We’re always looking to learn about new perspectives, new research, and new ideas.

Perspectives

We're thesis driven and believe deep industry knowledge is table stakes

Read a few of our perspectives below

Latest perspective

Thesis

July 2021

The End-State of Commerce

Why We Are Investing in Jokr

Today, JOKR announced its $170mn Series A financing to build a global instant grocery and retail delivery platform. We at Activant are excited to partner with JOKR alongside Tiger Global, GGV, Balderton, HV Capital, and others.

Thesis

July 2021

Credit Card Infrastructure for the Modern Age

Why We're Investing in Cardless

Thesis

July 2021

Unlocking the insurance distribution marketplace

Why we're investing in bolttech.

Firm

June 2021

Why we’re doubling down on Europe

Announcing Activant Berlin

Thesis

May 2021

Why payment orchestration is about to have its moment

The next decade of payments innovation.

Thesis

October 2020

Writing a new chapter in primary care

Why we’re investing in 98point6.

Thesis

June 2020

Stop dropping the baton

Why we hatched Baton.

Thesis

May 2020

Rebuilding the identity layer

Why we’re investing in Truework.

Firm

April 2020

Announcing Activant fund III

$257 MM to fund the next generation of commerce infrastructure.

Thesis

February 2020

Fulfillment superpowers for all

Why we’re investing in Deliverr.

Thesis

February 2020

Powering the next generation of payments

Why we’re investing in Finix.

Thesis

August 2019

Re-architecting the mortgage buying experience

Why we’re investing in Better.

Thesis

July 2019

Perfecting the checkout experience for online retailers

Why we’re investing in Bolt.

Perspectives

We're thesis driven and believe deep industry knowledge is table stakes

Latest perspective

All perspectives