A few months ago I started a sub-newsletter centered around the idea of "what would I invest in if I had a $4m, $60m, or $250m check?". The following investment memos are written under that premise.
Each memo will lead you back to the newsletter where I wrote about the company. Some valuation numbers are best estimates while others I sourced from Pitchbook and other resources.
Ornn Exchange
Ornn is a regulated derivatives exchange for GPU compute, offering cash‑settled futures and swaps on its OCPI benchmark indices so AI companies, data centers, and investors can lock in, hedge, and trade the price of accelerated compute like a commodity.
Antimetal
An AI-driven platform that automates and optimizes everything that happens after you deploy your cloud infrastructure.
OffDeal
The “AI-native” investment bank built to help small and mid-size business owners sell their companies faster and at higher value by automating much of the traditional M&A workflow.
Rogo AI
A secure generative-AI platform tailored for elite financial institutions, providing automation, insights and workflow tools for investment banking & finance professionals.
Cursor
An AI-powered code editor (built on VS Code) that understands your codebase and predicts or assists your next edits to boost developer productivity.
Profound
A platform that helps brands monitor and optimize how they appear in AI-powered search and answer engines, not just traditional web search.