The Scenarionist - Where Deep Tech Meets Capital

The Scenarionist - Where Deep Tech Meets Capital

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Fundraising & Diligence

Engineering the Logic Behind Deep Tech Deals
How to make scientific risk legible, translate evidence into leverage, and shape the negotiation before the term sheet arrives.
 • The Scenarionist
How to Actually Price Deep Tech by Value
The choice that makes or breaks the return architecture.
 • The Scenarionist and Nicola Marchese, MD
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
 • The Scenarionist
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…
 • The Scenarionist
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.
 • The Scenarionist and Nicola Marchese, MD
When Markets Derisk, Materials Matter
How to identify the companies with real collateral, sticky demand, and strategic leverage when capital leaves narrative-driven markets.
 • The Scenarionist
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.
 • The Scenarionist and Giulia Spano, PhD
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
 • The Scenarionist
AI ≠ SaaS: the Metrics Reset.
Why Continuous Calibration/Continuous Development (CC/CD) Redefines Scalability and Risk in AI Startups.
 • The Scenarionist and Giulia Spano, PhD
Time-to-Revenue: The One Metric That Makes or Breaks Mining Tech Startups
Why It's the Make-or-Break Metric — Tactics to Accelerate It, Plus 3 Case Studies: Plotlogic, KoBold, and Jetti Resources
 • The Scenarionist
Reverse Diligence: How Three Advanced Energy Materials Companies Beat the Scaling Bottleneck
Amprius, Nexeon & Enovix: A reverse DD analysis of three real-world scale-ups on moats, capital discipline, and scaling advanced materials for…
 • The Scenarionist
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