Goodfin Wire - Vol. 01

Welcome to the inaugural edition of Goodfin Wire – your direct line to everything happening inside the velvet ropes of private markets.

In a week where the signal is hard to find, here's what actually moved the needle. Each edition brings you the events that matter, the deals you can't miss, and the conversations shaping where capital flows next.

Consider this your insider advantage.

→ Get off-the-record access to the investors behind Vercel's bet.
→ Join Robert Scoble for a fireside chat on where AI capital is actually flowing.
→ Discover how YC-backed founder Advait Ruia spotted Anthropic's $30B floor before it hit $180B.
→ Plus: New features to unlock community intelligence and curated 1:1s with the sharpest minds building what's next.

An off-the-record conversation with the investors behind Vercel. Discover what they saw early, why the thesis still compounds, and how elite investors separate signal from noise in category-defining software companies. Accredited investors only. No recordings.

Our first Goodfin Futures fireside is with Robert Scoble, who's been early to every platform shift from social to mobile to AI. While AI is moving faster than ever, we're cutting through the hype to ask:
- Where is capital actually flowing?
- What's a real opportunity versus noise?
- And where should founders and investors place their next bets?

How does a YC-backed founder go from building developer infrastructure to personally investing in SpaceX, Anthropic, and Anduril? Advait Ruia, co-founder of SuperTokens, walks through his evolution from operator to investor sharing the frameworks he uses to spot opportunities, build conviction, and evaluate frontier companies through a builder's lens. This is a candid, closed-door conversation about what access really means in today's private markets.

Select family office leaders and private wealth advisors gathered on the water, exchanging insights on emerging markets and alternative investments while summer came to a close.

Leading LPs and GPs in private markets gathered for the opening night cocktail reception in Los Angeles. The conversations moved from fundraising dynamics to deal flow, the kind of capital talks that only happen when the right players are in the room.

Connections you can't manufacture at a conference hall. Select attendees joined us on the 16th floor overlooking LA for a multi-course lunch before the All-In Summit, the kind of intimate gathering where real relationships begin.

Goodfin Coffee Chat is a virtual, private, curated 1:1s with the sharpest minds in our network.

This is where future-shapers and wealth-builders gather, including YC alumni, investors redefining venture capital, senior executives, and ambitious professionals across industries.

The Goodfin Ticker is where our smartest members go on record. Share your take and unlock the community's collective intelligence. Real-time sentiment. Real conviction. Real edge. Currently, Ticker is in beta, and soon we will roll out the feature to everyone. Stay tuned for more updates!

His approach? First principles, distilled. Two or three factors decide 90% of the outcome. Identify those and bet on them. Early stage, it’s founders. Late stage, it's metrics. But one truth cuts across everything: People matter most. You can't model it, but it's the biggest driver of success. Advait Ruia doesn't just invest early, he gets in before the market knows where to look.

We're curating the minds shaping the moment. If that's you, or someone in your circle, let's talk.

Until next time,

Sharath Kuruganty
Founding Community Lead
Goodfin

P.S. – Have feedback on Goodfin Wire? Hit reply. I read everything.

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