Aria & Maat are the B2B Europe ones ie within my scope. We probably lead the European VCs in vertical OS + Fintech ia Maats likely business model with Mews, Easol, Paddle and Vev. AI + Machines is extremely hot right now 🤖
chris appreciate the deep dive! you’re right, vertical os and ai+machines are the buzz everywhere. cool to hear how you look for fintech angles. aria definitely checks those b2b boxes right now.
We think the TAM of money is almost infinite. Everything you see bar nature has been involved in a transaction and so those transactions drives huge amount of human endeavor and if you facilitate the transaction itself & build around the transaction you're in a totally different game - stickiness & life time values are huge. So it's a brilliant area to design an investment thesis 💲
Aria & Maat are the B2B Europe ones ie within my scope. We probably lead the European VCs in vertical OS + Fintech ia Maats likely business model with Mews, Easol, Paddle and Vev. AI + Machines is extremely hot right now 🤖
chris appreciate the deep dive! you’re right, vertical os and ai+machines are the buzz everywhere. cool to hear how you look for fintech angles. aria definitely checks those b2b boxes right now.
We think the TAM of money is almost infinite. Everything you see bar nature has been involved in a transaction and so those transactions drives huge amount of human endeavor and if you facilitate the transaction itself & build around the transaction you're in a totally different game - stickiness & life time values are huge. So it's a brilliant area to design an investment thesis 💲
If I could I would have voted for Aria.
michael same here!
I’d recommend providing more information so it can be properly assessed
luis, fair call next round i’ll add more context on each. feedback noted