Will Beeson
Building Social Investing with Public
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.