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New School

New School SaaS companies look different than the first generation of SaaS companies, which largely ported core enterprise systems of record to the cloud. The New School serves huge underserved markets once considered niche - SMB, startups, verticals, new personas. They are designed for the end user era, and prove their value incrementally to companies, with end-user adoption or a land-and-expand go-to-market. New School SaaS companies go beyond tactical, transactional systems of record. They are smart and strategic systems of collaboration and creation. Not just workflow tools, they are identity networks, ecosystems and platforms. They bundle in financials services and other elements of the "real world." They leverage data to do more work for users.

The Future
of Work

The future of work is increasingly digital-first, flexible, hybrid and global. While winning business leaders were already thinking differently about talent, culture, agility and use of technology, the Pandemic Leap of 2020 shook everyone else out of their complacency. The blistering pace of change in the business environment and a global workforce exposed to new ways of working is delivering new "demands" -- for workforce agility, for collaboration tools, for reskilling and for employee support. On the "supply side," increasingly democratized innovations in communication and browser technology (telecom APIs, webRTC, webassembly) make possible new ways of working together.

Arming the

Our software tools define what we create. Better tools can inspire and enable us, making more people more powerful builders. We can better "arm the builders" by abstracting skills such as server and data management, observability and application security. We can abstracting integrations with telecoms or financial systems. We can provide RPC nodes and index blockchains. Better tools push up our quality ceiling, increase our velocity, and let us leverage the work of others in the ecosystem. Tools for builders support collaborative creativity and lower the skills barrier, making us more likely the build magical things. Arming the builders unlocks massive creativity and value - from design, to development, to video, to business automation.


AI progress is accelerating, with more data, cheaper compute, and unreasonably effective deep learning algorithms. More fundamental AI advances are within reach. However, the future is not evenly distributed. AI's adoption remains sadly limited relative to its potential, with relatively few teams translating models to business value. Companies lack sufficient training data, struggle to coordinate interdisciplinary AI products efforts, and run out of steam performing expensive last-mile customization. Opportunities about for startups making AI more accessible, and for pushing the state of the art.


Finance makes the world go round, but today it does so slowly, expensively, clumsily. Fintech/crypto/web3 companies and protocols are rapidly reshaping money and the internet. Finance and markets will become more software-native. 

There's a sucking sound of technical and creative talent towards these ecosystems for good reason: the draws of decentralization, ownership, autonomy, community, new systems for coordination and massive wealth redistribution are powerful. We're early.