Nick Adams

I’ve spoken to over 2 dozen MDs at PE firms I can confidently say that the arb of figuring out how to implement Vertical AI at portfolio companies is very real right now It will fundamentally change underwriting for those who can do it predictably and unlock generational returns. Most are aware they need to act. Very few have.

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Big milestone for Firmable. We’ve raised $14m Series A led by Airtree. Sales has moved through a few big waves: intuition-led, CRM-led, data-led. We’re now entering the next one – intelligence-led sales. The opportunity isn’t just better data. It’s turning that data into clear direction and action, without adding more work for sales teams. That’s what we’re building at Firmable: a foundation of trusted external data, layered with intelligence that helps sellers know who to focus on and when. Led by Airtree, this round supports our expansion across Asia and into the US – and accelerates the build-out of AI agents that take the admin work off sales teams so they can focus on what they do best. Proud of the team, grateful to our customers and investors. We’re just getting started. Read the exclusive in the AFR. https://lnkd.in/gr66uknb Leigh Jasper | Tara Salmon | Karthik Venkatasubramanian| Chester Thompson| Chath Widanapathirana

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At RAIVEN CAPITAL we’re seeing enterprise value shift toward companies building infrastructure for autonomous decision-making. Dr. James Baty, our very own Executive in residence and Advisory Board Member, as well as my co-founder, Supreet Singh Manchanda made a deep dive to offer our their perspective on the implications of moves being made to position for the medium term. #agenticAI #AI Please read our blog: (click though the post) Supreet Singh Manchanda James Baty Trey Reasonover Joa Dugsin

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🚀 Verif-y is redefining digital record management. With 9 State DOE contracts, 200+ institutions onboarded, and 90%+ margins, this AI-powered SaaS platform is solving a $20B+ global problem: fragmented, insecure, and outdated education and credential systems. Now raising $5M Seed funding to accelerate U.S. and international growth. 👉 For VCs and institutional investors: this is defensible, AI-driven SaaS with regulatory moats — the right product, right time. See www.verif-y.com Then DM me for more info. Join us on this funding round? Follow me on LinkedIn: https://lnkd.in/e8bZ8srt

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We’re excited to share that our fund has invested in Cerebras Systems. Artificial intelligence is entering a phase where infrastructure matters as much as algorithms. As AI adoption accelerates across industries, the demand for scalable compute to train and run increasingly complex models is growing exponentially. Cerebras is building technology designed specifically for this new era of AI. Their breakthrough approach centers on wafer-scale computing — a radically different architecture built to handle large-scale AI workloads with greater efficiency and speed. Instead of stitching together thousands of smaller processors, Cerebras developed a single, massive AI processor designed to simplify how large models are trained and deployed. What impressed us most about Cerebras is their bold rethinking of AI compute architecture and their focus on solving one of the most important challenges in the AI ecosystem: enabling organizations to run large AI models faster and at scale. As AI moves from experimentation to mission-critical enterprise deployment, the infrastructure powering these systems will become increasingly important. We believe Cerebras is well positioned to play a meaningful role in shaping that future. We’re excited to support the team as they continue to push the boundaries of AI infrastructure. #AI #ArtificialIntelligence #DeepTech #Infrastructure #Investing

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The move from early traction to scale forces a different set of capital decisions. In today's episode of the Private Equity Value Creation Podcast, Jonathan D. Drillings of Riverside Acceleration Capital talks with Shiv Narayanan about how B2B software companies fund that in-between phase—and why the wrong structure at the wrong moment creates problems later. Tune in to learn: - The role of growth lending in hitting milestones - How early equity affects dilution, valuation and future flexibility - What durability actually looks like before scaling - How AI affects risk without changing the fundamentals And much more. The link to the episode is in the comments below.

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Sanity released its AI Content Operating System - a true game-changer for any enterprise, brand or e-commerce player! Way to go Magnus Kongsli Hillestad and team!

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Wow! Fascinating article Andrew Antos & Nischal Nadhamuni about how the Klarity platform does knowledge capture! A total disruptor indeed for how consultants traditionally did this work! Capturing not just what happens but why it happens has always been the missing link in enterprise AI, and Klarity ’s approach to surfacing human reasoning through its intelligent platform is a real step forward. The #AI Advisor’s ability to traverse vast context graphs, uncover cross-team patterns, and turn knowledge into actionable insights shows how innovation in knowledge capture can truly transform enterprise decision-making.

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