Will Beeson
Building the Optimal U.S. Fintech Lender
A Differentiated Approach to Venture Investing with Deciens
Fintech Opportunties in the Current Macro Context with Amias Gerety
Innovation in the First Fintech Cycle
A framework for thinking about uncertainty, risk, valuations, upside, “smart money,” and incumbent positioning, built through an analysis of the First Fintech Cycle, circa 2007-2023.
Building Decentralized Infrastructure for the Global Financial Industry
Fintech as Consumer Discretionary & Why It Matters
One framework I have for thinking about fintech involves three simple categorizations: fintechs as financial institutions, fintechs as tech companies, and fintechs as consumer discretionary businesses.
This framework is particularly useful for consumer & SMB fintech, but it can often be extended to B2B, too.
Depending on the audience, market