Today we examine Kapital, an emerging market fintech company focused on serving LatAm SMEs, that we believe exemplifies a new generation of fintechs that have discovered how to thrive in a capital-scarce world.
Global venture ecosystems are deep in the fundraising desert. Let’s take a look at the supply and demand of VC funding. In the second half…
We’re seeing a record shortage of venture capital right now. We have quantified this shortage and are sharing our findings.
When LPs, entrepreneurs, and investors ask us if N-of-1 companies can rise from other ecosystems, we say yes and point to one of our own Indian portfolio companies, Shiprocket.
Today, we are excited to announce that Bolt has taken two big steps towards realizing this vision. Bolt has closed a Series C led by Westcap and it has launched its second-act product.
A few of our thoughts on the incoming changes to equity, and its importance for entrepreneurship.
To the casual spectator, Facebook is having a terrible year. Besieged by privacy scandals, the company was torn into by Congress, the press, and the…
Today we’re seeing that a moat—a barrier that protects a company from low-cost competitors or new, disruptive technology—isn’t enough to build a lasting business.
Facebook, Twitter and Instagram all started life as revolutionary networks that brought existing real-world relationships online. Today, they are aging utilities, powering an outdated version of the social internet.
Nothing lasts forever – not even unicorns. But some unicorns live long lives.
First you want it. Then you need it. Then everybody can’t live without it – like a utility.