Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Third edition of The Greats newsletter. Nicole Quinn synthesizes research from Goldman Sachs, Morgan Stanley, PitchBook, a16z, Menlo, Forerunner, Will Ventures, Recursive and USV on the consumer AI opportunity. Includes interview with Jeremy Liew (Lightspeed, Midas list) on 4 things to look for in a consumer deal. Announces Sekai as latest portfolio addition.
Co-led Sekai's $20M Series A alongside Khosla Ventures. Sekai is a platform to create and share AI-powered mini apps from text prompts. Nicole Quinn sits on the board. Participants include a16z Speedrun, Mayfield, A*, MVP Ventures, 359 Capital, Parable VC, 645 Ventures.
Second edition of The Greats newsletter. Nicole Quinn makes the data-driven case for LP exposure to consumer investing. Includes interview with CAA CEO Bryan Lourd and President Jim Burtson. Portfolio updates: NFL-TMRW Sports flag football league, TGL Championship, WTGL launch, Charlie Puth joins Moises as Chief Music Officer.
Launch edition of The Greats newsletter. Nicole Quinn and Mike Blank announce Connect Ventures' relaunch, share investment thesis (consumer/prosumer across sports, digital health, media, entertainment, e-commerce, marketplaces), and detail first two investments: Music.AI/Moises and TMRW Sports.