Pay attention to this article on gamasutra, where 4 investors were asked to share their thoughts on investing in games. Most interesting to me was the question of risk against reward, when investing in AAA games vs. casual games.
The conclusion for the Israeli developer, though, is clear: while there is not enough track-record risk is already high and thus Casual, low-budget games are the perfect solution, even if the gains are considerably lower.

Read the rest of Gamasutra: AAA or Casual?