Thread by @awilkinson

This is kind of on the DL, but Tiny has made $10MM+ in venture investments over the better part of a decade.

Mostly just for fun. Our day job has been buying whole companies, so it’s a side hustle.

We think of it as a way to pay it forward and back friends we love.... 👇

In 2021, we’re taking our early stage investing more seriously.

As it turns out, when you have smart friends, investing in them goes well....

We’ve been lucky enough to invest in great companies like @Pitch, @Buffer, @Squarespace, @SpaceX, @Superhuman, Waking Up, and 30+ other awesome companies...

tinycapital.com/companies

(Click on Venture Investments)

While most venture investors have to hit the pavement and hustle to get deals, we’ve had three unfair advantages:

1.A big Twitter following and reputation

2.An openness to profits/cashflow vs. growth at all cost...

3.Owning some of the world’s top digital agencies like @metalab, @z1digitalstudio, @doubleupgrowth etc: meta.inc

All this has resulted in in us getting bombarded with deals, often with preferential terms because they want us in the round or to use our agencies.

Power law dictates venture investment outcomes. The top firms do the best because they get the best deals.

It’s a positive feedback loop:

Founders bring the best opportunities to Sequoia, Accel, Benchmark, Andreesen, etc, so they perform the best....

The same thing happens with design firms. They gain a reputation, and founders want access.

Over the past 15 years, MetaLab has become known as one of the top product design agency in Silicon Valley, helping design and engineer early versions of many now billion-dollar companies

As a result—similar to a top tier venture firm—many of the world’s best founders and startups want to work with MetaLab.

We get a first look and, usually, an opportunity to invest.

For example: some of MetaLab’s former clients include Coinbase, Pinterest, Shopify, and Slack...

Unfortunately, we weren’t doing venture back then, otherwise I’d be writing this tweet from the plush seat of my Gulfstream!

Today, we are making a few moves…

We are excited to announcing the Tiny Rolling Fund.

Yeah, yeah. I know. Everyone has a stupid rolling fund.

But ours is unique in a few ways:

1. We will be the largest investor at up to $2MM/year (significant skin in the game)

2. We will not be charging management fees or costs, only a carry (we win when you win)

3. We will be bringing our value approach to venture and investing in a wide range of opportunities: everything from cap table recaps, to cashflow focused bootstrappers looking for flexible growth capital, to traditional venture investments in companies we are excited about.

While it’s a bit of a meme to have a rolling fund, we think the alignment, unique deal flow, and flexible approach offer something a little different.

It also allows us to make some higher conviction bets and bring some friends along for the ride.

If this sounds interesting, we’d love to have you as an investor.

It’s super simple, just click on the link below and fill out the form, it takes about a minute.

You can commit as little as $5,000 per year by clicking here: angel.co/v/back/tiny-ro…

Would love to have you. 150 spots are first come, first serve :-)