The fastest Centaur in enterprise software history: how they got there and how they doubled to $200M ARR in less than six months.

Co-founders Ayan Barua and Lauren Long started Ampersand after six years of living the problem. The thesis was simple: a developer should declare an integration once and have it work in every customer ...

Thus began my first conversation with Sam Oshay, Recurrency’s founder. After fifteen years in SaaS, I had learned one thing for sure: legacy enterprise resource planning (ERP) systems were out of ...

Since ChatGPT first came onto the scene and captivated entrepreneurs (and the world), we’ve witnessed a massive explosion in products and services using LLMs to address the “lowest hanging fruit” use ...

The first generation of AI infrastructure companies unlocked the “brains” for intelligence. The next generation will unleash these engines of intelligence into the real-world. But the landscape has ...

Gross margin is a well understood GAAP metric for software-as-a-service (SaaS) companies—it acts as the limit to the ultimate profitability of your business and has an outsized impact on valuation.

Across more than a century, our firm has witnessed—and invested through—multiple generational shifts: from the horse-drawn carriage to the passenger car, offline computing to the connected internet, ...

Over the last decade, cloud security has revealed where risk lies across organizations, setting off an endless race to fix vulnerabilities. Security teams are handed infinite tables of ...

The next wave of business transformation will be driven by AI agents — and the upstarts and SaaS giants who embrace them early will reimagine labor, productivity, and human creativity. We believe ...

Every sector we back starts with a Roadmap: our thesis on where the market is heading and what it will take to win. AI is reshaping every one of them. Insights from 226 healthcare executives on why AI ...

Adam Fisher is one of the most prolific early stage investors in Israel with over two and a half decades of experience investing across both application and deep-tech sectors. He established ...

In their early days of building, co-founders Minna Song and Tony Stoyanov had an AI tool to answer after-hours leasing inquiries for property managers in New York. Since then, their first product has ...