Allied Venture Partners

Hello Partners,

As a current or prospective partner, this newsletter provides exclusive insights into our investment strategy, portfolio companies, and industry trends.

Thank you again for your continued trust and support,

Matt Wilson, MBA

Founder & Managing Director | Allied Venture Partners

Team Updates

• Our core team is finalized, including Steve, Melinda, Brendan and Jeremy.

• Our Scout and Advisory programs continue to expand with several new members each week, providing quality diversified deal flow from across Canada and the United States.

• Hear my recent podcast episode available on Spotify.

New Deals

• Syndicate members will have received our latest deal invite in your inbox. Please don’t hesitate to reach out with any questions.

• We are in diligence with several more companies and expect a busy fall. Stay tuned for more updates.

Portfolio News

• Tiliter achieved a significant milestone, partnering with DIGI to have Tiliter software integrated directly into scales at the factory (read more).

• Fonbnk continues its rapid expansion with multiple new partnerships across Sub-Saharan Africa and is now the leading global marketplace for converting mobile airtime into digital money.

• ZenSports has experienced tremendous growth since launching in Tennessee in July. Full disclosure of KPIs now requires an NDA, so if you are interested, please let me know.

• I was in Austin, Texas, last week and met with the EdLink team. Dakota’s dedication to exceptional product and customer success is inspiring, and he is laser-focused on expanding the team and its capabilities to manage its pipeline of new customers.

Industry Insights

Over the past month, our dealflow has continued its upward trajectory, with many highly promising investment opportunities crossing my desk.

In particular, I’ve been impressed by the innovation and creativity displayed by many of the companies we have evaluated. From revolutionary new technologies (like our latest syndicated investment) to high-margin business models with incredible distribution advantages. Current market conditions are forcing entrepreneurs to find creative ways to push boundaries and develop solutions that truly have the potential to disrupt established industries.

Additionally, the speed and cost of building an MVP and getting it into the hands of initial customers is unprecedented. I’m seeing an increasing number of early-stage companies with real traction, showing the ability to rapidly acquire customers, build engaged user communities, and deliver real value.

Lastly, valuations have continued normalizing and remain increasingly appealing, especially when weighed against the potential upside. As early-stage investors, it’s an extraordinary moment in time when we can invest at such attractive levels before full value is realized. It’s reminiscent of post-GFC market conditions.

Overall, the current environment for venture capital continues to look highly favorable. Our pipeline is the strongest it has ever been, filled with ambitious, capable founders tackling substantial problems and markets. I am very bullish on the prospects for our current fund and expect it will deliver outsized returns through its exposure to the vibrant dealflow we are encountering.

I’m highly enthusiastic about the many exciting investments we are evaluating, and I look forward to updating you on our progress in the months ahead.

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