Supporting founders across AI + software, and chasing hobbies on the side.

I'm Alex, an investor focused on AI and infra software. Outside of investing, I'm collecting hobbies -- from basketball and cycling to the ongoing attempt to write more. This is where I share projects, notes, and the occasional half-baked idea as I learn, build, and challenge myself.

01About me

Tinkering with tools, sharing perspectives, and following curiosity.

I invest in early- and growth-stage companies building the picks-and-shovels of AI and infrastructure. Off the clock I'm collecting hobbies -- currently basketball, cycling, and writing more via my Substack, The Sixth Source.

Fun fact I always love to share: I have close to 100 first cousins. Family and community were the center of how I grew up, and they still are -- they taught me that people come first and trust compounds. That's the lens I bring to every founder and every team I work with.

02Selected work

Projects

Internal Tool

Forge: Private Investment Toolkit

A workspace for evaluating and shaping investment opportunities, from first meeting through diligence, memo writing, and portfolio tracking. Currently in private preview.

PythonNotion APIPrivate preview
Data Product

Capital OS: Public Markets Dashboard

A public dashboard tracking market trends, portfolio allocations, notable 13F filings, valuation comps, and investment ideas.

Next.jsBigQueryConcept
CONSUMER APP

Taste

Building an application for curation -- the things consumers read, watch, eat, and recommend, organized so other people can borrow it. Equal parts taste-making and note-keeping.

PersonalIn progress
SPORTS APP

Shot Coach Pro

A basketball shot-tracking and coaching app built on Lovable -- log sessions, analyze form, and level up your game.

LovableLive ↗
04Get in touch

Have a project, an idea, or just want to say hi?

The fastest way to reach me is by email. I read everything; I reply to most things within a few days.

Send an email
© 2026 | Alex Tran