[[idea]]
[[projects]]
Trend:
Web3 will have more angel investors in such a short time than any other industry has ever seen. This trend will keep growing.
My thesis is:
- Just like everyone is investing in stocks right now, unthinkable 3-4 decades ago, everyone will be investing in startups in a decade
- Regulated token launches are likely to replace IPOs in the next decade too
Pain points
- Cannot track liquidations
- Cannot check the token distribution while deciding whether to dump or not
Solution
MVP:
- imagine Nansen but for angel investors of a particular project
- App specs:
- Angel investor signs up
- Adds an existing project or a new project that they have invested in
- Adds their valuation, inserts their vesting schedule (UX challenge), inserts expected TGE price and expected exit price
- Sees liquidity
- Gets to see who else is selling, what is the exact supply in the hands of people, on exchanges, concentration, etc.
- Can set alerts on price/token listing/etc
- Pull this startup’s twitter data and monitor for anything substantial (product launches, hires, traction numbers, etc.)
There are enough examples in web2 to study. Add on-chain / liquid market data / crunchbase data and this goes zoom.
Full product:
- Dealflow management
- Decision-making parameters + thesis noting (private)
- Reports on the kind of deals that they get
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If you are building this, i will guide you, provide you with all the connections, and help you fundraise.
Reach out to me on Twitter. Better yet, get an intro through someone I’ve already worked with.
Kind of founders that i want to work with.
- https://www.vcstack.io/angel-investor-os-notion
- https://seraf-investor.com/pricing