{"id":492,"date":"2024-11-29T16:41:59","date_gmt":"2024-11-29T17:41:59","guid":{"rendered":"https:\/\/howtobigisland.com\/?p=492"},"modified":"2025-01-21T16:29:42","modified_gmt":"2025-01-21T16:29:42","slug":"gtmfunds-3-areas-of-focus-for-investing","status":"publish","type":"post","link":"https:\/\/howtobigisland.com\/index.php\/2024\/11\/29\/gtmfunds-3-areas-of-focus-for-investing\/","title":{"rendered":"GTMfund\u2019s 3 Areas of Focus for Investing"},"content":{"rendered":"
Hello and welcome to The GTM Newsletter by GTMnow <\/strong>\u2013 read by 50,000+ revenue professionals weekly to stay up-to-date and scale their companies and careers. GTMnow is the media brand of GTMfund \u2013 sharing go-to-market advice from the top 1% of revenue operators including the 350 executives behind the fund, news, and our viewpoints from working with hundreds of portfolio companies. <\/em><\/p>\n Product<\/strong> Feeling that AI FOMO? You\u2019re not alone. That\u2019s why HG Insights created The Next Generation of Sales AI report<\/a> \u2014 to calm the FOMO and help you bring AI to your GTM teams. It includes a breakdown of the Sales AI landscape, adoption of GenAI and Sales software across buyer groups. Plus, an analysis of the top 75 trending sales AI tools. HG Insights has been writing market reports for years as the pioneer of tech adoption and market insights and is trusted by GTM leaders at the likes of Snowflake Five9 and Google Cloud to improve GTM efficiency. We\u2019ve shared this or received it from many GTM leaders as an excellent gauge on where to start or further AI adoption for your sales team. Read the free and ungated report<\/a>.\u00a0<\/p>\n Thanksgiving weekend is always a period of reflection and gratitude. Reflection across go-to-market trends, but also on the investment front (not to mention community<\/a>!).<\/p>\n With this in mind, we decided to pull back the curtain on a common misconception we hear \u2013 let\u2019s get into it.<\/p>\n We are called GTMfund<\/a> because we support companies with all things go-to-market, not because we invest in GTM software. A common misconception is that the name is representative of the type of software we invest in. <\/p>\n We do invest in GTM software, but not that frequently. Most of our investments fall into three buckets.<\/p>\n 1) Vertical SaaS<\/strong><\/p>\n We believe there are (quite a few) industries that just haven\u2019t been exposed to modern innovation. For example, one of our top-performing early investments, Seso Inc.<\/a>, is a company that automates HR and H2A visas for Farmers and has been on a tear.<\/p>\n 2) AI infrastructure and AI-native<\/strong><\/p>\n The advancements in AI have enabled developers to build what wasn\u2019t possible just a few years ago. One of our early investments, Writer<\/a>, is competing successfully in providing full-stack generative AI to the enterprise, against juggernauts like OpenAI and Anthropic. We have one in stealth here that\u2019s going to be very exciting to launch in the coming months.<\/p>\n 3) Global Infrastructure<\/strong><\/p>\n Where do we think the real world is going? If we believe that Starlink and others will be successful in providing internet to 70% of the world\u2019s surface that does not yet have it, then we believe there will be a need for portable, containerized data centers in those remote regions (Armada Systems<\/a> investment). If we believe that nuclear plays a large part in our future, then there will be a need for a product like ControlRooms.ai<\/a>.<\/p>\n
\n<\/div>\n: HG Insights. <\/strong><\/p>\n
\n<\/div>\nGTMfund\u2019s 3 Areas of Focus for Investing<\/strong><\/h2>\n
The misconception and three focus areas <\/strong><\/h3>\n