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Beyond Dilution: Venture Debt & Revenue Sharing for Deep Tech Ventures | The Scenarionist
How New Models pairing equity with venture debt and revenue sharing bridge the lab-to-market gap for capital-intensive Deep Tech.
Oct 17
•
Giulia Spano, PhD
5
How Advanced Materials Exhibit Inverse Correlation in Downturns + Toolkit [Downturn Screening Pack] | The Scenarionist
From risk-off to “real-asset on”: why materials with contracted demand and replaceable value resist drawdowns.
Sep 27
•
Giulia Spano, PhD
2
The Room Where Deep Tech Deals Are Decided...
Electrons, interconnects, and the leverage that actually closes a deep-tech round.
Sep 18
•
Nicola Marchese & Giulia Spano
5
Beyond the AI Bubble. AI Goes Vertical. AI Goes Industrial.
Capital Intensity Defines the Platform Race; Defensibility Defines the Vertical One.
Sep 11
•
Giulia Spano, PhD
3
AI ≠ SaaS: the Metrics Reset.
Why Continuous Calibration/Continuous Development (CC/CD) Redefines Scalability and Risk in AI Startups.
Aug 28
•
Giulia Spano, PhD
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
8
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
10
The Power Law of Matter: Why Advanced Materials are Eating Digital Margins
From SaaS Logic to Commodity Logic. From advanced materials in photonics to fusion energy — the real profit pools are moving back into the atomic layer.
Jul 24
13
When Niche Beats Scale: How Top-Tier Deep Tech Startups Thrive in Unsexy Markets
Power Laws and the Hidden Edge of Niche Dominance: 3 Real-World Case Studies
Jul 12
•
Giulia Spano, PhD
11
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…
Jul 3
8
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
Jun 19
9
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?
Jun 12
•
Giulia Spano, PhD
11
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