Free Post Frame Deal Memo (September 2020) Deal Abstract https://www.seedinvest.com/frame/seed Pre-revenue media company wants to launch a membership/sponsored content production house for mobile first video news. Compelling value proposition, with some
Free Post Winc Deal Memo (September 2020) Deal Abstract https://invest.wincshares.com/ Retrospective deal memo for Winc. Raised $4.87MM on $110MM valuation earlier this year in March. Now raising again directly again on their website
Free Post Juked Deal Memo (September 2020) Deal Abstract https://republic.co/juked ESPN for e-sports. Wants to compete again Twitch, Discord, DraftKings/ESPN, to become the one stop shop for all fanatic engagement. Pre-revenue, but has
Free Post QuantmRE Deal Memo (September 2020) Deal Abstract https://republic.co/quantmre Another player in the cash-for-home-equity (as opposed to cash-for-debt) play. Good valuation and thesis, but ambiguous differentiation. From what I can tell, company only
Free Post GenesisAI Deal Memo (September 2020) Deal Abstract https://netcapital.com/companies/genesisai Marketplace for artificial intelligence development work. Pre-product and pre-revenue. Raised $908k on a $7.5M valuation. In addition to addressing lacks, I also
Free Post Heroclip Deal Memo (September 2020) Deal Abstract https://www.seedinvest.com/heroclip/seed Carabiner and hook clip together. 2019 revenue was more than $2 million with unit sales growing by 18% from 2018 – aggregating
Free Post FuelGems Deal Memo (September 2020) Deal Abstract https://wefunder.com/fuelgems Scientific innovation that claims to save fuel by up to 8%, increases lubrication, decreases dangerous emissions up to 50%. Technology claims to be 800x
Free Post deal memo AlphaFlow Deal Memo (September 2020) Deal Abstract https://republic.co/alphaflow Marketplace for sellers and buyers of real estate financial instruments. Has nearly $1 million in revenue as of 2019 and in a good position
Free Post Gatsby Deal Memo (September 2020) Deal Abstract https://www.seedinvest.com/gatsby/series.a Robinhood for options trading. Has lots of brand name investors, but raising on a $25MM valuation with no revenue. Uncertain what
Free Post Rad Intelligence Deal Memo (September 2020) Deal AbstractInvest in RAD AI: World’s first AI Marketing Platform With an EQ Eliminating Spam Forever | WefunderWorld’s first AI Marketing Platform With an EQ Eliminating Spam ForeverRAD AI
Free Post Groomit Deal Memo (September 2020) Deal Abstract https://wefunder.com/groomit Managed marketplace for pet grooming. Generated $600k in revenue in 2018, bootstrapped all the way to current valuation of $6 million. Needs to scale
Free Post Makeba Deal Memo (September 2020) Deal Abstract https://wefunder.com/makeba Pre-revenue fintech company for emerging companies wants to be the PayPal/Square/Venmo/Braintree. Burned $1.1MM in 2018 and 2019, each, raising money
Free Post 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
Free Post 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.
Free Post 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,