Last week’s Annual Meeting was great chance to spend time with our investors, tech partners and entrepreneurs all in one place. The meeting covered a range of updates, including fund performance, key market trends and investment themes, including how competitive differentiation in AI is starting to take shape.
Rally’s investment approach of valuation discipline, capital-efficient growth and hands-on partnership with founders continues to set our companies up for long-term success. Our team’s decades-long track record of outperformance and collaboration remains a core strength.
One highlight from our discussion was the growing role of AI across our portfolio. A recent survey showed that 96% of our portfolio companies have integrated AI into their operations, and 84% into their products—a strong signal of how quickly this technology is remaking our sectors.
We were thrilled to have RentSpree, Incept AI, Zivian Health and Yardstik join us in a fireside chat to offer a closer look at the exciting work happening across the Rally portfolio.
Over the past year, we’ve continued to strengthen our team. Rachel Powers joined Rally as Finance Manager, expanding our capabilities in fund management and financial reporting. We also welcomed Luke Zaientz as Operating Partner. Luke is a multi-time founder and executive with deep experience launching and scaling businesses and driving operational excellence.
We also took time to honor our Co-Founder, Charles Beeler, who passed away last fall. Charles was an extraordinary investor, mentor and friend. He is a core part of Rally’s DNA, and his legacy lives on in the people he impacted and the companies he helped build.
