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Insights
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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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THEMES
Jul 7, 2025
Less Writing, More Talking
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THEMES
Jun 11, 2025
ERP 2.0: From Legacy Suites to AI-Driven Composable Platforms
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THEMES
Jun 11, 2025
The Rise of Agentic Payments: When AI Starts Paying the Bills
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THEMES
Apr 1, 2025
Growth in 2025: PE & VC Momentum and Emerging Infrastructure
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THEMES
Feb 5, 2025
Private Credit is Exploding: Is There Room for Venture Capital?
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THEMES
Jan 30, 2025
AI’s next frontier: Predicting Extreme Weather
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Nov 12, 2025
The Primitive to Scale the Next Billion Agents: the Path to Agent-native clouds
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Oct 29, 2025
Vertical Fintech: Rebuilding Industry-Specific Financial Infrastructure for the Digital Age
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Oct 22, 2025
Our Investment in Endowus: Powering the Future of Wealth Management in Asia
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Oct 14, 2025
The future is observable: seeing the forest and the log
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Oct 7, 2025
Illuminate Financial Launches Early Growth Fund Backed By Leading Global Institutions, Announces First Investments In Pliant And TransFICC
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Aug 28, 2025
The State of AI in Financial Services in 2025 — views from our front row seats
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