I recently had a discussion with a fellow investor about what I call “dashboard startups”. These are products that enable users to aggregate data from various sources to then visualize it on a dashboard. We had this discussion because we were both looking at such a company and both of us have maybe the wrong… Continue reading How should I assess “dashboard startups”?
The democratization of consumer investing
Consumer investment apps have been around for quite some time now. Whether it’s robo advisors such as Betterment or stock trading apps like Robinhood. However I’m wondering if the market for consumer investment apps is not going to accelerate in the years to come due to several market forces. The first one is market education.… Continue reading The democratization of consumer investing
25 million software developers
When I first got introduced to the concept of no-code, I initially didn’t really know if it was hype only or if it would be a product trend that would have a big impact on the B2B software industry. Especially that this term is often overused. For instance, I don’t think that Notion is a … Continue reading 25 million software developers
Online Identity Software Deep Dive
The past couple of months, with Nicolas and Louisiane from Eurazeo, we explored the broader “Identity Software” space with great interest. The way people and businesses manage their online identity is currently evolving fast and we wanted to have a better overview of the exciting trends shaping this space. This post summarises our main findings… Continue reading Online Identity Software Deep Dive
🎮Three video game rules applied to no-code tools🛠
Customer built software In his article, David explains that the recent acceleration of no-code tools in the B2B software space is pushing a new trend that he calls “customer built software”. The idea behind this term is that B2B software has evolved over time from on premise software to cloud based software and its latest… Continue reading 🎮Three video game rules applied to no-code tools🛠
The verticalization of orchestration tools
The past 18 to 24 months I stumbled upon a growing number of orchestration startups in various software categories. Orchestration vs automation It’s increasingly common to see people automate the tasks they need to do for their job by using more and more SaaS products. And very often these products have specific scopes. On the… Continue reading The verticalization of orchestration tools
Future of Work: 14 trends to follow
This past summer together with Pauline we took the time to check what was going on on the “future of work” side. Since every VC out there has already shared a mapping of this space, the good thing is that we didn’t need to start from scratch. Our aim was not to create another mapping… Continue reading Future of Work: 14 trends to follow
The third generation of video conferencing tools
When we look at the evolution of video conferencing tools, I believe that we’re entering the third generation of them. The first generation was really about providing the video conferencing infrastructure and enabling people to discuss directly online instead of using their phone. One of the first wildly successful video conference startups was Skype, but… Continue reading The third generation of video conferencing tools
Designer Tools Landscape: One year later 🎨
Almost one year ago together with Alex we shared a deep dive about design tools. Since then quite a lot has happened in this space so I’ll share a quick update in this video with a list of the major fundraising and acquisitions that happened as well as three personal observations. Funding Rounds In terms… Continue reading Designer Tools Landscape: One year later 🎨
Virtual offices: The next Slack or just a fad?
As I shared in a previous video, this summer I was working on a deep dive about the future of work, and one of the categories where we saw several startups raising money was virtual offices. These startups, such as Cosmos, Tandem, Tymco or Gather, help businesses set up their own virtual office where employees… Continue reading Virtual offices: The next Slack or just a fad?