Investment Thesis
Thesis.
Where we're investing - deep research on the verticals, stacks, and market dynamics shaping AI-native financial services.
- 01AcAccounting · T1PDF
AI in Accounting
Over $100B is spent annually on manual accounting tasks while the CPA workforce shrinks. We back founders rebuilding accounting as an intelligent, agentic layer.
gAI VenturesApr 27, 20266 min readTAM $100B+ - 02InInsurance · T2PDF
AI in Insurance
The $1T insurance industry is straining under legacy systems, mounting data complexity, and rising customer expectations. We back founders replacing rule-based operations with AI-native infrastructure.
gAI VenturesApr 27, 20267 min readTAM $1T - 03LdLending · T3PDF
AI in Lending
U.S. lenders lose $10B+ annually to fraud and errors while 60% of applicants abandon slow processes. We back founders rebuilding lending infrastructure end-to-end with AI.
gAI VenturesApr 27, 20267 min readTAM $10B+ fraud losses - 04WmWealth · T4
AI for Wealth Managers
Independent advisors manage trillions on stitched-together tooling and manual back-office work. We build and back the AI stack that lets a single advisor serve more households at a higher standard of care.
gAI VenturesApr 27, 20266 min readTAM $130T+ managed assets - 05CoCommerce · T5
AI for Agentic Commerce
Commerce is shifting from human browsing to agent-mediated transactions. We back the discovery, trust, and payment infrastructure that lets agents transact safely at scale.
gAI VenturesApr 27, 20266 min readTAM $8T+ digital commerce - 06EpEnterprise Productivity · T6
AI for Enterprise Productivity
Enterprises lose enormous value to fragmented data and manual workflows. We back vertical productivity systems that don't just summarize work, they do it.
gAI VenturesApr 27, 20266 min readTAM $1T+ productivity spend - 07IdEnterprise Infrastructure · T7
AI for Agentic Identity & Auth
Agents are about to act with real authority and money, but identity and authorization were designed for humans and static services. We back the trust layer for the agent economy.
gAI VenturesApr 27, 20266 min readTAM $50B+ identity & security - 08AdEnterprise Productivity · T8
Enterprise AI Adoption Platform
Enterprises have no shortage of AI ambition and no shortage of stalled pilots. We back the platforms that turn experiments into governed, measurable production systems.
gAI VenturesApr 27, 20266 min readTAM $200B+ enterprise AI