Weekly deal review Every company in front of the fund this week. Please start with the spotlight — the businesses we think additional time — then work through the rest of the pipeline by sector, region and round.
Companies 13
Spotlight 3
Sectors 8
This week's spotlight 3 companies Besty besty.ai ↗ The AI property manager for short-term rentals
$4.1M ARR · +17% MoM
Furthest along on revenue in the batch — $4.1M ARR growing 17% MoM at a 0.8 burn multiple.
Proptech NEW YORK Series A Diligence
Read the brief Big Rentals bigrentals.com ↗ The operating system for independent equipment rentals
$2.1M run rate · 6.5x YoY
6.5x annual growth with marketplace, software and insurance layers compounding on each other.
Marketplace Los Angeles Series A Actively evaluating
Read the brief Clara AI clara.ai ↗ The system of agents for commercial trades
$321K ARR · 50+ customers
Category-native team out of ServiceTitan and BuildOps, with two customers investing to help it expand.
AI SAN FRANCISCO Seed Actively evaluating
Read the brief
All other deals Showing 10 of 10 Sector All AI Data & Analytics Govtech LegalTech Logistics / Supply Chain Marketplace Proptech Vertical SaaS
Region All Los Angeles NEW YORK SAN FRANCISCO Washington, DC
Stage All Initial screening Actively evaluating Diligence Passed
Round All Pre-seed Seed Series A
Company Sector Region Round Stage
Sephira sephira.ai ↗ The decision layer for cognitive warfare Data & Analytics Washington, DC Pre-seed Initial screening Git Machine gitmachine.ai ↗ Software-defined compute capacity AI SAN FRANCISCO Seed Actively evaluating ScaleDown scaledown.ai ↗ Task-specific models for AI agents AI NEW YORK Seed Initial screening Nuel AI nuel.ai ↗ AI decision infrastructure for complex supply chains Logistics / Supply Chain SAN FRANCISCO Seed Actively evaluating Evitar evitar.ai ↗ Private conversion intelligence for the demand-to-revenue economy AI SAN FRANCISCO Pre-seed Initial screening Vala vala.us ↗ The shared system behind veterans' benefits Govtech NEW YORK Seed Actively evaluating Pollentia pollentia.io ↗ The operating system for boat maintenance and repair Vertical SaaS NEW YORK Pre-seed Initial screening TasksMind tasksmind.ai ↗ Customer retention infrastructure for production bugs AI SAN FRANCISCO Pre-seed Initial screening Shepherd Law shepherdlaw.com ↗ Your law firm. Embedded. LegalTech SAN FRANCISCO Seed Initial screening Phiner phiner.ai ↗ Financial authority layer between company data and AI agents AI SAN FRANCISCO Pre-seed Initial screening