Suggestions
Morgan Polotan
Partner at Monashee Investment Management LLC
Morgan Polotan is a seasoned venture capitalist currently serving as a Principal at B Capital Group, a firm co-founded by Eduardo Saverin, one of the co-founders of Facebook. He has a strong background in venture capital, having invested in various sectors including technology, healthcare, and fintech.
Professional Background
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B Capital Group: Morgan was a Senior Principal at B Capital Group from March 2021 to March 2023. The firm focuses on early-stage venture funding and has a significant asset under management (AUM) of approximately $6 billion. During his tenure, he contributed to the establishment of their early-stage venture fund, which targets innovative startups across several sectors.13
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Monashee Investment Management: As of March 2023, he transitioned to Monashee Investment Management, where he is a Partner and Head of Private Tech Investing. Monashee is a hedge fund with a focus on late-stage private tech companies, preparing them for IPOs.23
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Comcast Ventures: Prior to his role at B Capital Group, Morgan was a Principal at Comcast Ventures, where he was involved in investing across various sectors and stages of company development.3
Education
Morgan holds a Bachelor of Science degree in Business with a concentration in Entrepreneurship from Northeastern University.1
Investment Focus
His investment interests include pre-seed and Series A stages in sectors such as payments, future of work, insurance, and real estate technology. He has a record of investing in startups like EeroQ, which raised $7 million in a seed round in August 2022.1
Morgan Polotan's extensive experience in venture capital and his strategic roles in significant investment firms highlight his expertise in identifying and nurturing high-potential startups.
Highlights
This is pretty cool
The first piece of fundraising collateral I suggest founders create is a Master Plan.
Read the Secret Tesla Master Plan, still published on the Tesla website, to get an idea for the format.
The Master Plan is your primary strategy document.
It outlines the step-by-step process for how you will build a big company.
It should be 1-2 pages.
It should be authentic to you. Do not write what you think investors will want.
As a founder, you are putting all your time and financial eggs in one basket. You wouldn’t be doing that if you don’t see a big payoff at the end.
You already invested in your startup. Explain why. Explain that payoff.
Do this before creating a pitch deck or financial model.
If you create a deck and model, and write a Master Plan after, you will likely need to redo the deck and model to reflect the bigger and more powerful story in the Master Plan.