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If you have questions, please reach out at packy@notboring.co or DM on twitter @packym. For more detail on my existing portfolio, upcoming deals that I hope to invest in through the fund if timing allows, and a summary of terms, see below.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:26.438+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "2bad4feb-5a13-4a9f-94a0-16f42ec3ef73", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.76, "x": 0.12, "y": 0.09 }, "kind": "paragraph", "text": "our portfolio companies' stories. 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"paragraph", "text": "We have invested in a wide range of deals out of the syndicate -- from early stage Telehealth and Fintech in Africa (Antara and OZE) to early stage deals backed by top funds (Stytch, Beacons) competitive later stage deals (TrueAccord, On Deck, MainStreet).", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:26.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "37a25eac-c514-45fd-a759-663d7a750185", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.78, "x": 0.11, "y": 0.83 }, "kind": "paragraph", "text": "You should expect a similar range and conviction 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One of the advantages of the Fund over the Syndicate is that we can more quickly and easily express conviction in companies that don’t have the signal of an investment from a top fund.", "attrs": null, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": null, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:26.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "ba655f98-8e75-4800-b162-7bda8e4ccf02", "parentComponentId": null }, { "bbox": { "h": 0.37, "w": 0.78, "x": 0.11, "y": 0.21 }, "kind": "table", "text": "The full portfolio across both is below:", "attrs": null, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:26.512+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "5bbb1726-7466-4e6e-8752-b9880cdc8d0e", "parentComponentId": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [], "loops": [ { "to": 10, "from": 2, "loop": { "name": "47_quick_win_big_bet", "slug": "47-quick-win-big-bet", "status": "active", "bestFor": "Transformation planning, 100-day plans, resource allocation", "canonId": "019dd956-790d-708d-983e-ef9bbc68f741", "version": 1, "bodyDocId": "019df22a-2420-77be-bc41-ded96d08cb21", "structure": "The Full List -> Quick Wins (Low effort, High impact) -> Big Bets (High effort, High impact) -> Sequenced Roadmap", "description": "Separate initiatives into immediate wins and longer-term strategic bets", "familyLabel": null }, "matchId": "e385dde4-fe0a-4d18-8211-a857d378086f", "evidence": "The traction slides showcase growth and potential for big wins", "position": 1, "objective": "What are the potential returns on investment?", "confidence": 0.6, "extraction": { "at": "2026-07-16 23:20:57.608056+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": "doc-narrative-v1" } } ], "locked": true }, { "page": 10, "type": "appendix", "title": "This slide functions as a supplemental information sheet for potential investors.", "function": "summarize", "rawType": "appendix", "block": null, "metadata": { "slideType": "appendix", "slideTypeCanon": { "name": "Appendix", "slug": "appendix", "status": "active", "canonId": "019de52d-0762-71f8-b564-89ab863301cc", "version": 1, "description": null }, "function": "summarize", "functionCanon": { "name": "Summarize", "slug": "summarize", "status": "active", "canonId": "019de52d-1541-704f-b86f-bf7b75056373", "version": 1, "description": null }, "density": "dense", "densityScore": 66, "componentCount": 5, "textChars": 752, "nDataPoints": 8, "notes": "This slide functions as a supplemental information sheet for potential investors.", "elementsJson": null, "confidence": 0.95, "extraction": { "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "at": "2026-07-16 19:13:26.075+00", "seconds": 2.645, "promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019f6b8f-4237-72bb-aa97-2ab0b398fd06/10", "deck": "/decks/019f6b8f-4237-72bb-aa97-2ab0b398fd06", "deckAnchor": "/decks/019f6b8f-4237-72bb-aa97-2ab0b398fd06#slide-10", "deckJson": "/decks/019f6b8f-4237-72bb-aa97-2ab0b398fd06.json" }, "components": [ { "bbox": { "h": 0.25, "w": 0.75, "x": 0.118, "y": 0.56 }, "kind": "list", "text": "Fund Size: $5 million; Reserves: 10%; Management Fee: 2% for three years, then 0%; Carried Interest: 20%; GP Commitment: $100k; Capital Calls: 50% upfront, 50% when called; Minimum Investment: $25,000; Fund Admin: AngelList; Communications: Quarterly investor update emails.", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:26.075+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "64df331a-c5fb-4d03-95f3-5820661948b5", "parentComponentId": null }, { "bbox": { "h": 0.12, "w": 0.7, "x": 0.147, "y": 0.29 }, "kind": "list", "text": "Follow-on for a fintech company in the portfolio; Web3 publishing platform; Men's telehealth company on $10mm run rate at high margins after a year; A new founder-first fundraising platform", "attrs": null, "canon": { "kind": { "name": "List", "slug": "list", "status": "active", "canonId": "019de52c-f94b-779b-a53b-fd4904a5f4d2", "version": 1, "description": "Bullet or numbered list." }, "tool": null, "subkind": { "name": "Bullet list", "slug": "bullet", "status": "active", "canonId": "019de52c-fc98-7169-a083-5cab805076ca", "version": 1, "description": null }, "framework": null }, "subkind": "bullet", "groupRole": null, "confidence": null, "extraction": { "at": "2026-07-16 19:13:26.075+00", "model": "google/gemini-3.1-flash-lite-preview", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "adbb2c0f-7928-4265-a515-8f211ae93fc9", "parentComponentId": null }, { "bbox": { "h": 0.08, "w": 0.75, "x": 0.118, "y": 0.81 }, "kind": "paragraph", "text": "We plan to deploy the fund in the next 12-18 months depending on market conditions and opportunities. If the market continues at its current tempo, I'd expect it to be closer to 12 months. 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