Web3 · sub-niche
DeFi portfolio managers.
Portfolio + risk + yield management for DeFi users + crypto funds.
One-quarter buildTrickle — one deal per quarter
Why now
DeFi-native investors need professional-grade tooling. Most use spreadsheets.
What the signal looks like
Repos with multi-chain DeFi adapters, risk-scoring libraries, and tax-reporting frameworks.
Public examples
We name publicprojects + categories only — never founders we track inside the paid product. The buyer’s edge stays inside the product.
- DeBank shape
- Zerion / Zapper
- Open-source DeFi-portfolio libraries
What this displaces
A wallet explorer + a Google Sheets.
Our build-vs-invest call
Vertical wedge for crypto-native users. The moat is the protocol breadth + the analytics + the tax integration.
Common questions about this niche
- Buyer?
- DeFi users + crypto funds.
- Pricing?
- Subscription or % of AUM.
- Defensibility?
- Protocol breadth + analytics.
More inside Web3
- Account abstraction toolkits — ERC-4337 wallet libraries + paymaster infrastructure for AA-first apps.
- Onchain compliance tools — Travel rule + KYT + transaction monitoring for crypto + stablecoin businesses.
- Stablecoin payment rails — USDC + USDT payments for B2B + cross-border — non-crypto-facing.
- NFT licensing platforms — Royalty + licensing + IP-management for NFT + token IP.