We are in a duration of what Ill call fintech maximalism, states Chemistry creator and GP Mark Goldberg.
By that, I imply the companies that matured in the last 5 to 10 years in fintech, those that silently carried out through the winter of the 2021 to 2024 duration, have become compounders in a manner that has actually truly taken my breath away.After almost a years at Index Ventures, where he backed standout fintech business like Plaid, Persona, Lithic, and Pilot, Goldberg left in 2024 to introduce Chemistry, an early-stage endeavor firm.
Established together with Kristina Shen and Ethan Kurzweil, the $350 million fund becomes part of a growing trend in venture capital: seasoned financiers breaking out from big platforms to build more focused, boutique outfits.Today on Equity, Mary Ann Azevedo overtook Goldberg about what led him to make the move, what Chemistry is all about, and how the venture landscape has actually progressed over the past couple of years.Listen to the complete episode to hear more about: The state of fintech, a sector Goldberg has long had his eye onand why he sees a lot more tech-fin than fintech these daysWhy those waiting on a wave of fintech IPOs may be in for a long holdWhat hes looking for in 2025 and beyond, from the impact of AI on fraud to moving deal activity, including a pickup in M&A and secondariesEquity will be back with our weekly news roundup on Friday, so dont miss it!Equity is A Technology NewsRooms flagship podcast, produced by Theresa Loconsolo, and posts every Wednesday and Friday.Subscribe to us onApple Podcasts, Overcast, Spotify and all the casts.
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