MAKR — Deal Sourcing Cockpit

211

STARTUPS TRACKED

29 scouted WK25

NEW THIS RUN

WK25 scan

ACTIVE OPPORTUNITIES

High Priority

MEETINGS SCHEDULED

Outreach pending

RESEARCH PENDING

HP companies

AVG DAYS IN PIPELINE

First week

€4B+

CAPITAL TRACKED

Aggregate raises

VERTICALS COVERED

Active pipeline

DEAL FLOW FUNNEL MOST IMPORTANT

1 · Sourced

100%

2 · Scored / Qual.

100%

3 · High Priority

31%

4 · Contacted

—

5 · Responded

—

6 · Meeting Done

—

7 · Market Research

—

8 · IC Candidate

—

9 · Invested

—

Funnel will populate automatically as outreach begins and data is logged in Google Sheets.

ACTION CENTER START HERE DAILY

IMMEDIATE — THIS WEEK

Gigaton

Industrial AI · Manufacturing decarbonisation · Holcim + Heidelberg customers

Intro via Plural (lead) · Triple thesis: AI + cleantech + construction · $26M Ser A Jun 3

NOW

Jedify

AI Infra · Enterprise context graphs for AI agents · Snowflake Ventures

Intro via Norwest or Snowflake · WK24 carry-forward — increase urgency · $24M Ser A

NOW

Upriver

AI Infra · Enterprise data pipeline automation · Unity, DMGT customers

Intro via Hetz Ventures · Seed window narrow · WK24 carry-forward · $14M Seed

NOW

THIS WEEK

Capsa AI

AI Infra · Private capital AI OS · 14x YoY ARR · 100% renewal · 122% NRR

Request deck + financials · WK24 carry-forward · Fast-track · $18M Ser A

WEEK

Aryon Security

Cloud Security · IDF Matzov founders · Shlomo Kramer + Datadog + CrowdStrike CEO

Deep dive · Extraordinary investor roster · Preventive cloud enforcement · $25M Ser A

WEEK

THIS MONTH

NewCore

AI Infra · Agentic identity security · Cyberstarts + Index + Evolution Equity

Monitor for Ser A entry · $66M Seed at $300M — aggressive valuation

MONTH

01Health

Health · Specialist care platform · Balderton + Gresham House · US expansion

Meeting with Dr. Sonia Szamocki · WK24 carry-forward · $15M Ser A

MONTH

Uncovr

Health · Surgical AI documentation · 400+ OR pipeline · Index Ventures led

Intro via Index or Seedcamp · WK24 carry-forward · $7M Seed

MONTH

Enera

Smart City + Energy · EV charging AI recovery · UK/Spain · Lakehouse Ventures

Early-stage watchlist · Consider pre-seeding or joining next round · $2M Pre-Seed

MONTH

MONITOR

Pi Security — agentic AI security automation, CrowdStrike angel, watch Ser A
Pollen — EV battery-swap mopeds, Pale Blue Dot, watch traction

VERTICAL INTELLIGENCE 5 SECTORS

AI Infrastructure / SaaS

4 HP

Health / MedTech

2 HP

Industrial AI / CleanTech

1 HP

Cloud Security

1 HP

Smart City + Energy

1 HP

STAGE BREAKDOWN (ALL 29)

PRE-SEED · 1 HP

SEED · 4 HP

SERIES A · 4 HP

GROWTH / C+ · 0 HP

SOURCING INTELLIGENCE WK25 SOURCES

Source	Deals	HP	Quality
AI Scout (R2-D9)	29	9	31% HP rate
Tech.eu	7	3	Strong
Calcalistech (IL)	12	5	Best IL source
EU-Startups	4	2	Good
TechCrunch / TNW	3	1	Deep-dive
SecurityWeek / PR	2	0	Supplement
Crunchbase / Tracxn	1	0	Supplement

Future: track warm intros, VC referrals, conference, LinkedIn, inbound separately.

FUNDRAISING LANDSCAPE

BY ROUND (ALL 29)

Pre-Seed

Seed

Series A

Series B / C

Growth / D–F

TIMING SIGNALS

● Window open NOW4

◑ Raise likely H2 20264

○ Monitor / Watchlist1

AGGREGATE CAPITAL

Total tracked (all W25): €4B+
Avg round (HP Seed/A): ~$21M
Largest round tracked: Neura Robotics $1.4B Ser C

HIGH PRIORITY PIPELINE 9 COMPANIES

Company	Country	Stage	Score	Thesis	Timing	Status
Gigaton Industrial AI / CleanTech	UK	Ser. A	1.00	93	NOW	↗ Intro
Jedify AI Infra / Context Graphs	IL	Ser. A	1.00	88	NOW	↗ Intro
Upriver AI Infra / Data Pipelines	IL	Seed	1.00	86	NOW	↗ Intro
Capsa AI AI Infra / Private Capital	UK	Ser. A	1.43	85	WEEK	↗ Deck req.
Aryon Security Cloud Security / AI Infra	IL	Ser. A	1.43	76	WEEK	↗ Deep dive
NewCore AI Infra / Identity Security	IL	Seed	1.71	76	MONTH	↗ Monitor
01Health Health / Specialist Care	UK	Ser. A	1.71	74	MONTH	↗ Meeting
Uncovr Health / Surgical AI	FR	Seed	1.71	72	MONTH	↗ Intro
Enera Smart City / EV Charging AI	UK/ES	Pre-Seed	2.00	70	MONTH	↗ Watchlist

Score: 1=strongest 5=weakest · Thesis: 0-100 MAKR fit score

SMART CITY THESIS FIT MAKR SCORE

AVG SCORE (HP 9)

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 3 BY THESIS SCORE

Gigaton93/100

Jedify88/100

Upriver86/100

RELATIONSHIP COCKPIT

Not Contacted9

Waiting Reply0

Meeting Scheduled0

Follow-up Needed0

Active Dialogue0

Dormant >90d0

GEOGRAPHY (HP)

🇮🇱 IsraelJedify, Upriver, NewCore, Aryon4

🇬🇧 UKGigaton, Capsa AI, 01Health3

🇫🇷 FranceUncovr1

🇬🇧🇪🇸 UK/SpainEnera1

WATCHLIST (7)

Definic Skyfora Nelson Mobility Pollen Pi Security Humara Record OS

AI PRIORITIZATION QUEUE — WEEKLY INTELLIGENCE (R2-D9) AI LAYER · WK25 2026

TOP 3 FOR PARTNER ATTENTION

Gigaton

Triple thesis · Holcim + Heidelberg customers · Plural led · Ser A Jun 3 — move fast

Jedify / Upriver

WK24 carry-forwards — windows narrowing · Intro via Norwest / Hetz · Urgency increasing

Capsa AI

122% NRR · 14x YoY ARR · 100% renewal · Request deck + financials now

NEW FUNDING SIGNALS DETECTED

• Neura Robotics $1.4B Ser C — Jun 2026 🔥
• ICEYE €450M Ser F — Jun 2026 🔥
• PhysicsX $300M+ — Jun 2026 🔥
• Gigaton $26M Ser A — Jun 3 🔥
• NewCore $66M Seed — Jun 15 🔥
• Aryon Security $25M Ser A — Jun 10 🔥

KEY ECOSYSTEM TRENDS

• Physical AI / Industrial AI attracting massive capital (Neura $1.4B, Gigaton $26M)
• Agentic AI infra layer: identity (NewCore), context (Jedify), data (Upriver)
• EV/charging optimisation becoming standalone vertical (Enera, Pollen)
• UK had exceptional week: Gigaton, Capsa AI, 01Health, Enera, PhysicsX, OQC

WATCHLIST 7 COMPANIES — MONITOR

Definic · €2.5M Seed · Vendor intelligence · DACH expansion · WK24 WL carry-forward Skyfora · €6.5M · Weather sensing IoT for smart city forecasting · EIC funded · Finland Nelson Mobility · €3M Seed · Fleet electrification SaaS · Orange, Dalkia clients · France Pollen · €3.2M Seed · EV battery-swap mopeds · Pale Blue Dot · Portugal Pi Security · $35M · Agentic AI security automation · CrowdStrike founders angel · Israel Humara · €1.2M Seed · Industrial SaaS for waste/recycling · 250+ plants · Spain Record OS · £1.5M Pre-Seed · Tax SaaS for UK freelancers · Former Wise employees

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 211 COMPANIES TRACKED

All companies identified through WF1 weekly scouting. Grows with each brief. Future: qualify / disqualify tickbox per row.

211 shown

#	Company	Website	Vertical	Description	Stage	Founded	HQ	Founder(s)	Latest Round	Latest Key News