👋 Welcome!
Hey there! Thanks for coming over.
My name is Jon Ma and the solo GP of Expedited.vc which is a micro fund focused on investing in software founders and backed by Sequoia, Bain Capital Ventures, SignalFire and others. We write angel check sizes between $10-$100k.
We are no longer investing as we’re focused on building our own startup
🤟Team
Hi! My name is Jon Ma and I'm starting a web3 analytics startup with Anthony. I was most recently an analyst at Whale Rock, a $10b+ cross over fund. I previously spent time working on various GTM initiatives at Modern Treasury. I co-founded Public Comps which is the SaaS Investing platform used by 3200+ leading VCs and growth stage startups looking to analyze, benchmark or value their software business. Building is hard and I empathize. I previously spent 5 years investing in early and growth stage startups at SignalFire and Insight.
Anthony Yim was an early engineer at Venmo. Anthony is incredible: he joined Venmo pre-Paypal acquisition and helped scale the company from <80K MAUs to 40+ million MAUs. He worked on everything from building the core backend of Venmo and ML-powered fraud prevention systems to hiring and mentoring many of the software engineers in the company. Prior to Venmo, Anthony was at Google. We were section mates at HBS 🎓 and now starting a company together!
🙏🏼 Promises
- Expedited Feedback: Our promise is to get back to you with feedback within 48 hours. That means we're in or we're out and no hanging around the hoop. I'm happy to be the first check and almost don't care who else is co-investing or who your lead is. I build conviction in you as the founder.
- No BS Feedback: I won't say "it's not a good fit" or a generic response. If I'm passing I'll share with you why even if its "I just don't understand your space".
🏋️♀️ Free work we do for founders ("how can we be helpful 😂”)
Getting from 0→1
- Happy to help think through how to get your first 10 customers — we got our first 10 customers at Public Comps primarily through our network but I've found WHO you find as your initial batch of customers affects product development a ton. There's a ton we wish we had done differently and were more thoughtful about.
Become early customers of your product
- Happy to be an early customer and figure out how to market your product. Here's content we wrote for some products we love. https://blog.publiccomps.com/top-5-saas-tools-for-startups-2020/
Marketing
- Content Marketing: I've written a lot of market maps on the past like VC tooling landscape and can help you write one similarly for your market: https://medium.com/public-comps/venture-capital-tech-stack-2020-a23b43540be0
- SEO: If you search Snowflake S-1, our Public Comps post is the 2nd or 3rd result on Google. Happy to help you think through backlinks, SEO, analytics and such.
Fundraising
- Happy to intro you to partners at any major silicon valley venture capital firm but will bias towards you meeting my LPs first :). Our portfolio founders have gone on to raise from Benchmark and Sequoia.
- Intros to other angels including founders or operators of relevant companies. Let's brainstorm.
📜 Articles
- Data Tooling Market map: https://medium.com/public-comps/data-tooling-market-2019-580e38b7475e
- Top 5 SaaS Metrics VCs look at Series A/B/C: https://medium.com/signalfire-fund/top-5-metrics-vcs-look-at-for-series-a-b-c-c6a0171fd200
- Snowflake S-1 & IPO Teardown: https://blog.publiccomps.com/snowflake-s1-ipo-teardown/
- Datadog S-1 & IPO Teardown: https://blog.publiccomps.com/datadog-ipo-s-1-teardown/
- UiPath S-1 & IPO Teardown: https://blog.publiccomps.com/ui-path-s-1-ipo-teardown/
🤟 Portfolio
We've invested in 40 companies since starting Expedited.vc in 2020.
To date, we've invested alongside funds including Sequoia, Benchmark, A16z, Bessemer, Index, Bain Capital Ventures, Accel, First Round, Craft Ventures, Greylock, General Catalyst, etc.
| Name | HQ | Stage of Investment | Company Tagline | Co-Investors | Url |
|---|---|---|---|---|---|
🔑Alloy Automation | San Francisco | Pre-Seed | No-code platform to automate tasks for Shopify merchant | Index VenturesCEO of WebflowYC W20Bain Capital Ventures | |
🔢Explo | San Francisco | Seed | Explore data without writing Python or SQL. | YC W20Amplo VCFounder of GustoCEO of Mercury | |
💻 Datafold | San Francisco | Seed | Simplifies data QA by enabling instant table comparison | YC S20 | |
🏗Basis | New York City | SeedPre-Seed | Bid tracking platform for subcontractors | AME CloudCEO of RigUpZach & NatYC S19 | |
💸Roll | New York City | Seed | Allow creators to monetize their fans by through a social currency | Bitmex CEOGary VHustle FundTechstars NYC | |
📐Frontier | San Francisco | Seed | Help companies hire work from home talent | NFX | |
💒Lighthouse | San Francisco | Seed | Reward renters with cash back for good behavior | George Ruan (CEO of Honey)Co-founder of GOATAirbnb GM of JapanCOO if Airbnb China | |
Delaware | Seed | Connect SQL databases to where business users live in GSheet or Excel | Techstars NYC | ||
🎫Sora ID | Boston | Seed | Confirm user identities cheaper, faster, and more accurately. | Unannounced | |
🍃Dropbase | Toronto | Seed | Turn offline data to live databases | Gradient Ventures | |
🏢OfficeTogether | San Francisco | Seed | SaaS to enable employees to go back into the offices | DefyNeoJanuary Ventures | |
🤯Headsup | Remote | Seed | CRM for PLG Companies | Unannounced | |
🕺Tango | Remote | Seed | Screen recording and workflow analytics for training and coaching | Wing VCGeneral Catalyst | |
⚡️Gamma | Remote | Seed | Making the workplace more inclusive starting with presentations. Building anti-powerpoint. | South Park CommonAforeNext Play Ventures (Jeff Weiner personal fund)122 West | |
🥞 Butter App | New York City | Seed | Digitizing workflow for restaurants purchasing from suppliers instead of fax, email and phone calls | Unannounced | |
📹Looped Live | Remote | Seed | Enabling creators to facetime their fans and make money in this new COVID world | Will Ventures (Sports VC) | |
🦜 ParrotMob | Atlanta | Seed | SMS to pay for ecommerce goods | CEO at MailchimpCTO at MailchimpCEO at Calendlyex-Head of Growth a StripeHarlem CapitalHustle Fund | |
💻Arctype | San Francisco | Seed | Better SQL editor thats colloborative and multiplayer. Think Figma for SQL users who are engineers or database admins | Village GlobalJosh Buckley | |
🧠Outsmartly | Remote | Seed | Application layer on top of CDNs to enable personalization and A/B testing at the edge. | Mango Capital | |
🆔 Stytch | San Francisco | Series A | API for user authentication | BenchmarkThrive | |
📊 CommandBar | Remote | Seed | ⌘+K for your app | Thrive | |
👀 Unannounced Fintech | Remote | Seed | Unannounced | Unannounced | |
🐳WhaleSync | Remote | Seed | No code tool | Unannounced | |
💲Legitimate | Remote | Seed | Power your product with digital interactions to promote connections, engagements, and conversions. | Unannounced | |
👨👨👧👦Stealth Community Startup | Remote | Seed | Unannounced | Unannounced | |
⌨️LogicLoop | Remote | Seed | Update business logic without code. Write rules on your data to trigger alerts, reviews and actions. | Unannounced | |
🏃♂️Rundoo | San Francisco | Seed | Order materials, schedule pickup & delivery, and track everything with your crew all in one app. | Unannounced | |
🔢 Supergrain | San Francisco | Seed | Data platform to power the future of decision-making | Benchmark | |
⌗ Prequel | New York City | Seed | Set up your modern
data stack.
In minutes | Unannounced | |
💻 Operator | San Francisco | Seed | Operator is an automation platform for finance and accounting teams to eliminate manual data entry. | Unannounced | |
😎 Visor | Remote | Seed | SaaS to bring data together for business teams | Unannounced | |
📝 Copy.ai | Remote | Seed | AI Marketing Tools for Business | Craft VenturesAtelier VenturesSequoia | |
💸Ziina | Dubai | Seed | P2P in Middle East and North Africa | YCAvenir GrowthClass 5 GlobalCheckout CEOexecutives from Paypal and Venmoemployees from Revolut Stripe Brex Notion and Deel | |
🕵️♂️ Dashworks | Bay Area | Seed | Your company's internal Google. | UnannouncedYC S20 | |
🧘🏻♂️ Meet Marvin | Boston | Seed | Personalized mental health support for clinicians. | Unannounced | |
🏋️♀️ Stealth Consumer Fitness | Los Angeles | Seed | Unannounced | Naval RavikantTribe CapitalDetroit Venture Partnersfounders/execs from Glossier Molekule Bonobos Caraway The Athletic UFCCourtside VenturesJeff Fagnan | |
🎮 Stealth CPG for Gamers | Los Angeles | Pre-Seed | Unannounced | Unannounced | |
📱 Prophone | Remote | Seed | Business phone for service pros in a mobile app | Unannounced | |
⌨️ Ingest | Remote | Seed | The best code-automation platform for event-driven systems | Unannounced | |
💵 Zage | San Francisco | Seed | Stripe for closed loop payments | Unannounced | |