Michael B. Gilroy
@MBGilroy
Co-Founder @MarathonMP
Today we launch @MarathonMP. You will not hear much from us on the fund now, or ever. We believe that the center of our ecosystem are the founders that are building all of the enterprise value — they are the only ones that should be making news. The mission at @MarathonMP is to…
Fragmentation breeds errors, missed deadlines, and 2 a.m. Slack pings. The office of the CFO remains one of the most disjointed areas in enterprise software. Despite hundreds of vendors, companies still struggle with disconnected systems, manual processes, and compliance…
Team game. Leadership takes on many forms and it’s about finding ways to be valuable in the way that’s best for the team 💯
I could listen to @KelvinBeachumJr talk all day. His answer to @LWashingtonTV on serving the alpha in the O-line room, Paris Johnson, was incredibly thoughtful. "Brother, what do you need to do your job and do your job at the highest level? I am here to serve." @12SportsAZ
In @NateHindenburg farewell letter after building what is / was a generational firm, he described his partners like this.. “They are all smart, focused, & fun to work with… When you meet them, they are all very nice and polite. But when it comes to this field, they are ruthless…
I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and…
If VC is competitive now, the ‘what if everything goes right’ scenario on liquidity will send it to the stratosphere. $140B of market cap from this year’s IPO ($CRWV, $CIRC, $HNGE, etc.) YTD. $160B annualized M&A. Now add Figma and Navan—another $30B of market cap. What if…
BREAKING: The Golden Age of M&A + AI Consolidation is Here: Meta, Stripe, OpenAI Art Levy, Chief Business Officer at $12.3B fintech giant @brexHQ, breaks down how & why.. Plus: We uncover how Brex hit $100B+ in TPV & their road to IPO We go deep on: (00:00) Massive AI…
The top 3 fastest growing public fintech cos are Brazil based. ~5 years ago there was a once in a lifetime opportunity to capture and grow the ~$800B of LatAm public FI market cap. @cloudwalk @Bitso @GetClaraCard will be on this before we know it.
Fintech sector is one of the fastest-growing and most promising, attracting a wave of high-tech companies. However, competition is intense, and identifying the market leaders is key. The global fintech market is valued between $209.7B and $340.1B in 2024, with forecasts…
The consummate professional and forever a Bay Area legend. Congratulations on an incredible run on one of the greatest teams to ever do it pro. This post will make any Dubs fan emotional. Salute @Loon_Rebel5 @warriors
10 years in the Bay changed my life. Thank you, Dub Nation. @PlayersTribune theplayerstribune.com/kevon-looney-n…
I’m a great believer in solving hard problems by using a checklist." — Charlie Munger "The checklist has prevented many investments that may not have been prevented otherwise...it doesn't take much effort, but delivers a huge reward—I like that." — Mohnish Pabrai
.@atlascardhq is officially on tour. Atlas Golf Invitational on deck @patrickmro_ @LarryFitzgerald @MarathonMP
We at @MarathonMP are beyond thrilled to be leading @niuralHQ’s Series A. Payroll has existed for 75+ years—but it hasn’t kept up with the world around it. Three massive shifts have changed everything: 1️⃣ Remote Work → Global hiring, fragmented systems 2️⃣ Generative AI → Ops…
Thrilled to be partnering with the stellar team at @MarathonMP, and particularly excited about working closely with @gokulr and @ChaseAPackard. The product expertise and investment acumen that this team brings to the table is unparalleled. Their understanding of both the…