Geekdom Fund - Mike Troy x Frictionless Match Report
FRICTIONLESS INTELLIGENCE
Profile Summary
Explore investment profile, sector focus, and frictionless insights driving Geekdom Fund’s deep-tech and AI-first portfolio in Texas and beyond.
Startup Matches
Discover which startups align best with Geekdom Fund’s AI, robotics, and deep-tech focus — and where early strategic engagement opportunities exist.
Fund Profile Summary
Headquarters
San Antonio, TX (Invests primarily in Texas and U.S. South emerging markets)
Fund Size
$50 M (Fund III est.) | Typical portfolio of 25–30 companies
Average Ticket
$250 K – $1 M (Seed and Pre-Series A)
Primary Verticals
AI / Robotics • Deep-Tech Infrastructure • SaaS Automation • Defense Tech • HealthTech Applications
Investment Philosophy
Backing founders solving complex problems with scalable technology. Focus on automation, AI/ML, robotics, and frontier tech that creates a defensible advantage and ecosystem synergy with Texas innovation hubs.
Portfolio Examples
Plus One Robotics, MergeVR, Cloud9, MedScout, Cerebri AI
Geographic Bias
Texas (especially San Antonio + Austin) and select U.S. growth regions with strong engineering bases
Overall Frictionless Insights
Geekdom Fund is a top fit for AI / automation-driven founders within the Frictionless ecosystem.
Prefers post-MVP, technical teams that own their IP and can scale globally from Texas.
Highest alignment with Alt-Bionics, Openlane, and EarthLive (automation + robotics focus).
Prefers startups with 60 % – 80 % readiness and defensible deep-tech foundations.
Your Startup Matches
Profile
#
Startup
MedTech AI Robotics hardware & software.
1
Alt-Bionics
Match %
88%
-
Sector: MedTech / AI Robotics
Stage: Seed
HQ: San Antonio, TX
Readiness Score: 78 %
Fit Type: ✅ Excellent Deep-Tech Fit
Why It Fits
Core AI and hardware fusion matches Geekdom’s automation and robotics focus. Founder pedigree and IP defensibility align with Fund III thesis.
Risks / Friction
Hardware scale timelines + capital needs.
Frictionless View
• Sector Fit 10/10
• Stage Fit 8/10
• Geography 10/10
• Founder-Market Fit 9/10
• Traction 8/10
• Impact & Thesis Fit 10/10
B2B SaaS compliance automation.
2
Openlane
82%
-
Sector: B2B SaaS / Compliance Automation
Stage: Pre-seed → Bridge
HQ: San Antonio, TX
Readiness Score: 74 % (Advancing)
Fit Type: ✅ Excellent Automation Fit
Why It Fits
Automation + Texas founder network makes Openlane ideal for Geekdom’s B2B portfolio.
Risks / Friction
Needs larger dataset to prove scalability.
Frictionless View
• Sector Fit 10/10
• Stage Fit 8/10
• Geography 10/10
• Founder-Market Fit 8/10
• Traction 7/10
• Impact & Thesis Fit 9/10
IoT satellite emergency response.
3
EarthLive
78%
-
Sector: SpaceTech / IoT Safety Platform
Stage: Pre-seed
HQ: San Antonio, TX
Readiness Score: 61 % (Early)
Fit Type: ✅ Strong Fit (pre-revenue deep-tech)
Why It Fits
IoT satellite platform aligns with Geekdom’s frontier and defense-tech interest.
Risks / Friction
Hardware dependencies and unclear pricing model.
Frictionless View
• Sector Fit 9/10
• Stage Fit 6/10
• Geography 10/10
• Founder-Market Fit 8/10
• Traction 5/10
• Impact & Thesis Fit 9/10
FinTech AI infrastructure for SMEs
4
Prosperas
73%
-
Sector: FinTech Infrastructure / AI Credit Automation
Stage: Seed
HQ: US + LATAM
Readiness Score: 78 % (Strong)
Fit Type: ✅ Strategic Automation Fit
Why It Fits
FinTech automation and data pipeline align with AI efficiency focus.
Risks / Friction
Regulatory exposure + multi-country risk.
Frictionless View
• Sector Fit 9/10
• Stage Fit 8/10
• Geography 9/10
• Founder-Market Fit 8/10
• Traction 7/10
• Impact & Thesis Fit 9/10
HealthTech / Virtual Care automation.
5
Tú TeleDoc
71%
-
Sector: HealthTech / Virtual Care
Stage: Seed
HQ: San Antonio, TX
Readiness Score: 73 % (Advancing)
Fit Type: ✅ Good Tech-Enabled Fit
Why It Fits
Health AI routing and automation within Geekdom’s ML scope.
Risks / Friction
Healthcare compliance + LATAM market variance.
Frictionless View
• Sector Fit 8/10
• Stage Fit 8/10
• Geography 10/10
• Founder-Market Fit 8/10
• Traction 6/10
• Impact & Thesis Fit 8/10
Energy materials + automation layer
6
New Dominion Enterprises
69%
-
Sector: ClimateTech / Materials + Data Automation
Stage: Bridge → Series A
HQ: San Antonio, TX
Readiness Score: 76 % (Strong)
Fit Type: ✅ Strategic Deep-Tech Fit
Why It Fits
Automation and data analytics for advanced materials align with Geekdom’s frontier focus.
Risks / Friction
Capex-intensive + slow sales cycle.
Frictionless View
• Sector Fit 8/10
• Stage Fit 8/10
• Geography 10/10
• Founder-Market Fit 9/10 •
Traction 7/10
• Impact & Thesis Fit 8/10
PropTech leasing automation.
7
RentBamboo
68%
-
Sector: PropTech / Leasing Automation
Stage: Pre-seed
HQ: San Antonio, TX
Readiness Score: 71 % (Early)
Fit Type: ☑ Early Automation Fit
Why It Fits
Clear automation narrative; scalable SaaS foundation fits Geekdom’s pattern.
Risks / Friction
Needs traction and data benchmarks.
Frictionless View
• Sector Fit 8/10
• Stage Fit 6/10
• Geography 10/10
• Founder-Market Fit 7/10
• Traction 5/10
• Impact & Thesis Fit 8/10
SportsTech / AI analytics.
8
Berry Bank
64%
-
Sector: FinTech / Green Banking
Stage: Pre-revenue
HQ: San Antonio, TX + LATAM
Readiness Score: 69 % (Forming)
Fit Type: ☑ Watch (impact angle)
Why It Fits
AI fintech backbone and impact synergy with Geekdom’s FinTech track.
Risks / Friction
Regulatory burden and limited revenue proof.
Frictionless View
• Sector Fit 8/10
• Stage Fit 6/10
• Geography 9/10
• Founder-Market Fit 8/10
• Traction 4/10
• Impact & Thesis Fit 8/10
Green FinTech platform.
9
Athlete Constellation
61%
-
Sector: SportsTech / AI Analytics
Stage: Pre-seed
HQ: San Antonio, TX
Readiness Score: 63 % (Early)
Fit Type: ☑ Watch (low traction)
Why It Fits
Data-driven sports analytics fits Geekdom’s AI and data thesis.
Risks / Friction
Limited data and validation period pending.
Frictionless View
• Sector Fit 7/10
• Stage Fit 6/10
• Geography 10/10
• Founder-Market Fit 8/10
• Traction 4/10
• Impact & Thesis Fit 7/10