Andrew McKinzie
521 posts
Andrew McKinzie
@onnbase
Investing in fintech and AI @acrewcapital. Co-Founder @assembliai @Perplexity_AI Fellow. @Penn @Wharton @HotchkissSchool. Building? [email protected]
San Francisco / New York Entrou em Ocak 2025
950 Seguindo346 Seguidores
Reminder:
FTX/Alameda co-led the pre-seed round of Cursor, but liquidated at cost
Sheel Mohnot@pitdesi
wow - SpaceX either acquires Cursor for $60B or pays Cursor $10B for their work together. I did not see that coming. What a wild ride.
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Monk gets you paid faster- a lot faster
Monk customers see cash in hand increase by 40%, and median time to go live is only 4 days.
They just raised $25M from @footworkvc and @AcrewCapital to crush the $3T AR gap.
Hiring in NYC: monk.com/careers
George Kurdin@GeorgeKurdin
Today @usemonk is announcing our $25M Series A co-led by @footworkvc and @AcrewCapital with continued support from @btv_vc. $3T sits in U.S. accounts receivable. Our mission is to close the gap between earning revenue and receiving it. For most B2B companies, that gap is 45-90 days, thousands of hours of manual work per year, and millions in trapped working capital. It's a tax every growing business pays. Monk invented the Intelligent Collections category. Most AR tools automate the easy parts. We built for the edge cases, portal uploads, PO mismatches, and disputes. On average, customers see 40% lower DSO, 24% higher collections response rate and 25+ hours/month saved. Thank you to @ElevenLabs, @tryprofound, @siro_app, and our customers for the trust. Our platform typically pays for itself in month one. Book a demo to learn more.
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We're thrilled to announce that @AcrewCapital has co-led @usemonk's $25M Series A alongside our friends @nbt and Mike Smith at @footworkvc , with continued support from our other friend @pitdesi at @btv_vc! Monk is building the AI-native revenue and collections platform that is redefining how modern companies get paid. We're proud to partner with @GeorgeKurdin and Joe Zhou as they bring the enterprise revenue cycle into the modern day.
George Kurdin@GeorgeKurdin
Today @usemonk is announcing our $25M Series A co-led by @footworkvc and @AcrewCapital with continued support from @btv_vc. $3T sits in U.S. accounts receivable. Our mission is to close the gap between earning revenue and receiving it. For most B2B companies, that gap is 45-90 days, thousands of hours of manual work per year, and millions in trapped working capital. It's a tax every growing business pays. Monk invented the Intelligent Collections category. Most AR tools automate the easy parts. We built for the edge cases, portal uploads, PO mismatches, and disputes. On average, customers see 40% lower DSO, 24% higher collections response rate and 25+ hours/month saved. Thank you to @ElevenLabs, @tryprofound, @siro_app, and our customers for the trust. Our platform typically pays for itself in month one. Book a demo to learn more.
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@GeorgeKurdin @usemonk @footworkvc @AcrewCapital @btv_vc Love you guys and so excited to partner together!!
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Today @usemonk is announcing our $25M Series A co-led by @footworkvc and @AcrewCapital with continued support from @btv_vc.
$3T sits in U.S. accounts receivable. Our mission is to close the gap between earning revenue and receiving it.
For most B2B companies, that gap is 45-90 days, thousands of hours of manual work per year, and millions in trapped working capital. It's a tax every growing business pays.
Monk invented the Intelligent Collections category.
Most AR tools automate the easy parts. We built for the edge cases, portal uploads, PO mismatches, and disputes.
On average, customers see 40% lower DSO, 24% higher collections response rate and 25+ hours/month saved.
Thank you to @ElevenLabs, @tryprofound, @siro_app, and our customers for the trust.
Our platform typically pays for itself in month one.
Book a demo to learn more.
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Andrew McKinzie retweetou
Michael Mignano@mignano
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Andrew McKinzie retweetou
Andrew McKinzie retweetou
What's your moat when the company doing DD on you can vibe code a better product?
The Icahnist@TheIcahnist
New Reality for SaaS A financial sponsor built a prototype in two weeks during due diligence on an AI healthcare company. The prototype outperformed the target’s core product in clinician testing. The deal was killed
Romford, London 🇬🇧 English
Andrew McKinzie retweetou
Andrew McKinzie retweetou
Anthropic just mass-obsoleted every agent orchestration startup in a single launch.
The screenshot tells the full story. That's a production fleet dashboard. 8 agents running. 247 completed tasks. Active status. MCP-connected to HubSpot, pulling deals, generating proposals, reading attachments. This isn't a demo. It's a managed production environment where you define the agent and Anthropic runs the infrastructure.
The timing here is surgical. Four days ago, Anthropic blocked OpenClaw and every third-party harness from using subscription credentials. The message was clear: stop building on top of our consumer auth layer. Now here's the replacement. A first-party managed agent platform with fleet monitoring, production-grade MCP integrations, and prototype-to-launch timelines measured in days.
Manus spent six months on five harness rewrites. LangChain spent a year on four architectures. Anthropic just shipped the managed version that eliminates the need to build one at all.
The real bet: most companies don't want to build agent infrastructure. They want agents that work. Anthropic is pricing this into the platform the same way AWS priced server management into EC2. The 46% of enterprises citing "integration with existing systems" as their primary agent challenge just got a first-party answer from the model provider itself.
Every agent startup that raised on "we make Claude reliable in production" just lost their pitch deck.
Claude@claudeai
Introducing Claude Managed Agents: everything you need to build and deploy agents at scale. It pairs an agent harness tuned for performance with production infrastructure, so you can go from prototype to launch in days. Now in public beta on the Claude Platform.
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Andrew McKinzie retweetou
noticing a trend of startups replacing standard resumes/interviews with week-long (or at least 3-day weekend) in-office trials. Makes sense in a world of AI-generated resumes and interview responses
Turns out the best signal for whether someone can do a job is watching them actually do the job. took us 100 years of HR to rediscover apprenticeships!!! 😂
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Andrew McKinzie retweetou
Andrew McKinzie retweetou
Andrew McKinzie retweetou
Can someone give me whatever peptide the GPs at sequoia are feeding Doug Leone ?
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Coolest piece of investment memorabilia I’ve ever seen
Sequoia Capital@sequoia
In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
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