Enterprise 5.0: Where BGV is looking Next
BGV’s Enterprise 5.0 thesis focuses on the shift from software as a tool to software as a worker, with AI increasingly able to reason, plan, and execute entire workflows. The firm is particularly focused on four areas: Energy, Physical AI, Healthcare, and Commerce, where AI can address complex workflows, labor constraints, and deliver measurable ROI. Across these themes, BGV is looking to back AI-native companies with strong data advantages, deep workflow integration, and the potential to become critical systems of action within enterprises.