Essay
Published a portfolio AI thesis arguing that the bottleneck has moved from model capability to value capture and operational measurement.
The Bottleneck Moved
Added recently
Investment
Led Flease's EUR13M growth round for reconditioned enterprise vehicle leasing.
Flease
JUN 23, 2026
Investment
Participated as a new investor in Semble's GBP30M Series C for connected healthcare operations.
Semble
JUN 4, 2026
Investment
Led NP Company's EUR6M pre-seed round for AI-native industrial engineering simulation.
NP Company
JUN 2, 2026
Investment
Led littlefish's $9.5M Series A round to expand merchant operating system for African banks.
Littlefish
MAR 24, 2026
Investment
Led Happy Pay's $5 million seed round for Africa's fastest-growing BNPL platform.
Happy Pay
Happy PayPartech Partners
MAR 23, 2026