VCs love AI services

Earn trust through soaring usage, retention, and rapid onboarding

Author

Michael Morgenstern
December 17, 2024

Happy Tuesday Brex community,

A new wave of startups is weaving data, workflows, and human insight into ontologies—clear “business maps” that connect each piece of an operation—to do more than boost productivity. They’re redefining entire markets by using AI not just to enable tasks, but to handle the work itself, unlocking a multi-trillion $ opportunity beyond current $300 billion SaaS market today (global end-user spending). As Palantir’s Forward Deployed Engineers once did, today’s best founders immerse themselves in their customers’ realities, improving outcomes, strengthening retention, and speeding up sales cycles.

This isn’t just another shift; it’s a direct call to founders. Pick a narrow wedge where quality and speed matter more than cost, and show that AI-led services can leave legacy providers behind. Don’t chase quick wins—start focused, iterate with every new data point, and embed yourself so deeply into workflows that you become indispensable. If you’re a VC looking to meet these category-shaping teams, reach out—our desks are filled with them.

Growing together, Michael Morgenstern

  • Brex Supper Club with Constellation in SF 12/18

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  • Jewish Founder Society: Hanukkah Edition in Miami 12/29

    Designed as a VC panel and Hanukkah party for founders and investors, as well as their families.

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  • Founders and Investors Tennis Classic in Miami 1/5

    Designed as a tennis tournament, bringing together founders and investors of all skill levels.

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  • Brex Supper Club J.P. Morgan Healthcare Conference Edition in SF 1/14

    Designed as a private dinner for founders attending the J.P. Morgan Healthcare Conference.

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Shawn Filer is the CEO of Catch It

Catch It is a viral CRM that digitizes word-of-mouth marketing for luxury resellers and brands. By distributing personalized calls-to-action, giving users referral bonuses and streamlining payments, Catch It aims to disrupt the 1.7 trillion dollar clothing industry. Our mission is to empower individuals to make money by leveraging their personal data and social connections.

Ambassadors Perspective: Content overload and limited consumer behavior tracking are still industry norms. Catch It has achieved early success in quantifying social capital by analyzing engagement, purchases, and preferences. I’m closely following their progress, and I believe you should too if you believe in social selling.

Leo Polovets is the founder of Humba Ventures

Humba Ventures is mainly focused on smaller, emerging sectors and technologies like robotics and manufacturing, climate and energy, and defense and security. Humba also occasionally invests as a supportive, non-lead investor in traditional sectors.

They bring over a decade of institutional VC experience developed through supporting companies like Robinhood, Flexport, and Mux at their earliest stages, and apply that experience to founders building companies at the frontiers of technology.

 

The financial stack you can bank on. Trusted by 1 in 3 US startups, Brex allows you to manage your spend from MVP to IPO. Interested? Sign up here using the referral code NEWSLETTER and get 25,000 bonus points, $5K AWS credits, $2.5K OpenAI credits and up to $150K in SaaS discounts.

Don’t hesitate to reach out,🦾!