Investing

I’ve supported ~40 companies as an angel investor and trusted advisor.

If you want to submit a pitch, I built a GPT to help me evaluate opportunities:

Submit a Pitch

Howard Marks, one of the all time great investors, has stated there are only three ways to be successful at investing:

1. Be better at massaging current data
2. Be better at making qualitative judgments
3. Be better at figuring out what the future holds

I try to focus on #2. To me, angel investing starts with the person. I underwrite each opportunity from the bottom up, looking for characteristics I’ve observed across the formidable founders I’ve worked with and studied from. A few of these traits:

Lines ≠ Dots

• Fast iteration and learning cycles
• Growth mindset increases their slope

Lion Tracker Mentality

• Adept at navigating the maze
• Embraces unknown on their own path

Spikiness

• History of outlier accomplishments
• Seeks excellence

Extreme Ownership

• Agency for company & situation
• Tenacity & resiliency under duress

While I’m not sector-focused, it’s rare for me to invest in consumer products, media, or non-technical teams. I lean into areas and themes aligned with my background, network, and interests:

• Enterprise SaaS, Dev Tools, and Infrastructure
• Marketplaces
• Fintech and Private Markets
• Commerce Enablement
• Future of Health

Intangible LLC: I often co-invest with Kevin Weatherman via Intangible LLC (Kevin and I have invested in 20+ companies together since 2018).

I also love supporting emerging managers. During my time at On Deck I built a large network of GPs and resources. I’m happy to help with GTM and/or deck reviews.

→ Get My Async Angel Course

→ Join Intangible Angel

More On My Investing

Founder Resources