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Thesis
May 2021
Why Payment Orchestration is About to Have its Moment
This piece was originally published on finLedger in November 2020 and presents our thesis behind investing in Gr4vy.
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Thesis
October 2020
Writing a New Chapter in Primary Care
Why We’re Investing in 98point6
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Thesis
June 2020
Stop Dropping the Baton
Why We Hatched Baton
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Thesis
May 2020
Rebuilding the Identity Layer
Why We’re Investing in Truework
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Thesis
April 2020
Announcing Activant Fund III
$257 MM to Fund the Next Generation of Commerce Infrastructure
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Thesis
February 2020
Fulfillment Superpowers for All
Why We’re Investing in Deliverr
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Thesis
February 2020
Powering the Next Generation of Payments
Why We’re Investing in Finix
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Thesis
August 2019
Re-Architecting the Mortgage Buying Experience
Why We’re Investing in Better
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