Portfolio

Changing the game: GOALS scores $20m to reshape the future of football gaming

Our portfolio company GOALS has closed a $20M Series A to give football the game it deserves.

Newsletter

March '23: The 10x doctor

We take a look at how LLMs are transforming healthcare operations, and share our thoughts on SVB.

Thinking

SVB: Black swan or first domino?

Our thoughts on SVB and the wider banking situation, and its impact on the tech ecosystem.

Thinking

LLMs in healthcare: The 10x doctor and value-based care at scale

We explore how LLMs will transform healthcare operations, and where we see the opportunities.

Tech

Venture portfolio construction and the factors impacting optimal strategy

Over the last few months, we’ve been analysing data and reasoning about the optimal early-stage venture portfolio construction strategy, running nearly a trillion simulations in the process. Today, we’re sharing our whitepaper on the research. We explain how we modelled and ran the simulations, go step by step

Newsletter

February '23: Portfolio Playground

Following the launch of our Portfolio Simulator, we dive into some of the most interesting discussions it generated.

Tech

Thoughts and discussions on venture portfolio construction

As a follow-up to releasing our Portfolio Simulator, we thought we'd dive into some of the most interesting discussions it generated.

Tech

Design your own early-stage venture portfolio with our Portfolio Simulator

Play around with our models, design your own early-stage venture portfolio strategy, and understand what factors affect it.

Tech

972 billion portfolios: How to design the optimal venture portfolio

We ran nearly a trillion portfolio simulations to determine the optimal portfolio construction. Here's what we found.

Newsletter

January '23: Chance favours the prepared mind

This month we’ve got a deep dive into how we approach developing our thesis, and a book recommendation about the meaning of life. Keeping it light for the start of the year.

Thinking

Chance or deep observation: Our approach to thesis articulation

We start with ideas rather than companies, articulating a thesis for each investment area long before we consider writing any cheques.

Newsletter

Predicting the Unpredictable: Looking Forward to 2023

It's our final newsletter of the year, which is both crazy and exciting. It's hard to deny that 2022 was both a challenging, and awesome year, with our Pulse AGM being a real highlight.

Portfolio

Lightdash: BI as code for the modern data team

Ideally, most development time building a data model should be spent actually building the data models that can be used to deliver insights to the business, which is where Lightdash come in.

Tech

More needles, bigger haystacks: What we mean when we talk about data-driven VC

Finding the right deals in VC is a daily game of finding a needle in a haystack – or, more accurately, a lot of needles in a lot of haystacks.

Portfolio

Humaans: welcome to the future of people operations

The HR tech market is crowded with strong point solutions, like Greenhouse, Peakon and DocuSign, but Humaans stands out by offering a different approach.

Portfolio

All Gravy close $3.2m round

We’re thrilled to announce that flexible employment fintech All Gravy has just closed a €3.2m round, led by us.

Newsletter

Good Gravy!

We're delighted to bring you our largest and most in-depth newsletter edition yet in the second-last send of the year.

Tech

Maths with words: The power of large language models in VC

Large language models grab headlines for their ability to generate text and images, but these kinds of deep learning models can also be powerful tools for VCs.

Thinking

The Art of Exit

Often times founders become engrossed in the art of fundraising, but the truly toughest challenge to most is, in fact, the art of the exit.

Portfolio

HiPeople Close $2.6m Round

We're delighted to announce the latest round from HiPeople.

Newsletter

Double Scoop: Exciting Updates and Building the machine for data-driven investing

Behind our philosophy is an ambition to strive for technological greatness, and here at Moonfire, we are doing things that no other VC is right now. And we want to lift the hood, starting with our team...

Portfolio

Humaans & Lightdash: An Exciting Double Scoop

We have an exciting investor update on Lightdash and Humaans as they both raise further funding.

Thinking

Is Now The Right Time To Be Raising VC Funding?

Amid what looks like a scary macroenvironment for founders, VC can offer a lifeline in terms of finance and advice, and we want to discuss how this should encourage innovation.

Thinking

Software Solutions For The Great Talent Reckoning

With pay and hiring freezes proliferating across the sector, tech workers can no longer bank on ever-growing salaries.

Thinking

Tokens, Ownership, and Protecting The Creator Economy

The creator economy has come on leaps and bounds in the past decade, but creators themselves are at risk of losing ownership of their brand to the platforms that control their distribution and wealth opportunities.