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Applied AI SaaS / Enterprise Software
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Proptech · πΊπΈ US
Built an AI operating system to help commercial HVAC suppliers generate quotes faster.
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Biosecurity · Lead: OpenAI
Builds AI systems designed to detect and counter biological threats.
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Biosecurity · Lead: OpenAI
Builds AI systems designed to detect and counter biological threats.
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Semiconductors · BE · Lead: Quantonation
Develops 3D "skyscraper" memory architecture to tackle the "memory wall" for AI chips.
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AI Sales Platform
Helps businesses identify buying signals and focus on in-market prospects to close deals faster.
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Climate Tech
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Solar Energy · π«π· FR · Lead: Supernova Invest
Develops ultra-lightweight photovoltaic panels for large commercial rooftops.
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Climate Tech
Focuses on climate technology solutions.
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FinTech
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Fintech · Lead: Left Lane Capital
QED Investors, DST Global. Provides a global money platform that allows users to send, receive, and spend digital dollars.
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Fintech · πΊπΈ US
Built AI-powered software for financial auditors at public companies.
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AI & Machine Learning, LegalTech · π«π· FR · Lead: Korelya Capital
Serena, Headline, Balderton Capital. Develops AI software to automate and augment the patent lifecycle for intellectual property professionals.
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Sleep Technology
Develops sleep technology products, expanding into predictive, AI-driven health.
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Fintech · π³π± NL · Lead: Picus Capital
Provides cloud-native infrastructure that plugs into card networks via a single API for payment processing.
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Proptech · π¬π§ UK · Lead: General Catalyst
AI-driven platform to automate maintenance, rent collection, and tenant matchmaking for the UK rental market.
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E-commerce
Connects consumers with everyday products through an online ordering system and community-based distribution network.
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Autonomous Vehicles · π¬π§ UK · Lead: National Wealth Fund
Builds autonomous vehicle systems for ports, airports, and warehouses.
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Space Tech · πͺπΈ ES · Lead: Mitsubishi Electric
Develops reusable rockets for small satellite launches.
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Autonomous Freight · πΈπͺ SE · Lead: American West Coastβbased asset management firm
EQT Ventures. Provides self-driving trucks and pod-like haulers for freight.
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Fintech · π¬π§ UK · Lead: Ventura Capital
Provides banking services for small and medium enterprises (SMEs).
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Neuroengineering · πΊπΈ US · Lead: Lightspeed Venture Partners
Khosla Ventures, Y Combinator. Develops neuroengineering systems to address neurological and sensory disorders.
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Space Tech · Lead: LuminArx Capital Management LP
Specializes in advanced space technologies and solutions.
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Applied AI & Enterprise Software
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Enterprise software evolves with Agentic AI paradigm
Agentic AI is reshaping enterprise workflows β autonomous agents now handle multi-step tasks across CRM, ERP, and support, driving a new wave of vertical SaaS innovation.
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ChatGPT weekly active users grow to 900 million
ChatGPT is 2.7x larger than Gemini on web traffic and 2.5x larger on mobile MAU, with paid subscribers for Claude growing over 200% YoY and Gemini 258% YoY.
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AI-driven SaaS valuations and M&A activity remain strong
AI-native SaaS companies are commanding premium multiples, with vertical specialization growing as incumbents accelerate acquisition strategies.
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Climate Tech & Energy
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J.P. Morgan: climate tech investment remains resilient despite policy headwinds
New J.P. Morgan report highlights that climate tech VC funding held steady in Q4 2025, with energy storage and grid infrastructure attracting the largest rounds.
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Europe's climate tech Series B gap widens
European climate tech startups face a growing Series B funding gap, with many scaling companies forced to look to US or Asian investors for growth capital.
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FinTech & Digital Assets
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Stripe reportedly exploring PayPal acquisition
Reports indicate that Stripe has held preliminary discussions about acquiring PayPal, a deal that would reshape the global payments landscape if confirmed.
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RBI moves to regulate payment aggregators as financial infrastructure
India's Reserve Bank is tightening oversight on payment aggregators, treating them as core financial infrastructure β a signal for regulatory direction across emerging markets.
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M&A, IPOs & Exits
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Gleamer acquired by RadNet for β¬200M+
The French AI radiology platform had reached β¬30M ARR serving over 700 clients across 44 countries.
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Pasqal prepares for dual Nasdaq and Euronext Paris listing
The French quantum computing leader is preparing an IPO that could value the company at around $2bn, including approximately β¬340M in financing commitments.
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Poool acquired by Darwin CX
The French subscription orchestration software provider combined with North American platform Darwin CX to build a unified subscription infrastructure for media companies.
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VC & Market Data
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Global venture funding hits record $189 billion in February
This record was driven by massive deals to AI startups, with 83% of capital going to just three companies, including a $110 billion raise.
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Series B funding levels rebound with diversified pipeline
Overall Series B funding has steadily rebounded after a 2023 low, with startups in biotech, robotics, and security securing large rounds.
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Active investors concentrate capital on fewer, larger deals
February saw investors focusing capital on generative AI heavy hitters and prominent unicorns, making fewer small bets.
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π’ CORPORATE VENTURE & LP SIGNALS
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Accenture
Partnered with Mistral AI. The consulting giant will bundle Mistral's models into large-scale AI transformations for multinationals across Europe, offering joint training and certifications.
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Amazon Devices Climate Tech Accelerator
Opened applications for its 2026 cohort, focusing on reducing the carbon impact of devices.
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L'OrΓ©al
Signed a multi-year deal with Dioxycle to supply polyethylene made from carbon-electrolysed ethylene for packaging.
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Probabl
On March 4, 2026, Predict.fun completed the strategic acquisition of Probabl.
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