, welcome to your FirstStep Fund Dashboard!

The Portfolia FirstStep Fund is an accessible generalist fund, with educational opportunities designed specifically for Portfolia investors.

The dashboard is where our innovative model of collaborative, transparent investing comes to life. Your dashboard will provide detailed company information (i.e. company updates, companies in diligence, new investments), recordings of company pitches, and links for upcoming events. The Portfolia platform is designed to bring you as close to the investing process as you’d like to be -- and we hope you’ll join in regularly to lend your business and consumer expertise.

Portfolio Companies | In the News

Annual Fund Performance Overview

Video Update

Missed the update session? Catch up by viewing the recording below as Portfolia’s Fund Leadership shared an update on fund performance, growth, and the impact of our top investments.

see past updates

Please note that these sessions occur on annual basis. The next expected performance overview call for all funds will occur in Q1 2025.

Quarterly Reports

The highlights of Q3 2024 updates as provided by the company. Please note all updates provided are confidential and not for distribution.

ACCESS MY REPORT

Stay updated with the fund’s progress by accessing previous recordings and past updates here.

First Step Portfolio Highlights

Annual Fund Report

2023 FirstStep Fund Performance Updates

The 2023 financial statements are as of and for December 31, 2023. Please note all updates provided are confidential and not for distribution.

ACCESS THE REPORT

Companies & Leadership Team

The Portfolia FirstStep Fund is led by a world-class team of highly sophisticated and experienced investors who are leaders in their respective fields, as venture capitalists, angel investors, and innovators. Click on photos for full bios.

The Companies

Company Logo Gallery

Full Harvest

Full Harvest is empowering sustainability at the root level to help farms capture oddly-shaped & surplus produce that would otherwise go to waste to sell on their marketplace.

Boost

BOOST builds fan communities for sports properties and transforms data & content into commerce.‏‏

Chronicled

A technology company leveraging blockchain, zero-knowledge proofs, and integrations with legacy enterprise planning systems to power smart, secure supply chain solutions.

GoalSetter

Goalsetter is a goal-based savings and gifting platform, that provides a next-generation, education-first banking experience. ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎ ‎‏‏‎

HelpShift

Helpshift is a conversational customer service platform that leverages AI, bots, and messaging-based communication.

Iotas

IOTAS is creating Ready-to-Use Smart Apartments for the Multifamily Real Estate Industry.

LessonBee

Reinventing the health class experience with a digital curriculum delivered through a cloud-based reflective learning system. The platform enables members to find their path to health, and share their passion for health with others.

Maven

A telehealth network delivering on-demand access to virtual care and services, built specifically for women and families.

OtoNexus

Developed a medical device to diagnose middle ear infections (Otitis Media) in children and adults. It will allow clinicians to accurately identify viral vs. bacterial infection and determine whether an antibiotic is appropriate.