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Fundraising & Diligence
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Discussions
How to Actually Price Deep Tech by Value
The choice that makes or breaks the return architecture.
Mar 12
•
Nicola Marchese, MD
14
3
Underwriting Advanced Materials for AI Data Center Cooling | The Scenarionist
An analysis combining five case studies, thermoeconomics, and practical reasoning to navigate risk and build durable advantage
Feb 26
5
3
Reverse Diligence: How Two Next-Gen Compute Players Challenge the GPU Monoculture with Photonic and Analog AI Chips
A reverse DD analysis of two real-world scale-ups on architectural moats, foundry dependence, and scaling non-GPU compute for latency- and…
Dec 11, 2025
•
Giulia Spano, PhD
2
2
100 Episodes, 10 Powerful Questions: A Special Edition of Deep Tech Catalyst
Reaching this milestone felt like the right moment to do something simple but demanding: to distill what we’ve learned.
Nov 28, 2025
•
Nicola Marchese, MD
2
3
When Markets Derisk, Materials Matter
How to identify the companies with real collateral, sticky demand, and strategic leverage when capital leaves narrative-driven markets.
Nov 4, 2025
6
1
Beyond Dilution: Venture Debt & Revenue Sharing for Deep Tech Ventures
How New Models pairing equity with venture debt and revenue sharing bridge the lab-to-market gap for capital-intensive Deep Tech.
Oct 17, 2025
•
Giulia Spano, PhD
6
2
Pre-Revenue Valuation in Deep Tech: How to Price What Doesn’t Exist Yet — Part 2
Valuation in Action: Deep Tech Startups and Real-World Case Studies
Sep 23, 2025
•
Nicola Marchese, MD
and
Giulia Spano, PhD
10
Pre-Revenue Valuation in Deep Tech: How to Price What Doesn’t Exist Yet — Part 1
How do you build a pre-revenue valuation in deep tech, where ARR doesn’t exist and the “market” still needs to be educated?
Sep 20, 2025
•
Giulia Spano, PhD
12
2
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
Sep 18, 2025
•
Giulia Spano, PhD
5
2
AI ≠ SaaS: the Metrics Reset.
Why Continuous Calibration/Continuous Development (CC/CD) Redefines Scalability and Risk in AI Startups.
Aug 28, 2025
•
Giulia Spano, PhD
3
2
Deep Tech Investment Secrets: What Top VCs Do Differently - Part 2
Designing scarcity, mapping risk, and replacing TAM theater with real buyer-backed growth models.
Aug 21, 2025
8
3
Deep Tech Investment Secrets: What Top VCs Do Differently - Part 1
Strategic patterns used by leading deep tech investors to get better deals, faster access, and lower downstream risk.
Aug 14, 2025
10
3
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