AI · Venture Capital & Growth Equity · Finance & Strategy

Bryan Subijano

Investor and partner to founders. 15+ years experience advising and investing in software and AI companies.

This site is home to research, analysis, and interactive platforms — spanning AI workforce impact, sector-level investment research, and financial analytics tooling. These research reports and analytics tools aim to help operators & investors understand markets and analyze businesses.

Research
387
Occupations
5,823
Tasks Analyzed
6
Industries
Analytics
100+
Public Companies
39
Fundraises
17
M&A Transactions
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// Research

AI Impact Research

Original analysis of how AI is reshaping labor markets, professional services, and entire industry verticals — built for decision-makers allocating capital and talent.

AI Impact on Labor & Industry
Thesis Open
Anatomy of Work
The foundational thesis — how AI decomposes, augments, and restructures professional work across six industry verticals. A framework for understanding task-level automation through org-level transformation.
Read Thesis
Interactive Explorer Password
Workforce Intelligence
Which roles face the highest AI exposure — and which don't? Interactive analysis of disruption risk across 387 occupations and 5,823 tasks with automation scores, wage impact projections, and workforce transition timelines built on Anthropic Economic Index data.
Explore Analysis
Industry Analysis Password
AI-Native Services
How AI is transforming legacy professional services — accounting, insurance, legal, healthcare, customer service, and more. Analysis of the opportunity to build AI-native firms that deliver better, faster outcomes, with data on automation adoption by industry and profession.
Explore Analysis
Industry Deep Dives
Industry Analysis Password
Consumer AI
Product-level analysis and benchmarks of adoption curves, retention dynamics, and engagement metrics across multiple product categories: social, creative, productivity and generative AI.
Explore Analysis
Industry Analysis Coming Soon
Healthcare AI
In Development
// Analytics

Platforms

Interactive tools that turn raw financial data into actionable intelligence — from uploading your own company metrics for instant benchmarking to tracking public market comps across software, AI, and services.

Platform
Public Markets Password
Beacon Analytics
How does your company stack up? Sortable comps for 100+ software, AI, services, and holding companies — growth rates, margin profiles, valuation multiples, and Rule of 40 benchmarks in a single real-time view.
Launch Platform
Private Company Password
Fin Analytics
Upload your financials and get an instant board-ready analysis — monthly cohort retention, CAC payback, LTV/CAC, burn multiple, and automated benchmarks against 2025 SaaS industry medians. No setup required.
Launch Platform
Deal Flow Password
Deal Analytics
Track the deal market — 39 fundraises and 17 M&A transactions with deal multiples, strategic vs. financial buyer profiles, and sector-level capital flow trends across technology and services.
Launch Platform