The Factory Is Smart. The Balance Sheet Isn't.
Manufacturing doesn't look like it has a cash flow problem. That's exactly why it does.
Consumer Fintech Has Plaid. What Does Industrial Finance Have?
The bottleneck in industrial finance isn't capital - it's infrastructure. A generation of companies are laying the foundation to unlock this data. Not fintech, but workflow software that will make industrial finance possible.
Your Next Customer Doesn't Have a Pulse
Machines drive billions in economic activity every day on rails built for humans. They need their own infrastructure.
The AI-Native Lending Stack
When debt service costs can triple overnight, borrower risk shifts in months—not years. Traditional credit models can't keep up. This volatility is opening the door for AI-native companies building adaptive lending infrastructure.
How AI is Transforming the "No Hardware" Investment Mindset
“We don’t invest in hardware" has been the go-to response for many VCs because software offers higher efficiencies. However, with AI, this mindset is shifting as the economics of hardware investments become increasingly compelling. With the right team solving a big problem, accepting a longer development timeline and high initial upfront costs might just be worth it for AI-powered hardware. Here's why:
From Concept to Commerce: How Fintech Can Power Advanced Manufacturing
Robotics and material science are revolutionizing manufacturing, but what about the financial solutions needed to bring these innovations to life? I think there's an interesting opportunity for fintech to bridge the gap between cutting-edge ideas and commercially viable businesses in advanced manufacturing. Here's how: