
Konvoy is a thesis driven investment firm. Each week we write a unique analysis on key industry trends, challenges, and opportunities.
Our weekly insights cover a variety of topics within the markets we invest in.
Gaming - Technologies that shape the future of interactive entertainment.
Consumer Platforms - Tools, products, and ecosystems that connect, engage, and enrich everyday digital lives.
Critical Industries - Solutions that enhance security, resilience, and operational efficiency in defense, manufacturing and national infrastructure.
Hardware - Devices, components, and systems driving progress across industries.
Enterprise Technology - Technologies that streamline operations, boost productivity, and unlock new capabilities for organizations.
Deep Tech - Breakthrough science and engineering to solve fundamental challenges and open new markets.