Fly.io
developer tools · Series A at the time · fly.io
Passed Sep 20, 2025 by Sam Ortiz. That was 13 months ago.
Conviction for Harbor Street Ventures
21 / 100
De-risking 0.00, thesis fit 0.70, traction 0.00Why you passed
“no enterprise anchor, infra margins worry us”
Sam Ortiz's note, word for word
- No coverage
No big customers
Cleared by: a partnership or a named enterprise customer
- No coverage
Too early on revenue
Cleared by: a new equity raise (news or form d)
What changed
No public news since the pass. That means no coverage, not a no. A short check-in note is the best next step.
Re-engagement note
Nothing is sent without your approval
No objection is resolved yet, so this draft is a light check-in rather than a revisit.
Approving sets the Affinity status to Re-engage and files the memo to the fund's Roundtable workspace. No email is sent.