Thanks for your interest in my syndicate. Please allow me to introduce the strategy behind my angel investments, share some of the methods used to select them and highlight the results they have achieved.
My angel investment strategy is simple: find great early stage companies with clear, upside exit potential and invest in them once or twice. Such companies usually have proven teams, operate in ascendant markets, have well-defined (and often well-protected) advantages over their competition and enjoy measurable traction in the marketplace.
Each of my investments is evaluated using a proprietary scoring system refined since 2007. The system analyzes various investment criteria across several key categories related to early stage investing. It then produces a series of scores which are useful for evaluating investment prospects as stand-alone opportunities or alongside other current or historical opportunities.
Eight of my 36 investments across 30 different companies have failed, 18 continue to operate and 10 have exited (or 11 including a company I co-founded and co-funded). This represents an 11% IPO rate, 28% (or 31%) exit rate and 50% still operating rate, several at robust step-up valuations with acquisition or IPO exits anticipated.
Co-investors of mine:
- 8VC
- Accomplice
- AME Cloud Ventures
- ARCH Venture Partners
- Cowboy Ventures
- Data Collective/DCVC
- DFJ
- Illumina Ventures
- Innovation Endeavors
- New Stack Ventures
- Rothberg Ventures
- Siemens Venture Capital
- Singularity University
- Social Leverage
- True Ventures
Exits of mine:
- Conversa Health - Acquired by Amwell
- Dogster - Acquired by Say Media
- Genome Compiler - Acquired by Twist Bioscience
- MD Insider - Acquired by Accolade
- ONtheGO Platforms - Acquired by Atheer
- Shout Interactive - Acquired by Eyematic Interfaces (also Co-Founder)
- Twist Bioscience - IPO on Nasdaq
- Zephyrus Biosciences - Acquired by Bio-techne
- Zymergen - IPO on Nasdaq
Many of my investments have received significant follow-on rounds since I invested. These include: Autocode, Ligandal, MycoWorks, Notable Labs, OccamzRazor and SMBX. Other investments of mine are receiving or positioned to receive follow-on rounds.
Joining my syndicate lets you invest alongside me. My recent investment focus has been on biotechnology and synthetic biology companies. This is where my access, expertise and interests are strongest. I look forward to investing with you sometime soon!
All of the startups I invest in will be shared with my syndicate backers if the founders allow me to do so. Please check back here often for updates on this syndicate and its investments.
