Free Post August 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 VasoGnosis (July 2020) Deal Abstract https://www.seedinvest.com/vasognosis/seed SaaS platform that wants to become the big data decision engine for doctors diagnosing aneurysms and making big medical decisions. Very early
Free Post CodeCombat (July 2020) Deal Abstract https://www.seedinvest.com/codecombat/series.a Product that I have personal experience with that has been operating for over half a decade. This company doesn’t
Free Post Contiq (July 2020) Deal Abstract https://www.seedinvest.com/contiq/seed A team of Indian bros from old school, 500 lb gorilla tech companies (VMWare, Microsoft, Intel, and EMC) are banding together to
Free Post NanoVMs (July 2020) Deal Abstract https://republic.co/nanovms DevOps solution for binding applications and OS’ together. Cuts out the middleman of traditional deployment solutions. Only has one founder and burned $1.
Free Post Fleeting (July 2020) Deal Abstract https://republic.co/fleeting Uber for truckers. If it sounds like an idea that should have already happened, I’d say I agree. Concerns are why large,
Free Post ARdVRk (June 2020) Deal Abstract https://www.seedinvest.com/ardvrk.technologies/seed Augmented Reality (AR) and Virtual Reality (VR) studio and distributor for medicine. The platform is called “Vital Recall.” Simply
Free Post June 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 to be mistaken for financial advice.
Free Post Anti-Portfolio: 05/24/20-05/30/20 Deals that are Too Large Groundfloor: Valuation: $67 million Countable: Valuation: $15 million Deals that are Too Small
Free Post Rentberry (May 2020) Deal Abstract https://wefunder.com/myrentberry/about Building an end-to-end platform for the rental space. Major sketchy things going on with the fundraising rounds and some token offering of $5MM
Free Post CellarStash (May 2020) Deal Abstract https://www.seedinvest.com/cellarstash/series.a Building a wine store by pursuing a custom Fulfilled-by-Amazon model. Believes that it can build a more lucrative business by letting
Free Post Housekeeping on Overvalued Deals Takeaway: I will no longer write deal memos for companies that don’t fit my investment thesis. I’ll list them occasionally in a to-be-determined of “deals
Free Post 50 startups Reflections from 25+ deal memos For better and for worse, the equity crowdfunding space continues to grow. I’ve written about a lot of stuff on this personal website and blog, but the
Free Post Event Hollow (May 2020) Deal Abstract https://republic.co/event-hollow Two-sided marketplace. This is the “Managed by Q” for weddings. Also ties in to this epic piece about how to become a