Rolling Fun Thesises
Things we’d love to invest in (Thesises)
Fund Thesis:
Early-stage US-based technology startups under $200m valuation. Seeking unique technology advantages in exceptionally large markets (energy, freight, manufacturing, raw materials, etc).
- Stage
- Early-stage
- Based
- US
- Valuation
- Under $200m
- Markets
- Energy · Freight · Manufacturing · Raw materials
Let’s build the Megacap companies of the 2050s.
The best thing is to be surprised by entrepreneurs who have found new capabilities and new categories.
However, there are some trends, categories, and industries that we are drawn towards, due to some combination of experience, interest, or belief.
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DeepTech, Hard Tech, Energy
We’re not afraid of looking into deeptech or hardtech startups, including Nuclear, Nanotechnology, and Quantum Computing startups. We believe in the coming of the second industrial revolution and would love to work on drawing it closer.
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Utopian Technologies
This could mean a lot of different things since we made it up. But we know it when we see it.
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Content, Community, & Commerce
Good things happen when you combine business models. Especially when you find yourself collecting the riches in niches. Al has built one of the finest implementations of content+community+commerce businesses in the world, and we believe there are many more of those out there.
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Ecommerce, and Ecomm Enablement
Al Doan is an Ecomm pioneer, and has a strong track record of investing and supporting fantastic ecomm businesses.
Request for Startups
Things we would love to fund in particular:
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RFS-01
Solarpunk
Whatever this means to you. If you think it’s solarpunk, we want to see it.
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RFS-02
DeathTech
An overlooked area for innovation.
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RFS-03
Health & Lifespan
StitchFix for my love-handles. Bring it on.
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RFS-04
Space
Are you taking advantage of the existence of the new economics of Space access thanks to SpaceX? We’d love to hear what you’re doing.
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RFS-05
Energy & Nuclear
Lets get back on the Henry Adams Curve (opens in a new tab). Bonus points if you’re working on this somewhere with lower-than-american regulatory overhead.
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RFS-06
Nuclear Supply Chain/Ancillary
We think tool and service providers for Nuclear Energy companies are going to have a good time, and we’d like to have a good time with you.
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RFS-07
Nanotechnology
Lots to learn in this area, but understand it to be a key piece of the second industrial revolution. Walking that Feynman path? Let’s hold hands.
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RFS-08
Chips & Compute
Seems like it will be important to keep us on Moore’s Law.
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RFS-09
Olfactory Computation
Our sense of smell sucks compared to other animals, so we underestimate it.
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RFS-10
Climate Tech / Environmental
Lets capture some carbon and save the world.
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RFS-11
Human Augmentation
If it’s in a Star Wars movie, it sounds fun to fund.
If you see yourself in this page, definitely please do reach out.
(This goes to all partners)