Verticals

Inside the Finance Vertical

Financial services is a large, slow-moving industry, and the next generation of winners will be AI-native. The regulatory layer is being rebuiltWe look for businesses that turn regulatory access into a structural head start. KYC, AML, PCI-DSS, banking partnerships, and regulatory registration are friction for most entrants, but for the right founder, the time it takes to clear compliance becomes a barrier that protects the business once it is built. Regulatory access unlocks data, data sharpens the product, and a better product deepens the relationships that are hardest to win. For the right founder, compliance is not a tax, but a moat. Second, software is starting to earn and spend money on its own, and there is a compelling window to build companies that deliver value, not software. We are interested in companies that become the financial firm itself – who want to own the service, e.g. insurance, lending, or tax, end-to-end – rather than selling software. Third, we are looking to invest in businesses that establish trust for the AI workforce, ensuring that agentic workflows are more rapidly adopted into enterprise environments.