Overlooked by Alexandre Dewez

Cadence

Weekly

Latest

2026-11-02

By

Alexandre Dewez

Based on

12 recent issues

• Covers: Venture capital news, company breakdowns, and strategic analyses of vertical software, cloud, and AI businesses.
• For: Venture capital investors and software startup founders building vertical solutions.
• Best for: Investors and founders focused on vertical software, SaaS, and early-stage European tech.
• Skip if: General consumers and professionals outside the tech startup or venture capital sectors.

Start with

• 💰 How Nvidia is Weaponising its Balance Sheet: A framework for understanding how Nvidia strategically utilizes its corporate balance sheet.
• 📗 Pennylane - The Financial OS for European SMEs and their Accountants: A business model deep dive on a financial operating system for SMEs.
• 🏠 Entrata's IPO - S-1 Breakdown: Key business and financial learnings for vertical software founders from an S-1 filing.

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