Portfolia funds invest in private, high-potential entrepreneurial companies across the US.  They enable accredited investors to build a diversified portfolia of high-potential entrepreneurial companies with one investment.  Our goal is a competitive return, coupled with a unique and engaging investing experience that lets us green-light the companies we want to succeed in the marketplace. Portfolia funds provide the engagement of angel investing with the diversification and simplicity of a venture fund.

  • Your fund(s) investment is spread across 6-10 high-potential U.S. based entrepreneurial companies over a 12-month period, providing a diversified ‘Portfolia’ of entrepreneurial companies.
  • Each fund includes up to 99 accredited investors at levels of $10,000, $25,000, $50,000 or $100,000; ultra high net-worth investors and family offices may invest at a higher level.
  • Each fund is advised by an experienced cadre of Lead Advisors who identify and recommend top company investments nationally.  While committed to guiding the fund, the Lead Advisors are also committed to enriching your experience.
  • We invest the fund on your behalf, but you have an opportunity to be involved in the process: viewing pitches, asking questions, making recommendations and attending key events and learning modules. 
  • Typical fund fees include start-up expenses, and annual fees equating to 2%, taken up-front as a part of the individual investment
  • When returns are earned in an investment, the profits are split 80% to the investor and 20% to the Fund Managers and Lead Advisors, calculated for each company.  All profits are distributed to members on an investment-by-investment basis.  
  • Further details of terms are provided in the legal documents, which supersede any other communications.

Each Portfolia Fund is a virtual learning laboratory for entrepreneurial investing.  Offered in a collaborative and supportive environment, we share our knowledge and experience as we invest our members’ funds, so that you also grow and develop as you invest. We believe a transparent and open process makes us each more successful.  We also know that we have different demands at different times in our lives –you are welcome to be as involved or removed as best works in your life and schedule.

As an investor in a Portfolia Fund, you have the advantage of:

  • Monthly live & interactive video presentations of entrepreneurial companies considered for investment, where you ask questions and provide feedback
  • Monthly informal ‘Ask Us Anything’ sessions enabling you to hone your investing judgement with that of the experts
  • Investing Learning Modules customized for your needs.
  • Participation on ‘Deal Teams’ to research companies prior to investment, or ‘Success Teams’ to focus the networks of our investors toward the success of the companies
  • Quarterly Portfolia Company Live Updates keeping you informed on the progress of your Portfolia companies
  • In-person Portfolia Investor Events, Regionally and Nationally
  • Application to the Portfolia Fellows Training Program to learn to source companies, lead diligence and advise and lead funds.


Portfolia Funds Open to Investors


The Portfolia Consumer Fund focuses on emerging tech platforms, products and services that have the capacity to enhance and shift our personal lives.  Health, productivity, education, IoT, and lifestyle—across the spectrum from baby to aging—we’ll invest in the high-potential opportunities that can be both profitable and transformational.  For informational purposes, three prior fund investments that fall within this space are —Envoy (concierge for seniors), Sandstone (OTC male fertility testing) and UnaliWear (IoT-wearable).

The Portfolia Enterprise Fund focuses on transformational opportunities in the business, B2B and general tech category.   Media, data, artificial intelligence, communications, security, management tools, health and education platforms–all provide opportunities for transformation in our work lives and hold strong potential for outsized returns.   We leverage and benefit from the technology expertise and networks of our full investment community to identify top entrepreneurial companies from around the country.  For informational purposes, here are three companies in prior funds that highlight this space –Poshly (data), OtoSense (audio AI/Security), Tenacity (Employee Retention).


Early-Stage Investing is Risk


Early stage investing is risky and you can lose all of your investment.  Early stage investing is illiquid; you cannot withdraw your investment from the Fund and the fund may not see a profit for a long period of time.  You must be an accredited investor (by SEC regulation) which means that you can verify that you have had an income of $200,000 for the last two years and expect to have that income going forward (or $300,000 if including your spouse); or net assets, minus your home, of $1 million.  Additional risks are highlighted in detailed legal documents, which supersede all other communications. 


Through Portfolia Funds, We Shift the World


Portfolia is about investing and returns, and it’s also about putting investment dollars behindthe companies, teams and products we want in the marketplace. When we step up to make those companies successful, we all benefit and we shift the world. We're pleased to have you join us!