Category: Virtual Portfolio

One thing I have been obsessed about over the past year has been “infrastructure plays.” Put simply an infrastructure is a company that you can use as a proxy to an entire industry or space..because it powers it. Some examples of that would be Agora->Audio Plaid->Fintech Stripe->Ecommerce Coinbase->Crypto and Stir->Creator economy One important thing to…

Every so often we get an explosion in a certain space that dies away with 1-2 winners, investors get so scarred from this space and decide to abandon it for the remainder of their career. This is normal, people, even the smartest out there, often draw on their past experience when evaluating future opportunities. For…

If you have been keeping up with our investment updates, you know that we affirmed that we will be doubling down during the Corona Virus time. This pandemic has changed consumer habits forever, whether we have the audacity to believe it or not. We have seen enterprise products (yes Zoom) turn into consumer products, we…

We haven’t been that excited about a deal since we invested in Krisp.ai around 35 days ago!! We have heard a few whispers here and there on how great this product was and signed up a few months back but quickly upon signing up didn’t quite understand the hype and continued our 7 hour daily…

We have been watching the scene very closely over the outbreak of Corona Virus and we have decided to double down on our investments. Airbnb and Uber emerged out of the 08 crisis, Google emerged out of the dot com bubble and we believe what is happening today is no difference. We’re glad to be…

When we do any investment we usually try to write a one page memo outlining our thinking and philosophy. This is a good exercise we shamelessly copied from our established venture capital peers. However in the case of Bearer.sh we don’t have such overarching thought-piece essay to give you guys. The truth is we have…

The startup world is a funny place. Every now and then a company that perfects a new business model or carves out a new space which then translates into hundreds of companies using the learnings of that company to doing the X for Y model that most often doesn’t work. Today we are announcing our…

When we started this virtual VC we never thought we would see the light of day where we get paper gains like all our friends. We are so excited to send an email to our LPs explaining all the paper money we just made because one of our companies raised money at a higher valuation…

Over the past few months, we have had the privilege to invest in 3 fantastic companies, Do Not Pay, Tandem and Squad. I want to share just a little bit about why we invested in those companies. DoNotPay: Imagine being part of the gig economy without actually having to work, now think what the potential…

Student debt is such a great problem that it has been the single handedly the core of Bernie Sanders 2020 campaign. We love what Lambda school and General Assembly and many others did to build the next generation of universities. Building low cost internet first universities with a fraction of the cost and all the…