Conversion Capital
@ConversionCap
Backing Infinite Teams in Infinite Markets | https://conversioncapital.substack.com
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We are humbled and excited to announce Conversion Capital Fund III, our latest early stage fund focused on fintech and infrastructure investments. conversioncapital.com/fund-iii/
Congratulations to the entire @Figure team on today’s IPO on the Nasdaq (FIGR)! Figure’s debut underscores our strategy of backing transformational infrastructure companies from the earliest stages. By re-architecting securitizations and credit markets with immutable loan-level…
Few companies ever reach $1B in revenue. Fewer still sustain growth at this velocity. @tryramp is rewriting what scale looks like.
Big milestone for @tryramp: the cover of Fortune. Grateful for our customers, team, and everyone helping us build what’s next.
Every technological revolution has its turning point — when the breakthrough stops being a novelty and becomes the infrastructure of the economy. Code is the largest asset class in the world, the foundation on which every industry now depends. 🚀 @cognition
We’ve raised over $400M at a $10.2B post-money valuation to advance the frontier of AI coding agents. The round was led by Founders Fund with other existing investors including Lux, 8VC, Neo, Elad Gil, Definition Capital, and Swish VC all doubling down. We’re also joined by new…
A transformational moment for the mortgage industry: @PennymacNews , one of the largest lenders in the nation is now live on @usevesta. This isn’t just another launch. It’s proof that modern, configurable infrastructure can power institutions at the very top of the market and…
This deal brings together two incredible teams deeply aligned on the future of software engineering. Devin + Windsurf is the future of agentic development. Lets go! @cognition_labs @windsurf_ai
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring…
Just the beginning
Goldman Sachs has started to introduce Devin alongside its engineers. We're excited to keep working closely with their team to accelerate their software development operations. More from CIO Marco Argenti: cnbc.com/2025/07/11/gol…
$16B valuation. $10B saved. 27.5 million hours returned to 40,000+ customers. 🤯 @eglyman, @karimatiyeh, and the Ramp team have built a category-defining business: Expense management, bill pay, procurement, treasury — automated and adopted at scale. Early believers — conviction…
Week 16: The Arsenal of Democracy: Made in the 🇺🇸 "We don’t need to reinvent industrial America. We need to turn the lights back on." conversioncapital.com/the-arsenal-of…
Last week, @cognition_labs dropped Devin 2.0 last week. This isn’t just dev productivity - it’s the beginning of AI rewriting the core infrastructure of finance, healthcare, government, etc. “AI is not just a wedge - it’s a chisel for legacy itself.” Our breakdown of what comes…
Spin up parallel Devins to take on multiple tasks at once. Each Devin works autonomously and you can jump in any time on the details that need your expertise. Starting at just $20 @cognition_labs @ScottWu46
Introducing Devin 2.0: a new agent-native IDE experience. Generally available today starting at $20. 🧵👇
Congratulations to @temporalio on the new funding round fueling how modern software is built by guaranteeing the execution of complex, long-running workflows. businesswire.com/news/home/2025…
For centuries, the evolution of human-computer interaction has been constrained by the need for physical input—keyboards, touchscreens, and voice commands. These tools, while transformative, remain intermediaries between thought and action, introducing friction and limiting the…
Legacy systems are the enemy of innovation. Vesta is rewriting the mortgage infrastructure playbook, proving that 'the way it’s always been done' isn’t the way forward. Excited to see their LOS push the industry into the future. 🚀 @useVesta #Fintech #MortgageTech
excited to share a bit more about what we’ve been up to at @usevesta with @fortunemagazine, and thanks to our early customers who’ve helped us get to this point. we're excited to over 30x our volume in the coming months and are actively hiring!
Incredible milestone for the entire team at @tryramp - The Time and Money Company: Behind Ramp's $13 Billion Valuation ramp.com/blog/behind-th…
A Global Acceleration Point You cannot regulate your way to economic prosperity; you must build it. The shift toward America First policies is forcing an inevitable reckoning. If Europe and the U.K. want to remain competitive, they must not only embrace innovation but also…
💳 + 🏈 = 🔥
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