Portfolio demo. A read-only sample fund.

Portfolio Demo

Interactions

Lightweight CRM to track qualitative value-adds across the portfolio

Jun 23RouteWise

Series C timing discussion

James wants to start Series C conversations in Q3 2026. Discussed target raise ($30-40M), potential leads (a]6z, Coatue), and whether to hire a CFO before the process.

Jun 20Benchline

Re: Customer expansion update

Emily shared that three large enterprise prospects are in late-stage trials. Discussed pricing strategy for annual contracts above $200K and whether to offer multi-year discounts.

Jun 16NovaTech

Re: Q4 board prep

Sarah shared draft board deck and asked for feedback on the ARR bridge slide. Discussed hiring plan for Q1 and whether to bring on a VP Sales now or wait until Series A+ closes.

Jun 13TapFin

FX hedging strategy

Kemi flagged Naira volatility impacting USD-reported metrics. Discussed hedging options and whether to open a USD treasury account for operational reserves.

FDA pre-submission feedback

Priya shared positive feedback from FDA pre-submission meeting. Regulatory pathway looks clearer than expected. Team targeting Q2 2026 for clearance filing.

Jun 9NovaTech1 intro

Intro: Sarah Chen <> David Park (VP Sales, AcmeCorp)

Introduction between Sarah Chen (NovaTech CEO) and David Park (VP Sales at AcmeCorp) to discuss enterprise sales motion and playbook for scaling from $3M to $10M ARR.

Jun 6Verdant

Grant application update

Anna confirmed DOE grant application submitted. $500K grant decision expected Q2. Also discussed adding a sales hire to target CSRD-affected European companies.

Jun 3AdVantage1 intro

Intro: Jamie Lin <> Sam Patel (Head of Growth, GrowthStack)

Connected Jamie with Sam Patel at GrowthStack to discuss potential integration partnership and co-marketing for ad creative optimization in the SMB segment.

Jun 1Lattis1 intro

Intro: Elena Vasquez <> Chris Nguyen (CTO, ApexData)

Introduction between Elena Vasquez (Lattis founder) and Chris Nguyen (CTO at ApexData) to discuss potential design partnership on multimodal embeddings for enterprise RAG use cases.

May 27RouteWise1 intro

Intro: James Okafor <> Maria Santos (COO, GlobalFreight)

Introduction between James Okafor (RouteWise CEO) and Maria Santos (COO at GlobalFreight) to explore potential partnership for last-mile delivery optimization.

May 22TapFin1 intro

Intro: Kemi Adeyemi <> Rachel Kim (PayBridge)

Connected Kemi with Rachel Kim from PayBridge to discuss cross-border payment infrastructure and potential integration for TapFin's merchant onboarding flow.

May 17

LP meeting follow-up — portfolio allocation discussion

Follow-up from LP advisory meeting covering Fund II deployment pace, reserve strategy, and initial Fund III timeline. LPs want to see more detail on Fund I realized returns at next meeting.