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Tom Davis

Tom Davis

Tom Davis is a General Partner at Canapi Ventures, the fintech VC fund, where he heads West Coast/Bay Area operations and growth-stage fintech investments.

Aug 31, 2026

9:53
Is there still room to grow or do you think this is kind of the plateau? This is about as far as we can get this product.
10:01
Yeah, no, I think that I'm very bullish in this space and expect it to grow over the next three to five years.
10:07
Non-QM, we have, you know, there's over 19 million self-employed people that account for 30 million businesses in the United States, a very entrepreneurial-spirited, you know, group or economy in the United States.
10:21
There's over, I think, close to 20 million investment properties in the United States account for 50 million doors.
10:28
So last year, 30% of purchase transactions or originations came from the investor side.
10:35
The highest on record ever recorded.
10:37
So 9QM serves the self-employed.

7 MINS LATER

17:46
And do you think that you'll get more aggressive as we get into twenty twenty seven?
12:57
And before you end up at the Courtyard or the Hampton Inn or whatever.
13:01
I live in San Francisco, so I don't have a front porch.
13:05
I also don't drink coffee, but I do try every morning to get out for a run or a bike ride.
13:11
I figure I'm paying all this big money to live out here.
13:14
I might as well enjoy a view of the Golden Gate Bridge or something.
13:17
Uh, in the morning, but you know, my, my day typically starts by talking to someone, uh, in our network, um, within kind of our portfolio companies.
13:26
You know, I think to your point, Sam, we have a lot of companies, um, and we, we do a lot at both the early stage and the growth stage.

22 MINS LATER

35:12
Hey, Tom, any reactions to that?

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