Find our research, investment rationales, and firm news below
Thesis
December 2022
A Deep Dive on Checkout Challengers
Thesis
November 2022
There’s never been a truly digital checkout experience in B2B commerce, but that’s changing
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November 2022
Why B2B Commerce is the $100 Trillion Market Technology Hasn’t been Able to Crack – Until Now
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September 2022
Why We're Investing in Soups, Adi, and Zahid of Sardine
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August 2022
Why we believe Celonis is a generational business – and had to back Alex, Basti and Martin
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July 2022
Why we're investing in Roberto and Jose Maria of Deuna
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July 2022
Announcing Activant Cape Town
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May 2022
Why We're Investing in Kargo
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November 2021
Why We're Investing in Simon, Jens, and Simon of Vivenu
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August 2021
Why We're Investing in Carsten, Felix, and Karim of WorkMotion
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July 2021
Why We're Investing in Eco - Part 1
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July 2021
Why We Are Investing in Jokr
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July 2021
Why We're Investing in Cardless
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July 2021
Why we're investing in bolttech.
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June 2021
Announcing Activant Berlin
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May 2021
The next decade of payments innovation.
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October 2020
Why we’re investing in 98point6.
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June 2020
Why we hatched Baton.
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May 2020
Why we’re investing in Truework.
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April 2020
$257 MM to fund the next generation of commerce infrastructure.
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February 2020
Why we’re investing in Deliverr.
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February 2020
Why we’re investing in Finix.
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August 2019
Why we’re investing in Better.
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July 2019
Why we’re investing in Bolt.
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