Syndicate agenda 12/5/22
Tags
Dec 5, 2022
date
Tags 2
Meeting recording:
Live Deals:
syndicate protocol - logistics wise figure out
Investment Memo:
- Noba (yaztaz) 5-7mm at 30mm seed → thread
Investment memo for FC education
- Venture Club (skylab - tesa_fc) 2mm at 20mm seed → thread
Investment memo for FC education
AMAs :
- Wallbit $700k @7mm pre-seed SAFE → thread
Schedule AMA
Rodrigo Vidal | Wallbit
Wednesday, December 7 · 12:00 – 12:30pm est
Google Meet joining info
Video call link: https://meet.google.com/tis-uhrr-wnj
Or dial: (HK) +852 3002 2301 PIN: 277 860 621 5105#
More phone numbers: https://tel.meet/tis-uhrr-wnj?pin=2778606215105
- Caddi $500k @ 6mm pre-seed
- https://www.lazytrade.io/pitch
- keys stored on AWS
- austin - higher end features would be a bigger value prop
- suspect of security
- Rotki competitor: https://rotki.com/supported
Thursday, December 1. 12 - 1pm est
Not New Deals:
- Bello $1mm @12.5 pre-seed → thread
- NFT Analytics project from Adam Levy (Mint podcast)
- https://www.bello.lol/invest
- password: shiitake
Push to FC / DAOlationships Demo day → NFThinker
telegram
New Deals:
- Nolus.io $1.5mm SAFT seed
- undercollateralized leases / loans of stablecoins
- Cosmos ecosystem
- NFThinker - ZKLend, HashStack
- SAFT - no US investors
- Nectar $1mm at $20mm SAFT
- MEV auction infrastructure to capture MEV for users, searchers, and builders
- Team is just advisors
- SAFT → no US investors
- Similar to Rook, Flashbots - how do they differ from those RPCs
- What is MEV like post-merge
- DeepWaters $5mm at $40mm SAFE + token warrants
- SAFE 10% discount to $40mm
- Lycopolis - how to attract users
- tesa_fc - how does matching engine work? it needs to run off-chain.
- Kolektivo Web3 $4mm at $30mm SAFT
- 13.3mm tokens @ $0.30 per token
- 1 year cliff, 2 year vest
- expected revenue $5mm in 2024
- tesa_fc - high valuation for current 0 revenue
Posting channels workflow:
- Syndicate news
- Member Announcements
- Investment Deals
- Telegram group → https://t.me/fc_syndicate
- New member announcements channel
- #fc-education
New Items:
- Due diligence
- Still curate the projects via voting
- Post on the DeWork bounty board
- Use education cohorts to complete the due diligence
- Bring the due diligence into the Monday meeting for review
- Marketing pack for projects
- Create a media pack for NF Thinker that projects can take with them
Action Items:
Due diligence program
Marketing pack for projects
- google forms