Ignacio Ortiz Freuler

We're excited to participate in the $26.5mn Seed round of Inversion led by Dragonfly alongside Faction VC, VanEck, Mirana Ventures, ParaFi Capital, Metalayer Ventures, Volt Capital, HashKey Capital, Race Capital, Portal Ventures, Moonrock Capital, Breed, Topology Ventures, Bodhi Ventures, Lvna Capital, Escape Velocity (EV3), Folius Ventures and leading angels Inversion is pioneering a unique private equity-style model to make blockchain technology "invisible" to the end user. The company's strategy focuses on acquiring traditional, low-margin businesses and integrating blockchain solutions to enhance their efficiency, speed, and cost-effectiveness. This innovative approach aims to de-risk institutional investment in the crypto space by offering a familiar private equity product with a clear "margin of safety." The newly secured capital will be used to establish Inversion Capital, a separate fund of at least $500 million, which will finance future acquisitions. Inversion has initially targeted South American telecommunications companies and has submitted several acquisition bids, as blockchain could allow these companies to lower their data purchasing costs, among other improvements. The company's plans to target both private and public companies with large user bases, particularly in sectors such as payroll services, supply chain management, and consumer financial services. The company's first acquisition is expected to take place within the next year, paving the way for a new era of mainstream crypto integration. More here: WSJ: https://lnkd.in/dDWvKm-s Ventureburn: https://lnkd.in/dQ9efYfh

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One of the most important venture trends I’d like to explore more deeply is team size. According to Carta, in 2022 the average SaaS company raising a Series A had 22 employees. By 2024, that number had dropped to 15. By the end of 2025, I’d wager it will be closer to 12. Everyone understands that AI is removing jobs, but it’s worth being clear about which jobs are disappearing: manual, repetitive, and support functions. On the surface, this is a positive shift - it frees people to focus on more strategic, creative, and product-driven work. But it’s important to recognize that those supporting roles were often the ones CLOSEST to the friction points. They were the people uncovering nuances in process, surfacing customer pain, and flagging issues that needed attention to improve product and customer experience. It’s also important to recognize the tradeoffs. A study in The Lancet Gastroenterology and Hepatology found that when doctors used AI to spot pre-cancerous growths in the colon, their detection rates improved. But when the AI was removed, their ability to find tumors fell by roughly 20% compared to before the tool was introduced. In other words, AI boosted performance in the short term but chipped away at core skills in just a few months. That’s the real tension with AI: the efficiency gains are obvious, but we don’t yet know what happens when human judgment and skills start to atrophy. I’m a big believer in leveraging technology to drive efficiency and scale. But I also believe that frontline workers and customer support teams consistently generate some of the most valuable insights into what a company should fix, what new features might be needed, and where the trajectory of the business could shift. Startups should absolutely automate repetitive, manual, and low-leverage tasks. At the same time, they should remain intentional about maintaining direct lines of communication with customers and leads because no algorithm can replace the raw, unfiltered feedback that ultimately drives better products and stronger growth.

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