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Karim Atiyeh @karimatiyeh
104197
Arnav Bimbhet✓
@abimbhet
Lead Growth Investing @FirstMarkCap @WeAreLegora @raincards @vercel @clickhouseDB @Ro @function | Ex-ICONIQ @snowflakedb @datadoghq @hashicorp @mirohq @fivetran
879 Following364 Followers185 Posts
- Welcome @angeliuuuuu! Thrilled to have you on the team and excited for the many @FirstMarkCap founders & teams that will get to work with you. Let's go!Angela Liu @angeliuuuuusome personal news: i’ve joined @FirstMarkCap, where I'll be working with exceptional founders and leading the growth investing strategy alongside @abimbhet and @vverawang. FirstMark has backed some of my favorite companies of this cycle: @vercel, @ClickHouseDB, @WeAreLegora, @tryramp, @modal, @ro, @function, to name just a few, and i’m grateful to join a team I've long admired: @rick, @amishjani, @mattturck, @adamn, @DavidWaltcher, and the rest of the FirstMark family!009544
some personal news: i’ve joined @FirstMarkCap, where I'll be working with exceptional founders and leading the growth investing strategy alongside @abimbhet and @vverawang. FirstMark has backed some of my favorite companies of this cycle: @vercel, @ClickHouseDB, @WeAreLegora, @tryramp, @modal, @ro, @function, to name just a few, and i’m grateful to join a team I've long admired: @rick, @amishjani, @mattturck, @adamn, @DavidWaltcher, and the rest of the FirstMark family!40318732.9K- Arnav BimbhetRT @ivanburazin: We just raised a $60M Series B at a $1B valuation to build @daytonaio into the Agent Cloud. @FirstMarkCap led the round, with all key existing investors and angels doubling down. We're also thrilled to welcome the founders of some generational companies aboard, including @patrickc (Stripe), @tobi (Shopify), @AravSrinivas (Perplexity), @BrendanFoody (Mercor), @oliveur (Datadog), @adamdangelo (Quora) and @ericsyuan (Zoom) We're a 35-person team. But that's about to change; we're hiring across the board, and we'd love for you to join us.02000275K
- Arnav BimbhetRT @FirstMarkCap: FirstMark CEO Summit today feat the iconic @harleyf of @Shopify, Mark Ebert of @profound, Alex Buder Shapiro of @clay, and @glencoates of OpenAI 🚀 Always an incredible day bringing the FirstMark family together under one roof!0901.6K
- Huge congrats to @eglyman, @karimatiyeh, and the amazing @tryramp team! Incredibly rare to combine this level of talent density, product velocity and relentless execution, esp at this scale. Thrilled to be part of the journey 🚀Eric Glyman @eglymanToday, Ramp raised $1.85B at a $60B valuation. Seven years ago, Karim and I wrote our mission on a Post-it: “Save companies time and money.” Our mission hasn't changed. It’s just gotten bigger.0315536
Today, Ramp raised $1.85B at a $60B valuation. Seven years ago, Karim and I wrote our mission on a Post-it: “Save companies time and money.” Our mission hasn't changed. It’s just gotten bigger.
1711422.4K692K- Arnav BimbhetRT @cnaut: Entire financial apps can now be built around a single stablecoin balance. Wallets have mostly just been a place to hold stablecoins. Using that money often meant moving it somewhere else first. Now with one wallet, you can onramp funds or receive bank transfers that land as stablecoins. You can earn rewards, spend via card, and send money to bank accounts in 50+ currencies. Rain partners can embed all of these capabilities with a single integration. Excited to get Rain wallets out into the wild.Rain @raincardsIntroducing Rain wallets. One stablecoin balance now works across the financial system. One wallet to get paid, earn rewards, spend at 175M merchants, and send money in 50+ currencies. The new primary account.0602
- Arnav BimbhetRT @bernhardsson: We threw our first conference last week in SF. Tons of cool people and talks. A very high correlation between being cool and being there. Anyway, this is the keynote, in which I announced a bunch of Modal features. We also launched 1M sandboxes in a minute for fun!Modal @modalThe Runtime keynote is live. Updates to Inference, Training, and Sandboxes including: 11:20 — Endpoint Candidates 16:30 — Modal Clusters 21:48 — VM Sandboxes 22:40 — Sandbox Sidecars And more015010K
- Arnav BimbhetRT @MaxJunestrand: Getting from $1M to $100M in ARR took us 18 months. The second hundred took less than six. Last week @WeAreLegora passed $200M. 130,000 lawyers now use Legora on a monthly basis, across 2,100 firms and legal teams in more than 80 countries. Two things from this year I would not have predicted: The first is how fast the US moved. 18 months ago we had no office in North America. Today over half of the AmLaw 50 work with us, out of our offices in New York, Denver, Chicago, Houston, San Francisco and Toronto. The US is our largest market by revenue. The second is where the demand is coming from. More than 40% of our new customers are now in-house legal teams, including Air Canada, Salesforce and Palo Alto Networks. Two thank-yous, before we get back to work. To our customers, who backed a small company from Stockholm with a lot to prove, and who still tell us plainly when we get something wrong. And to the team, engineers and lawyers sitting next to each other, who turn that into something better, faster than any group I have worked with.0400151K
- Arnav BimbhetRT @davidneckstein: Five numbers tell you whether an AI business is a real business. Gross retention.@WeAreLegora is 95%. Customers who bought last year are still here this year. If this one is broken, nothing downstream matters. NRR. Ours is 300%+. Gross retention is the floor. NRR is how much taller customers build on top of it. We don't sell shelf-ware. DAU/MAU. Ours is north of 50%, and the average active user spends 17 hours a month in the product. A rollout tells you a firm has signed. This indicates the work actually matters, and it moves here before it appears in retention or NRR. Win-rates. Our August pilot closed-won-win rate was 78%. Winning roughly 4 out of 5 competitive pilots is downstream from offering a superior product. Gross margin. The one that matters most. Ours is positive and improving every quarter. Our customers want Legora to be a long-term partner, and this is what makes that possible. There's a shorter route: Price below what it costs to serve, book the logo, and hop on a never-ending fundraise treadmill to pay for it. The top line goes up, everyone claps, and every new customer costs more than they pay. Scaling a negative margin only exaggerates the problem. The whole point of scale is that the margin improves as you go up. Ours does. That's the only version of this business worth building.0430328K
- Arnav BimbhetRT @rooqster: Launching global financial services used to take a decade. Now it takes a single integration.Rain @raincardsGlobal payouts are live. Pay people and businesses in 50 currencies from a single stablecoin balance. Across 80+ countries. You send stablecoins. They receive local currency. Without ever needing to know stablecoins are involved.05012.4K
- Incredible momentum @WeAreLegora 🚀🚀David Eckstein @davidnecksteinThe momentum continues at @WeAreLegora ...we beat our original Q3 '26 plan a full month early. July was the strongest quarter-opening month in Legora's history, and August was even larger. Total net new ARR grew 36% MoM. But the story of the month is in-house teams. ARR from in-house is up 15x+ YoY, average ARR per in-house customer is up 2.5x+ YoY, and in-house teams are now almost half of our total new customers. Most importantly, you earn ARR by building the best product on the market. Our usage climbs every month: 16+ hours per monthly active user. In September, we expect to add more ARR than in all of Q1 '26 combined, which would make Q3 the best quarter in our history and capture yet another ARR milestone. LFG!007354
The momentum continues at @WeAreLegora ...we beat our original Q3 '26 plan a full month early. July was the strongest quarter-opening month in Legora's history, and August was even larger. Total net new ARR grew 36% MoM. But the story of the month is in-house teams. ARR from in-house is up 15x+ YoY, average ARR per in-house customer is up 2.5x+ YoY, and in-house teams are now almost half of our total new customers. Most importantly, you earn ARR by building the best product on the market. Our usage climbs every month: 16+ hours per monthly active user. In September, we expect to add more ARR than in all of Q1 '26 combined, which would make Q3 the best quarter in our history and capture yet another ARR milestone. LFG!
1316167236K- Huge congrats to @nicckopp and the fantastic team @RilletHQ on their $100M Series C! We’re grateful for the opportunity to partner on the journey ahead. Accounting is a large, mission-critical function, yet many of the core ERP systems that power it were built for a different era. AI is fundamentally changing how finance teams operate and creating an opportunity to reimagine the ERP from the ground up, with agents performing complex work while finance teams retain visibility and control. And Rillet is emerging as the clear leader in this new paradigm. 600+ customers, new ARR doubling last quarter, AI agent usage growing 70% each month, and enterprises moving off legacy platforms like Oracle, SAP and Workday. The momentum is impressive, but we’re even more excited about the incredible team behind it. Nic and the Rillet team have a rare combination of ambition, product velocity and deep customer empathy. Congrats to the entire team on a huge milestone. Excited for everything ahead! cc: @amishjani @vverawang @FirstMarkCap26191.4K
- Arnav BimbhetRT @ivanburazin: From the @brexHQ benchmark: @daytonaio is among the top 25 fastest-growing startups this summer. More than half of the companies on the list are building ai infra.010034.1K
- Thx to everyone who made it an awesome wknd! Rain scoped cards are game changing for agentic payments + controlling where, when and how agents transactRain @raincardsWhat our hackathon taught us about the current state of agentic commerce: TLDR: Agentic commerce fully works. But for it to work at scale, agents need to be constrained so they act as intended. Stablecoin cards are how agents touch the real economy today, and Rain's scoped cards ensure agents spend as instructed. For agent-to-agent stablecoin payments, these constraints can be enforced at the smart contract level. Here's what we observed over the weekend across dozens of teams building AI agents that complete purchases on their own: 🤖 Agents paid each other by the API call. We saw agents pay a few cents for trip recommendations, data lookups, or compute. 🏪 The moment an agent touched the real economy (booking travel, ordering pizza, buying a gift), it needed a scoped card. Cards were scoped to specific amounts and merchants, and expired within hours. Agents made the decisions. Scoped cards enforced them. Thanks to our co-hosts @monad + @encodeclub, our keynote speakers @TheOneandOmsy (@dragonflyvc) and @abimbhet (@FirstMarkCap), and our judges @sbilstein (@cursor_ai), @jarrodwatts (@monad), @BasriRoss, @Farhan_Khwaja, & Juan Blanco (Rain). And thank you to every team who spent the weekend building with us! If building the infrastructure for agentic commerce sounds interesting, we're hiring:106398
- What our hackathon taught us about the current state of agentic commerce: TLDR: Agentic commerce fully works. But for it to work at scale, agents need to be constrained so they act as intended. Stablecoin cards are how agents touch the real economy today, and Rain's scoped cards ensure agents spend as instructed. For agent-to-agent stablecoin payments, these constraints can be enforced at the smart contract level. Here's what we observed over the weekend across dozens of teams building AI agents that complete purchases on their own: 🤖 Agents paid each other by the API call. We saw agents pay a few cents for trip recommendations, data lookups, or compute. 🏪 The moment an agent touched the real economy (booking travel, ordering pizza, buying a gift), it needed a scoped card. Cards were scoped to specific amounts and merchants, and expired within hours. Agents made the decisions. Scoped cards enforced them. Thanks to our co-hosts @monad + @encodeclub, our keynote speakers @TheOneandOmsy (@dragonflyvc) and @abimbhet (@FirstMarkCap), and our judges @sbilstein (@cursor_ai), @jarrodwatts (@monad), @BasriRoss, @Farhan_Khwaja, & Juan Blanco (Rain). And thank you to every team who spent the weekend building with us! If building the infrastructure for agentic commerce sounds interesting, we're hiring:
271315311.1K - Incredible to see @raincards powering Western Union’s Stablecard! Western Union moves more than $100B a year to over 100M customers. Now customers can receive remittances in USDPT (Western Union’s stablecoin) and spend them instantly anywhere Visa is accepted. This is a massive step toward making remittances more capital efficient and accessible. Huge congrats to @rooqster, @cnaut and the @raincards team!Rain @raincardsWestern Union's Stablecard is live. Remittances can now arrive as stablecoins and be spent instantly anywhere Visa is accepted. Mobile app, embedded wallets, and cards powered by Rain. $100B a year for 100M customers is moving onchain.118433
- Arnav BimbhetRT @alexrkonrad: EXCLUSIVE: Henry AI has raised a $16.5M Series A led by FirstMark. Used by 150 commercial real estate brokerages to generate decks, the NYC startup is launching a new product, Henry Deal, to automate underwriting. "We're at the forefront of what I call the hard part of AI."01406.1K
- Arnav BimbhetRT @davidneckstein: We just wrapped a massive Q2 at @WeAreLegora . We blew past our ARR goal and posted north of 50% QoQ growth for the second straight quarter this year. One rep closed more than $4M in new business. Eight reps closed more than $2M each. Average quota attainment across the team is the highest I've seen in my career. And we crossed 1,500 customers. But closing new business is the easy part to celebrate. What matters more is whether customers get real value and stay. So the number I'm proudest of: since we rolled out the Legora agentic OS a month ago, every usage metric has climbed. DAU/MAU, one of our core engagement measures, is 13 points higher for customers using the agent and well above 50% overall. The aOS is changing how legal work gets done, and the data backs it up. When retention and growth move together like this, you lean in. We've raised our full-year top-line forecast by nearly 30%. Buckling up for an epic second half. Thank you to the team and to our customers for betting on us.012056.4K
- Let’s gooo!! 🏎️Vercel @vercelWe are joining @MercedesAMGF1 as a multi-year strategic partner. First stop: British GP. If it's fast, it's on Vercel.008186
Vercel@vercelWe are joining @MercedesAMGF1 as a multi-year strategic partner. First stop: British GP. If it's fast, it's on Vercel.1691092.3K911K- Show more posts
