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@TechCrunch wrote a nice piece on perpetual investment companies that are acquiring software companies As more Venture-backed companies from the past decade's funding frenzy look for a new home, should we expect more of these ? techcrunch.com/2025/11/25/why…

TheVCNotebook's tweet image. @TechCrunch wrote a nice piece on perpetual investment companies that are acquiring software companies  

As more Venture-backed companies from the past decade's funding frenzy look for a new home, should we expect more of these ?   

techcrunch.com/2025/11/25/why…

Financial operations are ripe for AI-powered automation Complicated and time-consuming back-office workflows are bound to be taken over by agents which can grasp context and adapt to ambiguous situations In November, 9 startups tackling this thesis raised a funding round

TheVCNotebook's tweet image. Financial operations are ripe for AI-powered automation

Complicated and time-consuming back-office workflows are bound to be taken over by agents which can grasp context and adapt to ambiguous situations 

In November, 9 startups tackling this thesis raised a funding round

General Catalyst had a busy November The Venture firm invested in 15 deals, across stages, sectors and geographies (although it skews heavily towards US) Which fund should I do next ?

TheVCNotebook's tweet image. General Catalyst had a busy November 

The Venture firm invested in 15 deals, across stages, sectors and geographies (although it skews heavily towards US) 

Which fund should I do next ?

If @NotionHQ comes up with a vibe coding product on top of its platform things will get insane


That is one steady chart

$NOW starting to get interesting. Let’s see if they sell this one off even more to end the year Very few companies with charts that look like this

buccocapital's tweet image. $NOW starting to get interesting. Let’s see if they sell this one off even more to end the year

Very few companies with charts that look like this


What’s the most promising Series A/B startup of 2025 ?


Wow

ServiceNow CEO Bill McDermott: "It used to be the Mag7. Now there's a new category. I'm calling this the Super 8. That's the Mag7 plus ServiceNow. That's right, the Super 8." $NOW

fiscal_ai's tweet image. ServiceNow CEO Bill McDermott:

"It used to be the Mag7. Now there's a new category. I'm calling this the Super 8. That's the Mag7 plus ServiceNow. That's right, the Super 8."

$NOW


Another deal in financial operations automation @coplane raises a $14m Seed round from Ribbit, Stripe, Optum Ventures and Terrain for its enterprise-focused back-office AI intelligence layer coplane.com/perspectives/a…


Google is the ultimate compound company


The moment I realized Revolut was never slowing down CEO Nikolay Storonsky on @twentyminutevc, weighing the possibility of a London IPO for his company


At a time when startups are trying to build the next generation of compound CRM, ERP and HCR platforms, @Mattbrown from Matrix dropped one of the most compelling and elegant guide on how to get there notes.mtb.xyz/p/your-data-mo…


Is velocity the most important word in venture ?


Revolut's explosive customer growth, charted

TheVCNotebook's tweet image. Revolut's explosive customer growth, charted

As the saying goes, there are two ways to make money in software: bundling and unbundling Seems like AI software startups are exploring both possibilities


YC Graduate @MomenticAI raises a $15m Series A led by Standard Capital The company builds software testing tools powered by AI and counts 2,600 customers across companies like Notion, Xero or Webflow techcrunch.com/2025/11/24/mom…


Last week on @tbpn, Everett Randle gave a short and crisp explanation of how @Revolut became a $75b company


On addition to being an amazing episode, its release was incredibly timed

Gemini 3 is here. For the full story of how Gemini happened, and how Google turned around in the race for AI: acquired.fm/episodes/googl…



Everybody wants a piece of Ramp

TheVCNotebook's tweet image. Everybody wants a piece of Ramp

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