Square Peg

CrowdStrike, founded in 2011 by George Kurtz, is one of the great success stories of cybersecurity, now protecting the majority of the Fortune 500 with its AI-powered security platform, Falcon. As a business, Crowdstrike exhibits many of the characteristics that Square Peg's Global Tech Fund (GTF), our listed equities strategy, seeks out - a visionary founder, a leading product with a technical moat that gets better as it gets bigger, and a long forward runway of growth in an industry where its customers see it as mission-critical software. GTF investor David M. explores the compelling Crowdstrike story: from what makes cybersecurity such an attractive investment space and how the evolution of the 'threat cycle' shapes market dynamics, to Crowdstrike's rise to endpoint security leadership and its multifaceted growth opportunities ahead. And yes, we will cover the company's infamous July 19, 2024 incident, when 'Blue Screens of Death' afflicted millions of devices, including our view on how George and the company's response through that crucible moment reaffirmed our conviction. Read more 🔗: https://lnkd.in/gBS24P_k Ben Hensman Sam Eden

Liam Fuller — the 17-year-old Source co-founder backed by Square Peg (early investors of Canva and Airtwallex) — gives Business Post an exclusive interview alongside Square Peg’s Partner Paul Bassat on the $1.4M raise, cold-calling Australian VCs, and how Source is saving retailers millions. Liam talks US expansion: “I am determined to build this as a US-based business. Closer to the technology and massive market opportunity. The B2B procurement spend is upward of $20 trillion!” One of the first questions Paul Bassat, Partner of Square Peg and founder of one of Australia’s most successful startups SEEK, asked himself after meeting Liam: “Am I impressed because he’s 17? Or regardless of his age, that he’s just an unbelievably impressive founder? It’s very much the latter.” Listen to Liam and Paul’s exclusive interview with Charlie Taylor in the latest Business Post Connected podcast: https://lnkd.in/eTrJ76hw

When we first invested in Elad Walach, Michael B. Braginsky and Guy Reiner back in 2019, their mission was simple and audacious: harness AI to save lives. Six years on, and Aidoc’s clinical‑AI platform now helps physicians care for over 45 million patients annually across hundreds of hospitals worldwide. It’s why we’re thrilled to have co‑led Aidoc’s new $150 million round alongside General Catalyst with participation from NVentures (NVIDIA’s venture capital arm) - our fifth investment in the company since 2019. Read more in CTech by Calcalist or in the investment notes linked in the comments 🔗 : https://lnkd.in/eGfxuENU Dan Krasnostein Yonatan Sela Roy Kimchi Philippe Schwartz Ed Barker

Can a viral photo and a cold email lead to a $2.1 million cheque?⁠ ⁠ For Liam Fuller, the founder of an artificial intelligence software firm, it did.⁠ ⁠ Fuller was 17 when he met Square Peg Capital's Paul Bassat on a short holiday to Australia from Dublin, quickly convincing Bassat to invest. ⁠ Fuller's entrepreneurial streak began with selling wallets made of duct tape in primary school and trading Pokemon cards. This year, he quit high school before taking his final exams. ⁠ Read more: https://lnkd.in/gnKh6utv

How Square Peg outpaces the VC pack: “Every team member has an AI mindset.” Yonatan Sela shares how the VC firm identifies AI-native founders, where Israel is rebounding in foundational tech, and why fast revenue growth can be a double-edged sword. https://lnkd.in/eBs3tX9Z

Teenager Liam Fuller came to Sydney for a holiday with his dad and left with cheques from several investors, including a big one from Square Peg Capital. https://lnkd.in/gW__Hmg6

We're thrilled to have led Source's US$1.4 million Pre-seed round. Source is an agentic AI procurement platform for retailers on a mission to address the estimated US$1 trillion annual cost of out-of-stock inventory. The brainchild of Irish-Australian teen Liam Fuller, at just 17, Liam is the youngest founder Square Peg has backed to date (Liam turned 18 last month). Liam spent a few months in Australia earlier this year, visiting his paternal grandparents, and used the trip to cold-email potential local investors, including Paul Bassat. Source’s engineering is led from Paris, France, by co-founder Yoan Gabison. The injection of capital will expand engineering and fund US pilots ahead of Liam's move to Silicon Valley later this year. We're not just excited by Liam and Yoan's current vision for Source; we're excited by their ability to navigate and adapt as the business evolves. You can read more in our investment notes and media article from Paul Smith in today's The Australian Financial Review, linked in the comments. Jethro Cohen Dogpatch Labs TEN13

We recently shared our June 2025 half-year letter with our investors. The letter includes our reflections and excitement about the AI opportunity set across our investment regions, as well as our evolving views on backing founders in the era of AI. Read the letter 🔗 : https://lnkd.in/gg7QqQYe

We're thrilled to be backing Mira Murati and the team at Thinking Machines Lab on their mission to advance collaborative general intelligence. For more, see Mira's post on X: https://lnkd.in/gA-ZDmTh

Congratulations to Jeremy Suard, Ido Gonen, and the team at Exodigo, who have raised $96M in Series B funding to pioneer a new era of underground intelligence and scale the future of AI for megaprojects. We're excited to continue backing the Exodigo team alongside other investors, including Zeev Ventures, Greenfield Partners, 10D , Jibe Ventures, Vintage Investment Partners, and Leblon Capital. Exodigo have become a go-to partner for DOTs, utilities, and transit leaders across the globe—helping owners, engineers, and builders de-risk projects and deliver on time, on budget, and safely. See 🔗 in the comments for more. Philippe Schwartz