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,
Free Post Groundfloor Deal Memo (August 2020) Deal Abstract https://www.seedinvest.com/groundfloor/series.b/highlights Online retail platform connecting private investors to real estate debt for single family home real estate entrepreneurs. The platform has
Free Post Beanstox Deal Memo (August 2020) Deal Abstract https://www.startengine.com/beanstox Betterment for middle-income Americans, co-founded by Shark Tank celebrity Kevin O’Leary. Has 3000 downloads, $32k in revenue for all of 2019,
