My Angel Portfolio
Portfolio Notes
🌱 All my investments are at pre-seed or seed stage: very early product with minimal or zero revenue.
💴 I invest my own money. This gives me a very different objective function from many startup investors.
📈 I share my performance in public; see portfolio statistics.
Cohort I: 2014-2017
📺 AdSparx: video advertising tools [EXIT]
🔬 Doxper: digitizing health data
🌐 i2e1: distributed internet for everyone, everywhere [EXIT]
🚛 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]
Currently at 5.2x MOIC, 4.1 DPI, 31% IRR.
Cohort II: 2019-2021
🧠 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]
Currently at 2.0x MOIC, 24% IRR.
Cohort III: 2022-2024
🛒 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
🎯 Cactivate: self-learning AI marketing agent
🗂️ Dagment: business data done right
Currently at 1.1x MOIC, 4% IRR.
LP Positions
I’m an LP in the following excellent venture funds:
🍷 Uncork: Bay Area, generalist
🌳 Merak: India, deep tech
🚜 e-squared: NOLA, ag tech
Other
🎼 Composer: AI-powered investing for retail
⛈️ SUST Global: climate risk data and models
🎮 Gameopedia: comprehensive gaming data