P e r s p e c t i v e s
Mar 18, 2026
Rivia’s $15m Series A to improve patient outcomes
Our investment in Rivia's $15m Series A
Sep 15, 2025
Picks and Shovels in the AI Gold Rush
The cloud era created multiple $10bn+ middleware companies who sold 'picks and shovels' to other plays in the ecosystem. We see parallels with the AI market today and believe a similar story will play out with a new generation of tools.
Jul 7, 2025
In the age of large language models, defensibility now lives where proprietary workflow data, built-in growth loops, and rapid experimentation intersect.
Mar 24, 2025
What are Modern Product & Data Companies
Modern Product & Data companies outcompeting legacy providers will lead to a wave of disruption in the business tech stack.
Dec 1, 2024
Re-imagining what a venture fund could look like, with a thematically-led, data-driven and product-centric approach to B2B software & fintech investing.