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Making sense of all things fintech. I'll unpack the what, why, and how of buzzy fintech trends. There will definitely be (more than a few) hot takes, a breakdown of the trend, and takeaways that are actionable for founders and operators.

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Substack
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Issues69Founded4 years agoLast Issue5 months ago
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Latest Issues

Post-Sales GTM: Following Customers Without Following Them Everywhere

AI-first startups spend a lot of time thinking about GTM levers before the sale. In a previous post, we dug into four key areas that matter most in the early sales motion: Pricing and ROI Strategy, Discovery and Qualification, Consultative...

5 months ago
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1

Investing in Interface: The AI Platform Making Industrial Safety A Reality

At defy.vc, we’ve been investing in vertical software since the firm was founded 9 years ago — backing founders who deeply understand their industries and who build product from the domain outward, not the other way around.

In this new era...

6 months ago

Announcing Defy.vc’s Investment in Birches Health: Leading the Fight Against Gambling Addiction

We are thrilled to announce our investment in Birches Health as they come out of stealth with $20 million in seed and Series A funding. Birches is the leading national provider of specialized treatment for gambling addiction and other behav...

8 months ago
2
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New Value Models, New Playbooks: Tactics AI-first Companies Use to Scale

AI is transforming not only the workflows but the role of software within organizations altogether. As we’ve discussed in the past, AI has enabled new opportunities for distribution because AI-first products can provide utility much closer...

9 months ago
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How to Price Your AI-First Product

AI-first companies are no longer automatically opting for software as a service (SaaS) pricing, but are evaluating whether there are other transactional ones that are more attractive. This topic has been particularly top of mind in the tech...

a year ago
5
1

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  • Medha Agarwal

    General Partner @Defyvc. Inception, seed + Series A. Proud @HarvardHBS @Harvard @Redpoint @Radlwtcrew @Bainalerts alumna. Recovering New Yorker, loving SF

  • Noah Lin

    Analyst @ Defy.VC

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