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Top VC Investment Theses
Explore a curated list of blog posts discussing investment theses from leading thesis-driven venture capitalists. Gain insights into their strategies and perspectives on emerging trends in the investment landscape.
- Accel stakes Cursor, viewing its AI-powered coding interface as the future OS for human-machine software collaboration.
Our Investment in Cursor
Accel • Miles Clements • Jun 6 2025
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- Accel leads Polar’s seed round, betting on its developer-centric Merchant-of-Record API that simplifies global payments and tax compliance.
Our Investment in Polar: The Future of Global Payments for AI-Native Developers
Accel • Andrei Brasoveanu • Jun 18 2025
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- Accel invests in Syrup’s AI platform that optimizes inventory planning for omnichannel retailers, boosting revenue and reducing waste.
Our Investment in Syrup: Helping Retailers Sell More and Waste Less With AI
Accel • Sara Ittelson • Dec 1 2023
- Accel’s thesis is that Synthflow’s no-code, multilingual voice-AI platform will modernize call-center and customer-support interactions.
Our investment in Synthflow AI: Transforming Enterprise Communications with Voice AI
Accel • Luca Bocchio • Jun 25 2025
- Accel backs Linear’s developer-first issue-tracking and product-building platform, viewing it as the core system for modern, distributed teams.
Building for Quality: Our Investment in Linear
Accel • Miles Clements • Sep 14 2023
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- Accel leads Campfire’s Series A, believing an AI-first, conversational ERP can replace legacy systems and transform high-velocity finance teams.
Our Investment in Campfire: Building the Future of AI-Native ERP
Accel • John Locke • Jun 30 2025
- Bessemer invests in Doppel’s platform to combat AI-driven social-engineering attacks, citing the need for proactive identity protection.
Backing Doppel: Architecting trust in an age of AI-powered threats
Bessemer Venture Partners • Elliott Robinson • May 2 2025
- Bessemer’s thesis centers on Entropik’s emotion-AI suite that gives real-time, multimodal consumer insight beyond traditional surveys.
Hearing what the customers aren’t telling you: Why we invested in Entropik
Bessemer Venture Partners • Anant Vidur Puri • Feb 8 2023
- Bessemer explains its conviction that Anthropic can become the enterprise foundation-model leader with cloud-scale TAM, doubling down after Claude 3.5.
Why we backed Anthropic
Bessemer Venture Partners • Sameer Dholakia • Oct 22 2024
- Bessemer details its thesis on parametric climate-insurance, backing Inrisk to give Indian businesses faster, data-driven payouts for weather-related losses.
Why we invested in Inrisk Labs
Bessemer Venture Partners • Vishal Gupta • Jan 14 2025
- Index Ventures recounts its 2010 bet on Squarespace—rooted in founder Anthony Casalena’s product-centric vision and a vast market of SMBs needing design-forward web tools. A decade later, the thesis has played out with Squarespace’s global scale and direct listing.
Squarespace: Because Websites Should Be Beautiful (Why we invested)
Index Ventures • Dom Vidal • May 19 2021
- Lightspeed’s fintech thesis favors solutions that benefit consumers, financial institutions and the company itself; Casap fits by automating dispute resolution and fraud prevention with AI. Early traction shows faster resolutions, lower costs and happier customers.
Investing in Win-Win-Win Companies in Fintech, Starting with Casap
Lightspeed Venture Partners • Lightspeed Fintech team • Oct 28 2024
- Lightspeed backs Zluri’s Series B to tame enterprise ‘SaaS sprawl’—hundreds of apps that create cost, security and productivity issues. The team’s platform architecture and consistent execution convinced Lightspeed the company can own the SaaS management market.
Why we invested in Zluri
Lightspeed Venture Partners • Dev Khare • Aug 18 2023
- Sequoia led Rillet’s Series A because the founders are rebuilding the general ledger for CFOs with an AI-native architecture that enables a ‘zero-day close’. The post details pain points of legacy ERPs and why AI-driven automation can modernize finance operations.
Partnering with Rillet: The Financial ERP for the AI Age
Sequoia Capital • Julien Bek, Roelof Botha & Cornelius Menke • May 28 2025
- a16z’s consumer team argues generative-AI voice agents will reinvent phone calls, collapsing labor costs for businesses and unlocking new consumer experiences. They see opportunity across the stack—from infra to vertical B2B and novel B2C agents—powered by multi-modal LLMs.
Hi, AI: Our Thesis on AI Voice Agents
Andreessen Horowitz • Olivia Moore & Anish Acharya • May 29 2024
- Andreessen Horowitz lays out why AI’s exponential progress, paired with breakthroughs in biology, will remake drug discovery and healthcare delivery. Their thesis: specialized AI companies can drive down costs, scale access, and create a new industrial revolution in Bio + Health.
AI at the Intersection: The a16z Investment Thesis on AI in Bio + Health
Andreessen Horowitz • Vijay Pande • Jun 21 2023
