Headline

We’re seeing two different flavors of infrastructure software companies emerge in the AI era. Some are building the new infrastructure stack for AI (hardware, compute, models, and tooling); others are using AI to supercharge key functional areas within infrastructure (dev tools, DevOps & SRE, data & analytics, IT ops, cybersecurity, and Q&A testing). In our latest piece, the Headline infrastructure software team outlines their view of the landscape and shares their key considerations when evaluating deals in the space. Check out the full piece on the duality of infra software investing in the AI world here ?? https://lnkd.in/g3xkCmdA ?? If you’re building at the intersection of AI and infrastructure software, we’d love to hear from you! ?? Jacob Conger + Ram Raval Check out our "Infra of AI" and "AI in Infra" market maps below! ??

At Headline, we love our office—because it's more than just an office. It's a place for intentional team-building and community in the heart of San Francisco's Presidio, thoughtfully designed by our Head of Brand Molly Martell. From the clocks reflecting our global time zones to the colorful founder photos on our walls, Molly gives Monday Girl the grand tour of our space. ?? ? What do you think? Check it out here! ?? https://lnkd.in/g2qcfgUb

Today, we’re excited to announce 2025 early-stage promotions at Headline US, including Taylor Brandt’s promotion to Partner. Congratulations, team! For more, see ?? https://lnkd.in/gdTGNMUM

Headline is excited to announce our lead investment in Heidi Health's Series A! Heidi is an AI scribe that supports doctors on admin work, giving them hours back in their overburdened days. And the company is rapidly changing the way that healthcare workers do their jobs. In the 6 months since we first evaluated the deal, Heidi has more than 3x'd users and revenue. The WHO projects a shortfall of 10M healthcare workers by 2030. By automating documentation, Heidi isn't just building a productivity tool; they're addressing a global healthcare capacity crisis. Read more about the investment below from Taylor Brandt. And welcome to the portfolio, Heidi! https://lnkd.in/gA2GrY_q

Headline investor Georgina McMillan joined Christina Farr and Luba Greenwood, J.D. on the Second Opinion Podcast to discuss the rise of influencer-backed healthcare brands. Some takeaways from the conversation: ?? Consumers are more engaged in health—but not always through traditional channels. While most of the U.S. isn’t focused on longevity or med spas, these trends are pushing health conversations into the mainstream. ?? Influence is a major distribution advantage. Whether it’s celebrity doctors, longevity experts, or plastic surgeons, social media is how consumers find healthcare. It’s also how businesses scale—if done with trust and credibility. ?? Vanity and aesthetics can be a powerful motivator for health. Looking and feeling your best can be an accessible entry point to caring about long-term health habits. Social media has normalized aesthetic treatments and increased the perceived ROI of investing in appearance. For the full conversation, check out the links below! ?? Listen here:? Apple: https://lnkd.in/gnrGYMmg Spotify: https://lnkd.in/gdQAHrUh

? Headline Growth's latest Quarterly Macro Newsletter has dropped! ? Lately, we're noticing a trend. A lot of companies we speak with at Headline Growth end the call asking us about our thoughts on the economy. “What do you think of the current macro?” “Should I pay attention to Powell?” The constant news cycle and volatility of public markets, along with investor sensationalism, makes it impossible to decipher what is happening – and how it will impact growth-stage companies. With that, we present the second edition of Headline Growth’s new quarterly newsletter to unpack the landscape. Read and subscribe ?? https://lnkd.in/d3HYqvCS

Access to capital just got easier for home service businesses in Canada. ?? ???? Pipe and Housecall Pro are teaming up to bring embedded finance directly into the platform that 45,000+ home service Pros already use to run their businesses. More on the partnership here:?https://lnkd.in/dp9eUECn

This week, we partnered with Sapienne and Citizens Private Bank to gather 15 brilliant women shaping the future of AI together for an evening of floral arranging and celebrating Galentine’s Day. ??Our San Francisco HQ was brimming with creativity as each guest crafted their own unique bouquet and connected over a candle-lit East Mediterranean dinner. Thank you to our co-hosts Sapienne and Citizens Private Bank for helping make this special evening happen, one petal at a time! Georgina McMillan Jess Ou Joanne Shang Amy Duong-Jafarpour

?? Bitwarden continues to shape the future of passwordless security, enabling 10M users across 180 countries (and counting) through 2024. The company closed out its biggest year yet in December, growing 550% in daily passkeys generated YoY. Last year, Bitwarden also executed an impressive slate of new product launches, like its Authenticator app. We can’t wait to see what this team does in 2025! More here: https://lnkd.in/gH9CMvu3

?????? Final reminder to join us LIVE, tomorrow, Feb 18th at 11am PT/2pm ET for a webinar to learn how to Analyze Marketplaces in Deepdive with Nicolas von Blottnitz! ?? Date: Wednesday, February 19th ? Time: 11am PT / 2pm ET ?? RSVP here: https://lu.ma/bd6psh4a