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Nihar Bobba

What We're Thinking About (Excerpt from BTV LP Update)

What We're Thinking About (Excerpt from BTV LP Update)

Seed valuations are flying. Per Carta, the top 5% of seed rounds are now getting done at $200m+, up 177% in a single year, and the median is around $24m. What we have spent many years calling seed is now labeled pre-seed, and what's now labeled seed

Can new companies be built as MCPs?

Can new companies be built as MCPs?

As I route more and more of my time and workflow through Cowork, I've found myself asking our software + saas providers to offer MCPs (if they haven't already). Their existing dashboards are observable interfaces, but between their MCPs and my Cowork harness, I now have an

Will Vertical AI Survive?

Will Vertical AI Survive?

In the past 3 weeks, Anthropic in particular has been on an absolute tear. Claude Code, Cowork, Claude for Excel and Claude for legal review have left the market asking questions of the entire Saas industry and the emerging Vertical AI ecosystem at large. The current consensus view is saas

Taste & Systems

Taste & Systems

For early stage venture investors a consistent debate has always been Team or TAM. Both sides share compelling evidence but where you land is typically a by-product of an innately human perception of risk and tolerance for the messy unknown. Generally, I’ve come away from this debate with

AI-Native Systems Are The Default

AI-Native Systems Are The Default

A few weeks ago, I published Fintech x AI: The Next Great Intersection, the first of a two part segment, wherein I shared more about the opportunities we are currently observing at the intersection of Fintech x AI. I covered emergent business models, the types of products taking shape and

Fintech x AI: The Next Great Intersection

Fintech x AI: The Next Great Intersection

We recently announced our third fund at BTV and on the back of that, JC in On the Heels of Fund III: Fintech’s Next Chapter, shared our thoughts on why fintech is “back again”. At BTV, we’ve always thought of ourselves as investors at the intersections. Specifically where

Why We Invested in Monk

Why We Invested in Monk

Excited to announce Better Tomorrow Ventures investment in Monk, where we led their $4M seed round earlier this year. Founders, George Kurdin and Joe Zhou are building the complete agentic stack for the ~$3T outstanding accounts receivable (AR) problem. In the 6 months since investing, they’ve already landed high