Coalition Capital

🌐 𝗘𝘅𝗰𝗶𝘁𝗶𝗻𝗴 𝗖𝗼𝗻𝘃𝗲𝗿𝗴𝗲𝗻𝗰𝗲: 𝗙𝗶𝗻𝘁𝗲𝗰𝗵 𝗠𝗲𝗲𝘁𝘀 𝗧𝗲𝗹𝗲𝗰𝗼𝗺 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗲𝗦𝗜𝗠 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻! 🚀 Digital banks are transforming connectivity by leveraging eSIM technology, creating seamless financial and mobile experiences. Key highlights: • Neobanks like Nubank, Revolut, and bunq are expanding beyond traditional banking • eSIM market projected to grow from $4.7B to $16.3B by 2027 • Offering consumers convenience, sustainability, and global connectivity • Enabling new revenue streams and product differentiation for fintechs The future of finance is no longer one-dimensional - it's integrated, digital, and borderless! 💡📱 #Fintech #DigitalBanking #Innovation #TechTrends https://lnkd.in/eqZtvHs8

🚀 𝟮𝟬𝟮𝟰: 𝗧𝗵𝗲 𝗬𝗲𝗮𝗿 𝗼𝗳 𝗚𝗲𝗻𝗲𝗿𝗮𝘁𝗶𝘃𝗲 𝗔𝗜 𝗶𝗻 𝘁𝗵𝗲 𝗘𝗻𝘁𝗲𝗿𝗽𝗿𝗶𝘀𝗲 🚀 As we dive into 2024, the landscape of generative AI is evolving at an unprecedented pace! 🌟 Here are some key insights from Menlo Ventures latest report on the state of generative AI in enterprises: 🔹 Massive Investment Surge: Enterprise spending on generative AI has skyrocketed to $13.8 billion, a staggering 6x increase from 2023! 🔹 Widespread Adoption: A remarkable 72% of decision-makers expect broader adoption of these transformative tools, with 60% of investments coming from innovation budgets. 🔹 Top Use Cases: Code Copilots (51%) Support Chatbots (31%) Enterprise Search & Retrieval (28%) Data Extraction & Transformation (27%) Meeting Summarization (24%) 🔹 Emerging Trends: We're seeing a shift towards autonomous AI-powered agents that handle complex, end-to-end processes. Interestingly, the balance between in-house development (47%) and vendor solutions (53%) is nearly even. 🔹 Challenges Ahead: Implementation costs (26%), data privacy concerns (21%), and disappointing ROI (18%) are significant hurdles that enterprises face. 🔹 Industry Leaders: Healthcare leads the charge with a whopping $500 million in enterprise spend, followed by the legal industry at $350 million. 🔹 Infrastructure Insights: Enterprises are deploying multiple foundation models, with OpenAI's market share decreasing to 34%, while Anthropic has doubled to 24%. #GenerativeAI #ArtificialIntelligence #Innovation #EnterpriseTech #DigitalTransformation #AITrends #FutureOfWork https://lnkd.in/grj-_bYD

The 2025 Technology & Media Outlook from @Activate Consulting is out, packed with insights into the future of technology, media, and consumer behavior. Here are some of the key takeaways: ✅ $1.1T in technology and media growth by 2028 ✅ U.S. consumers to spend over 13 hours/day on tech and media ✅ Generative AI transforming search; 36M U.S. users by 2028 ✅ Global eCommerce to grow by $3T in the next four years ✅ Video gaming reaching 3.5B gamers, $200B revenue by 2028 For a deeper dive into these trends and more, download the full report! https://lnkd.in/edXrPGDB #TechOutlook2025 #TechOutlook2025 #MediaOutlook2025 #GrowthOpportunities #AI #eCommerce #VideoGaming #SpatialComputing #SocialVideo #B2B #AdvertisingTrends

Two weeks to go to the Munich edition of our VC Academy for Family Offices on Nov 28 & 29 in collaboration with Blue Future Partners and Mountside Ventures! We have a great group of speakers coming, including Joseph (Sjef) Peeraer  from Positron Ventures, Dr. Ingo Potthof from UVC Partners, Chris Hitchen from Possible Ventures, Nela Braun from NATO Innovation Fund (NIF), Yoram Wijngaarde from Dealroom.co and Adrian Locher from Merantix Capital. We still have a few spots left. If you are a Family Office and want to join, you can register here or shoot us a message https://lu.ma/vcacademy

Two weeks to go to the Munich edition of our VC Academy for Family Offices on Nov 28 & 29 in collaboration with Blue Future Partners and Mountside Ventures! We have a great group of speakers coming, including Joseph (Sjef) Peeraer  from Positron Ventures, Dr. Ingo Potthof from UVC Partners, Chris Hitchen from Possible Ventures, Nela Braun from NATO Innovation Fund (NIF), Yoram Wijngaarde from Dealroom.co and Adrian Locher from Merantix Capital. We still have a few spots left. If you are a Family Office and want to join, you can register here or shoot us a message https://lu.ma/vcacademy

Come join me for the Investor Panel Discussion at November's AI on the Amstel Meetup organized by the amazing Grant Easterbrook. AI on the Amstel is a monthly technical meetup that features builders discussing "in the weeds" #AI topics. For this month's session, I will be joined by my fellow panelists Hugo Bongers , Partner at Motive Ventures, and Dagmar van Ravenswaay Claasen ,  Partner at LUMO Labs . All of us invest at different stages and we will discuss how we evaluate AI startups and their technology when considering an investment. 📅 Thursday, November 14 📍 CODAM Coding College Auditorium Space, Amsterdam 🕙 5:00 pm to 8:30pm CET 🔗 https://lnkd.in/e47V6Yj6 (The event is free, but all attendees must register!) Make sure to come and say hi at the event. 👋

Euclid Ventures  wrote and interesting article about the evolving landscape of vertical software. Here's a simplified breakdown of the key points: 𝗩𝗲𝗿𝘁𝗶𝗰𝗮𝗹 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗶𝘀 𝗺𝗼𝘃𝗶𝗻𝗴 𝗯𝗲𝘆𝗼𝗻𝗱 𝘁𝗿𝗮𝗱𝗶𝘁𝗶𝗼𝗻𝗮𝗹 𝗦𝗮𝗮𝗦 𝗺𝗼𝗱𝗲𝗹𝘀. 𝗖𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀 𝗮𝗿𝗲 𝗻𝗼𝘄 𝗮𝘁𝘁𝗮𝗰𝗵𝗶𝗻𝗴 𝘁𝗵𝗲𝗺𝘀𝗲𝗹𝘃𝗲𝘀 𝘁𝗼 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆-𝘀𝗽𝗲𝗰𝗶𝗳𝗶𝗰 𝘃𝗮𝗹𝘂𝗲 𝘀𝘁𝗿𝗲𝗮𝗺𝘀 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘂𝘁𝗰𝗼𝗺𝗲𝘀. • This shift is expanding market sizes for vertical startups, creating more opportunities for venture-scale outcomes. 𝗡𝗲𝘄 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗺𝗼𝗱𝗲𝗹𝘀 𝗮𝗿𝗲 𝗲𝗺𝗲𝗿𝗴𝗶𝗻𝗴: • Hybrid models: Combining software with transactional and fintech revenue streams • Vertical Integration: The startup becomes the sole customer of its software • Synthetic Roll-Ups: Software platforms that help power, operate, or grow legacy businesses • 𝗦𝘆𝗻𝘁𝗵𝗲𝘁𝗶𝗰 𝗥𝗼𝗹𝗹-𝗨𝗽𝘀 𝗮𝗿𝗲 𝗽𝗮𝗿𝘁𝗶𝗰𝘂𝗹𝗮𝗿𝗹𝘆 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁𝗶𝗻𝗴 𝗯𝗲𝗰𝗮𝘂𝘀𝗲 𝘁𝗵𝗲𝘆: • Remove vertical-specific growth constraints • Leverage economies of scale through aggregation • Focus on helping customers generate more revenue • Can capture 10-30% of customer revenue at scale The future of vertical software lies in becoming a partner to businesses, not just a tool. This approach opens up new markets and increases potential revenue capture. Read more on: https://lnkd.in/eiQ6FKsj #VerticalSoftware #StartupStrategy #TechTrends #Innovation

We just read an insightful article from First Round Capital  about building successful marketplaces. Here are some key takeaways from Casey Winters , a growth expert behind companies like Grubhub and Pinterest: 𝗖𝗵𝗼𝗼𝘀𝗲 𝘆𝗼𝘂𝗿 𝗺𝗮𝗿𝗸𝗲𝘁 𝘄𝗶𝘀𝗲𝗹𝘆: • Look for markets with many suppliers to offer variety • Target customers who want different things over time • Balance frequency, order value, and take rate 𝗙𝗶𝗻𝗱 𝘀𝗰𝗮𝗹𝗮𝗯𝗹𝗲 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗮𝗰𝗾𝘂𝗶𝘀𝗶𝘁𝗶𝗼𝗻: • Develop a unique advantage for acquiring supply or demand • Use supplier data to attract customers (e.g., SEO) • Be creative in finding your acquisition edge 𝗙𝗼𝗰𝘂𝘀 𝗼𝗻 𝗲𝗮𝗿𝗹𝘆 𝘁𝗿𝗮𝗰𝘁𝗶𝗼𝗻: • Don't shy away from non-scalable work at first • Remember that your supply is the product, not just your software • Be willing to use simple solutions to test your concept 𝗨𝗻𝗱𝗲𝗿𝘀𝘁𝗮𝗻𝗱 𝘁𝗵𝗲 𝗰𝘂𝘀𝘁𝗼𝗺𝗲𝗿 𝗷𝗼𝘂𝗿𝗻𝗲𝘆: • Map out the setup, "aha!" moment, and habit formation • Experiment to boost retention at each stage 𝗕𝗲 𝗰𝗮𝗿𝗲𝗳𝘂𝗹 𝘄𝗶𝘁𝗵 𝗴𝗿𝗼𝘄𝘁𝗵 𝘁𝗮𝗰𝘁𝗶𝗰𝘀: • Use discounts strategically, not as a crutch • Don't rely solely on suppliers to bring demand Read the full article below: https://lnkd.in/gc_8e8RA #Startups #Marketplaces #GrowthStrategy #ProductMarketFit

Exciting changes are happening in the world of AI!  We just read a great article from Bain Capital Ventures that discusses the next phase of competition in this field. Here are some key points: • 𝗖𝗼𝗺𝗽𝘂𝘁𝗲: Companies are now focusing on making AI run more efficiently, which will help app developers save money. • 𝗧𝗮𝗹𝗲𝗻𝘁: The best researchers are choosing jobs based on shared values and beliefs about AI, not just salary. • 𝗗𝗮𝘁𝗮: Gathering high-quality feedback from users is becoming really important for improving AI models. • 𝗗𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻: As AI models get better, success will depend more on creating user-friendly products that fit easily into people's work. The future leaders in AI will not only have the best technology but also know how to create great experiences for users. Read more: https://lnkd.in/gwksr6S7 #ArtificialIntelligence #TechTrends #Innovation #AICompetition

We just read a thought-provoking article by @Samit Kalra about what it takes to win in building AI applications. Here are the key insights: 𝗦𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗶𝘀 𝗲𝗮𝘀𝗶𝗲𝗿, 𝘄𝗶𝗻𝗻𝗶𝗻𝗴 𝗶𝘀 𝗵𝗮𝗿𝗱𝗲𝗿: • It's now simpler to create AI-powered products, even in niche industries. • This has led to intense competition, with many startups launching similar products quickly. 𝗔 𝘀𝘁𝗿𝗼𝗻𝗴 𝗶𝗻𝗶𝘁𝗶𝗮𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗶𝘀𝗻'𝘁 𝗲𝗻𝗼𝘂𝗴𝗵: • Having a good "wedge" product used to be the main challenge. • Now, founders need to quickly build deeper value beyond the initial offering. 𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗱𝗲𝗳𝗲𝗻𝘀𝗶𝗯𝗶𝗹𝗶𝘁𝘆 𝗶𝘀 𝗰𝗿𝘂𝗰𝗶𝗮𝗹. 𝗦𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀 𝗶𝗻𝗰𝗹𝘂𝗱𝗲: • Rapid market capture • Securing unique distribution channels • Expanding to multiple related products • Creating deep integrations with existing industry software 𝗙𝗼𝘂𝗻𝗱𝗲𝗿 𝗾𝘂𝗮𝗹𝗶𝘁𝗶𝗲𝘀 𝗺𝗮𝘁𝘁𝗲𝗿 𝗺𝗼𝗿𝗲 𝘁𝗵𝗮𝗻 𝗲𝘃𝗲𝗿: • In this competitive landscape, traits like speed of execution, vision, and fundraising skills are increasingly important. • Only the fastest-moving and most adaptable founders are likely to succeed. Read more on: https://lnkd.in/e-U9wnPh #AIStartups #TechEntrepreneurship #StartupStrategy #ArtificialIntelligence