Notable Capital reposted this
September is off to a strong start! I had the pleasure of hosting SMBTech CEOs for a private dinner at my favorite restaurant in NYC, Union Square Cafe, in collaboration with our friends at Amex Ventures. The evening was filled with engaging discussions, and a couple of key themes emerged: 1️⃣ AI-Native Companies Are Expanding: It was inspiring to hear from so many CEOs building AI-native tools that address mission-critical tasks for businesses, including accounting (Rillet), sales and marketing (Topline Pro), and communications (Slang.ai). Significant value is already being generated from AI applications, and we are still in the early stages. 2️⃣ Every Industry is Embracing Software Transformation: Public market trailblazers like Procore and Toast have shown that valuable companies can be built around specific verticals. At our dinner, we saw founders creating transformative solutions across a wide range of industries—from pizzerias (Slice) to architecture (Monograph) to waste management (CurbWaste). A huge thank you to all the incredible founders and leaders who joined us—it’s an exciting time to be a founder! cc: Jeff Richards, Notable Capital
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