The smart money is on money getting smarter.
01
Fintech isn’t just another vertical. It’s another paradigm shift. As embedded finance allows for financial services to become part of the software stack, we view fintech as the 4th platform.
02
As AI agents come online alongside faster payment and open banking, banks will go from having hostages to superpowered customers who expect better products, powered by tokenization and increasingly built on a decentralized chassis.
03
CFOs are still manually checking work, and updating spreadsheets. We owe them better tools to transform into coaches instead of just quarterbacks.
Featured Insight
Only Up From Here: 2024’s State of Fintech and the Hero’s Journey
Only Up From Here: 2024’s State of Fintech and the Hero’s Journey
We’re at the scary part of “the hero’s journey” in fintech, with a bottom for funding and a BaaS crisis, but we’re about to enter a new, exciting stage..
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Portfolio Milestones
