AI meets the family back office
Despite managing $2.4T in assets, many family offices still rely on manual processes. Tech-enabled services that streamline financial administration, accounting, and reporting offer massive potential, especially when paired with human oversight and trust.
Is AI the Ozempic for Financial Companies?
AI is transforming finance like Ozempic does metabolism, boosting efficiency, decision-making, and growth while reshaping roles, risks, and regulations. In the “do it for me” economy, the winners will be those who leverage AI to gain muscle, not just lose weight, augmenting human expertise rather than merely cutting costs.
Underwriting discipline, the key to specialty finance
Fintech specialty finance originators (FSFO) need equity investors who balance growth and profitability, focusing on capital efficiency, cash flow, and sustainable unit economics. Disciplined FSFOs can achieve premium valuations, delivering strong, risk-adjusted returns for shareholders over time.
Chasing Hypergrowth? You Might Be Missing the Best Investments
While startup cohorts has kept growing, unicorn rates are declining. Despite rising valuations, hypergrowth expectations outpace actual startup growth (30–60%). With 10,000+ funds competing, capital concentrates in top-tier startups, sidelining solid but slower-growing businesses. To unlock value, investors must support sustainable growth.
Are you ready to disrupt?
Fintech, AI and crypto are paving the ways to new businesses and monetization models. For founders and entrepreneurs, hustling, bootstrapping and focus on results prime. Ideas matter, but it’s all about execution.
Great People and Rigor
Great insights for founders from Jason Wenk in his fintech entrepreneur journey
1. Raise money from great people
2. Assemble a phenomenal team
3. Have operational rigor
4. Operate with some level paranoia and urgency
5. Control what you can control