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The case for innovative Proptech models in the COVID era and beyond
The case for innovative Proptech models in the COVID era and beyond
I recently published Viola FinTech’s analysis of the 4 buckets of Proptech which explains our investment thesis…
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Tomer Michaeli reposted thisTomer Michaeli reposted thisHoly moly 🙌 This came up in my morning briefing today, and it made my day. Q2 is shaping up to become the strongest quarter in Candis history. We’re seeing it every day: AI has finally arrived in the German Mittelstand. Let’s go, Candis 🚀
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Tomer Michaeli reposted thisTomer Michaeli reposted thisThe Anthropic announcements are not, in the end, about Claude winning Wall Street. Goldman and Blackstone are picking a partner the way utilities picked turbine suppliers a century ago. The interesting startups of the next five years might not choose to compete directly with that, but instead build the trust layer that sits on top of it, the vertical depth that sits beside it, and the governance scaffolding that sits around it. This moment is about the AI industry maturing past the moment where the model alone is the product:
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Tomer Michaeli reposted thisTomer Michaeli reposted thisToday, Relay launched Relay Capital for small businesses. They had a vision. We had the infrastructure to build it. When Relay decided capital was the next chapter for their platform, they didn't go looking for a lender. They went looking for a partner, one who could help them build something truly native to their experience, without starting from scratch. That's where Fundbox comes in. We provide the full stack: credit decisioning, capital deployment, compliance infrastructure, and servicing, all accessible via API. Partners like Relay focus on their product and their customers. We handle everything underneath. The result? Relay Capital, a fully white-labeled, end-to-end lending experience built in under eight weeks. No iframes. No redirects. Pre-approved offers surfaced directly in the Relay dashboard. Read more about the partnership https://lnkd.in/emHRSxbd
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Tomer Michaeli shared thisDon’t start as an analyst!Tomer Michaeli shared thisWhat does it take to become a partner in VC? There are over ten thousand mid-to-senior level investment professionals in the U.S., spread across more than 3,000 VC firms. Every year hundreds join them as junior VCs.Year after year, my MBA students ask me: what characteristics make a junior VC more likely to become a partner? Finally, I have some answers: https://lnkd.in/gciBbKpc Blake Jackson and I have assembled the largest and most comprehensive dataset of all the VC investment professionals in the US covering the last 30 years. A critical advantage of our data is that we can observe junior level employees as they enter VC firms. Most previous studies focused, for data availability reasons, only on the most senior people. Our sample includes 12,627 people who joined an institutional VC firm in the US between 1996 and 2025 at the junior or middle-level. (We exclude corporate venture capital firms from this exercise because, even though career progression there is interesting as well, it too often follows a different trajectory.) For all these professionals we painstakingly get demographic, educational, and experience data. This allows us to ask a simple question: can a VC’s background predict their career progression? Are investors with particular backgrounds consistently and differentially likely to become more successful VCs?Don't Start as an Analyst. What 12,000 Careers of Junior VCs Tell About Making it in VCDon't Start as an Analyst. What 12,000 Careers of Junior VCs Tell About Making it in VC
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Tomer Michaeli reposted thisPowering the small business economy through capital is what excites us every day. That said, we will happily accept additional motivation - such as making the Forbes Fintech 50 list :-) And we're proud to be joined by our partners Lead, Relay, and Stripe on the list.Tomer Michaeli reposted thisWe’re excited to share that Fundbox has made the Forbes Fintech 50 list. This recognition reflects more than one company, it reflects an evolving ecosystem. We’re especially proud to see our partners Lead, Relay, and Stripe on the list alongside us. Together, we’re building better financial infrastructure for the small businesses that power the global economy. 🚀 Check out the full list: https://lnkd.in/eqs9cxa5
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Tomer Michaeli shared thisAmazing job by the Blee team!Tomer Michaeli shared thisMore and more Fortune 500 companies are putting their trust in Blee, which is why I’m excited to share that PayPal has chosen us to support its content review. As PayPal continues to innovate and scale globally, we’re proud to partner with a company that sets the standard for digital payments and financial technology worldwide. Huge thanks to the PayPal team for the trust, and to the incredible Blee team Sam, Omri, Antonia, Omer, and the entire team for continuing to raise the bar every day. This is exactly the kind of work, and partnership, we set out to build. Let's go!
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Tomer Michaeli shared thisCouldn't say it better. You can't vibe code customer trust, regulatory licenses...
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Tomer Michaeli reposted thisTomer Michaeli reposted this🌟 To all my NYC Friends 🌟 - we are looking for a superstar BD leader to head our fintech and banking village and ecosystem at Team8!! This is an amazing role. DM me for more details! https://lnkd.in/eUHWPjsu
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Tomer Michaeli reacted on thisTomer Michaeli reacted on thisThirteen years ago, I co-founded Bluevine with a belief that small business owners deserved better — a banking experience truly built around their needs. Today, over a million of them chose us. Together, they've helped us reach $2 billion in managed deposits and $17 billion in loans delivered. Numbers I honestly didn't know if we'd ever see. But the numbers don't mean as much to me as the trust behind them. A million business owners who told us, with their dollars and their decisions, that banking could be better. That something easier was possible. Turns out, they were right. And we're only building more momentum from here. Built for millions. Trusted with billions. 💙 https://blvn.com/4eBUdMnA Thank You to the 1 Million Businesses Who Chose BluevineA Thank You to the 1 Million Businesses Who Chose Bluevine
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Tomer Michaeli reacted on thisTomer Michaeli reacted on thisTen years into my Fundbox journey and I'm still learning new skills every day 😀 The team challenged me to raise my latte art game. Here's to more coffee and more great work ahead!
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Tomer Michaeli liked thisTomer Michaeli liked thisDo you have 30mins or less? https://lnkd.in/dm542nC6ד"ר דניאל זהבי - מהילדות באיראן לחלום האקזיט | כלכליסטד"ר דניאל זהבי - מהילדות באיראן לחלום האקזיט | כלכליסט
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Tomer Michaeli liked thisTomer Michaeli liked thisMOST JOBS ARE NOT POSTED ON LINKED ---> HERE'S HOW TO FIND THOSE JOBS: - STEP 1 -- go to a search engine - STEP 2 -- type site:jobs.ashbyhq.com - STEP 3 -- add a title, location, or skill BOOLEAN WORKS: Example: site:jobs.ashbyhq.com ("chief of staff" OR "CoS" OR "chief of staff to CEO") You can replace the URL to broaden the search: → boards.greenhouse.io → jobs.lever.co → careers.icims.com → jobs.jobvite.com → wd1.myworkdayjobs.com → jobs.bamboohr.com → jobs.smartrecruiters.com → apply.jazz.co → careers.workable.com the best part: the jobs are far less contested than the ones posted on linkedin!!! ps... startup jobs typically don't get posted - if you want to access those, you gotta join the a16z speedrun talent network: >>>> https://bit.ly/3SViXrD <<<< ((save this for your next search, send to friends, etc!!))
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Tomer Michaeli reacted on thisTomer Michaeli reacted on thisToday in SF, a guy delivering my lunch pitched me his startup. I could not reject him He knows where I live and he handles my food. During the pitch, he mentioned he does one delivery on Uber Eats, DoorDash, and Grubhub. And his co-founder sells labubus on Amazon and listed his house on Airbnb. At the end, he asked if I wanted to invest in his AI robotics startup with a founding team of ex-Uber, ex-Amazon, ex-Airbnb, ex-DoorDash and ex-Grubhub Wally Capital seeking series a+ rockstars
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Tomer Michaeli liked thisTomer Michaeli liked thisToday, we’ve launched Fund VII and Nation II. $320M to keep on being the first believer in the most exceptional founders building globally from Europe. Together, these funds represent something that we’ve been reaching for throughout Seedcamp ’s entire history: a true one-stop shop for founders raising the earliest capital. Those early bets are the kind of bets that scare most investors. But they’re why Seedcamp exists and what we excel in. I’m proud that we’re going to keep on writing those first checks. I’m also proud that now, our support doesn’t have to stop at that first check. The Select fund (our Nation fund) allows us to double down as founders scale, all the way through Series B and beyond. But the beauty of Seedcamp is never it’s just about the check. It's about the experience we've built over decades of entrepreneurship, and a deep network of founders across Europe and the world who can help with the unglamorous reality of scaling: the community, the hard-won lessons, the people who've already been there. Then, when the moment comes, we're there for the move into the US too. Not just capital, but with our growing New York team, we’re offering real support and network behind it. Our community and our LPs choosing to keep backing this mission means more than I can easily put into words. So many people want to be part of what we're building - and I’m so proud that our own founders are committing to the fund alongside us.
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Tomer Michaeli liked thisTomer Michaeli liked thisלפני שבועיים כתבתי כאן על החילוף הדורי בהייטק הישראלי, והחזרה המסתמנת לטכנולוגיה עמוקה (DeepTech) שמחוברת לעולם הפיזי. היום אני רוצה לצלול עמוק יותר לחיתוך שבין DeepTech, בינה מלאכותית, וטכנולוגיות תשתיתיות. כדי למנוע התפזרות ולעזור לנו לבנות מודל מחשבתי ממוקד, נתמקד היום רק בתשתית, ונשאיר לפעם אחרת את ה-AI הוורטיקלי (בריאות, תחבורה, חקלאות ואחרים) אף על פי שגם שם יש המון DeepTech. נתחיל בתיאום ציפיות: תשתית ≠ Foundation Models הזהות הלוגית שיוצרים פעמים רבות בין "תשתיות" לבין "מודלי מסד", היא לא רק שגויה בעיני אלא גם עושה עוול ענק להייטק הישראלי. בעולם התשתיות ישנו דגש רב על מחקר ופיתוח, פתרון בעיות הנדסיות קשות ופריצות דרך טכנולוגיות – נקודות החוזקה המסורתיות של ישראל. כאן עיקר ההון והמאמץ מתרכזים בשלב פתרון החידה. לעומת זאת, בעולם מודלי המסד, אתגר הביצוע (Operation/Scale) גדול לפחות באותה המידה כמו אתגר המחקר והפיתוח. כדי להביא את התוצאה הזו לקנה מידה עולמי נדרשים משאבי עתק – וכאן האקוסיסטם המקומי עדיין אינו גדול מספיק, הן במונחי יכולות המימון והן ביכולות הביצוע. תשתית עבורי היא אוסף שכבות החומרה, האנרגיה, והתוכנה העמוקה שמאפשרות לכל מודלי הענק האלו להתקיים. המודל המנטלי: 8 עמודי התווך של ה- Data Center המודרני במפה המחשבתית שלי, עולם התשתית בנוי מ-8 נדבכים מרכזיים, ובכולם יש לישראל נכסים אסטרטגיים וחברות פורצות דרך: 1. תשתיות חישוב: המעבדים והשבבים עצמם, בחלוקה ברורה בין פתרונות לאימון (Training) לבין פתרונות להיסק (Inference). 2. בינה מלאכותית בקצה (Edge AI): רכיבי חישוב וחישה המאפשרים שימוש במודלים מתקדמים בתוך מכשירים ורכיבים עצמאיים בשטח. 3. תקשורת וקישוריות (Network & Interconnect): רכיבים ומאיצים המאפשרים ביזור של החישוב על פני אלפי מעבדים בדידים. צוואר בקבוק מרכזי בחישוב, ונדבך בו חברות ישראליות מייצרות שינוי דרמטי. 4. אחסון (Storage): ניהול וגישה לנתונים בנפחים, במהירויות ובאמינות חסרי תקדים. לצד מספר סטרטאפים בוגרים ומובילים, התחום הזה רוחש חדשנות צעירה. 5. קירור והשבת חום (Cooling & Thermal): אף שזה נשמע לפעמים מיושן או Low-tech, היכולת לקרר את מרכז הנתונים מהווה כיום חסם קשיח לחלוטין בפני הרחבת יכולות העיבוד. גם אם נתעלם מזמינות החשמל או המחיר שלו – מבלי להצליח לפנות חום ביעילות, פשוט לא ניתן להמשיך ולהגדיל את כוח החישוב. 6. אנרגיה ורשת החשמל (Energy & Grid): האתגר הכלכלי והתשתיתי הגדול של העשור. עלות האנרגיה הנדרשת להפעלת מרכז נתונים לאורך 3-4 שנים שקולה כיום בערך לעלות הרכש של הציוד עצמו, ורשתות חשמל נאנקות לעמוד בביקוש. 7. אופטימיזציה וניהול קלאסטרים (Cluster Management): שכבות תוכנה עמוקות שמטרתן להפיק את מקסימום הביצועים והניצולת מהחומרה הקיימת. 8. תשתיות תוכנה להיסק בקנה מידה רחב (Inference Scale SW Stack): מערכות RAG ומערכות אג'נטיות (Agentic) כבר מזמן אינן מסתכמות ב-LLM לבדו. כאן נכנסים לתמונה רכיבים שנועדו לקצר את זמן ההמתנה למענה (Time-to-first-token), לדייק את התשובות ולהוזיל את עלויות ההרצה. כמעט בכל אחד מהסעיפים האלו אפשר לראות בשנתיים האחרונות חברות הזנק ישראליות מרשימות, פריצות דרך טכנולוגיות וגיוסי הון משמעותיים. חדי הקרן העתידיים כבר מתחממים על המגרש. מקווה לשתף ממש בקרוב במיפוי שלי עבור החברות הישראליות המעניינות והמובילות בכל אחד מהנדבכים האלו. בינתיים מוזמנים לשתף תובנות, טענות והצעות, כאן או בפרטי.
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Viola FinTech
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