Investor
Electric CapitalCheck size: Not applicable as a disclosed personal venture check range. Electric's current biography says Sanjay focuses on liquid crypto portfolio management, trading and DeFi strategies. The firm's public $1M–$15M+ venture range should not be attributed to his liquid-market role.
Sanjay's stated remit is liquid crypto portfolio management across trading and DeFi strategies. His combination of consulting, company-building and graduate technical/business training suggests an operator-aware approach to market opportunity, execution and risk, but Electric has not published a more granular personal thesis or list of venture investments.
Inferred from the official remit and background: liquid opportunities with observable market structure, robust execution, understandable risk and sustainable protocol economics; DeFi systems whose usage and cash flows can be analyzed; and technically credible teams that also understand operations.
No personal pass list is published. Likely concerns include illiquid positions presented as trading strategies, yield without a traceable source, weak custody or smart-contract controls, results that are only disguised market beta, and DeFi incentives without sustainable demand. These are explicitly role-based inferences.
Do not assume a conventional founder pitch or venture check. For a liquid token or DeFi strategy, show market structure, liquidity and capacity, sources of return, custody, smart-contract exposure, drawdowns, stress scenarios and attribution versus crypto beta. Route primary-company fundraising through Electric's venture team unless the firm indicates otherwise.
Break performance into directional beta, carry, incentives, fees, market making, leverage and idiosyncratic alpha before judging a liquid crypto strategy.
Assess smart-contract, oracle, governance, liquidity, custody, bridge, collateral, liquidation and counterparty risks alongside headline yield.
Estimate how position size changes slippage, liquidity, execution and exit time under both normal and stressed market conditions.
No writing has been linked yet. Kit can search for posts, interviews, and fund essays worth reading before outreach.
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Sanjay invests across liquid crypto, trading, and DeFi at Electric Capital. He previously worked at BCG and has founder and operator experience in technology businesses.