Letters from the Courtyard by Muhan Zhang
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September 2020 — Final Investment Decisions
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September 2020 — Final Investment Decisions

You've read my analyses. It's time to see what investment decisions I made for deals from this month. Will be updated as the month proceeds. Exclusively available for premium subscribers.

  • Muhan Zhang

    Muhan Zhang

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    Muhan Zhang

Muhan Zhang

1 Sep 2020 • 5 min read
September 2020 — Final Investment Decisions

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Kiwibot Deal Memo (September 2020)
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Kiwibot Deal Memo (September 2020)

Deal Abstract https://wefunder.com/kiwibot Robot company that wants to deploy thousands of tiny delivery robots. Currently has 50 robots in production with the city of San Jose, generating
  • Muhan Zhang
    Muhan Zhang
Muhan Zhang 2 Sep 2020 • 3 min read
Reflections from 50+ deal memos
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50 startups

Reflections from 50+ deal memos

I’m now totaling 63 deal memos with >40% published just in August 2020. In the last 31 days I published 26 pieces, nearly one every day. Users,
  • Muhan Zhang
    Muhan Zhang
Muhan Zhang 1 Sep 2020 • 6 min read
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