Is fintech coming back? Check out Jeremy Jonker's perspective in Crunchbase News Today --> https://lnkd.in/gkNQTvsJ
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Jeremy Jonker, co-founder and managing partner at Infinity Ventures, agrees there’s definitely more energy in the market compared to the past couple of years.
“Rounds are getting aggressively preempted, M&A seems to be picking up, and IPO chatter is back,” he said. “However, this rebound appears selective as the companies getting rewarded now tend to be the ones with strong fundamentals. The growth‑at‑all‑costs era has faded. …The bar remains very high.”
For its part, Infinity Ventures is focused on areas where it believes startups are positioned to out-execute and take share from incumbents and later-stage companies. Agentic workflows in regulated industries are a good example, Jonker said.
“We’re less interested in generic LLM wrappers that are relying solely on distribution or abstract use cases that never make it into real workflows,” he said.
In general, Jonker believes that AI has become foundational in fintech, and not just a feature.
“We’re seeing it used to automate dense, rules-based workflows in regulated industries, power agentic systems that can trigger actions without human input, and unlock new ways to serve customers with fewer resources,” he told Crunchbase News. “The hype cycle is still noisy, but the real impact is happening where AI is embedded deep in the workflow, tied to proprietary data, and driving tangible productivity gains.”