/ML quantitative investing experience from Hone Capital with direct founder experience backing companies like SpaceX and Stripe through his own fund Fourth Realm, giving him an unusual perspective on both deeptech infrastructure plays and applied AI across industrial sectors globally.

• Focuses on the structural and mathematical side of venture capital, specifically emphasizing the importance of portfolio construction over simple deal access. He has shared his own quantitative analysis on how fund managers can use data to plan for success rather than relying on tradition or gut feel.
• Appreciates software that prioritizes power-user workflows and keyboard-first navigation. He has expressed frustration with tools that disrupt established keyboard shortcuts and praised platforms like Actiondesk that allow for rapid, Excel-style data manipulation without needing to touch a mouse.
• Advocates for founders to customize their fundraising materials rather than relying on a generic approach. He explicitly advises entrepreneurs to create multiple versions of their pitch decks to tailor the narrative for different audiences or contexts.
• Aims to bridge the information gap between investors and founders by explaining the internal incentives of VC firms. He frequently shares resources regarding fund economics and operational mental models to help entrepreneurs better navigate negotiations and understand who they are pitching to.
• Interest in long-term, non-obvious investment theses driven by macroeconomic shifts. For instance, he highlighted environmental remediation companies as a savvy play on the eventual phasing out of gas stations due to the rise of electric vehicles.