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Portfolia

Accredited investors, predominantly women, who want to invest in venture funds and take part in the diligence process rather than write individual angel cheques

档案页收录组织公开披露的信息及具名来源的报道:录取对象、费用结构、组织架构、运营地域及历史变化。每项数据均注明核实日期。破折号表示该组织未公开该信息。

成立于未发布
总部San Mateo, United States
成员2,200截至 September 2026
分会No chapters; the organisation is structured around funds
覆盖范围Investors in 48 US states and 20 countries; funds invest principally in US companies
邀请函无要求

创立: Could not be independently verified. Portfolia's own story page names Trish Costello as founder but gives no year; third-party sources report 2013, 2014 and 2015, and Costello has described starting the venture in 2015.

Portfolia is a venture investing platform built around a series of themed funds that its investor community joins as limited partners. Rather than a members' club with dues, the entry point is a fund commitment: $10,000 is the stated minimum, the average commitment is about $35,000, and an individual can invest up to $500,000. Each fund makes roughly ten or more investments and has a term of up to seven years, after which unsold positions are sold on the secondary market or held. Funds are themed, covering women's health and femtech, active aging, sustainability, and companies in underrepresented US markets under the Rising America banner, with an Opportunity Fund investing later stage from Series C to pre-IPO. Investors are not passive: the model includes monthly live pitch calls with founders, free investing classes, and the option to take part in due diligence at whatever level of time and expertise they have. The platform reports more than 2,200 women investors across 48 US states and 20 countries and more than 110 portfolio companies. All investors must be accredited.

运作方式

Prospective investors speak to the investor relations team or apply through an online form, then commit to one or more open funds. Once in a fund, members attend live pitch calls with founders each month, can join diligence work, and vote with their attention rather than deal by deal, since the fund's leadership team makes the final allocation. Free investing classes run alongside. Funds are led by domain expert partners for each theme.

典型会员

Investors are accredited under SEC rules and span people new to venture and experienced investors. The community is designed by and for women, though the FAQ states men are welcome. Average commitment is about $35,000 per fund.

资格要求是指该组织自行发布的评定标准:年龄上限、公司营收下限、净资产最低要求、职位要求。如某项数据跨越某一区间,以该组织自身的判断为准。各地分会可采用比公开标准更严格的要求。

标准已公布要求备注来源出处
合格投资者资质 All investors in Portfolia funds must be accredited investors: income of $200,000+ for the last two years and expected forward, or $300,000+ with a spouse, or net assets excluding the home of $1 million Quoted from the Portfolia FAQ 已验证 September 2026高度置信来源 ↗
其他标准 $10,000 minimum investment per fund; average investment about $35,000; individuals may invest up to $500,000 Applies per fund, not as an annual membership charge 已验证 September 2026高度置信来源 ↗
性别 Funds are designed by and for women; the FAQ states men are welcome to invest Not an exclusion 已验证 September 2026高度置信来源 ↗
Application process
Prospective investors complete an online form or book an introductory call with the investor relations team, then commit to an open fund. Accredited-investor status is required. Funds close when subscribed, and some are marked as accepting only larger commitments once near capacity.
Sponsor required
否
Selectivity
Not publicly disclosed. Access is limited by fund capacity rather than by a selection committee.
Membership term
Fund life of up to seven years per commitment

已发布标准以图示日期为核实时间。最终资格认定及入会决定权完全归属于 Portfolia. 查看您与这些标准的对比情况 →

入会费在加入时一次性缴纳,会费则定期收取。分会会费、营地活动、差旅及活动费用通常为额外支出,如该组织有所披露,将单独列出。各项数据以发布或报道时为准,并非报价。

费用首年三年备注来源出处
年度会费 There are no membership dues. Participation is through a fund commitment rather than a subscription. 来源 ↗
其他费用 Fund management fees and carried interest are not publicly disclosed; they do not appear on the FAQ or fund pages 来源 ↗
区间数据取中间值;月度会费乘以十二;每类费用仅计入第一档数据,同类费用的后续档次予以显示但不累加;营地活动、差旅、活动费用及组织未公开的任何费用均予以排除,而非进行估算。各项数据以发布或报道时为准,并非报价。

架构与项目设置

Meeting frequency
Monthly live pitch calls with founders, plus investing classes and events
Peer forums
Each fund is led by domain expert partners; investors may join due diligence at the level they choose
Confidentiality
Not publicly disclosed
Time commitment
Self-directed; the platform states investors participate according to available time and expertise
Organized as
Virtual, cohort based, event focused
Countries
20
结构
保密式同伴论坛部分
本地分会否
虚拟会员资格是
在线社区是
会员名录未有记录
活动是
编程
教育培训项目是
领导力发展部分
静修活动否
出行否
家族
家庭活动项目否
配偶与伴侣项目否
新生代专项项目否
资本与捐赠
投资议题讨论是
投资机会是
慈善公益部分部分
重点
社交网络侧重点高
社交导向中等

独立背景信息

Portfolia is a fund platform wearing the clothes of an investor community, and the distinction matters. Members do not choose individual deals the way they would at CTAN or Sand Hill Angels; they commit capital to a themed fund and gain access, education and diligence participation in return. That lowers the work required and produces automatic diversification across ten or more companies, at the cost of control and of fund-level fees. Those fees are the notable gap: Portfolia publishes minimums and fund life clearly but does not publish management fees or carried interest anywhere on its public site, which are the numbers that determine net returns. The claim of top-quartile fund performance is self-reported with no methodology attached. Founding year is genuinely unclear across sources. It suits accredited investors who want venture exposure with a community around it, not those who want to pick their own companies.

编辑分析,作者: Peer Group Guide editors. 此内容与上方记录相互独立,位于其后 编辑政策.

历史与变更

全站变更日志 →
  1. milestoneReports 2,200+ women investors across 48 US states and 20 countries, 110+ portfolio companies and 200+ investments ↗
  2. milestoneThirteen funds in market, including the Opportunity Fund (Series C to pre-IPO), Rising America III and Women's Health Fund IV ↗

由该组织公开发布或由具名来源报道的重要节点。"记录"条目指本站对该组织自身记录的变更,保存于公开变更日志中,而非覆盖原有内容。

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最近验证时间: 6 September 2026 置信度: 中等置信度 报告本页错误

来源

  1. Invest in Women's Health & Innovation | Portfolia, Portfolia. 访问时间 6 September 2026.层级 1
  2. About Portfolia, Portfolia. 访问时间 6 September 2026.层级 1
  3. FAQs — Portfolia, Portfolia. 访问时间 6 September 2026.层级 2

来源等级遵循以下公开层级:1 官方网站 · 2 官方会员材料 · 3 申请文件 · 4 年度报告 · 5 政府备案文件 · 6 可靠的商业出版物 · 7 有据可查的访谈 · 8 其他信誉良好的二手资料。 来源与数据政策.

是否存在错误或过时信息?

表示 Portfolia? 经核实的机构代表可提交费用、准入条件、分会及联系方式的更正,并补充经批准的材料。提交内容经编辑审核后,以"机构提供"标注呈现,不会覆盖独立研究成果。

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