Marketplaces & Platforms
Marketplaces & Platforms
Thesis
Marketplaces and platforms are where A.GAIN's conviction in network effects meets hands-on execution. We back founders building platforms that do more than connect supply and demand. They restructure how entire categories operate.
We look for markets with deep structural inefficiency, where the right platform compounds liquidity over time and becomes difficult to displace. CookUnity has scaled past $750M in ARR delivering chef-prepared meals across North America. Every chef added makes the platform more compelling to consumers, and every consumer added attracts more chefs. That flywheel is now powering expansion into B2B food solutions. Taiv uses computer vision to transform in-venue TVs into targeted ad networks across thousands of locations with a near-perfect renewal rate. More venues mean better reach for advertisers, and better advertisers mean more revenue for venues.
These are the kinds of platforms we seek: businesses that compound with every transaction and become the default for an entire category.
We look for markets with deep structural inefficiency, where the right platform compounds liquidity over time and becomes difficult to displace. CookUnity has scaled past $750M in ARR delivering chef-prepared meals across North America. Every chef added makes the platform more compelling to consumers, and every consumer added attracts more chefs. That flywheel is now powering expansion into B2B food solutions. Taiv uses computer vision to transform in-venue TVs into targeted ad networks across thousands of locations with a near-perfect renewal rate. More venues mean better reach for advertisers, and better advertisers mean more revenue for venues.
These are the kinds of platforms we seek: businesses that compound with every transaction and become the default for an entire category.