Description
Portfolia is a U.S.-based venture capital platform that invests through thematic pooled funds (e.g., Women’s Health, Rising America, Longevity, Enterprise Tech). Portfolia operates as a minority, founder-friendly investor, typically participating as a co-investor or follow-on investor rather than a pricing lead.
Seed: Primary focus; most investments occur at Seed or early institutional rounds.
Early Series A: Selective participation when aligned with the fund’s theme and existing lead investor.
Pre-Seed: Occasional, but not core.
Investment Amount and Percentage Equity (Company-Level)
Typical Check Size: ~$250K–$1M per company (varies by fund and round).
Typical Ownership Taken: ~1%–3% at entry.
Upper Range (Selective): Up to ~5% in certain rounds with larger allocations.
Ownership Style: Minority, non-controlling stake.
Equity Structure: SAFE, convertible note, or preferred equity depending on round structure.
Board Seats: No board seats; information rights only, if any.
Control: No control provisions; founder-friendly terms.
Submission Method: Startups apply via Portfolia’s online submission portal, usually to a specific thematic fund.
Lead Requirement: Strong preference for an existing lead investor; Portfolia rarely leads or prices rounds.
Evaluation Cycle: Rolling, aligned with each fund’s deployment window.
Eligibility
Sector Focus: Thematic by fund (Women’s Health, Rising America, Longevity, Enterprise/Consumer Tech).
Geography: U.S.-based companies only (typically Delaware C-Corps).
Stage: Seed to early Series A preferred.
Company Profile: Scalable venture-backed startups with early traction or strong validation.
Team: Founder-led teams aligned with the fund’s mission; diversity-focused funds prioritize underrepresented founders.
Process
Vetting Process Steps
Initial Intake: Review of pitch deck and thematic alignment (e.g., women’s health, diverse founders, longevity).
Partner Review: Assessment of team, traction, market size, and round structure.
Co-Investor Alignment: Validation alongside lead investor diligence.
Deal Structuring: Allocation sized to fit cleanly into the round without crowding future VCs.
What an Applicant can Obtain
Strategic Capital: Clean minority capital that does not distort the cap table.
Syndicate Strength: Signaling from a nationally recognized thematic VC platform.
Investor Network: Exposure to Portfolia’s accredited investor base and follow-on ecosystem.
Follow-On Visibility: Potential participation from future Portfolia funds or co-investors.
