D.F.A., or, Please Do, #2

Why we don't invest in blockchain-related mortgage products, 415 Records and what founders can do if they're hitting sales roadbumps

Wow, the response to our first newsletter was great. From what I understand, it received more ‘likes’ than any VC newsletter debut in Substack’s history. There are now nearly 77,000 investors that subscribe to D.F.A. Capital’s newsletter.

Fundraise Update: 

D.F.A. Capital is currently raising a $30M fund, and the fundraise is going well. If you’d like to learn more about our fundraise, feel free to book a time to chat here. 

If you are wondering  what other LPs have said about us, take a read here (Google Slides). To learn what founders that have worked previously with D.F.A. Capital have said about us, look at this slide. We’re not generalists - our thesis for pre-seed and seed investing is precise, and it can be found here. 

Why We Don’t Invest In Most Crypto Use Cases:

I read the newsletters of many other VCs and Packy McCormick’s newsletter is one of my favorites. His August 8 issue contained a thorough review of his appearance on the podcast Cartoon Avatars where he discussed bringing…