What we have been up to

Newsletters

Friends & Family BFC Notebook #20

To unicorn or not, make underwriters great again, reviving an empire instrument and the study of 1929.

Portfolio

Why we invested in herita

Herita digitizes the ancient Bill of Exchange, giving manufacturers captive finance without being a bank.

Portfolio

Why we invested in Silas

Underwriting is where insurers make or lose money. Silas builds technology that improves risk and accuracy providing a quantifiable impact on profitability.

Newsletters

Friends & Family BFC Notebook #19

The AI coding arms race is on, using crypto for creative payments, stablecoin momentum and founder burnouts.

Portfolio

Why we invested in Appstack

Knowing which advertising campaigns are effective, and which are not, is the holy grail of marketing. Appstack steps in where traditional attribution methods fall short.

Newsletters

Friends & Family BFC Notebook #18

When digital stops being binary, the boring becomes fun again, art reminds us why we live, and Paul Graham already knew it all.