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We are humbled and excited to announce Conversion Capital Fund III, our latest early stage fund focused on fintech and infrastructure investments.
conversioncapital.com/fund-iii/
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Conversion Capital
863 posts
Conversion Capital
@ConversionCap
Backing Infinite Teams in Infinite Markets | https://t.co/yDMUY7xwI2
SF | NYC | London 参加日 Nisan 2012
642 フォロー中976 フォロワー
@cognition just dropped the biggest Devin update since launch. Announcing 2.2 🚀
They were very early, building an async AI engineer while everyone else chased autocomplete. Capabilities have since 100x’d, enterprise usage grew ~65x in 13 months, and internal PRs went from 154 in a week to 659.
Build for the future. Then wait for it to arrive.
Cognition@cognition
Introducing Devin 2.2 – the autonomous agent that can test with computer use, self-verify, and auto-fix its work. Try it for free! We’ve also overhauled Devin from the ground up: - 3x faster startup - fully redesigned interface - computer use + virtual desktop ...and hundreds more UX and functionality improvements.
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50k+ customers. $1B in annualized revenue. $100B in purchase volume. Just getting started. @tryramp
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Congratulations to the entire @Figure team on today’s IPO on the Nasdaq (FIGR)!
Figure’s debut underscores our strategy of backing transformational infrastructure companies from the earliest stages. By re-architecting securitizations and credit markets with immutable loan-level data, Figure has proven that blockchain infrastructure can both scale to billions in loan originations and deliver real cost efficiencies attractive to institutions.
Today’s IPO is a milestone for on-chain finance and another step toward mainstream blockchain adoption in global markets.
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Few companies ever reach $1B in revenue. Fewer still sustain growth at this velocity. @tryramp is rewriting what scale looks like.
Eric Glyman@eglyman
Big milestone for @tryramp: the cover of Fortune. Grateful for our customers, team, and everyone helping us build what’s next.
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Every technological revolution has its turning point — when the breakthrough stops being a novelty and becomes the infrastructure of the economy. Code is the largest asset class in the world, the foundation on which every industry now depends. 🚀 @cognition
Cognition@cognition
We’ve raised over $400M at a $10.2B post-money valuation to advance the frontier of AI coding agents. The round was led by Founders Fund with other existing investors including Lux, 8VC, Neo, Elad Gil, Definition Capital, and Swish VC all doubling down. We’re also joined by new investors including Bain Capital Ventures and D1 Capital. Two of our early investors, Christian Lawless of Conversion Capital and Emily Cohen of Neo, have even joined our team full-time.
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A transformational moment for the mortgage industry: @PennymacNews , one of the largest lenders in the nation is now live on @usevesta.
This isn’t just another launch. It’s proof that modern, configurable infrastructure can power institutions at the very top of the market and reset expectations for how mortgages are produced.
businesswire.com/news/home/2025…
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Infinite teams, infinite markets. Congratulations @tryramp
Ramp@tryramp
Ramp has reached a new valuation: $22.5 billion. To our 40,000+ customers: we’re deeply grateful for you trusting us with your finances. To our team: we still serve just 1.5% of businesses in the US. 98.5% to go.
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This deal brings together two incredible teams deeply aligned on the future of software engineering. Devin + Windsurf is the future of agentic development. Lets go! @cognition_labs @windsurf_ai
Cognition@cognition
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring their talent and hard work in building Windsurf into the great business it is today. This transaction is structured so that 100% of Windsurf employees will participate financially. They will also have all vesting cliffs waived and will receive fully accelerated vesting for their work to date. At Cognition we have focused on developing robust and secure autonomous agents, while Windsurf has pioneered the agentic IDE. Devin + Windsurf are a powerful combination for the developers we serve. Working side by side, we’ll soon enable you to plan tasks in an IDE powered by Devin’s codebase understanding, delegate chunks of work to multiple Devins in parallel, complete the highest-leverage parts yourself with the help of autocomplete, and stitch it all back together in the same IDE. Cognition and Windsurf are united behind a shared vision for the future of software engineering, and there’s never been a better time to build. Welcome to our new colleagues from Windsurf!
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$16B valuation. $10B saved. 27.5 million hours returned to 40,000+ customers. 🤯
@eglyman, @karimatiyeh, and the Ramp team have built a category-defining business:
Expense management, bill pay, procurement, treasury — automated and adopted at scale.
Early believers — conviction only grows.
@tryramp
ramp.com/blog/ramp-june…
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Week 16: The Arsenal of Democracy: Made in the 🇺🇸
"We don’t need to reinvent industrial America. We need to turn the lights back on."
conversioncapital.com/the-arsenal-of…
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Last week, @cognition_labs dropped Devin 2.0 last week. This isn’t just dev productivity - it’s the beginning of AI rewriting the core infrastructure of finance, healthcare, government, etc.
“AI is not just a wedge - it’s a chisel for legacy itself.”
Our breakdown of what comes next:
conversioncapital.com/the-future-of-…
#fintech #AgenticAI
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Spin up parallel Devins to take on multiple tasks at once. Each Devin works autonomously and you can jump in any time on the details that need your expertise.
Starting at just $20 @cognition_labs @ScottWu46
Cognition@cognition
Introducing Devin 2.0: a new agent-native IDE experience. Generally available today starting at $20. 🧵👇
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Congratulations to @temporalio on the new funding round fueling how modern software is built by guaranteeing the execution of complex, long-running workflows.
businesswire.com/news/home/2025…
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For centuries, the evolution of human-computer interaction has been constrained by the need for physical input—keyboards, touchscreens, and voice commands. These tools, while transformative, remain intermediaries between thought and action, introducing friction and limiting the speed at which human cognition can interact with digital systems.
conversioncapital.com/thought-machin…
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Legacy systems are the enemy of innovation. Vesta is rewriting the mortgage infrastructure playbook, proving that 'the way it’s always been done' isn’t the way forward. Excited to see their LOS push the industry into the future. 🚀 @useVesta #Fintech #MortgageTech
mike@michael_yu
excited to share a bit more about what we’ve been up to at @usevesta with @fortunemagazine, and thanks to our early customers who’ve helped us get to this point. we're excited to over 30x our volume in the coming months and are actively hiring!
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Incredible milestone for the entire team at @tryramp - The Time and Money Company: Behind Ramp's $13 Billion Valuation ramp.com/blog/behind-th…
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A Global Acceleration Point
You cannot regulate your way to economic prosperity; you must build it. The shift toward America First policies is forcing an inevitable reckoning. If Europe and the U.K. want to remain competitive, they must not only embrace innovation but also fundamentally rethink their regulatory and governmental approaches.
open.substack.com/pub/conversion…
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