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INVESTING IN BOON: AI FOR THE REAL WORLD Marathon’s is excited to lead a $20.5M Series A in Boon, agentic AI platform for logistics. Commercial fleet owners are drowning under a heavy administrative load from legacy point solutions. On average, they use between 15 and

The team at Boon brings domain expertise with a native AI stack to one of the most fragmented markets in software. We are excited to partner with this team at the earliest stage of company building and our friends at Redpoint .

My partner Gokul Rajaram has known the CEO /Founder Deepti of Boon for EIGHT years. When he first introduced me I was blown away by the depth of her knowledge in the sector — but mostly her palpable obsession with solving this problem. The surface area of the platform is vast and

Gokul Rajaram Marathon Michael B. Gilroy 🔥 Congrats! You guys already know how to run through walls, so doing it for 26 miles makes sense

Gokul Rajaram has been one of the most amazing investors for us. His advice has been spot on, and he was always available for brainstorming. I am pretty sure Marathon will be an amazing fund.

Congratulations to my dear friend Gokul Rajaram. I had the privilege of working closely w Gokul @ googs & also Compound as he was one of our earliest investors . No doubt Marathon founders will have edge. Good luck ,Gokul

The consumer & commercial card markets are large beyond comprehension. Annual spend on cards (TPV) in US alone - consumer = ~$5T growing 8% and commercial = ~$1T growing 12%. Virtual card & check conversion assisting commercial growth big time. One of the biggest reasons we love

PRODUCT ENGINEERING VS SYSTEMS ENGINEERING I interviewed a VP Eng candidate for a portfolio company. They shared that at their prior startup, despite reducing the product eng team size by 50% (50 => 25) over the past year, they were still able to increase product velocity, due

1/ Today, @Mercury announced a $300 million Series C in a mix of primary & secondary funding at a $3.5B valuation, led by @Sequoia, with participation from Spark Capital, Marathon, COATUE, CRV, & a16z. I’m deeply humbled by the growth we’ve experienced. 🧵

I speak with @Mercury CEO @Immad Akhund about the company's latest news. x.com/i/broadcasts/1…

Excited for Marathon to join our friend Sonya Huang 🐥 at Sequoia Capital and continue to support immad and the amazing Mercury team as they build the definitive business banking platform of the future. It’s been incredible to see the Mercury team build remarkable product

Building a generational company is an exercise in grit, perseverance and endurance, not dissimilar to running a marathon. At Marathon, we are excited to go the distance with our founders. Marathon

THE INEVITABLE MCP BATTLE If you work in AI, you've probably heard of MCP (Model Context Protocol), an extension of tool calling that allows agents to interact with applications in a standardized way. Social has been full of glowing reviews of MCP. Standards are awesome, so

As investors we salivate over incumbents who haven’t innovated in years that think they have pricing power. They do until they don’t. There’s a lot of market cap that’s going to be displaced here from both B2B and B2C side. I expect Amex to become quite acquisitive with the war

I am beyond excited to share that I’m joining Gokul Rajaram, Michael B. Gilroy and Alex Gorgoni as a Founding Partner to help build Marathon. I first met Gokul in early 2021 and was immediately struck by his relentless energy, deep commitment to founders, and unparalleled network. That

Old news I know. But when I see an excellent emerging fund I’m calling it out. I’m bullish that the ~’23-25 fund vintage, especially those led by legendary founders and VCs, will dethrone historical icons like USV, Bessemer, Norwest, and (hot take) Benchmark. Marathon is

1/N There has been a lot of chatter about Chime and how it’s going to price next week. Ultimately, this is a supply and demand equation with public investors that are valuing growth again and are absolutely starved for new names to trade. One thing is clear, Chime has built a

Adj GP / Member: We ran paybacks on a Marathon adjusted GP which pulls “transaction and risk losses” and “member support and operations” up to COGS (sorry guys). Even so, we have seen a ton of leverage at the COGS level with adj GP rising from 31% in Q2 22 to 52% today (with

I first met Chris R Britt in 2013. Chime was a year or two old then, but it was clear even then that this was a special founder and a special company. Over the years, the team has surmounted numerous obstacles and kept executing to build an incredible company. My partner