Marathon
@MarathonMP
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Marathon is a venture capital firm that invests in founders who are obsessed with defining their categories. @gokulr @mbgilroy @alexgorgoni @ChaseAPackard
NY | Menlo Park | LA
Joined December 2024
Atlas has nearly 5x’d in less than a year since we first partnered with them, and that’s in part due to some of the best revenue retention / growth we’ve ever seen. Much of that came from individuals spending for work on their personal cards bc they loved the product so much.
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.@atlascardhq for business launches today. The goal of this team is to capture 100% of the spend for the HNW individual. Many times this cohort of individuals are founders and executives. Our concierge acts as a personal assistant on the consumer side of the business, now it’s
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12 months ago, I boarded a plane, leaving Germany to immigrate to the US… I thought it would be the most exciting chapter of my life. Instead, it became the hardest year I've ever lived. In August, just one month after my arrival my dad suffered from a heart attack. I was
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The @MarathonMP way. The greatest privilege of this moment is hand-selecting every last individual that we GET to spend our days with. @gokulr @AlexGorgoni @ChaseAPackard
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It’s rare to meet a founder with as much tenacity, grit, and pure drive as @EnesWitwit . From our first meeting, I knew he was the kind of founder who would be nearly impossible to outcompete - and he’s assembled a team with that same relentless mindset. Since meeting Enes
12 months ago, I boarded a plane, leaving Germany to immigrate to the US… I thought it would be the most exciting chapter of my life. Instead, it became the hardest year I've ever lived. In August, just one month after my arrival my dad suffered from a heart attack. I was
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UIAGENT INVESTMENT I'm excited to share that Marathon Management Partners has led @ui_agent’s seed round, and that my partner @ChaseAPackard is joining their board. @EnesWitwit is one of those rare founders who combines deep technical vision with relentless execution and an
12 months ago, I boarded a plane, leaving Germany to immigrate to the US… I thought it would be the most exciting chapter of my life. Instead, it became the hardest year I've ever lived. In August, just one month after my arrival my dad suffered from a heart attack. I was
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Now let's talk about our 80x earnings friend, @Shopify. This is one of the best companies on the planet, and it trades that way. They have mentioned AI 115 times since Q4 '23, or 50% (!) of the total mentions across this peer group. It peeked at 33 mentions in Q1 of 25.
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https://t.co/d3QyBgeqA1 (20x 26 earnings) has used the term "interchange" 13 times since Q4 '23 during earnings - 62% of the total mentions across this entire peer group. SHOP and TOST have mentioned it a grand total of zero times over that period.
bill.com
The AP, AR, and spend & expense solution that lets you create and pay bills, manage expenses, control budgets, and get the credit your business/firm needs to grow.
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Proud to see @MarathonMP portfolio company @atlascardhq on the Future 50, which is fast becoming a prescient window into greatness. Some quotes about Atlas from the article: "How does one secure a spot at The Corner Store? Or a table at Cotogna? What should one do to get
The Future 50 is here. 5 months ago, we asked +200 of the world’s best VCs to pick the 2 companies with the highest ceilings. The only rule: they had to be valued under $200M. After months of research, we chose the 50 we believe are best-positioned to dominate. More here:
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The AI assistant Ad opportunity == Google Ads + Meta Ads It's indisputable that OpenAI and Anthropic have an incredible advertising opportunity within ChatGPT and Claude respectively. What is interesting that their ad systems will combine the best of both worlds and incorporate
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Team game. Leadership takes on many forms and it’s about finding ways to be valuable in the way that’s best for the team 💯
I could listen to @KelvinBeachumJr talk all day. His answer to @LWashingtonTV on serving the alpha in the O-line room, Paris Johnson, was incredibly thoughtful. "Brother, what do you need to do your job and do your job at the highest level? I am here to serve." @12SportsAZ
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Fragmentation breeds errors, missed deadlines, and 2 a.m. Slack pings. The office of the CFO remains one of the most disjointed areas in enterprise software. Despite hundreds of vendors, companies still struggle with disconnected systems, manual processes, and compliance
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BECOME AN INDIVIDUAL CONTRIBUTOR Over the past few months, I've seen several friends and ex-colleagues proactively move from leadership (manager or managers-of-managers) roles at non-AI companies to IC (individual contributo) roles at AI-native companies. While this might seem
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I have spent the last 6 months reading any and everything on agentic payments. I have come to the conclusion that it's a big fat zero and peak AI marketing hype. Fintech is dead (again) so tourists can go back home. Non-tourists feel free to proceed...
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The top 3 fastest growing public fintech cos are Brazil based. ~5 years ago there was a once in a lifetime opportunity to capture and grow the ~$800B of LatAm public FI market cap. @cloudwalk @Bitso @GetClaraCard will be on this before we know it.
Fintech sector is one of the fastest-growing and most promising, attracting a wave of high-tech companies. However, competition is intense, and identifying the market leaders is key. The global fintech market is valued between $209.7B and $340.1B in 2024, with forecasts
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Excited to welcome @gokulr to Niural’s board! Grateful for his partnership as we build the definitive AI-native CFO suite for the modern global workforce. Here’s to the future!
INVESTING IN NIURAL tl;dr @MarathonMP is leading @niuralHQ 's Series A. Payroll processing has been around for 75+ years,but it has remained unchanged for decades. Three shifts have reshaped the landscape: (a) Remote Work, catalyzing an embrace of global workforces and
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FUNDING ANNOUNCEMENT: AI Co-Pilot for PEO @niuralHQ has raised $31M in a series-A round which saw investment from... @MarathonMP GS Futures @InspiredCap @alliancedao @M13Company @HustleFundVC
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.@atlascardhq is officially on tour. Atlas Golf Invitational on deck @patrickmro_ @LarryFitzgerald @MarathonMP
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Thrilled to be partnering with the stellar team at @MarathonMP, and particularly excited about working closely with @gokulr and @ChaseAPackard. The product expertise and investment acumen that this team brings to the table is unparalleled. Their understanding of both the
INVESTING IN NIURAL tl;dr @MarathonMP is leading @niuralHQ 's Series A. Payroll processing has been around for 75+ years,but it has remained unchanged for decades. Three shifts have reshaped the landscape: (a) Remote Work, catalyzing an embrace of global workforces and
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