When looking at startups, I usually find 5-10 a year that stand out to me and I would make highly concentrated bets in. Right now, I have no capital vehicle to make these investments, so instead I etch them in stone by writing the memos below.
Each memo will lead you back to the newsletter where I wrote about the company. Some valuation numbers are best estimates while others I sourced from Pitchbook and other resources.
Antimetal
An AI-driven platform that automates and optimizes everything that happens after you deploy your cloud infrastructure.
OffDeal
The "AI-native" investment bank built to help small and mid-size business owners sell their companies faster and at higher value by automating much of the traditional M&A workflow.
Rogo AI
A secure generative-AI platform tailored for elite financial institutions, providing automation, insights and workflow tools for investment banking & finance professionals.
Cursor
An AI-powered code editor (built on VS Code) that understands your codebase and predicts or assists your next edits to boost developer productivity.
Profound
A platform that helps brands monitor and optimize how they appear in AI-powered search and answer engines, not just traditional web search.