⚡ LIGHTNING ROUND

Start Angel Investing Like the Wealthy

🧠 Start with a thesis — Focus on sectors you understand + fast growth areas like Smart Home, Clean Energy, and Deep Tech

🔍 Source better deals — Use AngelList syndicates, investor groups like Long Angle, or local angel networks

💸 Allocate smartly — 10–20 deals per cycle, no more than 10% per deal; aim for a few big wins, not perfection

🤝 Be more than a check — Make intros, support launches, and stay engaged with the companies you back

🧾 Track your tax benefits — QSBS can eliminate capital gains tax on up to $10M if structured correctly

📉 Why it matters — The S&P is up 13% YTD, but the median stock is down 15%—tech giants are masking the truth

🚀 Real growth is early — Most wealth is built before companies go public. Here’s how to access it.

🏠 Get in Early on the Smart Home Race as an Angel

Tesla is building fully integrated smart homes. This new startup could be part of the system.

RYSE is bringing app-controlled, automated window shades into the smart home ecosystem—right alongside Tesla’s HVAC, solar, and battery platforms. With patents, retail distribution, and double-digit growth, RYSE is positioning to become the next Nest.

For a limited time, you can invest as little as $1,000 before major platforms lock in partnerships.

Disclosure: This is a sponsored message. Always do your own due diligence before making investment decisions.

INVESTING TIPS & OPPORTUNITIES

There’s a quiet shift happening in the way wealth is being built.

You won’t hear about it on CNBC. It’s not trending on Reddit. And no one’s going to pitch it to you at your local Fidelity branch.

But the shift is real—and if you’re a thoughtful investor looking for your next move, I want to show you how to take advantage of it.

I’ve spent the last year quietly building a small allocation—just 5–10% of my capital—into early-stage tech deals. I’m not playing VC. I’m not chasing unicorns. I’m building something far more durable:

Exposure to innovation before it’s priced in.

Here’s the playbook I wish I had when I started.

1. Develop a Thesis

Start here: What do you understand?

What markets are growing fast, where do you have insight, and what are you genuinely curious about?

You don’t need to invest in AI just because everyone else is. Right now, I’m focused on:

• Smart Home / IoT – growing at 23.1% CAGR, on pace to hit $633B by 2032

• Clean Energy Tech – $4.2B in early-stage capital deployed in 2025

• Deep Tech – cybersecurity, robotics, and infrastructure plays with real moats

This is the beginning of your edge. The better your thesis, the better your filters.

2. Source the Right Deals

You don’t need to be in the Valley. You just need the right access points:

• AngelList syndicates – curated deal flow

• Long Angle – if you qualify, this is worth it

• Local angel groups – great for building judgment and investing alongside others

Don’t rush. Sourcing is 80% of this game. The rest is knowing when to say no.

3. Allocate Wisely

This part is different from what you’re used to. In angel investing:

• You don’t put all your eggs in one startup

• You expect a few to fail

• And you spread your bets to find the outliers

I invest no more than 10% of my angel capital per deal, aiming for 10–20 companies over time.

The goal isn’t to avoid failure. The goal is to make sure the winners pay for everything else—and more.

4. Be More Than a Check

This gets overlooked. But you’re not just a number on a cap table.

The best angels help. They introduce founders to customers. They amplify launches. They make one phone call that changes everything.

You don’t have to do much. But doing something? That matters.

5. Track the Paperwork—And Use the Tax Code

Every year, the company should send you a K-1 or tax statement. Hand it to your accountant.

And if your deal qualifies for QSBS (Qualified Small Business Stock)—original issuance, U.S. company, under $50M in assets—you could exclude up to $10M in capital gains from taxes.

That’s not a typo. That’s the law.

Why This Matters

Let’s be honest:

Most of the S&P 500’s growth this year came from 10 tech companies. The median stock is down. If you weren’t holding the winners, your portfolio didn’t feel that 13% gain.

And in the public markets, the real upside is already spoken for.

Microsoft went public at a $778M valuation. Uber waited until it was worth $75B.

Angel investing gives you early access again—if you follow a clear, structured process.

If this is your next move, start small. Stay curious. Play the long game.

The market’s best opportunities aren’t obvious. But they’re not inaccessible, either.

You just have to know where to look—and how to begin.

P.S.🧠Got a Smart Investing Move?
We’re collecting real strategies from readers who think a few steps ahead.
Share your best tip—and you might get featured.
👉 Submit Your Strategy

The content provided in this newsletter is for informational purposes only and should not be considered as specific advice for any specific individual. The information is prepared by knowledgeable individuals and is not written by certified tax professionals or investment advisors. For personalized advice tailored to your unique financial situation, consult with a qualified tax professional, financial advisor, or attorney.