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.
Free Post SIFA #2: The valuation is too damn high 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 August 31st, 2020.
Free Post Elly Deal Memo (November 2020) Google Assistant backed startup company that could be the Calm.com aka the video library for all audio assisted treatment for hospitals. Has a product but pre-revenue. Risks include founders who have no notable exits before, lack of big hospital connections, and painkiller value of product.
Free Post Manta Biofuel Deal Memo (November 2020) Algae farming for cost-competitive, eco-friendly crude oil replacement. Has a founder that has operational and academic experience. Needs to figure out how to solve distribution, go-to-market, and scaling risk if they want to become a billion dollar company.
Free Post Jassby Deal Memo (November 2020) Deal Abstracthttps://www.seedinvest.com/jassby/seed Splitwise/Venmo/Payroll/Shopping portal for families. Has burned several million to build a platform for parents to assign tasks, compensate kids with
Free Post SIFA#1: Never compete with dumb money 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 August 31st, 2020.
Free Post Gleantap Deal Memo (November 2020) SaaS for gyms that wants to combine CRM/Peloton content library/and Together.Live/Bright App marketplace/video streaming into one mega SaaS megazord for gyms. Good revenue and valuation, but ambitious tech offerings with uncertainty regarding the right vision for the future of fitness.
Free Post deal memo Janover Ventures Deal Memo (November 2020) OwnUp.com for commercial real estate financing. Fundraising $1m on a $20m valuation. Has revenues of $531k from network of websites that drive traffic to them. Profitable. I tested the product and didn't get a response.
Free Post startuphunt StartupHunt: Companies I'm Watching Companies my startup friends are getting excited about: Volley, Stir, Pricestack, and Alloy.
Free Post November 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. My final decisions are not financial advice.
Free Post Cheatsheet: "The Geography of Bliss" by Eric Weiner Not directly related to startup investing in any way. Has a fascinating concept of a world tour exploring the themes of happiness. Makes me wonder what a "Geography of Entrepreneurship" would look like. In addition, in the 2020's, is there a golden age taking place somewhere and how do we find it?