Free Post 50 startups Booxby Deal Memo (2020-12-18) A team of book nerds is teaming up together to usher in digital marketing best tactics for book publishers. Interesting barbell strategy of great timing (digital marketing) and bad timing (legacy publishing is stagnant.) After books, going to podcasts and videos.
Free Post Hearo.Live Deal Memo (December 2020) CTO of the Sims is switching positions to CEO and pioneering a livestreaming app/technology that allows non-gamers replicate the gamer livestreaming experience. No revenue, but has notable investors and relevant industry experience.
Free Post 50 startups Cortex Deal Memo (December 2020) Image analysis SaaS play for businesses to understand what social assets convert best. Already has 20 large B2B customers on board. Will be curious whether they can pull of the tech-assisted service provider to SaaS play.
Free Post 50 startups ShiftPosts Deal Memo (2021-01-29) Integrated scheduling/job board solution for pharmacies. Has run rate in 2020 of $900k ARR at a $4m valuation. Is Canada healthcare innovation superior to U.S. healthcare innovation??
Free Post AKUA Deal Memo (December 2020) Kelp based food maker launched kelp jerky and kelp burgers. Great growth and took a product to market in ~2 years with $500k-$1m maybe. Will be curious how they compete against Beyond Meat and Impossible Foods.
Free Post Moonshot Junior Deal Memo (November 2020) Indian team of strivers wants to create a super education platform to allow the children of strivers get more entrepreneurial resume experience for getting into elite colleges. Reminds me of Open English Junior for children.
Free Post Cheatsheet: "What You Do is Who You Are" by Ben Horowitz Concepts, facts, and procedures from Ben Horowitz's "What You Do is Who You Are." Not urgently recommended for startup investors, but a great and authoritative read on building high-function corporate cultures
Free Post 50 startups Nickelytics Deal Memo (2021-04-30) Billboardsin/LeagueSide/Digital Ads for mobility. If you remember the last time you took a taxi, you remember there's a device to pay with credit card that has ads. This company wants to build the marketplace for companies to deploy ads to all rideshare.
Free Post SIFA #4: Learn, Ask, & Profit This is a series of premium posts I wrote for paying subscribers to the Startup Investing for All community. These posts were originally hosted on Buy Me A Coffee from my original tech stack. Originally posted September 21st, 2020.
Free Post December 2020 — Final Investment Decisions What a beautiful month to make startup investments. Christmas came early with Angel Santa. My decisions are not ~*financial advice*~
Free Post Soraban Deal Memo (November 2020) Couple of Korean-American software bros out in Arizona want to build automation focused platform for providing company financial audits. Extremely early stage, but investors love hearing stories of founders rolling up one's sleeves.
Free Post SIFA #3: Names to Know: Andreessen Horowitz (a16z) This is a series of premium posts I wrote for paying subscribers to the Startup Investing for All community. These posts were originally hosted on Buy Me A Coffee from my original tech stack. Originally posted September 14th, 2020.
Free Post StartupHunt: DAOs, Nebula, Brace, Roostify, RealKey, and OpenAxis StartupHunt: DAOs, Nebula, Brace, Roostify, RealKey, and OpenAxis.
Free Post Knightscope Deal Memo (November 2020) Robotics startup with security bots looking like R2D2 wants to raise $25m on a $447m valuation to roll out omnipresent big brother police bots. Has product in the revenue, though growth stagnant. Fascinating peek into the market of innovation in law enforcement.
Free Post A Fund for Every Moon Looking for an innovative lawyer (do you exist?) who will show me how to build a fund for every moon e.g. investment club for unaccredited investors joined by some kind of expertise.