My Angel Investment Thesis: Sagun Garg

Geo: US focussed startups only (More liquid secondaries and mature ecosystem: capital, founders and exits)
Stage: Early Stage: Gives Horizon 2 & Horizon 3 insights into the sector and also Alpha in ROI to make up losers in the portfolio
Sector(s): Bitcoin, AI/ML+ DevTools and SpaceTech
Expert Practitioner: Repeat Founders/Experienced Operators - Understand PMF, O-1 phase and Product building, more focussed on Distribution, Market and
Traction Positive: No revenue is fine but signals from a deployed MVP is a must
Native to Internet: Unfair advantage natively digital or cyberspace.
Veto Call: It should be special in the sense it should follow the Power Law of returning the fund if it was the lone winner in my portfolio

My Angel Investments Portfolio: Sagun Garg