The Ledger
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Agentic AI shifts enterprise spend from software budgets to labor budgets
“When you think about the willingness to pay of the organization, you're shifting from, you know, thinking about your existing software budget to thinking about your budget for labor. So if you're able to, you know, build a tool that, you know, is able to eithe…”
Aging workforces will drive rapid vertical AI adoption in insurance and accounting
“So, you know, think of, like, insurance or accounting where are two that come to mind where you have an aging work workforce and the amount of people that are retiring from those senior roles. Is significant over the next 10 years, and there's just not the pip…”
Stablecoins and cross-border payments will drive a near-term fintech rebound
“Opportunities like investments around payments and the potential for things like stable coins to enable that and make it easier for people to move money across borders and for cheaper are very interesting and things that we're monitoring, but yeah, and I think…”
Deloitte Ventures targets Series A and B enterprise software across six sectors
“We look to invest into Series A and Series B stage companies that are making software that would be of interest to Deloitte clients, so selling to the enterprise. And we've got six key focus areas, which are cybersecurity, climate tech, fintech, future of work…”
Crone: Deloitte Ventures has invested without meeting founders in person
“We try to do it. We have definitely done deals where we have not met them in person.”
Crone: Deloitte Ventures prioritizes financial returns in sectors relevant to advisory
“We kind of think of ourselves as being financial focused, but investing into companies that have relevance to Deloitte. So those six focus areas that I mentioned before are areas where Deloitte has a lot of Horsepower on our advisory practice side of things, s…”
Crone: Deloitte Ventures invests off balance sheet with a six-person team
“But in terms of the structure, like we have a team of six people. We're Deloitte employees. We're investing from Deloitte's balance sheet. So we have no external LPs. It's all Deloitte's capital that we're investing. And in terms of the investment committee th…”