💸 $65M Series A Rare-Earth Magnets; $20M Series A Analog IC Design; $1.6M Pre-Seed Autonomous Drones; €650K Pre-Seed Industrial AI & more | Deep Tech Capital Movements Vol. 31
The Week’s State of Deep Tech Capital: who’s Raising, who’s Betting, and why.
Welcome back to Deep Tech Capital Movements — the weekly report from The Scenarionist that highlights and analyzes capital dynamics in Deep Tech, from early-stage funding rounds to major fund launches.
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Deep Tech Investment Secrets: What Top VCs Do Differently - Part 1
Venture is in the midst of a “hard mode” reset: capital is more selective, holding periods are longer, and scalability has shifted from code to concrete.
Strategic patterns used by leading deep tech investors to get better deals, faster access, and lower downstream risk.
Dear Friends,
Here’s the tape this week: capital continued to migrate toward the intersections where software disciplines physical processes—factory floors, grid edges, certified materials, and evidence-driven healthcare. AI remains the accelerant, but the checks are increasingly tied to bankability, pathways to procurement, and measurable IRR rather than demos or one-off pilots.
Industrial AI is edging from “analytics” toward closed-loop operations. GREÏ’s €650K pre-seed may look modest, but wiring multi-site camera networks and on-prem systems into a single operational surface for safety and efficiency is a meaningful capability step. GoodShip’s $25M Series B—preempted by Greenfield—validates freight orchestration as a durable category: coordinating carrier networks and pricing through tariff volatility is a P&L story, not a dashboard.