We’re excited to share three new investments we made today that reflect a broader theme we’ve been tracking closely: the next generation of category-defining companies won’t just improve existing systems, they’ll rebuild them from the ground up.
Across education, fintech, and AI infrastructure, Gabb Global, Nearpays, and Druid Learning are doing exactly that.
Language learning has reached massive scale, but not meaningful outcomes. Over 500 million people use language apps globally, yet only about 1% achieve conversational fluency.
Gabb Global is tackling this gap at its root.
By combining AI, neuroscience, and immersive VR, Gabb is shifting the paradigm from passive learning to active brain training. Instead of testing memorization, their platform is designed to rewire how users actually acquire language.
The early traction is strong: over 100 schools are already live, with more than 700 on a waitlist, and nearly $50K in monthly recurring revenue. Backed by a team that includes multiple PhDs and founders with over $500M in prior exits, Gabb is building with both scientific depth and execution experience.
Africa is home to 1.5 billion people, with a median age of just 18. Yet the financial infrastructure needed to support this generation of entrepreneurs and businesses is still underdeveloped.
Nearpays is building that missing layer.
Their platform combines SoftPOS, offline payments, AI-powered tax compliance, and a unified business dashboard into a full-stack solution designed for real-world conditions. This is not incremental fintech, it is foundational infrastructure.
The growth reflects the urgency of the problem: $15M processed, over 5,000 businesses onboarded, 60,000+ users, and 40% month-over-month growth. They are also supported by a strong group of co-investors, including Visa, AWS, and Plug and Play.
As generative AI reshapes content creation, one challenge continues to hold back major media companies: their data is not structured or usable for AI systems.
Druid Learning solves this.
Their platform transforms decades of unstructured archives into proprietary, AI-ready datasets that enable on-brand content generation at scale. This allows media companies to unlock entirely new revenue streams from assets they already own.
The company is growing तेजी, with over 50% month-over-month revenue growth and multiple design partners already in place. Led by a CEO who previously launched Amazon Prime Video, Druid is targeting a massive opportunity, with an estimated $200B market just within its initial verticals.
While these companies operate in very different sectors, they share a common DNA.
They are tackling problems that are difficult, often overlooked, and deeply important. They are not layering on top of broken systems, they are rebuilding them. And they are doing so with early signals that suggest real product-market fit.
This is exactly the type of company we aim to support.
We’re proud to back Gabb Global, Nearpays, and Druid Learning as they continue to grow, scale, and push their industries forward.
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