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I'm excited by vertical software transforming the real economy
The industries I invest in don't make headlines. Logistics, construction, healthcare, life sciences. These are massive markets where the problems are deeply understood by the people who live them every day, but barely touched by technology. That gap is where category leaders get built. Sennder reimagined road freight across Europe. Voize is transforming how caregivers document patient care through AI. Qualifyze is bringing supplier audits into the digital age for life sciences. The pattern is always the same: a founder who understood the problem before they ever thought about starting a company, and a product that users love from day one.
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