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
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Beyond capitalIn the news
March 2023
Rise of ‘Zombie’ VCs haunts tech investors as plunging valuations hammer the industry
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February 2023
Grocery deliverer JOKR doubles down on Brazil as it secures $50M on $1.3B valuation
Read moreJanuary 2023
Recession fears in U.S., Europe have changed the pace of capital deployment: Activant Capital
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Thesis
August 2022
The Era of Execution Management
Why we believe Celonis is a generational business – and had to back Alex, Basti and Martin
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