Upcoming Fund Performance Overview
Join us as the fund partners share an overview of the fund's performance as of 12/31/2025, company updates, and discuss how they're viewing the market. If you are unavailable to attend, you will have access to the recordings on your member dashboard. We look forward to having you join us!
Maven Investor Update
June 17, 2025
Maven's CFO, Katie Rooney, joined Portfolia investors to share a confidential update on their latest developments.
Annual Fund Performance Report
Portfolia’s 2024 Performance Reports are now available for all funds. COO Tammi Jantzen presented an overview on Understanding Performance Reports and K-1s. Missed the call? Watch the recording here.
As we focus on performance, the Rising America Funds continue to be among our highest performers with Fund I in the top 5% of all venture capital funds of its vintage year. With a strong focus in healthcare and fintech, secure your spot now in Rising America Fund III.
First Step Fund is currently at 1.03x net TPVI, meaning every $1 invested by the fund is worth $1.03. However, with 10 active companies, including pre-IPO companies Maven and Madison Reed, we expect to see significant future distributions from the fund.
EIN: 38-4099788
2025 FirstStep Fund Performance Overview Session
The FirstStep Fund Partners joined members to provide an update on the fund’s performance results as of 12/31/2024 and shared the latest updates on its portfolio companies. If you were unable to attend, watch the recording to hear the latest news on the fund.
2024 FirstStep Fund Performance Updates
The 2024 financial statements are as of and for December 31, 2024. Please note all updates provided are confidential and not for distribution.
To access the file, use password: 2024FSFReport!
Quarterly Reports
The highlights of Q2 2025 updates as provided by the company. Please note all updates provided are confidential and not for distribution.
To access the file, use password: Q225FSF!
Moving forward, Portfolia will shift to semi-annual company updates.
First Step Portfolio Highlights
Portfolio Company Valuations
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
Portfolia Fund Partners
Interested in other funds?
Connect with Investor Relations at investorrelations@portfolia.com
Additional questions?
Reach out to our team at members@portfolia.com
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