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Trending Assets
Top investors this month
New Positions
Added some new starter positions this morning
$HUBS - I view it like the Shopify of service based business. CRM and marketing/ operations for SMB’s.
$BILL - Payment workflows and now Spend management for SMB’s.
$DOCS - Social media workspace for medical professionals which also facilitates virtual visits and some back office functions.
$SNOW - Cloud data marketplace/ data warehouse
$CFLT - Cloud based real time data infrastructure. It allows for real time communication between a companies various software/ siloed operations.
$DOCN - Cloud infrastructure provider catering to developers and SMB segment that may be underserved by the big 3 cloud providers.

I am not a tech stack expert so I like to spread bets around these emerging companies but they all fall into some of my favorite themes: Cloud, data management and enabling SMBs to be successful.

Ryan Mahony's avatar
$16.1MFollowers
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