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Team Portfolio Raise Champions Essays

F4/Variant/Activity

Variant Activity

Every public signal F4 has attached to this firm, with sources and cross-entity links.

Types

Time range

Essay

Investment thesis on Swoop's role as Africa's super app and crypto's infrastructure role in financial services adoption.

Investing in Swoop

variant.fundAPR 23, 2026

APR 23, 2026

Investment

Co-led Swoop's seed round, an African super app building payments and commerce infrastructure across the continent.

Swoop

variant.fundAPR 23, 2026

APR 23, 2026

Essay

Published analysis on API standardization and competition in crypto infrastructure.

The API War

variant.fundMAR 30, 2026

MAR 30, 2026

Podcast

Discussed crypto markets and finance culture expanding into culture with host Mike.

Jesse Walden on Bell Curve

youtube.comMAR 3, 2026

MAR 3, 2026

Investment

Led Levl's $7M seed round alongside Galaxy Ventures and FalconX.

Levl

gate.comFEB 11, 2026

FEB 11, 2026

Investment

Participated in Melee's $3.5M seed funding for permissionless prediction markets with uncapped upside.

Melee

bitget.comSEP 25, 2025

SEP 25, 2025

New Fund

Launched Fund IV targeting $250M for early-stage crypto infrastructure and applications.

Fund IV

venturecapitaljournal.comSEP 2025

SEP 2025

Variant | Activity | F4