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Investment Memos

Investor InterviewsFounder InterviewsTopic Deep DivesMarket MapsNewsDeal FlowInvestment MemosBusiness Recaps
Investment MemosInvestment Memos
📶 Deal Flow Report: HumanLayer Investment Memo
May 11, 2025

📶 Deal Flow Report: HumanLayer Investment Memo

Why we're bullish on the company building human-in-the-loop agents

Investment MemosInvestment Memos
📶 Deal Flow Report: Outtake Investment Memo
Apr 13, 2025

📶 Deal Flow Report: Outtake Investment Memo

Why we're bullish on the company building agentic security for high-profile individuals

Investment MemosInvestment Memos
📶 Deal Flow Report: Chima Investment Memo
Feb 17, 2025

📶 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
Feb 02, 2025

📶 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
Jan 20, 2025

📶 Deal Flow Report: Superpower Investment Memo

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

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