arshhaque.com/Impact Ventures/
Winter Term – Impact Ventures

Feb 5, 2026 Winter Term – Impact Ventures

Date: February 5, 2026
Meeting Type: Investment Committee Review
Purpose: Initial review of active and near-term deals; align on next-step diligence and committee strategy
Agenda
Opening & FramingActive Deals Under Review (with students)A. Yak — Auditing Platform (recently won a check at BVC)B. Zing Drones — UAS CompanyC. H2O NowD. OHSU Faculty Team — PAC-MANNCommittee Strategy Discussion (committee only)

Opening & Framing

Record class + see about AI notetaker
  • Welcome and brief context for Winter Term IC process
  • Reminder: This is Meeting #1 of 2 — focus on initial deals, not final decisions.

Active Deals Under Review (with students)

A. Yak — Auditing Platform (recently won a check at BVC)

Materials
Pitch deck (to be walked through live)
Yak's Investor Pitch Deck (Jan 2026).pdf
4.9 MiB
  1. Deck walkthrough
      • Differentiation vs. FieldGuide, Delve, etc. (how do you keep market share moving forward)
      • Impact story (compliance, employee wellbeing)
      • Data privacy & compliance
      • Traction & growth strategy — how does the founder sell
      • Difference from 6 months ago
      • Due diligence report from TiE
  1. Student founder-call readout
  1. What’s next

B. Zing Drones — UAS Company

Materials
zingdrones.com
https://zingdrones.com/](https://zingdrones.com/)
  1. Website walkthrough
    1. Ian - wins Demolicious
    2. What type of detection
    3. Government & military adoption
    4. What are the impacts of these investments? Especially if government is a major buyer
    5. Oregon — forest fire drone company
  1. What’s next

C. H2O Now

Materials
H2O Now Pitch Deck.pdf
4.4 MiB
  1. Deck walkthrough
  1. What’s next
    1. Agricultural vs. potable water — which first
    2. Dig into financials — how much do you need upfront

D. OHSU Faculty Team — PAC-MANN

Materials
Hope all is well on your end. I just shared a table with Dr. Jared Fisher and Dr. Florian (unknown last name). They're cancer researchers who developed a serum called PAC-MANN that targets and kills old cells before they can turn into pancreatic cancer. They were pre-seed until a family office invested $23M yesterday. I did my best to apply what you taught me and walked away with some information that might be useful:
  • They developed PAC-MANN while at OHSU, so I confirmed that they now hold the patent and do not anticipate any complications from OHSU employment contracts.
  • They completed a significant number of animal trials with high success.
  • They are currently the only team members.
  • The current investor gave them two years for further research and development.
  • They're open to additional investment.
I asked Dr. Fisher if I could pass his information along to you, they're open to relationships with universities and other investors.
Not sure if this is your/PSU's bag but wanted to send it your way just in case!
  1. Email walkthrough
  1. What’s next

Committee Strategy Discussion (committee only)

A. Follow-up on Conversation with Dean Qing

Topics
  • Alignment between academic innovation pipeline and fund strategy
  • Expectations around check size, risk tolerance, and timing

B. Fundraising Strategy: Smaller Checks, Earlier Stage

Discussion Points
  • Rationale for smaller check sizes
  • Willingness to engage at higher risk / earlier signal
  • Working definition:
    • “Anyone who has raised $100K+ locally” as a threshold
  • Tradeoffs: portfolio construction vs. depth of support
Notes to Capture
  • Consensus (or disagreement) on check size ranges
  • Implications for diligence process

C. Partnerships & Ecosystem Intelligence

Proposal
  • Build a repository of Oregon-based founders/teams who have raised ~$25K–$1M
  • Use as:
    • Internal sourcing intelligence
    • External signal for out-of-state partners (e.g., SVB, coastal funds)
Discussion Questions
  • Who owns building and maintaining this?
  • What data fields matter?
  • How is it shared (and with whom)?