This is NOT investment advice. Investing in startups is risky whether it is via StartEngine or any of the other platforms. Liquidity may or may not be an option for an extended period of time.
Let's see if we can toss out a few names on a monthly basis for people to debate and evaluate and see if this is useful. At times, we have only one name or zero.
The types of firms that typically catch our attention are generally based on seeking a potential "bet a little, win a lot" approach where we seek potential "winner takes all or most" outcomes. We tend to focus on those and avoid battles with low barriers to entry UNLESS the firm is simply executing at a very high level and clearly advancing to a few different potential exits.
First, a couple of recent posts here on this platform:
When Will Bitcoin For A Bottom?
The Submerge - Ether Merge Debacle
What Will It Take For A New Bull Market to Emerge
Here is what made it through our screening. We committed to screening these monthly and this is the result of the screening for this month.
Cytonics - OA new method going at the guts of Osteo-Arthritis. Is this a Zero to One? OA never treated this way. Interesting. They put this out there as well which caught our attention for sure in terms of cash flow and capital preservation:
Through exclusive agreements with two independent manufacturers (one operating in the human market and the other in the veterinary space) we have secured over $4M in license acquisition fees and royalties through 2029, with guaranteed royalty minimums of $400,000 annually, providing stable and non-dilutive capital to fund our research and development of CYT-108.
Some familiar names mentioned previously still live on the board -
AtomBeam - back for another CF that sold out and generated a waitlist for an A+ possibly, we've commented extensively already about this opportunity.
TimePlast - commented many times previously.
Psyonic - still raising it appears.
NerdFocus - If you are open to retail and beverages, they have momentum and perhaps an edge and angle on the saturated energy drink space. There are exits in this space if they do well Monster or someone will be sniffing around. Not our favorite cup of tea retail or food but intriguing.
