Home | New Research
We’re building out our research function to serve as one source of our investment conviction, This research should help us decide where to focus, and within those spaces, provide: an understanding of how things work, what we don't yet understand, and who to consult to fill those gaps. We’re publishing this site as a contribution to the ecosystem and to highlight and support other work we’re influenced and inspired by.
We’ve been poking into potential investment areas over the last ~decade. This is a selection of those reports from the archive. Many of these landscape analyses have been produced with support from Fellows visiting from the Kellogg School of Management as part of its quarterly Venture Lab program. Others have been produced with fellows joining us for the summer, primarily through the ICM Mosaic Fellowship Program.
Date | Name | Authors | Type |
|---|---|---|---|
09/15/2025 | kaiton williams, chatgpt, claude | AI AssistedWork In ProgressDeep Dive | |
08/01/2025 | Jasmine Ali, chatgpt, kaiton williams | AI AssistedDeep Dive | |
08/01/2023 | Ray Lu | Landscape | |
07/17/2023 | Brittany Henry (LinkedIn) | Landscape | |
02/01/2022 | Emma Mayberry | Landscape | |
12/01/2020 | Melissa Plotsky | Landscape | |
12/01/2019 | Veronica Reaves | Landscape | |
08/01/2018 | Rachel Sommer | Deep Dive | |
03/01/2018 | Alicia Francois | Landscape | |
03/01/2018 | Jon Cambras | Landscape | |
09/01/2017 | Brittany Henry | Landscape | |
08/01/2016 | Andrew Wu | Landscape | |
08/01/2016 | Simone Andrews | Landscape | |
08/01/2016 | Andrew Wu | Landscape | |
08/01/2016 | Rachael Tachie-Menson, Greg Nantz | Landscape |
