Josh Oeding

GP @PlowVC | Early-stage B2B Tech investor | enterprise, early revenue | Ex-Koch | Emprise Bank Board | Deploying Fund II | DMs open

[Josh Oeding @JoshOeding]

Congrats @CapitalOSInc team!

More big moves from the @PlowVC portfolio.

[JC Bahr-de Stefano @jbahrdestefano]

First fintech funding round I've seen today

CapitalOS raised a $21.9M Series A led by LGVP

CapitalOS provides the infra for vSaaS cos to launch cards, bill pay, wallets & receivables for their end customers. Now has AI agents running UWing, compliance, capital, fraud + support

Some stats on the biz:
> Live on dozens of B2B platforms
> 25K+ cardholders
> Billions in volume, up 1,000% over the last 18 mos

https://t.co/fK09fdpLJe

[Matt Biringer @biringer_]

Exclusive: Cloud spend startup https://t.co/3EjFmdo2dD raises $60M https://t.co/8d9xgpiUfB

[Josh Oeding @JoshOeding]

@AcoineY Great work!

[Josh Oeding @JoshOeding]

@FrancisPSantora @biringer_ @withnorthcloud @PlowVC Back before you were famous!

[Josh Oeding @JoshOeding]

Matt @biringer_ and the @withnorthcloud team have been on an absolute tear. Stoked to have been an early check from @PlowVC.

If you're not a customer you should be.

[Matt Biringer @biringer_]

Exclusive: Cloud spend startup https://t.co/3EjFmdo2dD raises $60M https://t.co/8d9xgpiUfB

[North.cloud @north_cld]

Today, we’re announcing our $60M Series B, led by @PeakSpanCapital.

There’s still no single platform every company trusts to manage cloud, AI, and data spend. We’re building it.

Read more: https://t.co/sVkL81aRFY

Stay cloudy.

[Techmeme @Techmeme]

North․cloud, which helps companies watch their cloud, AI and data spend, raised a $60M Series B led by PeakSpan Capital, taking its total funding to $67M (Chris Metinko / Axios)

(Visit Techmeme dot com for the link and full context!)

[Josh Oeding @JoshOeding]

@FrancisPSantora 🚀🚀🚀

[Josh Oeding @JoshOeding]

@shaig DMd you

[Josh Oeding @JoshOeding]

That’s actually less than I would have guessed.

What is main driver of the other $15t?

[Gunjan Banerji @GunjanJS]

"Out of the approxi mately $36 trillion increase in S&P 500 market capitalization since late 2022, about $21 trillion has come from firms in the AI stacks" --IMF

[Rob May @robmay]

https://t.co/RqNtjgDSRK is out of beta; auto-route to the best models per task AND push button creation of fine tuned SLMs when it makes sense for the task. https://t.co/B40N4rspVB

[Josh Oeding @JoshOeding]

@ColinGardiner @mercury @immad any data migration? did you use an out of the box general ledger or was it already set up?

[Josh Oeding @JoshOeding]

@yoheinakajima You know it!

[Josh Oeding @JoshOeding]

Great Sunday morning read, well done @katywinters42

@35x70GolfCo Ozzie hat a steak night polo for the win.

[Katy Winters @katywinters42]

Two years ago this month, I left a 12 year career in corporate finance to build a golf brand with my husband.

We’re lifelong golfers from the Midwest. One day Dan needed new polos, but everything was covered in palm trees. Nothing felt like home.

So we got to work.

🧵

[Josh Oeding @JoshOeding]

Question for the IPO aficionados out there, is the most beautiful S-1 in history?

[Kevin Gee @kevg1412]

The SpaceX S-1 is a gorgeous photobook

All 56 photos from the filing below 👇

[Josh Oeding @JoshOeding]

@JaredSleeper Was just having a very similar conversation with a founder yesterday.

Happy to be on the list you’re putting together. Deploying out of Fund 2 now.

[Josh Oeding @JoshOeding]

@credistick Just DM’d you Dan

[Josh Oeding @JoshOeding]

@iPaulLee interested

[Josh Oeding @JoshOeding]

How your email finds me.

[Yung Lean Brasil @yungleanbrasil]

This is already being considered the music video of the year

[Josh Oeding @JoshOeding]

@markcecchini