sahin.io

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Investment Lessons

Pattern recognition and insights from 234 investments · Data-driven analysis of what works

AI/ML Dominance

AI/ML represents the largest sector with 52 companies, reflecting a strong thesis on artificial intelligence transforming every industry.

Stage Concentration

44 seed-stage and 38 Series A investments show a preference for early-stage bets with high upside potential.

Portfolio Survival Rate

213 active, 0 closing, and 16 exited across 234 investments (97.9% survival rate).

Attrition Insights

5 companies have failed (2.1%), which is well below the typical 50-70% startup shutdown share for angel portfolios.

$1B+ Hit Rate

46 companies have a sourced value of $1B or more (a valuation, deal price or market cap), 19.7% of the portfolio.

Diversification Strategy

Portfolio spans 37 sectors, with no single sector exceeding 52 companies, showing disciplined diversification.

Performance by Sector

SectorCompanies
AI / ML52
Robotics20
Cleantech16
Finance15
Hardware13
Biotech10
SaaS10
Aerospace8
Investment Platforms8
Blockchain / Crypto7
Consumer6
Developer Tools6
Healthcare6
Enterprise5
HR & Recruiting5