🇺🇸 Market · United States

US Investment Memos

Deep-dive research on America's most interesting startups and growth-stage companies, written the way top VCs analyze them.

2Memos published
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#02Issue
Enterprise AI · Series F · Private
Glean
The enterprise knowledge layer turning 200+ fragmented SaaS apps into one context-aware AI brain — $200M ARR, doubled in 9 months.
Invest April 2026 Read memo →
#10Issue
B2B Wholesale Marketplace · Series I · Pre-IPO
Faire
The Shopify of wholesale — 800K+ independent retailers, 100K+ brands, $3B GMV, 110%+ net dollar retention, Shopify-backed, and replacing the trade show industry one Faire Market at a time.
Invest July 2026 Read memo →