Elsa Capital Blog
Sarah FuThoughts and perspectives from Elsa Capital, an early-stage venture firm investing at the intersection of fintech and GenAI.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | elsacap.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Elsa Capital SF Tech Week: Why Financial Services Enterprises Are Ready to Buy From Seed-Stage Startups
We hosted the most popular fintech event during 2025 SF Tech Week with 1,000+ registrations. Our conversation with Aliisa Rosenthal—who scaled OpenAI from a 2-person sales team to 150+ people and $10M to $10B in revenue—revealed something c...
Key Takeaways: Sales Masterclass and Founder Office Hour with Ryan O'Holleran (Anthropic, Stripe, Airwallex)
Last week, we had the privilege of hosting Ryan O'Holleran for an Elsa Capital founder office hour and sales masterclass. Ryan is Anthropic’s Head of Sales, Enterprise & Startups - EMEA, and formerly led Enterprise Sales at Airwallex and wa...
How GenAI changes the rules of GTM and ICP
Today I want to talk about the go-to market of Fintech 2.0 (vertical AI applications for financial & professional services), and how the GTM and ICP (ideal customer profile) of Fintech 2.0 can look very different from Fintech 1.0 (pre-AI fi...
Fintech 2.0 - from Competition to Collaboration
At Elsa Capital, we specialize in investing at the intersection of FinTech and AI.
Authors
The writers behind this newsletter.
GP @ Elsa Capital (early-stage VC) | ex-Stripe, Fidelity, Stanford MBA
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