Newsletter 16/2

Happy Friday everyone??

If you missed last week’s newsletter 3/5 and need a refresher - here’s the link. Features the Vitadrop Founder Interview alongside the Astrix Deck Review)

This week’s Community DD Newsletter setup:

TL:DR

1)? We are currently finalising one of the most insane, high-end expert panels of all time for Vitadrop which means it’s hard to get them all in a room together! Stay tuned for next week.

2)? Part 3 of the Astrix Community DD Series where @eliot and I interview the founding team about all the gaps in our understanding from the Deck review.

3) Introducing Saferchoice (Choice) - The marketplace for paid companionship and intimacy.? Looking to create the global standard for paid companionship and intimacy (safe booking and payment system).?

4) Introducing Foodini - A marketplace platform for food preparation and service outlets (restaurants, cafes, food services, hotels, casinos, sports arenas) and consumers who have unique dietary requirements (medical or lifestyle related)? facilitated via a mobile app.

5) The weekly pipeline updates & insights including a raft of brand-new decks that we really like the look of including a number of insane insights

?? As always towards the bottom of the note, you'll find our key links, who we are, and how we operate.

We believe we can democratise access to Venture Capital by enabling retail (everyday folks) alongside wholesale (High net worth >$2.5m in net assets) with the ability to participate and support the due diligence process. Whether that be offering expertise, insight or introductions and promotion. In return, claim a share of Carry and Fees earned enabling their ability to participate in Venture as an asset class.

This year our goal is to complete 20 Community Due Diligence deals with 100+ experts, 400+ talented people and to share with the community of over 7000.

What is Community VC Due Diligence?

We carefully select pitch decks from companies that approach us, choosing the most promising ones for our community DD. Our analysis covers a company's product, business model, and potential for future growth. This is done with input from experts, founders, and our community. We aim to provide a detailed understanding of each investment opportunity, laying a solid groundwork for the community to shortcut their due diligence process.

At the end of this process, we compile our findings into a detailed memo, which is accompanied by our due diligence cheat sheet. This cheat sheet provides detailed metrics and analysis, serving as a primary resource for key information on the business model, funding history, and past performance. Then anyone who participates get’s their share of the reward!

Keen to get involved? Register your interest and let us know what kind of companies and skills you have here!

?? Astrix Founder interview:

Here’s the full recording of Eliot and I’s interview of the founders of Astrix. Asrix Founder Interview? (32 mins)

If you don’t have the time right now, here’s a couple of the key takeaways we thought would be of interest:

1. Solar arrays are used to power satellites in space. These arrays are traditionally rigid structures. When launching equipment into space both volume and mass are both directly and significantly impact the launch cost. Developing solar arrays that keep size and mass low has become the focus with launch costs making up a large part of the total cost of deployment.?
2. Astrix are working with a material supplier who has developed materials specifically for thin film solar arrays. These materials were designed for a NASA project called LISA-T which faced the same longevity risk as our technology. The material that was developed has proven degradation rates that last past the required lifetime for the proposal.?
3. The deployment technology has a patent filed. The Rigidsation technology will also have a patent filed early 2024.
4. Any copycat competition will also need to go through the process of building up heritage, which we already have one instance of.

We’ve also completed the Astrix stackrank internally and with the founders which you can access here as a subscriber.?

Next week we are setting up the expert interview to fill in any last gaps in our stackrank and conviction around this deal.

?? Introducing Saferchoice (Choice):

We’re looking for community contributors to help with this DD series who have any experience or expertise in the following:

1. Scaling, growing, managing, developing or supporting a marketplace business
2. Being a customer or service provider of any type of intimacy service
3. Doing business with global payment providers
4. Building or managing a business in a highly regulated environment
5. Previous experience raising capital or investing in European startups
6. Sextech business development and marketing
7. Highly funded hyper-growth startup experience

If you feel like you could add value, please add your name to this list and we’ll be in touch. Further info about the company and remuneration below!

?? Saferchoice

What is it: The marketplace for paid companionship and intimacy. The global standard for paid companionship and intimacy (safe booking and payment system)?

Space/type: B2C

Business model: Marketplace

Why could this could be one of the 10 best opportunities you'll see this year: This is a rare opportunity and combination of founding team, broken and heavily underserved market, large problem and good timing (on the earlier side but enough time to build product market fit and become large as first mover).

The bet: It won't get shut down by regulatory bodies and will reach $100m ARR only in the seven core countries

The Wow: The team and the obviousness of the market

What does it look like when they turn up next round successfully: Prove product market fit in Switzerland during 2024 and then raise again (without the pressure of having to) in 2025 for international expansion. The main objective is proving product-market fit in Switzerland in 2024 to have a blueprint for international expansion. . $85-100k MRR

Traction: Just hit their 1000th verified signup and hitting 2500 website views per month

?? Quick links:

Link to our stackrank with further info (For Airtable subscribers only)

Direct link to put your name down to participate in the Community DD experience

?? Available Remuneration:?

1/4 - To due diligence participants of 3% fee on up to $250k + ? on 20% Carry

?? The start and end dates:

16/5 - 12/3

?? Due Diligence leads: @TBA & Jock Fairweather ??

?? Introducing Foodini:

We’re looking for community contributors to help with this DD series who can offer experience or expertise in the following:

1. Scaling, growing, managing, developing or supporting a marketplace business
2. Being a customer or service provider of a restaurant with specific dietary focusses
3. Scaling a marketplace in the US
4. Experience building AI chatbots, recommendations etc.
5. Restaurant/venue owners
6. Freemium business models
7. Saas/marketplace growth experts

If you feel like you could add value, please add your name to this list and we’ll be in touch. Further info about the company and remuneration below!

??Foodini

What is it: Marketplace platform for food preparation and service outlets (restaurants, cafe's, food services, hotels, casino's, sports arenas) and consumers who have unique dietary requirements (medical or lifestyle related)? facilitated via a mobile app.

Space/type: B2B2C and Direct to Consumer

Business model: Saas Marketplace

Why could this one of the 10 best opportunities you'll see this year: Niches make riches. Foodini is the only company we've seen attempt to own this market globally

The bet: It can become the only source for food allergy detection and matching globally

The Wow: 70k users and 10k restaurants from $500k cap raised

What does it look like when they turn up next round successfully: Executed on integrations with multiple large food tech businesses such as Olo, and Food Services Co's and Hotel/Restaurant Chains for enabling scale. Also be established as the provider of this type of service across all of Australia, with the US being the bigger revenue driver come 12 months time.

Traction: 70k users and 10k restaurants from $500k cap raised

?? Quick links:

Link to our stackrank with further info (For Airtable subscribers only)

Direct link to put your name down to participate in the Community DD experience

?? Available Remuneration:

1/4 - To due diligence participants of 1.2% fee on up to $250k + ? on 20% Carry

?? The start and end dates:

16/2 - 14/3

?? Due Diligence leads: ?@rob nichols & Jock Fairweather ??

?? Pipeline updates and insights:

Also mentioned in our weekly Investment Analyst notes?

• This week we added two new companies to the pipeline that we are super excited to dive into Femmi and Klink Finance ??
• Also find our IC recording discussing all of the opportunities here

?? Links and info:

Stay updated with our newsletter for weekly educational content and exclusive deal and talent opportunities.?

Otherwise, become a member of our community today to access a wealth of educational content and investment reviews.

• Founders: submit decks for public or private review to support your capital-raising or improvement efforts.
• Investors: access global, pre-vetted, VC-quality deal-flow and supercharged due diligence.
• Contributors: Start building your knowledge and assets through contributing your expertise and experience to Ventures through Community Due Diligence

At Community VC, we believe investing should be accessible to everyone, not just those in the know. We believe everyone deserves the opportunity to invest and contribute to vetted ventures that move the world forward.

Please do not take this as Financial advice or a guide of what any outcome will be. This isn't financial advice, nothing in this email or newsletter is, I am not guaranteeing or recommending an investment or outcome in anything. I am simply listing opportunities I believe should be accessible to everyone and how the community has looked at this deal.

Jock ??

www.community-vc.com