recommendations from Will at Contrary Capital
list of companies to join
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To help you figure out what’s next, we asked Will from Contrary Capital for companies they would recommend people think about joining. Below you’ll find their answers, as well as explanations as to what makes each company particularly special.
Here are Will’s answers:
Rippling
Calling Rippling a startup may be a stretch — it's a big company with a ~$10B valuation. But it's one of the rare opportunities to build a $100B outcome in the years ahead. Rippling's goal is to become the one HR platform to rule them all. By starting with the core payroll product that runs thousands of businesses, Rippling can easily layer on other high-value services like IT management, corporate credit cards, and so on. The market size here is nearly limitless, and Rippling has the ambition to shoot for it.
Moment
Fixed income is the world's largest asset class, but the industry runs on infrastructure far behind the state of the art. You can trade stocks and crypto easily on dozens of different apps, but bonds and treasuries are hard to access. Despite a disjointed and archaic set of systems that currently trade fixed income, the need for digital platforms is stronger than ever: in 2011, just 10% of investment-grade corporate bond volume was traded electronically, while today over 40% is. This is why Moment is building a next-generation API for fixed income trading. Moment is already powering popular fintech platforms, and aims to become the go-to infrastructure for fixed income.
Ramp
Ramp became famous as the fastest-growing fintech company. They process billions of dollars of payment volume every year, but still only have less than 1% of the market. The team's speed is perhaps it's most special quality — they've generated that much traction in only 5 years. I personally have no doubt that they will continue to grow.
Forge
Forge is building a next generation automation platform for enterprises, of course leveraging AI. The company is young, with enormous upside for investors (and employees) still ahead. Though I can't reveal the exact details, Forge may have the fastest revenue growth I've ever seen, and the highest revenue-to-employee ratio I've ever seen. Metrics don't lie.