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Portfolia
Portfolia is an SEC-registered investment adviser in San Mateo, CA, registered since 2021. It is headquartered in San Mateo, CA. Portfolia advises clients on...
Portfolia
Portfolia is an SEC-registered investment adviser in San Mateo, CA, registered since 2021. It is headquartered in San Mateo, CA. Portfolia advises clients on investments.
General information
Firm type
Private Equity
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Mateo
Corporate office
San Mateo, United States
Principals
Nola Masterson
Venture Partner
Faz K. Bashi, MD
Venture Partner
Jennifer Fried
Venture Partner
Sonia Arrison
Venture Partner
Delphine O'Rourke
Venture Partner
Sector focus
Frequently asked questions
How does Portfolia source its deals?
Portfolia sources through a network of venture partners who are domain experts in specific sectors — such as Nola Masterson in biotech and Faz K. Bashi, MD in life sciences. These partners leverage their professional networks to identify and vet companies that align with fund themes like women's health and longevity. The firm's LP base also influences sourcing by signaling market demand that guides fund creation.
What investment stages does Portfolia typically target?
Portfolia invests across early-stage, seed, startup, and expansion/late-stage venture rounds. The firm's strategy is balanced, allowing it to participate in both initial rounds and later-stage follow-ons within its thematic funds. This stage flexibility is designed to support companies from inception through growth.
Does Portfolia operate as a single fund or multiple funds?
Portfolia operates a family of thematic venture capital funds, each targeting a specific sector such as women's health, longevity, fintech, or greentech. This structure allows investors to allocate to the themes that align with their interests. The Rising America Fund targets underrepresented founders, adding a demographic lens alongside sector-specific funds.
Who runs investment decisions at Portfolia?
Investment decisions are led by Portfolia's venture partners, a group that includes Nola Masterson (biotech pioneer), Faz K. Bashi, MD (life sciences), Jennifer Fried (healthcare entrepreneur), Sonia Arrison (longevity), and Delphine O'Rourke (women's health legal strategist). Each partner drives deal sourcing, due diligence, and portfolio support within their domain of expertise.
Is Portfolia focused only on women's health?
While Portfolia emphasizes women's health — where it claims the #1 investor position — the firm's thematic funds also cover longevity, fintech, greentech, and underrepresented founders via the Rising America Fund. The common thread is investing in companies that address needs identified by its predominantly female LP base, which extends beyond a single sector.
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