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:
Howard Marks, one of the all time great investors, has stated there are only three ways to be successful at investing:
- Be better at massaging current data
- Be better at making qualitative judgments
- 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:
- Fast iteration and learning cycles
- Growth mindset increases their slope
- Adept at navigating the maze
- Embraces unknown on their own path
- History of outlier accomplishments
- Seeks excellence
- 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.