Jess Schram · 22 September 2026 · Investment Thesis

The Durable Majority

Jess Schram, VC @ Swiftarc Ventures

AI is enabling a new class of profitable, capital-efficient software companies that venture is ill-equipped to fund. The author proposes a hybrid structure—priced equity plus revenue-share repayment—to capture durable mid-market exits while delivering faster, more predictable LP returns than traditional venture.

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Topics: Venture Capital & Startups · AI (Horizontal)

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