Investment Memos

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Investment MemosInvestment Memos
📶 Deal Flow Report: Outtake Investment Memo

📶 Deal Flow Report: Outtake Investment Memo

Why we're bullish on the company positioned to win the AI agents movement

Investment MemosInvestment Memos
📶 Deal Flow Report: Chima Investment Memo

📶 Deal Flow Report: Chima Investment Memo

1,900 words on why we're so bullish on the company positioned to win the AI agents movement

Investment MemosInvestment Memos
📶 Deal Flow Report: Documenso Investment Memo

📶 Deal Flow Report: Documenso Investment Memo

1,700 words on why we're so bullish on the company replacing DocuSign

Investment MemosInvestment Memos
📶 Deal Flow Report: Superpower Investment Memo

📶 Deal Flow Report: Superpower Investment Memo

1,200 words on why we're so bullish on the company redeveloping the future of healthcare