Brian Dally

Incredibly excited to back TYTL Holdings, alongside Fifth Era & Blockchain Coinvestors. U.S. single-family residential real estate is a $50tr+ market, yet the options for homeowners to tap into the value of one of their largest assets remain subpar (HELOCs, reverse mortgages) U.S. consumer debt is also at record levels and people don’t want - and can’t afford - more leverage and interest payments. TYTL offers homeowners a one-time fractional sale of their title with no catches and no future obligations Deed is recorded at the municipal level and key information is recorded on the Solana blockchain, combining established U.S. property law with all the benefits of transparent and programmable blockchains. The result is an attractive alternative to debt-based products for consumers, as well as a superior pure equity prime residential real estate exposure for institutional investors (as $TYTL) TYTL, alongside Solana, is advancing the progress of tokenization of real world assets beyond hype and buzz words, all while addressing one of the largest markets in the world and providing consumers with a much needed product https://lnkd.in/eFh6g3B3

45

The #fundraising function is always-on for #VentureStudio founders. And many emerging studio leaders report it being much harder than they expected. In my experience, the problem isn't with the studio model, but rather the way it's being explained. The mechanics of running venture studios are different - and I'd argue more complex - than a typical startup or a VC fund. For many studio GP's, the instinct is to explain that complexity upfront. We sometimes call this the "Studio Monologue." Instead of leading with complexity, we help our studio partners win with clarity. Our framework turns scattered narratives into crisp, investor-ready theses. We cover this - and a lot more - in our latest paper - "The GP Dilemma: Escaping the Venture Studio Trap." I've linked it to this post - for free. Want to learn more? DM me and we'll find a time to connect!

12

What’s old is new. Funny to watch VCs flood back to out-of-favor business models—hardware-enabled software, marketplaces, consumer tech—which are now viewed as more defensible because AI can't easily replicate physical infrastructure, network effects, or brand.

21

2 Comments

Exciting times at Viewpoint. We led a $25M Series C in Moxie, a “Producer Platform” for med spas. Excited to have SignalFire, Lachy Groom, and Haystack join us as well! Kamau Massey, Dan F., and Sam Gerstenzang have built something special, and we’re pumped to partner with them. Med spas are a quintessential Producer-Led Market: a large (~$17B) category made up of thousands of independent practice owners who win clients through trust and referrals. The “producer” in this market is the injector or med spa owner, and the purchase decision is as trust-based as it gets. These entrepreneurs have historically had to stitch together the technology and services they needed to run their business. Moxie was built to be a true partner to these entrepreneurs, providing a holistic operating system for running their businesses, technology, and services. We knew we had to invest when we saw how fast Moxie's flywheel was spinning. The bigger they get, the better they can make the platform for injectors, which leads to faster growth. I’m so excited and thankful to be on this journey with you and the team!

64

5 Comments

Latest from me and the team at Self Labs. We've closed $9M in funding from Greenfield Capital, SCVxSBI, Spearhead, Verda Ventures, Fireweed Ventures to expand our technical roadmap and grow our identity document support beyond biometric Passports, IDs, and Aadhar. Also announced today in our latest application v2.9 is Points a new way for our most active users to earn points for using their favorite apps: Aave Labs, Velodrome, ENS, Lemonade, Espresso, Karma, Talent Protocol, and soon Google Cloud Web3's Testnet faucets. https://lnkd.in/gtWRQguc

140

18 Comments