Thomvest

In a recent conversation with Riddhi Kanetkar, Business Insider, Umesh Padval shared his perspective on a shift in VC — investing in competing companies within the same space, particularly in large language models (LLMs) like OpenAI, Anthropic, and Cohere. 💡 Here are a few key takeaways: ► Commitment to Thesis: At Thomvest, we believe in thesis-driven investing, identifying the strongest companies in a given sector and dedicating 100% support to their success. Investing across competing startups doesn’t align with this approach, as it can dilute commitment. ► Confidentiality Concerns: With multiple investments in the same space, there’s a real risk of confidential information being shared unintentionally. While firewalls are promised, they can be challenging to maintain in practice. ► Strategics vs. VCs: Historically, strategic investors have often invested in multiple companies within a single sector, as seen with NVIDIA and Salesforce, but for VCs, focus and dedication remain essential to long-term partnerships. As the AI landscape evolves, it’s critical for VCs to consider both the ethics and value-add of their role in supporting transformative tech.

A well-rounded board can be the difference between scaling a #unicorn and stagnating. But should board observers, with their nonvoting status, be part of that equation? Today, around 20% to 30% of corporate boards include observers, with that number even higher for private, VC-backed companies. Kip Knight, Operating Partner, dives into the pros and cons of board observers on Crunchbase News. Read more to see if observers could be the right fit for your board's strategy. 👀 #boardmembers #venturecapital

As AI adoption accelerates, security and privacy concerns are growing, especially in industries with strict compliance standards. Ashish Kakran spoke with Sri Muppidi at Business Insider about the gap in AI security and the significant opportunity for startups building solutions to safeguard AI models and sensitive data. #AI #security #privacy #startups #tech

While Crunchbase News reports a 51% drop in Q3 funding for cybersecurity startups compared to Q2, there are still positive signals in the sector. Umesh Padval points out: ➡ Valuations are stabilizing: Current valuations are in a good place, offering a more rational environment for investors and sustainable growth for startups. ➡ New architectures emerging: There are exciting developments in cyber architectures, such as autonomous agents trained on vast data sets to tackle security challenges more effectively. ➡ Interplay with AI: The crossover between AI and cybersecurity is creating new opportunities. While the AI craze may have drawn attention from some investors, it is also helping develop more innovative cybersecurity solutions. ➡ Temporary downturn due to seasonality and other factors: Q3's dip is likely influenced by seasonality and how deals are categorized, while the overall dollar total remains comparable to last year.

At Thomvest Ventures, we remain committed to investing in cutting-edge #AI technologies that shape the future of industries. As AI reaches an inflection point, we continue to seek out opportunities in sectors like #cybersecurity, #privacy, and #compliance. The global market for AI-driven solutions is expanding rapidly, creating immense opportunities for innovation and disruption. By focusing on companies that leverage AI to solve complex problems, we aim to support businesses that not only lead their industries but also drive lasting impact across sectors. Our recent investment in Relyance AI, an automated data governance platform, is a testament to our belief in the transformative power of AI. We fuel advancements that drive meaningful change across the global economy. Read more in today's story by Venus Feng.

At a recent venture capital event, the challenges of #liquidity in today’s market was apparent. In a new Forbes article, Don Butler reflects on the impact of rising interest rates on liquidity and venture exits, and why 2025 may bring renewed opportunities for investors. With declining rates and a recovering M&A landscape, Don explains how the tide may soon turn for venture capital.

Managing payments and cash flow is essential for preventing costly delays in today’s construction market. Alex Rohrbach from Thomvest explores in his latest blog (https://bit.ly/3Bv4jyH) how companies such as Procore Technologies, Briq, Built. and Rabbet are addressing these significant challenges, helping to streamline financial processes and keep construction projects moving forward. #construction #predevelopment #cashflow #postdevelopment #Thomvest

Delays, unexpected costs, and poor coordination can wreak havoc on construction projects. In my latest article, I explore how proptechs are reshaping the construction industry with payment acceleration, reconciliation, and workflow management solutions. https://lnkd.in/eNUmZ-hx #Construction #RealEstate #Startups #Thomvest