ENTERPRISE 5.0 | Q2 2025
The BGV Beat
KEY TRENDS
Rewriting the VC Playbook
AI is Redefining the VC Playbook
The traditional model of long burn cycles and headcount growth no longer defines the path to scale. VC firms that support new scaling strategies will be best positioned to capture AI’s next wave of value creation.
Turning Global Talent into Local Advantage
AI is rapidly expanding, even as the world around it grows more fragmented. Innovation is global, but capital, regulation, and go-to-market expertise remain concentrated. Cross-border AI ventures aren’t the exception – they’re the next wave of enterprise software.
DEEPER INSIGHTS
The Autonomous Enterprise
AI is Redefining Startup Growth
Rather than assembling large teams of specialists, AI native businesses structure themselves around small groups of strategic orchestrators who use AI to amplify their impact.
The AI Agent Blueprint
The age of AI agents has arrived- but in the enterprise world, it’s not about flashy demos or experimental chatbots. It’s about building resilient, scalable, and trustworthy systems for high-stakes environments.
Financing Events
Earnix, the leading Dynamic AI platform for Insurance, announced that it has signed a definitive agreement to acquire Zelros, a pioneer in Generative AI for insurers and banks. This innovative collaboration will bring the power of predictive, generative, and agentic AI across the entire risk decisioning, personalization, and claims cycle, thereby enabling pricing and underwriting professionals to deliver compelling offers while improving business performance.
Virtana, the leader in deep hybrid-infrastructure observability, announced it has acquired Zenoss, a pioneer in real-time IT service monitoring and a leader in AI-powered event intelligence. This strategic acquisition aims to bridge the gap between service visibility and infrastructure control in hybrid environments. The increased scale of Virtana and Zenoss will enable greater opportunity for accelerated investment and innovation.
Fairly AI acquires Anch.AI to launch Asenion. The Asenion platform allows enterprises to assess and mitigate risks associated with their AI models and data practices. On one coherent platform, and along the entire AI life cycle, all teams are empowered with oversight and control. Ensuring stakeholder trust, regulatory compliance and return on your business’ AI investments.
Perspectives
Yash Hemaraj,
BGV
The shift to AI-first isn’t just a feature upgrade, it’s a full-scale reinvention. From architecture to culture to growth strategy, it’s reshaping how companies are built from the ground up.
Erik Brynjolfsson, Stanford
70 million U.S. workers are about to face their biggest workplace transition due to AI agents, but their voices are too often missing.
Amin Zarshenas, COVU and Sam Levan, Madkudu
In this session, we unpack how identifying the right enterprise use cases is the key to traction and adoption.
Ram Bala, Santa Clara University
Context-aware AI is transforming enterprise decision-making, collaboration, and innovation. Cultural readiness matters just as much as the technology itself.
Spotlight
Closing of BGV Opportunity Fund II to Back Breakout Portfolio Leaders
We’re proud to announce the close of BGV Opportunity Fund II, a major milestone that reflects deep investor conviction in our vision: backing the next generation of Human-Centric Enterprise AI leaders.
BGV Opportunity Fund II reinforces our commitment to supporting visionary founders building scalable, AI-native solutions that amplify human judgment, drive enterprise transformation, and enable responsible innovation. The fund will provide follow-on capital and strategic resources to high-performing portfolio companies, helping them accelerate growth and global scale.