My Angel Portfolio
Portfolio Notes
🌱 All my investments are at pre-seed stage: very early product with minimal or zero revenue.
🏆 I invest only where I think I have an edge. Hence my portfolio tends to skew non-Bay Area, mostly B2B with a data angle, and mostly atypical founder profiles.
💴 I invest my own money. This gives me a very different objective function from many startup investors.
Current Portfolio: 2019 onwards
I’m fortunate to be part of the following companies:
🧠 Daloopa: next-gen financial modelling data
🏢 Mero: vertical SaaS for janitorial services
🌏 Terra.do: climate school and community
🖥️ Setyl: asset and license management platform
🏫 Canopy: data insights for property managers
🏡 BuyProperly: marketplace for fractional assets
🏗️ Citylitics: infrastructure data as a service
🤝 AcuSpire: employment matching platform
💡 Getware: surfacing implicit product insights [RIP]
🚚 Erly: distributed fulfillment network [RIP]
💳 Klanto: spend management platform
💵 Requity: rent-to-own for real estate
🙊 Syro: seamless secret management [RIP]
🎲 TriplePlay: remote culture through games [EXIT]
🎼 Composer: AI-powered investing for retail
🛒 Arima: privacy-first marketing with synthetic data
📧 Ubico: automation for outreach
🎥 Alchemic: B2B video generation via LLMs
🤖 Quandri: automation for insurance
🤐 Stealth: stealthy mcstealthstartup
🍅 FarmTheory: marketplace for ugly produce
🏩 Kordie: upskilling the hospitality industry
📞 Productive: an API to the content of your call
🍽️ REMS: data insights for restaurants
🖇️ Paperstack: financial OS for retail brands
🏘️ ResVR: VR design/sales tools for homebuilders
💧 Cascade: modern saas for private credit markets
⛈️ SUST Global: climate risk data and models
🎯 Cactivate: self-learning AI marketing agent
🗂️ Dagment: business data done right
Legacy Portfolio: 2014-2017
Between 2014 and 2017 I invested in a few startups in India:
📺 AdSparx: video advertising tools [EXIT]
🔬 Doxper: digitizing health data
🌐 i2e1: distributed internet for everyone, everywhere
🚛 Locus: last-mile logistics software [EXIT]
👁️ Mad Street Den: computer vision for commerce
💊 Wellthy: digital therapeutics
🏘️ FastFox: platform for real estate brokers [RIP]
🧰 Qyk: marketplace for local services [RIP]
🍽 TableHero: restaurant management software [RIP]
My legacy portfolio is mature and returning cash; currently at 4.1 DPI and 36% IRR.