Every public signal F4 has attached to this firm, with sources and cross-entity links.
Essay
Colin Gardiner published analysis of 2026 marketplace fundraising trends, highlighting AI-native marketplace success, Series A as choke point, and selective revival despite perceptions of marketplace winter.
Published comprehensive thesis on Yonder Fund I, the Marketplace+ model, and vision for backing next-generation marketplace operators with AI-native platforms.
Yonder Fund I: Marketplace+ Model and Building Next-Gen Marketplace Fund
Published Q3 portfolio update outlining emerging marketplace trends: AI labor markets, prediction markets, digital twins, robotics platforms, and financialization of AI products.
Q3 2025 Marketplace Investment Landscape and Future Thesis