Summary Stats
Data for Series A deals done worldwide (ex-China) where amount raised is greater than $5M and the company is not focused on therapeutics
I’ve started asking Claude to use the weekly data to figure out which are the most interesting companies each week. We’re going to watch these picks over the next year and see how they perform.
Those responses are below the full list of this week’s deals. Claude seems to like robots, and the power systems necessary for more AI.
All Series A Deals
Positron raised $75.08 million at a $205.08 million valuation from Atreides Management, DFJ Growth, Valor Equity Partners on July 28, 2025. The CEO is Mitesh Agrawal. Positron is based in Lovelock, NV. Positron is a developer of custom hardware designed to accelerate machine learning applications, focusing on end-to-end appliances for generative artificial intelligence models. Website: www.positron.ai
Good Job Games raised $60.00 million at an unknown valuation from Anthos Capital, Menlo Ventures on July 31, 2025. The CEO is Ilker Ilıcalı. Good Job Games is based in Istanbul, Turkey. Good Job Games is a developer of gaming applications designed to offer a gaming experience. Website: www.goodjobgames.com
Hycamite raised $51.51 million at an unknown valuation from Sojitz on July 30, 2025. The CEO is Laura Rahikka. Hycamite is based in Kokkola, Finland. Hycamite is a developer of environmental technology designed to produce clean hydrogen by processing methane without generating carbon dioxide emissions. Website: www.hycamite.com
Teramount raised $50.00 million at an unknown valuation from Koch Disruptive Technologies (Isaac Sigron) on July 29, 2025. The CEO is Hesham Taha. Teramount is based in Jerusalem, Israel. Teramount is a developer of optical connectivity products intended for connecting optics to silicon. Website: www.teramount.com
ARX (Aerospace and Defense) raised $49.19 million at an unknown valuation from HV Capital (Fabian Gruner), Speedinvest (Andreas Schwarzenbrunner) on July 29, 2025. The CEO is Marc Wietfeld. ARX (Aerospace and Defense) is based in Oberding, Germany. ARX (Aerospace and Defense) is a developer of defense technology systems intended to develop autonomous unmanned systems and sensors for the European defense sector. Website: www.arx-robotics.com
Legion raised $38.00 million at an unknown valuation from Accel, Coatue Management (Sri Viswanath), Picture Capital(Michael Fey) on July 30, 2025. The CEO is Ely Abramovitch. Legion is based in Tel Aviv, Israel. Legion is a developer of an artificial intelligence-based security firm intended to investigate and respond to threats before attackers can cause harm. Website: www.legionsecurity.ai
Cline raised $32.00 million at an unknown valuation from Emergence on July 31, 2025. The CEO is Saoud Rizwan. Cline is based in Wilmington, DE. Cline is a developer of an ai-powered coding assistant platform designed to help users facilitate communication between the editor and the ai model provider. Website: www.cline.bot
Prophet Security raised $30.00 million at an unknown valuation from Accel (Eric Wolford) on July 29, 2025. The CEO is Kamal Shah. Prophet Security is based in Atherton, CA. Prophet Security is a developer of a security operations platform designed to investigate and respond to threats. Website: www.prophetsecurity.ai
Relentlo raised $28.00 million at an unknown valuation from Abstract Ventures on July 30, 2025. The CEO is Neil Tewari. Relentlo is based in Berkeley, CA. Relentlo is a developer of a metaverse advertising platform intended to bring branded content into popular games. Website: www.relentlo.com
E2B raised $21.00 million at a $106.00 million valuation from Insight Partners (Praveen Akkiraju) on July 28, 2025. The CEO is Vasek Mlejnsky. E2B is based in San Francisco, CA. E2B is a developer of a code-interpreting platform designed to deploy and test autonomous applications. Website: www.e2b.dev
Sava raised $19.20 million at an unknown valuation from Balderton Capital (James Wise), Pentland Ventures on July 30, 2025. The CEO is Rafael Michali. Sava is based in London, United Kingdom. Sava is a developer of biosensing technology designed to provide real-time feedback about the body's molecular signature. Website: www.sava.health
Tako raised $18.09 million at an unknown valuation from Ribbit Capital on July 30, 2025. The CEO is Fernando Gadotti. Tako is based in Sao Paulo, Brazil. Tako is a developer of an employee life cycle platform designed to eliminate the inefficiencies of scattered tools and third-party providers. Website: www.usetako.com
Zodia Markets raised $18.25 million at an unknown valuation from Pharsalus Capital on July 28, 2025. The CEO is Usman Ahmad. Zodia Markets is based in London, United Kingdom. Zodia Markets is a developer of a digital asset exchange and brokerage platform intended to be a secure institutional crypto trading partner. Website: www.zodiamarkets.com
Promptfoo raised $17.50 million at a $85.50 million valuation from Insight Partners (Ganesh Bell) on July 29, 2025. The CEO is Ian Webster. Promptfoo is based in San Francisco, CA. Promptfoo is a developer of an open-source large language model testing company intended to discover and eliminate major large language model risks. Website: www.promptfoo.dev
Knit raised $16.10 million at an unknown valuation from GFT Ventures, Sound Ventures (Ashton Kutcher) on July 31, 2025. The CEO is Aneesh Dhawan. Knit is based in Austin, TX. Knit (Media and Information Services (B2B)) is a developer of an ai-powered insights platform designed to help brands gain a comprehensive understanding of their target audience. Website: www.goknit.com
Certivity raised $15.58 million at an unknown valuation from Almaz Capital (Aniruddha Nazaré), UVC Partners (Amanda-Stella Birkenholz) on July 29, 2025. The CEO is Nico Wagerle. Certivity is based in Munich, Germany. Certivity is a developer of a regulatory management platform designed to streamline and simplify product compliance throughout its lifecycle. Website: www.certivity.io
PlayerZero raised $15.00 million at a $75.00 million valuation from Foundation Capital (Ashu Garg) on July 30, 2025. The CEO is Animesh Koratana. PlayerZero is based in Atlanta, GA. PlayerZero is a developer of an artificial intelligence software intended to understand the relationship between code written and the customer, operational impact. Website: www.playerzero.ai
Delian raised $14.00 million at an unknown valuation from Air Street Capital, Marathon Venture Capital(Panayiotis Papadopoulos) on July 29, 2025. The CEO is Dimitrios Kottas. Delian is based in Athens, Greece. Delian is a developer of an autonomous surveillance system designed to detect events of interest, tailored to address national security challenges. Website: www.delian.ai
Final Offer raised $13.46 million at an unknown valuation from Silicon Gardens on July 28, 2025. The CEO is Judd Hoffman. Final Offer is based in Hingham, MA. Final Offer is a developer of a real estate transaction platform intended to make the home buying and selling process transparent and efficient. Website: www.finaloffer.com
Deep Cogito raised $13.00 million at an unknown valuation from Benchmark Capital Holdings on August 1, 2025. The CEO is Drishan Arora. Deep Cogito is based in San Francisco, CA. Deep Cogito is a developer of large language models designed to build general superintelligence. Website: www.deepcogito.com
Stargate Hydrogen raised $12.88 million at an unknown valuation from Giga, Repsol, SmartCap(Sille Pettai), UG Investments on July 30, 2025. The CEO is Marko Virkebau. Stargate Hydrogen is based in Tallinn, Estonia. Stargate Hydrogen is a developer of an electrolysis services company intended to reduce emissions through electrification. Website: www.stargatehydrogen.com
MobyFly raised $12.68 million at an unknown valuation from Centre de Cautionnement et de Financement, Crédit Mutuel Impact (Sabine Schimel) on July 28, 2025. The CEO is Sue Putallaz. MobyFly is based in Lugano, Switzerland. MobyFly is a developer of zero-emission hydrofoil boats for mass transportation. Website: mobyfly.com
OffDeal raised $12.00 million at a $99.00 million valuation from Radical Ventures on July 29, 2025. The CEO is Orhan Eldarov. OffDeal is based in New York, NY. OffDeal is a developer of an ai broker platform designed for buying and selling small businesses. Website: www.offdeal.io
Planted Solar raised $12.00 million at an unknown valuation from Piva Capital on July 29, 2025. The CEO is Eric Brown. Planted Solar is based in Oakland, CA. Planted Solar is a developer of solar power deployment services intended for efficient land use and rapid installation. Website: www.plantedsolar.com
Manifold Labs raised $10.50 million at an unknown valuation from OSS Capital(Rob Myers) on July 28, 2025. The CEO is Robert Myers. Manifold Labs is based in Austin, TX. Manifold Labs is a developer of decentralized ai infrastructure designed for secure and scalable compute. Website: www.manifold.inc
STON.fi raised $9.50 million at an unknown valuation from CoinFund (Alex Felix), Ribbit Capital on July 30, 2025. The CEO is Slavik Baranov. STON.fi is based in Dubai, United Arab Emirates. STON.fi is a developer of a decentralized automated market maker exchange designed to offer a decentralized exchange. Website: www.ston.fi
Reckon.ai raised $5.97 million at a $11.37 million valuation from Iberis Capital (João Henriques) on July 29, 2025. The CEO is Ana Pinto. Reckon.ai is based in Porto, Portugal. Reckon.ai is a developer of inventory management software designed to assist retailers in allocating the right products to the right store at the right time. Website: www.reckon.ai
Tippsy raised $5.20 million at a $31.20 million valuation from Kokubu (Tsuneyoshi Hayashi) on July 28, 2025. The CEO is Genki Ito. Tippsy is based in Carson, CA. Tippsy is a developer of an online sake marketplace intended to provide a variety of traditional japanese drinks. Website: www.tippsysake.com
Claude’s view
1. Positron (Application Specific Semiconductors) - $75.08M
Why it's fascinating: This is the largest deal in the batch, and Positron is building custom hardware specifically for AI inference - a critical infrastructure play as AI models become more demanding. Located in Lovelock, Nevada (an unusual tech hub), they're targeting the massive bottleneck of running large language models efficiently. With top-tier investors like Atreides Management, DFJ Growth, and Valor Equity Partners backing them, this suggests serious conviction in purpose-built AI chips becoming essential infrastructure.
2. Deep Cogito - $13M
Why it's intriguing: Despite being one of the smaller rounds, Deep Cogito has perhaps the most ambitious mission - building "general superintelligence." Their approach using "hybrid reasoning" for complex tasks like coding and STEM problem-solving suggests they're taking a differentiated technical approach from other AI companies. With only 3 employees raising $13M from Benchmark Capital Holdings, this represents enormous per-employee valuation and suggests either breakthrough technology or exceptional founding team credentials.
3. ARX (Aerospace and Defense) - $49.19M
Why it's compelling: ARX represents the intersection of two massive trends - autonomous systems and European defense sovereignty. Based in Germany and backed by NATO Innovation Fund alongside top European VCs, they're building unmanned ground systems for both military and civilian first responders. The timing is particularly relevant given current geopolitical tensions and Europe's push for defense independence. The dual-use nature (military + civilian) also provides multiple market opportunities.
These three deals represent different strategic bets: critical AI infrastructure (Positron), frontier AI research (Deep Cogito), and geopolitically relevant defense technology (ARX) - each addressing fundamental technology shifts happening right now.
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Disclosures
This material is intended for information purposes only and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. Unless otherwise stated, all views or opinions herein are solely those of the author(s), and thus any view, comments, or outlook expressed in this communication may differ substantially from any similar material issued by other persons or entities. The information contained in this communication is based on generally available information and although obtained from sources believed to be reliable, its accuracy and completeness cannot be assured and such information may be incomplete or condensed. The information in this communication does not constitute tax, financial, or legal advice.