
NOTALONE
294 posts

NOTALONE
@NOTALONEvc
Changing the game rules, not just a fund. Exists to make emerging tech investing more fair, accessible and transparent. Everyone eats.





🚀 Join us LIVE tomorrow! Building on Stellar in the Philippines 🇵🇭 AMA with top builders and experts in the PH Stellar ecosystem. 🗓 May 13, 2026 (Wednesday) 🕗 8:00 PM GMT+8 Speakers: @ankraj2 – Co-founder, SwitchX & NotAlone Ventures @0xkaankacar – Senior Developer Advocate, Stellar Development Foundation David Pedeglorio – Founder, Filipino Web Development Peers Host: @missmodernmulan

On a plane back home, Miami was great. Great conversation, Great food , Great weather. We closed some really great deals and started some really great potential conversations In the end meet a lot of old friends. The mood overall seems that we as an industry are bouncing back H2 2026 seems to be up only. One thing that was clear for a young fund like us we really have great 1st hand deals and huge distribution at our disposal We are @NOTALONEvc








Landing in New York this week for @blockworksDAS Also — @NOTALONExyz is putting together a private dinner for capital allocators on the 23rd. Good people, good food, good insights. If you’re around, come through. Would love to connect. luma.com/0arxw2ze

🟢 Founder Showtime: Demo Day is LIVE now! 🟢 ➡️ Join us here: meet.google.com/sqj-cubc-wyu The stage is set and innovative Web3 startups are pitching their groundbreaking ideas right now at Founder Showtime: Demo Day, hosted by Spores Network and sponsored by @PeanutTrade . 🔥 Today, founders are presenting their visions in front of leading Web3 experts and organizations including @DTCGroup_ , @MetaLabs_vc , @Hashlock_ , @KannAudits , @brincvc , @CoinMarketCap , @Seedlink_Agency , @TRIVEDIGI , and @NOTALONExyz 🌍 What' upcoming: - Bold ideas from promising Web3 builders - Live pitches from early-stage startups - Insights from top VCs and industry leaders ⚡️Tune in now and witness the future of Web3 being built live!



🔥 SYNBO AMA is coming! 🧠 Web 4.0 Investment Logic: The Future of the Next-Generation Primary Market As capital structures evolve and on-chain finance matures, the primary market is entering a new phase. In this session, we explore how Web 4.0 is reshaping fundraising logic, capital allocation, and long-term investment strategy—moving beyond speculation to consensus-driven innovation. Today we’re bringing in an amazing lineup, packed with industry experts: @NOTALONExyz , @SoluluClub_web3 , @optiview_x , @Sentism_ai 📆 March 3rd (Tuesday) ⏰ 20:00 (UTC+8) Join the discussion live. 🚀 Live · Open · On-chain: x.com/i/spaces/1nxnR…

ETH Denver 2026 Recap 🇺🇸 📅 27th Feb, 2:30 AM (UTC) / 10:30 AM (SGT) 📍 x.com/i/spaces/1RJjp… Are the old playbooks still working? We’re bringing raw insights straight from Denver. Host: @allscaleio Moderator: Alex @ac_btcpizza — Marketing Lead, AllScale @allscaleio Speakers: Leo @leowry123 — Co-founder & COO, AllScale @allscaleio Wenlanbo @wenlanbo — Core team, 42 @42space Tao @Taowang1 — BD, f(x) Protocol @Protocol_fx Jeff @jeff_malko — Regional partner in the US of Notalone @NOTALONExyz











Brex’s $5.15B exit tells you exactly who gets paid in venture and who doesn’t. The math reveals a clean split by vintage: YC’s original $120K check turned into roughly $100M. 800x return. 110% IRR across 9 years. Their follow-on through YC Continuity adds another $500M on ~$40M invested. One company. Two checks. $600M. Series A investors from 2017 made 80x at 64% IRR. Series B in early 2018 made 12x at 39% IRR. These are the returns that make venture pencil as an asset class. Series C in late 2018 made 2.75x at 15% IRR. Still solid but you’re now in PE territory for a startup’s risk profile. Then the 2020-2021 cohort. Series C+ investors got 1.3x at 4% IRR. Series D investors from Tiger and Greenoaks got their money back with 0% IRR. In a world where most late-stage 2021 vintage investments are underwater, breakeven is actually a win. The employee story mirrors the same curve. Founders walked with ~$1B. Anyone who joined 2018 or earlier made 3-100x depending on timing. 2021-2022 joiners got underwater equity, though most who stayed probably received refresh grants. Entry timing dominates everything. Same company. Same outcome. Wildly different returns based on when you wrote the check or signed the offer letter.

