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Insights

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THEMES
Apr 9, 2026

Beyond the POC Trap: Why the Context Layer is the Missing Link for AI Agents

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INVESTMENTS
Mar 25, 2026
Our investment in Notch: The Operating System for Regulated Customer Ops
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INVESTMENTS
Feb 5, 2026
Our investment in Turnstile: The new system of record for modern revenue teams
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INVESTMENTS
Feb 5, 2026
Our investment in Fundamental - Unlocking the GPT Moment for Structured Data
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INVESTMENTS
Feb 5, 2026
Our investment in Waffo - Building the Global Monetisation Layer for Digital-First Businesses
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THEMES
Jan 29, 2026
Beyond dashboards: How AI is redefining the SRE Playbook
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INVESTMENTS
Jan 26, 2026
Our investment in Zocks - The AI-native system of work for wealth management
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