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.
Does strategic money win better?
Financial technology (Fintech) startup executives and their boards should consider engaging corporate investors as an alternative way to leapfrog competition. The right CVC can provide tangible strategic augmentation through early commercial endorsement and referenceability, while creating implicit downside protection.