Vertical markets are having their day in the sun, thanks to enthusiasm driven by AI and the availability of LLM-based foundation models. I never would have imagined every venture fund having a vertical strategy even three years ago, but here…
Supply chain chaos in recent years put a spotlight on everything from port backups to last-mile delays, spurring a wave of startup activity (and significant funding) across the board. Some segments are packed with well-capitalized players, but others still have…
Four words describe our newest investment in Range: AI for wealth management. Great investments start like this—a straight-forward concept, a simple description, and a massive market. Wealth management may take the prize for the most massive incumbent industry that mostly…
Taxes are mostly thought to be about numbers (dollars and cents), but foundationally, it’s about the literature. There are over 80K pages of statutory laws passed by Congress, over 180K pages of rules from federal agencies, and at least 100K…
The architecture, engineering, and construction (AEC) industry is plagued by two major problems: project delays and cost overruns. Of major projects, only 8.5% finish on time and on budget. Whether building a bridge or renovating a bathroom, talk to anyone…
Sales compensation is more of an art than a science, with a system that balances risk and reward. I sat down with Ryan Azus, former CRO at Zoom and sales leader at RingCentral and Cisco WebEx, and a small group…
For the last two decades, vertical software has sat in the shadow of horizontal software. Despite some fantastic success stories like Veeva, Procore, and Toast, the SaaS and cloud evolution has been written by leaders in marketing, HR, and finance.…
For decades, robotics has captured the imagination of innovators and technologists alike. From Hal 9000 in 2001: A Space Odyssey to Baymax in Big Hero 6, robots have symbolized the future of technology—a cutting-edge vision of what’s possible. Despite their…
We are excited to announce we led a $9M seed investment in Monto, an AI application that helps solve the B2B payments challenges created by modern ERP and procurement solutions. I have written about our work focusing on trends and…
We’re excited to announce our participation in Sixfold’s Series A. Sixfold automates and augments pieces of the underwriting process to enable carriers to underwrite higher priority, higher volume submissions in a fraction of the time. The platform delivers a step-function…
