First and foremost I look to invest in impressive founders with a track record of excellence.
My expertise and market focus:
- On-demand: Smartphones give us superpowers to access services on demand. There are still lots of opportunities here. Investments: Nurx, Rappi, Marble.io, Trusted, SelfyCart, StarCity, OkPanda
- Developer tools: My last 2 startups built developer tools and as an engineer I understand the space very well. As software continues to eat the world the tools matter more and more. Investments: Wallarm, Convox, PaidAPI
- Connected robotics and machine learning: this field is only just becoming accessible to startups recently with deep learning advancements and commodity hardware. Investments: Marble, Varden Labs, Geckorobotics, IrisOnBoard, Aptonomy, SwayFinance
- Fintech: I worked at Bloomberg and have a lot of interest in disrupting finance. I think there are still too many middlemen and not enough innovation from banks. Investments: Alphaflow, Truebill, OneChronos
- Healthcare: huge space, ripe for innovation. Investments: Nurx, TrendMD, Circle Medical, CareRevolutions.com
- Enterprise: As an entrepreneur since 2006 I know the tools that are currently used to build businesses are antiquated and ripe for disruption. Investments: SwayFinance, Seneca Systems, PaidAPI, Convox
- VR: VR is the next big platform and is going to disrupt many industries including gaming, entertainment, education, productivity etc. Investments: Skylights, Sixa
Things I generally won't invest in, unless the founders are particularly impressive:
- Startups that I could not build myself. I want to understand the space in depth, be able to evaluate the competence of the founders and evaluate the product; all these things are hard to do in spaces that are too different from my skill-set.
- Social, ad-tech and content companies.
- Companies that don't plan to release their product for more than 1 year after my investment.
- Companies that don't have a path to becoming valued above $10bn.
- Companies that don't build the future.
I am a 2x YC alumni and most investments I make will be in YC companies or ex-YC alums.
For many of my syndicates I will only invite funded backers as they need to be closed quickly. You can opt out of any particular deal without penalty.