Kiosk

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.

Our Investment in Cursor
Accel • Miles Clements • Jun 6 2025
Accel stakes Cursor, viewing its AI-powered coding interface as the future OS for human-machine software collaboration.
Our Investment in Polar: The Future of Global Payments for AI-Native Developers
Accel • Andrei Brasoveanu • Jun 18 2025
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 Syrup: Helping Retailers Sell More and Waste Less With AI
Accel • Sara Ittelson • Dec 1 2023
Accel invests in Syrup’s AI platform that optimizes inventory planning for omnichannel retailers, boosting revenue and reducing waste.
Our investment in Synthflow AI: Transforming Enterprise Communications with Voice AI
Accel • Luca Bocchio • Jun 25 2025
Accel’s thesis is that Synthflow’s no-code, multilingual voice-AI platform will modernize call-center and customer-support interactions.
Building for Quality: Our Investment in Linear
Accel • Miles Clements • Sep 14 2023
Accel backs Linear’s developer-first issue-tracking and product-building platform, viewing it as the core system for modern, distributed teams.
Our Investment in Campfire: Building the Future of AI-Native ERP
Accel • John Locke • Jun 30 2025
Accel leads Campfire’s Series A, believing an AI-first, conversational ERP can replace legacy systems and transform high-velocity finance teams.
Backing Doppel: Architecting trust in an age of AI-powered threats
Bessemer Venture Partners • Elliott Robinson • May 2 2025
Bessemer invests in Doppel’s platform to combat AI-driven social-engineering attacks, citing the need for proactive identity protection.
Hearing what the customers aren’t telling you: Why we invested in Entropik
Bessemer Venture Partners • Anant Vidur Puri • Feb 8 2023
Bessemer’s thesis centers on Entropik’s emotion-AI suite that gives real-time, multimodal consumer insight beyond traditional surveys.
Why we backed Anthropic
Bessemer Venture Partners • Sameer Dholakia • Oct 22 2024
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 invested in Inrisk Labs
Bessemer Venture Partners • Vishal Gupta • Jan 14 2025
Bessemer details its thesis on parametric climate-insurance, backing Inrisk to give Indian businesses faster, data-driven payouts for weather-related losses.
Squarespace: Because Websites Should Be Beautiful (Why we invested)
Index Ventures • Dom Vidal • May 19 2021
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.
Investing in Win-Win-Win Companies in Fintech, Starting with Casap
Lightspeed Venture Partners • Lightspeed Fintech team • Oct 28 2024
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.
Why we invested in Zluri
Lightspeed Venture Partners • Dev Khare • Aug 18 2023
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.
Partnering with Rillet: The Financial ERP for the AI Age
Sequoia Capital • Julien Bek, Roelof Botha & Cornelius Menke • May 28 2025
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.
Hi, AI: Our Thesis on AI Voice Agents
Andreessen Horowitz • Olivia Moore & Anish Acharya • May 29 2024
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.
AI at the Intersection: The a16z Investment Thesis on AI in Bio + Health
Andreessen Horowitz • Vijay Pande • Jun 21 2023
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.