Some quick thoughts on the journey to PMF in vertical SaaS and why we’re doubling down on Graneet — Since Pawel and Christoph’s first investments in Clio ($380M raised so far) and Jobber ($100M Series D announced a few weeks ago) over 10 years ago, we’ve been partnering with multiple vertical SaaS companies digitizing mostly analogue industries across the years. More recently, we led the seed round of companies…

Some thoughts and some learnings from Faire — The B2B marketplace field remains relatively nascent and many playbooks still need to be written. Finding the right monetization strategy remains a big open topic, which I’d like to shed some light on here, based on some discussions and learnings having worked with B2B marketplaces in the P9 family. A simple framework We…

Our investment in Wikifarmer — B2B marketplaces have been a core area of focus for us at Point Nine for the past, now… 7 years (and our initial investment in REKKI). …

Trying (hard) to eat (some of) Adobe’s lunch (or getting acquired tryin’) — From Canva, which we saw pre-launch in July 2012 (!), to our investments in companies like PlayPlay, Gravity Sketch, and Shapr3D, we at Point Nine have looked at and partnered with many companies building creative tools over the years. Looking at Figma’s acquisition price ($20bn) or Canva’s latest valuation ($40bn…

Our investment in Cryptio — This week, we announced that we led a $10M Series A in Cryptio (Coindesk article here). After Bitbond 8 years ago, Chainalysis 7 years ago, Kaiko in 2019, and Tenderly in 2021, this is the 5th crypto infrastructure company we are proud to partner with at Point Nine. …

Our work with Rooser, the first European seafood trading platform — A bit more than three years ago, we announced our investment in cargo.one by publishing a blog on P9 Land called “On digitizing B2B markets and building trust relationships with founders”. It was a good occasion for us to write about the digitalization of the air cargo market and share…

Our investment in Amenitiz — Yesterday, we announced that we, at Point Nine, led Amenitiz’ 6.5M€ (!!) Seed round alongside Backed. TechCrunch wrote about it here. A few great angels from the Spanish SaaS ecosystem also joined the round like Avi Meir, CEO at TravelPerk and Albert Alabau, CPeO at Typeform. …

Our investment in June, pioneering a new design-centric approach to the product analytics market — Since day one at Point Nine, we have been trying to help founders understand their key metrics. We’ve built dashboards to help founders monitor their SaaS metrics (since April 2013). We’ve built a bunch of pivot tables to help founders run some cohort analysis (since October 2013). We’ve also published…

A quick conversation with Vahan, CTO at SuperAnnotate — For quite some time now, we’ve been tracking applied AI companies (I wrote this post about our investment thesis some time ago) especially in the Computer Vision space. …