Investment Focus: High conviction investing in early stage fintech in select emerging markets that have deeply undervalued ecosystems and where diversified financial products can improve the quality of life of their people and the strength of their businesses. Fintech in emerging markets has transformative potential, can provide true diversification to your portfolio, and is much more than just fintech because embedded finance will eat the world.
Who Am I?
Based in NYC | JPMorgan | 2x Fintech founder | Led Operations at Hedge Funds | Investment Law background | Cambridge and Emory Grad
My Edge: I only bring high conviction deals to the Katha VC syndicate. Fintech founders prefer working with me because of my sector expertise and candor. I operate like an institutional investor. I run an investment process that is data-driven, disciplined, and repeatable. I learned how to manage investments and risk from quant fund managers with strong track records. I also leverage deep research, forecasting, and AI tools as part of due diligence and portfolio management.
Investment Size: $100-125k
My Goal With Your Capital: The purpose of investing is to win risk-managed but highly rewarding returns.
Syndicate Details
Participation is limited to individuals that meet Accredited Investor qualifications
No upfront capital is required from an LP to back the syndicate
Minimum LP investment on participating deals: $1,000
If you learned about Katha VC Ventures via a referral, social media or other means outside of AngelList please note it in your application.
My Unfair Advantage
I’ve been an investor for 20+ years, have degrees in investment law and economics, and worked at hedge funds and investment banks. I’ve founded and built several companies over the past 10+ years. I know what it takes and what to avoid. My network. Hedge funds, JPMorgan, Cambridge, and meeting brilliant investors and founders around the world. I’m highly responsive to LPs and to Founders
Investment Philosophy
Fintech has a high-level of transferability across regions whether it be payments, neo-banks, credit, and beyond. It also has exceptional margins as a sector. We also consider non-fintech companies where embedded finance has the potential to be 25%+ of the revenue.
I obsess about risk management, macroeconomic data, regulatory environments, country, trade, and currency risks.
Preferred Investment Terms
Preference for capped SAFEs with information rights. Ideally top tier VCs participating in the round but not required. Traction, entry valuation, and SAM are more important.
Fun Facts
Enjoys hiking, boxing, sandboarding | Fan of dogs and churros
Want to learn more about how I think? See my Substack
Disclaimer
At Katha VC, we're committed to providing transparent and helpful information to support the investment journey of accredited investors. While we strive to share insights and knowledge, we recommend consulting with professional advisors to tailor financial strategies to your unique goals and circumstances. Our website is designed to inform and inspire, recognizing that every investment opportunity carries its own potential and that professional guidance is key to making confident, well-informed decisions.
The investments listed below are a sample of my personal angel investments.
My network. Hedge funds, JPMorgan, Cambridge, and meeting brilliant investors and founders around the world. All of this leads to highly selective filtering and ultimately high conviction investing.
