Designed for First-Time Investors

Portfolia is radically changing the face of investing. Our modern take on the investment fund starts with a $10,000 minimum investment that is diversified into 10 high-potential entrepreneurial companies over the course of a year by a team of renowned lead investors. The Portfolia FirstStep Fund™ is an accessible generalist fund, with additional education opportunities that are 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. 

This 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, selecting top potential investment opportunities from within each vertical, including B2B software, artificial intelligence, media, advertising, fashion and beauty, entertainment, food and beverage, healthcare, and other opportunities as determined by the fund’s leadership.

 
 

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 review the summary of terms by selecting the ‘Invest Now’ below.


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