VC Fund Dossiers

Moment is a true operator's fund with two GPs who've been there, done that - Ammar ran corporate dev at Cisco during their M&A heyday, and Clint was the first sales hire at C-Cube (the MPEG pioneers). They average 2 investments per year with a steady track record - not spray-and-pray types. Their portfolio has seen 14 acquisitions including solid exits like Skyward to Verizon and Netsil to Nutanix. The "Future of Work" positioning isn't just buzzword bingo - they actually invest in unsexy but necessary B2B infrastructure that makes industries work better. These aren't the flashiest VCs on Sand Hill Road, but they're the kind who'll roll up their sleeves and help you figure out your sales motion because they've built those machines before.

This is a thesis-driven firm originally founded by Rob Heyvaert and Stephen Daffron. Rob founded Capco, the financial services focused consultancy, which was not at the MBB level but very much like an Oliver Wyman, LEK, Parthenon type of place if you were a big legacy company in the industry and interested in either change management or tech transformation expertise. You can see from the above how naturally there is much more of an operational or value creation emphasis. It's not financial engineering. It's "buy a business in this space that we can clearly transform", and lucky for them, there's a scarcity of people with any one of the domain knowledge, relationship set, or capital at scale to pursue that opportunity set. They're not just writing checks - they're rolling up their sleeves with deep fintech expertise. Blythe Masters brings serious Wall Street credibility, though she's not without controversy from her JPM days. This is a fund for founders who want operators who actually understand the plumbing of financial services, not MBAs pretending to get fintech.