Perspectives

Perspectives, not platitudes.

Investment perspectives, market analysis, and growth playbooks from 30 years of backing Founders. What we've learned, what we're seeing, and what actually works.

The Go-to-Market Resource Library

Tools, templates, and playbooks from operators who know what it takes to scale.
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Go To Market
How we scaled this: Growing revenue by aligning sales & marketing
Article
Go To Market
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Tricia Gellman
Scale Studio
Trends
Q324 Flash update: Growth reacceleration holds steady
Article
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Chris Young
Dale Chang
Go To Market
Trends
AI GTM flash survey: How GTM teams are actually using AI
Article
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Craig Rosenberg
Mark Gustaferro
Infrastructure
Portfolio
Announcing our investment in Fixify
Article
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Ariel Tseitlin
Javier Redondo
Infrastructure
Portfolio
Announcing our investment in Galileo
Article
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Andy Vitus
Go To Market
How we scaled this: Selecting, prioritizing, and engaging target accounts
Article
Go To Market
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Sydney Sloan
Infrastructure
AI SOC Analysts: LLMs find a home in the security org
Article
Infrastructure
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Shayan Shafii
Ariel Tseitlin
Infrastructure
The rise of advanced build systems
Article
Infrastructure
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Javier Redondo
Josh Cohen
Infrastructure
Goldmine or graveyard: Do platform shifts actually produce infrastructure outcomes?
Article
Infrastructure
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AI Apps
Trends
Robotic Foundation Models are changing the way we build, buy, and fund robotics
Article
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Juliette Chevallier
Alex Niehenke
Infrastructure
Portfolio
Announcing our investment in Cortex
Article
Fintech
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AI Apps
Portfolio
Announcing our investment in Bland
Article
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Max Abram
Andy Vitus
Scale Studio
Trends
Q224 flash report: Growth is trending up
Article
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Chris Young
Dale Chang
Fintech
Portfolio
Announcing our investment in Monto
Article
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Alex Niehenke
AI Apps
Portfolio
Announcing our investment in Klarity
Article
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Edi Danalache
Rory O'Driscoll

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Investment perspectives, market analysis, and growth playbooks from 30 years of backing Founders.
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