Fox Ventures - November 22nd, 2023

*DEAL DESK* - $3M ARR backed by Craft Ventures to deliver all-in-one data analytics platform for financial advisors.

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Fox Ventures is the venture capital arm of F Partners, a Private Office that provides bespoke advice to Family Offices and Entrepreneurs.

Through our unique network of Family Offices, Entrepreneurs, and Tier 1 VCs we get the opportunity to co-invest alongside them.

We are sector/stage agnostic and only invest where a top venture firm or one of our partners is leading the round.

If you’re an accredited investor, get access to our deal flow and invest alongside us here. Fox Ventures has some exciting opportunities to participate in so be sure to check our deal desk below and check your investor account on AngelList.

This week’s roundup:

  • Fox Ventures deals of the week

  • My conversation with Benedikt Langer, Advisor to the Sutton Firm

  • What I’ve been reading this week

  • Advisory Hours

Let’s dive in 👇

Deals I’m seeing 💼

All-in-one financial advisor platform with advanced graphing, market dashboards, security screening tools, portfolio analysis, and custom dashboards to encourage smarter investment decisions by delivering big data sets in an easy-to-use interface.

  • $3M ARR

  • 30k financial advisors on the platform → 5,700 paid users

  • Customers such as General Catalyst, Tegus, Invesco, and others

Over 50% of the current round is committed and the company is backed by Craft Ventures, Valor Equity Partners, and Social Leverage.

*Nothing in this email should be taken as investment or legal advice. You should consult your legal counsel and accountant to understand how a particular investment will impact your portfolio and tax status. You are responsible for doing your own due diligence on any investment you make.

Full details on the above deals are available to Fox Ventures syndicate members. If you are an accredited investor, you can view the details of each deal and get access to my deal flow below:

If you’d like an introduction to a company, please reply and let me know - this is reserved for larger potential checks.

Podcast Appearance 🎙

As an emerging manager, your relationship with family offices should be a long-term game.

Although emerging managers face a lot of pressure to close their first found, thinking in terms of decades and doing things that don’t scale will allow you to build more enduring relationships with your family offices.

What do I think is important for emerging managers pitching family offices?

Check it out below👇

Inventory On Autopilot

Moselle is an AI-powered planning and automation solution that gives every merchant the ability to streamline and automate their inventory replenishment and allocation. In a nutshell, we help merchants figure out how much product to order, when, and place it with their suppliers.

Learn more about how we are helping consumer brands scale with Moselle.

What I’m reading 📖

Advisory hours 🗓

Chad Fox is an advisor to entrepreneurs and family offices through his firm F Partners. Chad has a global network that spans from North America to the Middle East and can help you with formation, fundraising, business development, and all the challenges that come with building an early-stage company. He is a qualified lawyer, angel investor, and venture capitalist.

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