Sheel Mohnot

The greatest rebrand in enterprise software history is calling consulting revenue “forward deployed engineering.”

Great post from my partner Nihar. A clear framework for how foundation model companies are a threat to Vertical AI and where we see opportunity

PayPal is the biggest missed opportunity in all of tech - it should have been a trillion-dollar company. They have a two-sided bank-connected consumer + merchant network at global scale... PayPal ...

At our AGM in October, I sat down with Justin Meretab, CEO of Layer, an embedded accounting company enabling SMB platforms. We discussed Layer, the opportunities in embedded accounting, and where ...

One of our core thesis areas is Embedded Fintech- I wrote a bit about the original thesis, what we've observed and learned investing in the category over the last six years, and what we're excite...

We raised a new $140M fund at Better Tomorrow Ventures. We’ll continue to do the same thing we’ve always done- back the best pre-seed and seed stage founders building fintech companies. Grateful...

Relay is building an under-the-radar amazing business serving >100k SMBs with banking, payments, bill pay, and a credit card. Go Relay!