AI Investment Intelligence

The signals your competitors
see next week,
delivered this Sunday.

Weekly AI investment intelligence for European micro-VCs. 132+ signals analyzed across arXiv, GitHub, Reddit, and funding news. One 7-page report. Every Sunday at 19:00 CET.

132+
Weekly Signals
4
Data Channels
7
Page Report

You're a 3-person fund managing EUR 50M. You can't afford a research team.

But you're competing against funds that have one.

I.

Information Overload

200+ arXiv papers per week. 50+ trending repos. Dozens of funding announcements. No time to read, let alone synthesize.

II.

Blind Spots

The PhD who will found the next unicorn published a paper last Tuesday. The security vulnerability that will tank your portfolio company shipped last week. You missed both.

III.

No European Angle

CB Insights and PitchBook are US-centric. Who's building in Berlin, Paris, London? Which EU regulations create new markets? Nobody's telling you.

A Goldman Sachs-grade research report. Every Sunday.

Written by AI. Fact-checked by AI. Edited by AI. Reviewed by humans.

Investment Dashboard

Three actionable opportunities with market sizing, investment parameters, and competitive landscape. Ready for your Monday partner meeting.

Portfolio Threat Alerts

Security vulnerabilities, license risks, talent market shifts that could hurt your existing investments. With severity ratings and mitigation steps.

Founders to Watch

Researchers and builders publishing breakout work. With founder signal rating, commercial angle, and European affiliation tracking.

EU AI Act Integration

Every opportunity linked to specific EU AI Act articles. Compliance obligations create guaranteed procurement budgets for your portfolio companies.

Capital Brief Confidential
Opportunities

AI Agent Security
18K exposed instances. Comparable to $4.7Bn AppSec market.

Threats

Supply Chain [CRITICAL]
15% malicious code. Board-level issue.

Watch

Llama 4 Scout
If confirmed, disrupts API-wrapper model.

Convergence Signal Model

When a trend appears across arXiv, GitHub, Reddit, and funding simultaneously, it's no longer a trend. It's a signal.

01
Collect
132+ signals scraped from arXiv, GitHub Trending, Reddit r/MachineLearning, and TechCrunch funding news. Every Saturday.
02
Analyze
AI analyst writes the report with business-first framing. Market sizing with sources. GitHub metrics with enterprise adoption context.
03
Verify
AI fact-checker audits every claim against raw data. Invented affiliations removed. Unsourced estimates labeled. Forced connections flagged.
04
Deliver
Final PDF report delivered to your inbox every Sunday at 19:00 CET. Ready for your Monday morning partner meeting.

Built different.

3
AI Agents per Report
132+
Signals per Week
4
Data Channels
0
Hallucinations Tolerated

Less than a junior analyst's daily coffee budget.

€500
per month, billed quarterly
Request Access

Limited to 50 subscribers to maintain signal exclusivity.

Your competitors are reading this.
Are you?

Join the micro-VCs who see what's coming before the market does.

Request Access