Diversify Your Portfolio

Invest more broadly across categories with Portfolia's FirstStep Fund, designed for emerging investors.

Portfolia is radically changing the face of investing. Our modern take on the investment fund starts with a $10,000 minimum investment diversified into 10 high-potential entrepreneurial companies over the course of a year by a team of renowned Venture Partners. The Portfolia FirstStep Fund™ is an accessible generalist fund, with additional educational opportunities provided especially for first-time investors. You can join in our learn-by-investing calls, engaging educational events and community of accomplished women as much or as little as you like with our tailored investing experience. You are unique — we believe your investing experience should be too.

Focus on High-Growth Markets

Our overall investment strategy is focused on investing where our members make markets as emerging buyers, builders, and influencers. Portfolia is especially interested in opportunities in high-growth segments typically undervalued and overlooked by traditional investing approaches. While Portfolia’s strategy and member experience are designed to appeal especially to emerging investors, it is inclusive to all accredited investors. 

The FirstStep Fund will consider and invest in a range of top performing start-ups from seed to growth stages. It will invest with a preference for diverse founding teams, with the fund’s leadership selecting top potential investment opportunities from across verticals.

Fund Overview

Fund Leadership

The FirstStep Fund is led and advised by a team of highly sophisticated, experienced investors who are leaders in their communities. This group of nationally recognized investing experts works to identify top entrepreneurial companies from around the country for the FirstStep Fund, lead investment diligence, and select and recommend investments. They are all experienced investors, domain experts, and are well known within the entrepreneurial ecosystem.

How it Works

Additional Resources

Review the Investment Overview, or review the summary of terms by selecting the ‘Invest Now’ below.

Yes, I'm Ready to Take the First Step to Invest.