🎧 Listen on Spotify: Today’s Episode • Follow the Show
Kermode Biotechnologies — Herd Health, Not Guesswork
Sector: Biotechnology (Animal Health)
Platform: Wefunder
Minimum Investment: $100
What They Do: Develops medicines for swine diseases, targeting a clear gap in herd-level protection.
Why It Might Be the Next Big Thing: Animal health is a supply-chain leverage point—better disease control reduces losses for producers and stabilizes protein supply.
Snapshot:
Focus: Swine disease therapeutics for herd protection
Problem: High economic drag from preventable livestock illness
Approach: Purpose-built veterinary medicines (non-consumer)
Market: Commercial hog production with measurable ROI levers
My Take: A classic “picks-and-shovels” bet in food supply resilience; execution hinges on regulatory path and on-farm efficacy data.
🔍 Explore Now
The Home Hospital — Acute Care, At Home
Sector: Healthcare
Platform: Seedrs
What They Do: A virtual hospital model delivering on-demand, at-home treatment.
Why It Might Be the Next Big Thing: Hospitals-at-home reduce bed pressure and costs while improving patient experience—if reimbursement and clinical outcomes hold, the shift is sticky.
Snapshot:
Model: Virtual + in-home acute care pathway
Customer: Payers and providers seeking capacity relief
Thesis: Lower cost of care without compromising outcomes
Geographic Start: UK market beachhead
My Take: Policy and payer alignment are the swing factors; if they lock those in, adoption can compound.
🔍 Explore Now
LIFT Aircraft — Personal eVTOL, First Movers’ Lane
Sector: Aerospace / Advanced Air Mobility
Platform: StartEngine
Minimum Investment: ~$499.19
What They Do: Builds a personal, single-seat eVTOL aimed at short-hop recreational and utility flight.
Why It Might Be the Next Big Thing: As AAM rules mature, early operators with flight hours, safety data, and training networks will own durable moats.
Snapshot:
Product: Electric vertical take-off and landing craft (single-seat)
Use Case: Short flights, experience venues, early utility ops
Moat Attempt: Operational data + pilot onboarding + venues
Risk: Certification, safety, and local airspace acceptance
My Take: High-variance category, but LIFT’s “fly it, don’t just demo it” posture can build the right kind of data advantage.
🔍 Explore Now
Sector: AI
Platform: Republic
Minimum Investment: $250
What They Do: A social platform for 54M hunters, anglers, and outdoors enthusiasts.
Why It Might Be the Next Big Thing: Niche networks monetize better when the community has clear intent—permits, gear, guides, and land access are all native workflows.
Snapshot:
Audience: Outdoor sports with high spend and repeat use
Angle: Purpose-built feed + commerce + access tools
Data: Intent-rich interactions for smarter recommendations
Revenue Paths: Subscriptions, marketplace, services
My Take: If they nail trust and safety, the vertical can support a full stack: content → booking → commerce.
🔍 Explore Now
Surf London — Urban Waves, Year-Round
Sector: Travel
Platform: Seedrs
What They Do: A surf-anchored leisure destination in London.
Why It Might Be the Next Big Thing: Urban wave pools turn weather-dependent sports into scheduled, repeatable experiences—great for utilization and memberships.
Snapshot:
Concept: Controlled-wave surf + leisure ecosystem
Market: London metro—dense, affluent, experience-driven
Revenue: Memberships, day passes, F&B, events
Risk: Capex, planning approvals, utilization ramp
My Take: Execution is capital-intensive, but the unit economics can work if they maintain strong occupancy and premium positioning.
🔍 Explore Now
Alchemy — Blockchain Infra With Enterprise Throughput
Sector: Blockchain Infrastructure
Platform: StartEngine
Minimum Investment: $15,000
What They Do: Infrastructure tools for companies building high-throughput blockchain applications.
Why It Might Be the Next Big Thing: As enterprises move from pilots to production, tooling that simplifies scale, observability, and reliability becomes mandatory.
Snapshot:
Position: Abstraction layer + dev tooling for blockchain apps
Use Cases: Payments, asset tokenization, data rails
Customer Target: Fintechs and large platforms
Risk: Market cyclicality and enterprise sales cycles
My Take: If spending shifts to utility-grade deployments, infra providers with reliable performance and developer love win big.
🔍 Explore Now
Rayls — Compliance-First Chain for Banks
Sector: Blockchain Technology
Platform: Republic
Minimum Investment: $50
What They Do: A blockchain designed for banks—privacy, security, and compliance at the core.
Why It Might Be the Next Big Thing: Banks won’t adopt without regulatory-grade controls; purpose-built rails can unlock real finance use cases.
Snapshot:
Focus: Financial-institution-ready chain architecture
Value Prop: Privacy + auditability + policy controls
Users: Regulated entities (target) with strict SLAs
Risk: Long procurement and integration timelines
My Take: It’s a regulation game—if Rayls wins one or two lighthouse banks, the referenceability changes the slope.
🔍 Explore Now
Pacific Soul Inc — Real Fruit, Shelf-Stable
Sector: Food & Beverage
Platform: Wefunder
Stage: —
Minimum Investment: $100
What They Do: Freeze-dried Colombian superfruits—no added sugar, just fruit—with 3× nutritional density.
Why It Might Be the Next Big Thing: Clean-label snacks with long shelf life hit both retail and D2C; supply-chain proximity to farms helps margins and story.
Snapshot:
Product: Single-ingredient freeze-dried fruit SKUs
Angle: Nutrition density + portability + zero junk
Channels: Grocery, specialty retail, online
Risk: Category crowding and price sensitivity
My Take: Execution is all about sourcing consistency and channel velocity; if they move units fast, retail expands.
🔍 Explore Now
Wrap-Up
This week’s radar skews practical: infra where utility beats narrative, real-world services shifting to home or urban venues, and CPG with clean-label fundamentals. As always, treat these as starting points for your own diligence.
📖 Disclaimer: This newsletter is for informational purposes only and does not constitute financial advice or investment solicitation.