Pat McGovern - Bowery Capital - Where Vertical AI Wins
Our Guest: Pat McGovern is a Principal at Bowery Capital, an early-stage B2B fund investing primarily at pre-seed. He focuses on vertical AI and writes the newsletter Capital Efficient.Episode Topics:How Bowery approaches pre-seed in 2026 and what “first institutional capital” lo ...Show more
In this episode, host Matt Harney speaks with Joey Brookhart, Co-Founder of AlphaRepo and a longtime long-short software investor, as Managing Partner and Portfolio Manager of Sandbrook Capital. Joey explains the SaaS metrics that matter most, the overrated ones investors should ...Show more