The Memo

The Memo

A memo from Growth Factory Ventures. For the people building, backing, and surrounding the next generation of companies.

Healthcare is slow. That's the opportunity.

Sep 8, 2026

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6 min read

Healthcare is slow. That's the opportunity.

The three forces generalist capital skips, and why the adoption gap is the whole prize.

Thomas Schildmeyer
Thomas Schildmeyer
Whoever owns the bridge owns the market

Aug 25, 2026

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9 min read

Whoever owns the bridge owns the market

Ali Mackani
Ali Mackani
Is venture capital fast enough for AI scale-ups?

Jul 7, 2026

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5 min read

Is venture capital fast enough for AI scale-ups?

Rick Spencer
Rick Spencer
What an AI native founder actually looks like

Jun 2, 2026

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5 min read

What an AI native founder actually looks like

Ali Mackani
Ali Mackani