Investor at Electric Capital
Check 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.
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.
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.
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.
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