Drumroll
Plant-based, gluten-free, better-for-you donuts with a fun brand and strong retail snack potential.
Angel investments · private portfolio · conviction bets
Angel portfolio & asymmetric bets.
A personal portfolio across consumer, enterprise software, AI, hardware, cybersecurity-adjacent markets, services, real estate, funds, and operators I trust. The connective tissue is founder quality, distribution advantage, and asymmetric upside.
BOMANI Cold Buzz
Alcohol-infused cold brew / espresso martini brand built around better-for-you positioning, convenience, and social occasion fit.
SageTap
Peer intelligence / SaaS buying network for senior enterprise technology leaders — a bet on better software discovery and buyer-led sales.
Zoo via Embedded Ventures
AI-native CAD and hardware design infrastructure with a modern geometry engine, generative CAD capabilities, and enterprise-ready product vision.
First Peak Ventures / OTM
Exposure to Y Combinator companies through a pre-Demo Day investing strategy and related OTM allocation.
Iron Gate Business Advisors
Business advisory firm focused on tax strategy, credits, insurance-based savings, and cash-flow improvement for businesses.
Manta & Snorkel Co. Kona
Big Island ocean adventure operator focused on Kona manta ray night snorkel and daytime snorkeling experiences.
4RC Capital Funds I & II
Private fund exposure across venture-style opportunities and ongoing fund updates.
Silverman Capital
Real estate investment exposure through an operator / fund relationship in the private real assets space.
Colosseum Capital
Real estate / STR exposure through Parker Ashley’s SPV ecosystem and related investor updates.
Horton Woods
Multifamily real estate project exposure within the broader private real asset portfolio.
Portfolio thesis
Where I like to bet.
1. Operators I trust. I overweight people I know can execute.
2. Distribution advantage. Products with a path to attention, sales efficiency, or community.
3. Category timing. AI, cybersecurity, hardware tooling, consumer behavior shifts, and cash-flowing real assets.
4. Asymmetric upside. Small checks where conviction, access, and timing can compound.
Portfolio note
This is a personal portfolio overview, not investment advice or a recommendation to buy or sell any security. Some holdings are private, illiquid, and subject to change.