Seasoned entrepreneur and investor with operational experience building and scaling businesses in financial services and fintech; focuses on capital-efficient growth, strategic partnerships and product-driven distribution. Jay Annis brings portfolio-level perspective to sourcing early revenue-stage opportunities, board advisory and capital strategy, with emphasis on mortgage, payments and lending-adjacent technologies that intersect with capital markets and consumer finance.
Seasoned entrepreneur and investor with operational experience building and scaling businesses in financial services and fintech; focuses on capital-efficient growth, strategic partnerships and product-driven distribution. Jay Annis brings portfolio-level perspective to sourcing early revenue-stage opportunities, board advisory and capital strategy, with emphasis on mortgage, payments and lending-adjacent technologies that intersect with capital markets and consumer finance.
Targets early revenue-stage fintech and financial-services businesses where product-led distribution and capital-efficient unit economics can be accelerated by strategic partnerships. Prefers lending-adjacent, mortgage and payments technologies that intersect with capital markets, deploying patient, stage-aware capital and board-level operational support to de-risk commercialization and scale distribution. Investment decisions blend evidence-driven underwriting with founder alignment, emphasis on repeatable unit economics, tight cash runway management, and pathways to strategic exits or partnership-driven scaling.
Targets early revenue-stage fintech and financial-services businesses where product-led distribution and capital-efficient unit economics can be accelerated by strategic partnerships. Prefers lending-adjacent, mortgage and payments technologies that intersect with capital markets, deploying patient, stage-aware capital and board-level operational support to de-risk commercialization and scale distribution. Investment decisions blend evidence-driven underwriting with founder alignment, emphasis on repeatable unit economics, tight cash runway management, and pathways to strategic exits or partnership-driven scaling.
| Trades 7567 | Longs Won 4665/7567 61% | Profit Factor 7.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,456.67 |
| Average Win $41,854.45 | Best Trade (Jul 16) $18.25M | Sharpe Ratio -11.73 |
| Average Loss -$8,897.6 | Worst Trade (Jul 10) -$2.43M | Z-Score 15.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $22,270.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |