Investment Ikigai Framework

A framework for making successful investments based on the Japanese concept of Ikigai, focusing on the intersection of three key elements that lead to better investment outcomes.

Core Investment Framework

• Based on analysis of 60+ angel and real estate investments
• Modeled after the Ikigai concept (Japanese framework for finding life purpose)
• Success comes from intersection of three critical elements:
  • Natural curiosity about the space
  • Strong network in the industry
  • Good market fundamentals

Key Success Factors

• Natural Curiosity

  • Regularly reading about the space
  • Genuine fascination with the industry
  • Deep understanding of the sector

• Network Strength

  • Well-connected in the specific industry
  • Access to early investment opportunities
  • Ability to get into deals through relationships
  • Not about providing value post-investment

• Market Fundamentals

  • Strong growth potential
  • Clear market need
  • Sustainable business model

Real World Examples

• Successful Investments (Hit all three criteria)

  • Coinbase
  • Warby Parker
  • Uber
  • Select real estate investments

• Less Successful Investments (Missing elements)

  • Healthcare investments
    • Good fundamentals but lacked network
    • Limited personal knowledge
    • Poor performance due to missing elements

Framework Application

• Use as initial filter for investment decisions
• Focus on sectors where you have natural advantages
• Avoid investments where you're missing key elements
• Better predictor of success than just market fundamentals alone