Overview

This project aims to analyze and visualize the clustering of companies based on various attributes such as company descriptions, underdog status, gender representation, and immigration background of leadership. By leveraging text embeddings and clustering techniques, we provide insights into the landscape of companies in our dataset.

Features

  • Data Preprocessing: Convert company descriptions into numerical embeddings suitable for machine learning.
  • Dimensionality Reduction: Apply UMAP to reduce the dimensionality of embeddings for visualization.
  • Clustering Analysis: Use KMeans to cluster companies based on their reduced embeddings.
  • Attribute Highlighting: Highlight companies in clusters based on attributes like underdog status, female leadership, and immigration background.
  • Visualization: Generate interactive plots to visualize clusters and their attribute distributions.

Requirements

  • Python 3.8+
  • pandas
  • numpy
  • scikit-learn
  • plotly
  • umap-learn
  • kaleido (for static image export with Plotly)

Installation

Clone this repository to your local machine:

git clone https://github.com/RijulGupta-DM/Breadcrumbsdefiance-capital-vc-datashare.git
cd Breadcrumbsdefiance-capital-vc-datashare

Install the required Python packages:

pip install -r requirements.txt

Usage

Data Preparation

  1. Place the Defiance Capital VC analysis as a CSV file in this directory data/input/defiance_data_V1_descriptions.csv

Running the Analysis

Execute the main script to start the analysis:

python main.py

Results

Automatically determining the best number of clusters based on relative distances between company description text embeddings step1_determine_number_of_clusters

Assign each company to a cluster

Cluster 0: Flutterwave, Cambridge Mobile Telematics, Stripe, Pilot, HoneyBook, Signifyd, Zeta, Brex, Motive, ChargeBee, InDrive, Plaid, Navan, Melio, Assembly, Pattern, Sunbit, Public, Extend, DriveWealth, Avant, Fundbox, Ramp, Vagaro, Modern Treasury, Paystand, Varo Money, Pipe, Salsify, Caribou, Via, MoonPay, Tipalti, Jeeves, Vendr, Farmers Business Network, MX Technologies, DailyPay, Restaurant365, Chipper Cash, Papaya Global, Unit, AppDirect, Zebec, Gusto, Stytch, Esusu, Forter, Addepar, HighRadius, Wrapbook, Mercury, Remote, Paxos, Vise, Enable, Rippling, MobileCoin, Vuori, Cross River Bank, C2FO, Ripple, Upgrade, Deel, DistroKid, STORD, Cart.com, FloQast, Chime, Zip, OpenSea, Pave, Amount, Sift, ZenBusiness, Happy Money, Flock Safety, FLASH, Workrise, Tradeshift, Faire, OfferUp, Heyday, Lessen, Vice Media, Phantom, Human Interest, Current, Trumid, Acorns, Ibotta, Fetch, Stash, Placer.ai, Bolt, Nuro, Plume Design, M1 Holdings, Swiftly, Pax8, Printful, Betterment, Veho, Flock Freight, Guideline, FalconX, PLACE, Divvy Homes, Shippo, Pacaso, Thrasio, VTS, SmartAsset, Greenlight, LTK, TaxBit, CoinList, Whatnot, Upside, Fireblocks, CoinTracker, Flexport, Globalization Partners, Flexe, Rokt, FourKites, Flow, Project44, ShipBob, Roofstock, Bilt Rewards, Fabric, YipitData, Side, Loadsmart, HomeLight, Socure, Kraken, Zenoti, Avenue One, The Brandtech Group, Red Ventures, Weee!, Savage X Fenty, Glossier, Locus Robotics, Skims, Gemini, iTrustCapital Inc., TechStyle Fashion Group, AgentSync, Inxeption, GOAT Group, iCapital Network, BitGo, Carta, Capitolis, StockX, Fanatics, CAIS, Chainalysis, Circle, Uniswap, Clear Street, Carson Group, Anchorage Digital, Digital Currency Group, Cirkul

Cluster 1: Coda, People.ai, 6Sense, Movable Ink, Kong, GrubMarket, Apollo.io, Sourcegraph, Workato, Highspot, Zapier, Moveworks, Notion, Clari, InVision, Cresta, ActiveCampaign, OutSystems, PandaDoc, ClickUp, MindTickle, Rapid, MURAL, Postman, Unqork, Calendly, Automation Anywhere, Mashgin, Dialpad, Paradox, Miro, Phenom, Seismic, airSlate, o9 Solutions, Talkdesk, Qualia, Webflow, Augury, Cameo, Lusha, Quantum Metric, Invoca, H2O.ai, Hugging Face, Apeel Sciences, Kajabi, Cloudinary, Iterable, Docker, Productboard, Outreach, Nextiva, Typeface, Uniphore, Snapdocs, Eightfold AI, Attentive, Material Bank, Copado, Gong, Netlify, Standard Cognition, Hive, ASAPP, Magic Leap, Mux, SeekOut, Masterworks, Magic Eden, PicsArt, Gem, Mixpanel, Retool, CaptivateIQ, SmartRecruiters, Glean, Articulate, 1047 Games, Character.AI, Genies, Amperity, Lattice, Envoy, Bluecore, CircleCI, Podium, SambaNova Systems, Replit, Checkr, FullStory, Intercom, Airbyte, VideoAmp, Handshake, CloudBees, Adept AI, Anthropic, Degreed, Pantheon, Epic Games, Imply, VerbIT, SnapLogic, Mythical Games, DataRobot, Pendo, Airtable, ConcertAI, AppsFlyer, PsiQuantum, BigPanda, OpenAI, Forte, DataStax, thatgamecompany, LaunchDarkly, Niantic, Inflection AI, Harness, Spotter, MOLOCO, Imbue, Outschool, Applied Intuition, ClickHouse, Density, Weights & Biases, Yotpo, Groq, Shield AI, CommerceIQ, Away, SpotOn, BloomReach, Branch, Scale AI, ClassDojo, OpenWeb, Automattic, Newsela, impact.com, Snorkel AI, Anyscale, Runway, Discord, Front, Domestika, Guild, Clubhouse, Quizlet, Skydio, MasterClass, Patreon, G2, Pony.ai, Course Hero, Cerebras Systems, Sendbird, SiFive, NewsBreak, Dataminr, Lucid Software, Athletic Greens, Wheel, 728, Venafi, Headspace, Aircall, Gauntlet, Alzheon, Dataiku

Cluster 2: Karat, Turing.com, Andela, BitSight, At-Bay, Splashtop, Teleport, Kaseya, Aviatrix, BigID, Beyond Identity, Tarana Wireless, Vanta, CertiK, Netskope, ID.me, OneTrust, Persona, BlueVoyant, Vercel, Aptos, Everlaw, Alation, Watershed, Yuga Labs, Prove, Aura, Anduril Industries, Temporal Technologies, Astera Labs, Verkada, Opentrons, Aleo, CoreWeave, Astranis, Aurora Solar, Island, Relativity, Tanium, Algolia, JumpCloud, Alchemy, Axonius, The Boring Company, FiveTran, Incode Technologies, Tresata, Alloy, Snyk, Skydance Media, Icon, Mysten Labs, Axiom Space, Tealium, ReliaQuest, ABL Space Systems, Sentry, AlphaSense, Timescale, JupiterOne, Ironclad, Illumio, A24, ISN Software, Arcadia, dbt Labs, SpaceX, Wasabi Technologies, Boom Supersonic, Solo.io, Lookout, YugaByte, Unstoppable Domains, Built Technologies, Material Security, Tackle, Beta Technologies, Sisense, Immuta, Instabase, Orca Security, ThoughtSpot, Grafana Labs, Cribl, Crusoe Energy Systems, Lacework, ServiceTitan, Icertis, Prometheus, SingleStore, Chronosphere, Rubrik, Neo4j, Minio, Arctic Wolf, Vectra Networks, Sysdig, Cockroach Labs, Tekion, Reltio, Talos, Claroty, OwnBackup, Contrast Security, Qumulo, Electric, Noname Security, Starburst, Redis, GoodLeap, Panther, Salt Security, Atmosphere, Dragos, Palmetto Clean Technology, Druva, Lukka, Cohesity, VAST Data, Turntide Technologies, Databricks, Expel, Offchain Labs, Epirus, Exabeam, Rad Power Bikes, Boba Network, Optimism, Rebellion Defense, Abnormal Security, Drata, Ample, Uplight, ConsenSys, Injective, BlockDaemon, Monte Carlo, Divergent, Devo, Electric Hydrogen, Dremio, Helion Energy, SparkCognition, VulcanForms, Formlabs, Our Next Energy, Diamond Foundry, Gradiant, Solugen, Carbon, Redwood Materials, Sila Nanotechnologies, Ascend Elements, Lyten, KoBold Metals, Jetti Resources

Cluster 3: Noom, Calm, Thirty Madison, SWORD Health, Somatus, Maven Clinic, Lyra Health, Modern Health, Ro, Cerebral, Omada Health, SonderMind, Spring Health, K Health, Elemy, Virta Health, Redesign Health, HeartFlow, Hinge Health, ZocDoc, Headway, Viz, Whoop, Radiology Partners, Carbon Health, Morning Consult, Kindbody, Innovaccer, Rightway, Devoted Health, Honor, CareBridge, Zipline, EverlyWell, Capsule, Komodo Health, DispatchHealth, Color, Nature's Fynd, Reify Health, Impossible Foods, BetterUp, Cityblock Health, Daily Harvest, Harry's, Medable, Chief, IntelyCare, Truepill, Misfits Market, Aledade, TrialSpark, Cadence Solutions, Dutchie, Sidecar Health, Collective Health, Unite Us, Evidation Health, UPSIDE Foods, Transcarent, Cedar, NexHealth, MasterControl, Tempus, Iodine Software, Owkin, Equashield, ShiftKey, Commure, Incredible Health, insitro, Clarify Health Solutions, Bowery Farming, Inari, Clipboard Health, Caris Life Sciences, Orca Bio, Orna Therapeutics, Visby Medical, Freenome, Zwift, Biofourmis, ezCater, Papa Inc., Strava, Gympass, BostonGene, Kin Insurance, The Zebra, Generate Biomedicines, Mammoth Biosciences, Next Insurance, Coalition, Newfront, Ethos Life, Fever, Colossal Biosciences, SeatGeek, Orchard, Tessera Therapeutics, Benchling, Rothy's, Gopuff, Rec Room, Glia, reddit, Grammarly, Houzz, GupShup, Pharmapacks, Thumbtack

Visualize the clusters

step4_visualize_clusters_with_tags

Visualize "Underdog" filters

step5_000_visualize_clusters_with_filters_female step5_001_visualize_clusters_with_filters_gen_immigrant step5_002_visualize_clusters_with_filters_immigrant step5_003_visualize_clusters_with_filters_solo_founder step5_004_visualize_clusters_with_filters_serial_founder step5_005_visualize_clusters_with_filters_stem step5_006_visualize_clusters_with_filters_female-stem

Customization

You can customize the analysis by modifying the columns variable in main.py to include any attributes of interest (e.g., "female-immigrant" for composite attributes).

Contributing

Contributions to this project are welcome! Please follow these steps to contribute:

  1. Fork the repository.
  2. Create a new branch for your feature or fix.
  3. Commit your changes.
  4. Push to the branch.
  5. Submit a pull request.

Next Steps

  1. Create more advanced LLM visualizations, such as word maps overlaid on company points.
  2. Label the "underdog" filtered points with company names for better interpretation of data.

License

This project is licensed under the MIT License - see the LICENSE file for details.