Thesis + Insights.
Our research, our thesis, and our perspective on where AI
is reshaping markets, and why leadership is the multiplier.
The Human Agency Thesis
The Human Agency Thesis. We invest in companies whose products get stronger as their users become more capable, not more dependent. Two tests guide us: durable capability (does the user leave better positioned over time?) and adversarial alignment (when user interests and company growth diverge, who loses?)
Leadership is the multiplier.
A letter from our Founder + Managing Partner Lenore Champagne Beirne on how AI is reshaping the markets we invest in, and which companies are built to handle it.
Subscribe to The MultiplierSub-sector research.
[PLACEHOLDER — Research introduction]
Fintech
“Bright Ventures SMB Report: The Pint Size Economy”. In this report, we explore how system-level thinking is transforming vertical-focused investing.
Health
“Investing Beyond the Gender Gap: The Market Opportunity in Women’s Heart and Brain Health”. The report highlights the critical need to allocate increased capital and attention to cardiovascular and neurological conditions that women experience disproportionately.