Co-founding partner at Floodgate venture capital firm, researching AI-native organizational structures and investing in infrastructure software for enterprise AI adoption.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
AI-native companies are building internal 'software factories' with agents across sales, marketing, and finance; the gap between early adopters like Ramp and the 90% of startups lacking internal tooling teams creates a venture opportunity for infrastructure that democratizes agentic workflows.
Ramp exemplifies the AI-build organization by enabling every employee from sales to finance to leverage AI agents, with resources to build internal tooling harnesses that smaller startups cannot afford.
Acelas is far ahead in enabling all employees to generate and use AI agents across functions, representing the frontier of AI-native organizational design.