BMD HODL · Compounders
The bets.
Nine equity crowdfunding positions. All via StartEngine, MicroVentures, or Wefunder. No SPVs, no carried interest, no fund — just direct stakes in companies I think have a real shot.
My thesis is simple: back founders building tools and systems that give people leverage at scale. Then wait. Most will go to zero. One won't.
Deep Tech
- Future CardiaMicroVentures
AI-powered implantable sensor diagnostics. Deep-tech hardware with regulatory moat.
Hardware with AI on top. The TAM is enormous and the moat is physical. If it works, it really works.
- PSYONICStartEngine
Advanced bionic hardware. The closest thing to a real hand.
Moonshot. The technology is genuinely impressive and the mission is obvious. Pure upside bet.
Platforms / Marketplaces
- StartEngineStartEngine
The equity crowdfunding platform itself.
Picks and shovels. I'm already using it to invest. Owning a piece of the platform is the obvious meta-bet.
- ApphiveStartEngine
No-code mobile app builder. Visual, fast, no engineers required.
No-code keeps expanding the pool of builders. Tools that give non-technical people leverage are bets I like.
- hobbyDBWefunder
SaaS for collectibles. Database, marketplace, community.
Boring in a good way. Niche vertical SaaS with real retention. Collectors are obsessive users.
- HereStartEngine
Geo-social network. Find people and events near you, in real time.
High risk, high upside. Location-based social is a category that keeps getting reinvented. If they crack distribution, it snowballs.
Legal / Insurtech
- Attorney ShieldStartEngine
Niche legal insurance for attorneys. Specific, defensible, unsexy.
Distribution is the entire game here. The product is real. If the sales motion works, it compounds quietly.
Hospitality / Vertical SaaS
- HowlooStartEngine
Operations tooling for hospitality businesses.
Vertical SaaS in a sector that is still mostly spreadsheets. Execution-sensitive, but the wedge is clear.
Weather Technology
- MyRadarWefunder
Consumer weather app with 50M+ users. Now building weather intelligence infrastructure.
50 million users is not an accident. They built real distribution and are now expanding the platform. That's the playbook.
“I build systems that provide people leverage, capital, tools, and freedom at scale.”
Want to talk about one of these? Find me on LinkedIn.