Investments
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Dystr (B2B, AI / Enterprise SaaS)
Dystr is an AI-driven engineering design platform. It is essentially aiming to displace Matlab by leverging AI to make computation and workflow design more intuituve - an area I personally relate to, having suffered through years of Matlab in Chem Eng school.
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Turion Space (B2B, Aerospace)
Turion Space builds and operates DROID Satellites. I invested in Turion based on the technical acumen of the team and the hypothesis that space-related industry will vastly increase in the medium-to-long term.
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Moneypool (B2C, Finance)
Moneypool is Venmo for LatAm. Nuff said. This really would’ve come in handy back when I lived in Chile (2015) - the banking system in LatAm leaves much to be desired…
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Buildstream (B2B, Enterprise SaaS)
Buildstream helps recruitment agencies source the best matched candidates for roles. Their reply rates to outreach messages are 10x better than industry norms.
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Rhipe (B2B, Enterprise SaaS)
Rhipe was a software distributor in Australia, primarily distributing Microsoft and VMware software. It was a public company on the ASX, which I estimated was undervalued based on the growth of the vendors that they disributed, and the strength of their management and sales teams (who I had direct experience with). I exited with a 5X return.
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Endpoint Health (B2B, Healthcare)
Endpoint Health delivers therapies tailored to a patient’s unique biology and disease. Endpoint’s approach has shown early promise and they have partnered with incumbents to de-risk GTM. That said, this is my highest-risk investment due to the binary nature of healthcare startups.
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Frame (B2B, Healthcare)
Frame helps any fertility-related healthcare provider give their patients up-to-date and on-demand assistance. Think of it like giving anyone the “One Medical” app experience, but more hands-on and focused on fertility.