I began angel investing in startups in early 2024. My primary objective is to trade time and likely some risk-adjusted returns for the opportunity to deepen my understanding of emerging trends, entrepreneurs, technologies, and business models.
This page serves as a public record of my summarized theses for each investment, shared anonymously to clarify and track my thinking over time. These theses reflect my lens on each opportunity: the core value proposition and 1-2 key factors that informed my decision to invest.
Battery Management Software for IPPs and Asset Operators
As battery deployments grow, optimizing asset performance in the field provides a significant cost-saving and competitive advantage for operators. Meaningful early customer traction.
Full Stack Mineral Discovery
Combining a capital-efficient approach with a drastically higher hit rate on resource discovery, this company has the potential to transform how new deposits are found and developed.
AI Driven Deal Diligence Automation for Private Market Investors
Excel-native compatibility and early traction with marquee customers highlight the product’s strong founder-market fit and ability to solve a clear pain point for private market investors.
Sustainable Cookstove Provider in Emerging Markets
By cutting ongoing fuel expenses in half and reducing indoor air pollution, these cookstoves offer a compelling value proposition for consumers while addressing critical health and sustainability challenges.
Marketplace for Trading Collectible Cards
Leveraging unique lead generation and high-trust features, this platform addresses fraud and inefficiency in a category ripe for a social-first, collector-centric solution.
Mobile Battery Backup for Renters
Rising outages and an underserved renter population create a growing demand for portable battery solutions, supported by a founder with deep experience in scaling consumer home electrification products.
Feed Additives for Cows
Synthetic production makes this solution four times cheaper than traditional kelp farming while delivering proven benefits for cow health and emissions reduction, backed by strong science.
Next Gen ACs
Significant investment and partnership with a market-leading HVAC company, early pilot success, and scalable unit economics position this product to redefine energy-efficient cooling.
Software for C&I Solar Underwriting in Latin America
This platform addresses the unmet financing needs of emerging markets, with strong founder relationships, progress in warehouse financing, and software tailored for solar underwriting.
Freemium Invoice & Quote Generation Software for Contractors
Freemium pricing unlocks adoption among SMB contractors underserved by technology, while the payfac model creates a scalable path to monetization through integrated financial services.
WhatApp CRM & Customer Acquisition Tool for Brands in India
Brands are meeting customers where they are: on WhatsApp. This tool provides an essential bridge for CRM and customer acquisition in one of India’s highest-engagement digital channels.