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Fintech

The Vestigo Fintech Podcast

I used to spend a lot of time on Interstate 89. It’s a splendid track which meanders mazily through the Green Mountains of Vermont and by the shores of Lake Champlain connecting Boston to Montreal. On July evenings you can almost drink the air so thick with humidity and

Railz: Accounting Data-as-a-Service

A crucial, disruptive infrastructure layer for the next generation of enterprise fintechs Originally published on my Substack September 2, 2020 Spreadsheets are one of my bugbears. While intuitive and versatile for straightforward tasks, they are an inferior tool for data storage, analysis, and visualization. Saving vital business data in a

Retirable: Inclusive Financial Planning

A trusted partner for Americans left behind by the retirement industry Originally published on my Substack September 11, 2020 We recently invested in a company called Retirable which is bringing retirement infrastructure to the millions of Americans that have never seen a financial plan. People who receive professional financial advice

Making Sense of Fintech Multiples

What the public markets can tell us about venture capital's darling category Originally published on my Substack December 21, 2020 Last week I noticed three series B announcements totaling over $130M of new capital for fintech companies within my personal network. Three weeks ago, a16z announced that they’

Wag the Dog

Wag the Dog

Interpreting value at the intersection of technology and insurance Originally published on my Substack March 10, 2021 I was recently asked to appear on a panel where I was told I would be asked about the fintech IPO market and what (if anything) public valuations had to teach us private

Fintech Multiples Redux

Originally published on my Substack December 23, 2021 In Q3 of last year the market for early growth-stage-backed fintechs started to look a little manic. I took a look at some of the data for publicly traded comps to get a sense of just how much growth was being baked