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Insights

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INVESTMENTS
Feb 5, 2026

Our investment in Turnstile: The new system of record for modern revenue teams

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INVESTMENTS
Feb 5, 2026
Our investment in Fundamental - Unlocking the GPT Moment for Structured Data
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INVESTMENTS
Feb 5, 2026
Our investment in Waffo - Building the Global Monetisation Layer for Digital-First Businesses
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THEMES
Jan 29, 2026
Beyond dashboards: How AI is redefining the SRE Playbook
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INVESTMENTS
Jan 26, 2026
Our investment in Zocks - The AI-native system of work for wealth management
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INVESTMENTS
Dec 8, 2025
Accelex’s Exit to Carta: A Milestone for Private Markets Infrastructure
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THEMES
Nov 12, 2025
The Primitive to Scale the Next Billion Agents: the Path to Agent-native clouds
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Jul 17, 2025
Fraud 3.0: Are You Ready To Be Overwhelmed?
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Jul 7, 2025
Less Writing, More Talking
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Jun 11, 2025
ERP 2.0: From Legacy Suites to AI-Driven Composable Platforms
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Jun 11, 2025
The Rise of Agentic Payments: When AI Starts Paying the Bills
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Apr 1, 2025
Growth in 2025: PE & VC Momentum and Emerging Infrastructure
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Feb 5, 2025
Private Credit is Exploding: Is There Room for Venture Capital?
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