Thesis
June 2023
Supercharging Sales Teams
Why we're investing in Kush and Ahmed of Vartana
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Towards the AI Agent EcosystemRead our technical guide for founders & builders
We fuel the obsessed.
Explore
We believe in founders who understand that in order to transform an industry, you need more than a vision.
View our investmentsIn the news
July 2023
The Evolving Fintech Landscape With Andrew Steele - PayPod: The Payments & Fintech Podcast
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June 2023
With Equifax in its sights, TransUnion invests $24M in income verification platform Truework
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May 2023
Vartana, a B2B sales and financing fintech startup, just raised $20 million with this 10-slide pitch deck
Read moreResearch is foundational to our approach to partnering with founders and their teams who are changing commerce.
Automation
Towards the AI Agent Ecosystem
A Technical Guide for Founders & Operators Building Agents
Foundational Models
Tool Aggregators
Multi-Modal Data Stores
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Market Perspective
May 2023
SaaS is Headed Straight Into a Storm
What can we learn from the business models of the past to weather today's market?
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