Announcing our First Investment in Prime Genomics

—Detection of Breast Cancer through Saliva—

There is still time to enroll as a First Step Investor….Contact Courteney@portfolia.com today!

Give us a call or attend a webinar.

Portfolia is radically changing the face of investing. Portfolia Funds are designed for sophisticated women looking to activate their money in the innovative companies they want in the world. Our modern take on the investment fund starts with a $10,000 minimum investment which is diversified into 10 high-potential entrepreneurial companies over the course of a year, selected by a top team of renowned Venture Partners. The Portfolia FirstStep Fund™ will be invested across industries, from early stage entrepreneurial companies to those scaling around the world.

In addition to gaining an entrepreneurial portfolio, you have the opportunity to be a part of the process if you choose, by participating in the investing experience itself. You can refer companies, watch their live presentations by video, be a part of the diligence process, and meet the entrepreneurs and other investors at our summits and educational events around the country. The Portfolia investing experience is transparent, engaging and educational, and designed to work specifically for you.


A First Look at the First Two Investments

The FirstStep Fund is limited to 249 investors, and as we add our final members, you have an opportunity to get a look at our first two investments. As announced above, we’ve invested in Prime Genomics, which is focused on enabling early detection of breast cancer through its identification of markers in saliva. Led by a highly experienced team in Mountain View CA, it holds the promise of moving the mammogram from the first line of defense for breast cancer, lessening radiation exposure, false positives and costs. This is a Series A investment and we have assumed the board seat.

The second investment is in SAAS company HelpShift, led by CEO Linda Crawford, the former Head of Product at SalesForce. HelpShift creates AI powered helpbots on B2C platforms, enabling better and more efficient customer service. This Series C round in this rapidly growing company, which is now serving over 450 businesses worldwide, including Xfinity Home, Microsoft, Tencent and Supercell, serves to de-risk the fund, while supporting a top woman entrepreneur.



Focus on High-Growth Markets

Generally, our 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 women 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



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