▶ MAKR — DEAL SOURCING COCKPIT
WF1 · Sourcing & Origination · Powered by R2-D9 · W31 2026
234
TRACKED
19
HIGH PRI
6
OUTREACH DUE
14
ACTIVE RAISES
Last run: July 27, 2026
234
STARTUPS TRACKED
W25-W31 cumulative
153
SCOUTED W25-W31
7 weekly runs
19
ACTIVE OPPORTUNITIES
High Priority pipeline
1
MEETINGS SCHEDULED
01Health (Dr. Szamocki)
6
OUTREACH OVERDUE
Critical / Urgent
63
AVG DAYS IN PIPELINE
HP carry-forwards
€6B+
CAPITAL TRACKED
Aggregate raises
7
VERTICALS COVERED
Active pipeline
DEAL FLOW FUNNEL MOST IMPORTANT
1 · Sourced
153
100%
2 · Scored / Qual.
153
100%
3 · High Priority
19
12%
4 · Contacted
0
—
5 · Responded
0
—
6 · Meeting Done
0
—
7 · Market Research
0
—
8 · IC Candidate
0
—
9 · Invested
0
—
Funnel will populate automatically as outreach begins and data is logged in Google Sheets.
ACTION CENTER START HERE DAILY
CRITICAL — WINDOW CLOSING
1
Neo Security
AI Infra · Agentic software control · a16z + Bessemer · Ex-SentinelOne COO
Intro via Bessemer (dual w/ Unframe) or a16z · Day 7 relationship window · $100M total · W31 HP #1
CRITICAL
2
Build
Construction AI · AI-native infra automation · 100+ projects · Index Ventures led
31 days post-raise — window closing permanently · Index intro in 48h or lost · W28 HP #1
CRITICAL
3
Capsa AI
AI Infra · Private capital AI OS · 14x YoY ARR · 122% NRR
Overdue since W25 — direct outreach to Danyal O. required · Corey intervention · $18M Ser A
OVERDUE
THIS WEEK — NEW W31 ENTRIES
4
kausable
AI Infra · Causal world models · Adapts without retraining · HTGF + UVC Partners
Week 1 of seed round · Intro via HTGF Munich or UVC · Heidelberg DE · W31 HP #2
NOW
5
TidalSense
Health · AI respiratory diagnostics · 75-sec test · NHS deployed · BGF led
Week 1 · Intro via BGF or Cross-Border Impact · Cambridge UK · W31 HP #3
NOW
6
Oak
AI Infra · Identity OS · Accel + CRV + Greylock · Ex-CEO 3 exits ~$500M
12 days post-raise · Intro via Hetz Ventures (dual w/ Upriver) · Moving to critical W32 · $60M Seed
WEEK
OVERDUE — WINDOW NARROWING
7
Jedify
AI Infra · Enterprise context graphs · Snowflake Ventures · $24M Ser A
11+ weeks post-raise · Norwest/Snowflake channel · Seed window critically narrow
OVERDUE
8
Upriver
AI Infra · Data pipelines · Hetz Ventures · Bundle with Oak outreach · $14M Seed
11+ weeks post-raise · Hetz dual-conversation with Oak · Window critically narrow
OVERDUE
ACTIVE — MEDIUM PRIORITY
Aria (Paris, €7M Ser A ext) — 115K / 13books intro · 6-7 weeks
NeuralTrust (Barcelona, €17.2M Seed) — Kibo / EIC intro · 9-10 weeks
CurifyLabs (Helsinki, $14M Ser A) — Sandwater / HealthCap · 3 weeks
Wultra (Brno, €6.8M Ser A) — Seventure Partners · 4 weeks
Float (Stockholm, €4.5M Ser A) — CHAPTERS Group · 12 days
TytoCare (Israel, $25M+) — New CEO window · Insight Partners / Qumra
Dawnguard (Amsterdam, $6.3M) — Curiosity VC / eCAPITAL
Lama AI (Israel, $12M Ser A) — Hetz triple-bundle (Oak + Upriver)
01Health (UK, $15M Ser A) — Meeting with Dr. Szamocki confirmed
Conduct (Heidelberg, €51M Ser A) — Maintain via Index · Stable
CLOSED / MISSED
Gigaton — window expired, cold-outreach only. Decision: pursue or close?
Almetra — window expired W30. Closed.
Conntour — window expired W30. Closed.
VERTICAL INTELLIGENCE 7 SECTORS
AI Infra / Security
8 HP
Health / MedTech
4 HP
Fintech / AI
3 HP
Construction / Industrial
2 HP
Cloud / Post-Quantum Sec
2 HP
STAGE BREAKDOWN (W25-W31 · 153 scouted)
8
PRE-SEED · 3 HP
52
SEED · 7 HP
48
SERIES A · 8 HP
45
GROWTH / B+ · 1 HP
SOURCING INTELLIGENCE W25-W31 CUMULATIVE
Source Deals HP Quality
AI Scout (R2-D9) 153 19 12% HP rate
Calcalistech (IL) 38 8 Best IL source
Tech.eu / EU-Startups 34 6 Strong EU coverage
SecurityWeek / SiliconANGLE 18 4 AI security vertical
GlobeNewswire / TechFunding 12 2 Breaking news
VC Cafe / Crunchbase 8 1 Supplemental
7 consecutive weekly runs (W25-W31). HP rate declines as pipeline matures (high selectivity). 3 positions closed.
FUNDRAISING LANDSCAPE
BY ROUND (HP 19)
Pre-Seed
3
Seed
7
Series A
8
Growth / B+
1
TIMING SIGNALS
● Critical / Overdue6
● Window open NOW5
◑ Active pipeline5
○ Stable / Monitor3
AGGREGATE CAPITAL
Total tracked (W25-W31): €6B+
Avg round (HP Seed/A): ~$28M
Largest round tracked: Neura Robotics $1.4B Ser C
Largest W31 raise: Neo Security $100M (a16z + Bessemer)
HIGH PRIORITY PIPELINE 19 COMPANIES
Company Country Stage Brief Timing Status
Neo Security
AI Infra / Agentic Control		 IL/US Ser. A W31 #1 DAY 7 Intro NOW
Build
Construction AI / Infra		 UK/US Seed W28 #1 DAY 31 CLOSING
Capsa AI
AI Infra / Private Capital		 UK Ser. A W25 #4 OVERDUE Escalation
kausable
AI Infra / Causal Models		 DE Seed W31 #2 WEEK 1 Intro NOW
TidalSense
Health / AI Diagnostics		 UK Growth W31 #3 WEEK 1 Intro NOW
Oak
AI Infra / Identity OS		 IL Seed W30 #1 DAY 12 Hetz intro
Jedify
AI Infra / Context Graphs		 IL Ser. A W25 #2 11+ WKS Overdue
Upriver
AI Infra / Data Pipelines		 IL Seed W25 #3 11+ WKS Overdue
Aria
Fintech / Invoice Finance		 FR Ser. A W29 #1 6-7 WKS Active
NeuralTrust
AI Security / Agent Runtime		 ES Seed W29 #2 9-10 WKS Narrowing
CurifyLabs
Health / AI Pharma		 FI Ser. A W29 #3 3 WKS Active
Wultra
Security / Post-Quantum		 CZ Ser. A W29 #4 4 WKS Active
Float
Fintech / SME AI		 SE Ser. A W30 #2 DAY 12 Active
TytoCare
Health / Clinical AI		 IL Growth W30 #3 DAY 12 New CEO
Dawnguard
Cloud Security / IaC		 NL Pre-Seed W28 #2 ACTIVE Active
Lama AI
Fintech / Bank Lending		 IL Ser. A W27 #3 ACTIVE Hetz bundle
Conduct
AI Infra / Enterprise OS		 DE Ser. A W26 #1 STABLE Maintain
01Health
Health / Specialist Care		 UK Ser. A W25 #6 MEETING Dr. Szamocki
Sherpa
AI Infra / Workforce OS		 DE Pre-Seed W30 #4 STABLE Monitor
Sorted by urgency · Brief = week first identified · 3 CLOSED positions not shown (Gigaton, Almetra, Conntour)
SMART CITY THESIS FIT MAKR SCORE
76
AVG SCORE (HP 19)
SCORE COMPONENTS (WEIGHTS)
Smart City Relevance
25%
AI Intensity
20%
Infrastructure Impact
20%
Market Timing
15%
Team Quality
10%
Fund Fit (Ser. A-B)
10%
TOP 5 BY THESIS SCORE
Neo Security90/100
Jedify88/100
Upriver86/100
Oak84/100
Capsa AI82/100
RELATIONSHIP COCKPIT
Not Contacted16
Waiting Reply0
Meeting Scheduled1
Follow-up Needed2
Window Closed3
GEOGRAPHY (HP 19)
🇮🇱 IsraelNeo, Oak, Jedify, Upriver, Lama AI, TytoCare6
🇬🇧 UKBuild, Capsa AI, TidalSense, 01Health4
🇩🇪 Germanykausable, Conduct, Sherpa3
🇫🇷 FranceAria1
🇪🇸 SpainNeuralTrust1
🇳🇱🇫🇮🇨🇿🇸🇪Dawnguard, CurifyLabs, Wultra, Float4
W31 WATCHLIST (5)
Glow ($180M, $1.2B) Syntetica (€26M) EquiLibre ($500M+ val) ASIO ($15M) Helical (€8.4M)
AI PRIORITIZATION QUEUE — WEEKLY INTELLIGENCE (R2-D9) AI LAYER · W31 2026
TOP 3 FOR PARTNER ATTENTION
1
Neo Security
$100M · a16z + Bessemer · Agentic control layer · Day 7 relationship window — highest priority W31
2
Build
31 days post-raise · Index Ventures intro must happen in 48h · Window closing permanently
3
kausable + TidalSense
Both Week 1 · Summer window = lowest VC competition · HTGF / BGF intro channels
W26-W31 MAJOR FUNDING SIGNALS
• Neo Security $100M — a16z + Bessemer · Jul 20
• Glow $180M ($1.2B val) — Sequoia · Jul 22
• Oak $60M Seed — Accel + CRV + Greylock · Jul 15
• THEKER €73M — largest EU robotics Ser A ever · Jun
• Conduct €51M Ser A — Index + Iconiq · Jun
• Proxima Fusion €411M — €2.4B val · Jul
• Alan €480M Ser G — €5.5B val · Jun
KEY ECOSYSTEM TRENDS (W31)
• Israeli AI security stack crystallising: 6 companies, $340M in 7 days (Oak+Neo+Glow)
• Summer window = structural advantage for outreach (lowest VC competition all year)
• Health AI cluster reaching density: TidalSense + TytoCare + CurifyLabs + 01Health
• DACH deep-tech reactivating: kausable (Heidelberg) first Seed in AI models since W22
• EU Q2 2026: $24B record quarter · IL H1: $8.4B (+52% YoY)
WATCHLIST W31 WATCHLIST — 5 COMPANIES
Glow · $180M / $1.2B val · AI endpoint security · Sequoia + Cyberstarts · Israel — above entry range Syntetica · €26M Ser A · Nylon recycling from mixed textiles · Lululemon + EQT · France EquiLibre · €438M/$500M+ val · Ex-DeepMind RL trading agents · Creandum · Prague — above range ASIO · $15M · Tactical AI for defense · 8200 alumni · Israel — outside thesis Helical · €8.4M Seed · AI drug discovery · UK — verify announcement date for W32
HPPC INTELLIGENCE MONITOR — WF12 WATCHLIST 22 COMPANIES · 7 CLUSTERS
Portfolio-company adjacents and strategic relationships tracked via WF12 weekly digest. View digest library →
AI Infrastructure & Enterprise
Groovy Phorum AI Pure Technology Vantiq
Consumer AI & Companion
Incantio Momentful
Industrial AI & Field Ops
Navatech AI NRBY Ascend Robotics
DeepTech & Hardware
VividQ EarSwitch Hyperion Sensors Aqora Quantum
Built Environment & Construction
AsBuilt PhygitalTwin 1839 Labs
Mobility & Infrastructure
Reserve & Charge FlyX Technologies Drift Energy
Consumer & Longevity
Bounty Hunter World WeCheer SA NuBV
APPENDIX A — FULL COMPANY REGISTRY 234 COMPANIES TRACKED (WF1) + 22 HPPC
All companies identified through WF1 weekly scouting (W20-W31) + WF12 HPPC watchlist. Updated August 20, 2026.
256 shown
# Company Website Vertical Description Stage Founded HQ Founder(s) Latest Round Latest Key News
MAKR Venture Fund · Deal Sourcing Cockpit · WF1 Workflow · Powered by R2-D9 W31 2026 · 153 scouted (W25-W31) · 234 WF1 + 22 HPPC tracked · Updated Aug 20, 2026