Perspectives
Perspectives through the Activant lens
Our latest investment rationales, market perspectives, and firm news
All perspectives
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?
Read more
Market Perspective
March 2023
Derivative Risk
Today, the Biggest Risk to VC-Backed Startups is Themselves
Read more
Thesis
September 2022
You Wouldn't Flip a Coin to Buy a T-Shirt
Why We're Investing in Soups, Adi, and Zahid of Sardine
Read more
Thesis
August 2022
The Era of Execution Management
Why we believe Celonis is a generational business – and had to back Alex, Basti and Martin
Read more
Thesis
July 2022
The Future of Commerce in LatAm - and Beyond
Why we're investing in Roberto and Jose Maria of Deuna
Read more
Firm
July 2022
Research in Cape Town
Announcing Activant Cape Town
Read more
Thesis
May 2022
Shining a Light on the Loading Dock
Why We're Investing in Kargo
Read more
Thesis
November 2021
Why isn't Selling a Ticket as Simple as Selling a T-Shirt?
Why We're Investing in Simon, Jens, and Simon of Vivenu
Read more
Thesis
August 2021
Seamlessly Scaling Global Teams
Why We're Investing in Carsten, Felix, and Karim of WorkMotion
Read more
Thesis
July 2021
Ushering in the Era of Smart Money
Why We're Investing in Eco - Part 1
Read more
Thesis
July 2021
The End-State of Commerce
Why We Are Investing in Jokr
Read more
Thesis
July 2021
Credit Card Infrastructure for the Modern Age
Why We're Investing in Cardless
Read more
Thesis
July 2021
Unlocking the insurance distribution marketplace
Why we're investing in bolttech.
Read more
Firm
June 2021
Why we’re doubling down on Europe
Announcing Activant Berlin
Read more
Thesis
May 2021
Why payment orchestration is about to have its moment
The next decade of payments innovation.
Read more
Thesis
October 2020
Writing a new chapter in primary care
Why we’re investing in 98point6.
Read more
Thesis
June 2020
Stop dropping the baton
Why we hatched Baton.
Read more
Thesis
May 2020
Rebuilding the identity layer
Why we’re investing in Truework.
Read more
Firm
April 2020
Announcing Activant fund III
$257 MM to fund the next generation of commerce infrastructure.
Read more
Thesis
February 2020
Fulfillment superpowers for all
Why we’re investing in Deliverr.
Read more
Thesis
February 2020
Powering the next generation of payments
Why we’re investing in Finix.
Read more
Thesis
August 2019
Re-architecting the mortgage buying experience
Why we’re investing in Better.
Read more
Thesis
July 2019
Perfecting the checkout experience for online retailers
Why we’re investing in Bolt.
Read more