Amir Geva

I added the new Israeli Proptech startup landscape by TLV Partners to my 2025 collection on VC Cafe. There are over 200+ Israeli startups operating in the proptech sector (including a number of unicorns). The new crop of AI-first startups are penetrating every layer of the tech stack - from elevating the tenant experience and enabling predictive maintenance, to construction site monitoring and delivering AI-driven infrastructure insights. Link to the CTech by Calcalist article with the commentary below.

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𝐓𝐡𝐢𝐬 𝐖𝐞𝐞𝐤 𝐢𝐧 𝐔𝐧𝐢𝐜𝐨𝐫𝐧 𝐂𝐨𝐦𝐩𝐚𝐧𝐢𝐞𝐬: 𝐊𝐞𝐲 𝐃𝐞𝐚𝐥𝐬 𝐚𝐧𝐝 𝐌𝐨𝐯𝐞𝐬 Torq raised $140M in a Series D at $1.2B valuation, led by Merlin Ventures, with Bessemer Venture Partners, Insight Partners, and others. Founded in 2020 by Ofer Smadari, Leonid Belkind, and others, Torq develops an agentic AI-driven security operations platform. Deepgram raised $130M in a Series C at $1.3B valuation, led by AVP, with Alkeon Capital, Tiger Global, Princeville Capital, and others. Led by CEO Scott Stephenson, Deepgram delivers real-time voice AI and speech-to-text platforms. Skild AI completed a $1.4B Series C at $14B valuation, led by SoftBank Group, with NVIDIA, Macquarie Group, 1789 Capital, and others. Led by CEO Deepak Pathak, Skild AI builds a general-purpose robotics "brain." Temporal Technologies is in talks to raise a round at $5B valuation, led by Andreessen Horowitz. Founded in 2019 by Samar Abbas and Maxim Fateev, Temporal builds an open-source workflow orchestration platform. Aikido Security raised $60M in a Series B at $1B valuation, led by DST Global, with PSG, Notion Capital, and others. Founded by Willem Delbare, Roeland Delrue, and others, Aikido builds developer-first cybersecurity tools. Cerebras plans to deliver up to 750 megawatts of computing power to OpenAI through 2028 in a deal valued at over $10B. Founded in 2016 by Andrew Feldman, Jean-Philippe Fricker, Michael James, Sean Lie, and others, Cerebras builds wafer‑scale AI processors. Higgsfield AI raised $80M in a Series A extension at over $1.3B valuation, with Accel, GFT Ventures, and Menlo Ventures. Led by CEO Alex Mashrabov, Higgsfield offers an AI-powered generative video platform. Parloa raised $350M in a Series D, tripling valuation to $3B, led by General Catalyst, with EQT Ventures, Durable Capital Partners, and others. Founded by Malte Kosub and Stefan Ostwald, Parloa builds AI-driven customer service agents.

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Nebius is acquiring Israeli AI startup Tavily in a deal worth up to $400 million. The acquisition involves an initial payment of $275 million, with the potential to reach $400 million if certain milestones are achieved. Tavily, founded in 2024, has developed a search layer for AI agents and has already raised $25 million in funding. Rotem Weiss, Tavily's CEO, said their platform extracts data in real-time and feeds it into AI agents, allowing them to retrieve and prioritize high-level information. Roman Chernin from Nebius said that Tavily's agentic search is a critical part of their AI platform, helping developers focus on applications rather than managing multiple vendors. Read more: https://lnkd.in/gMwYmAPx 📰 Subscribe to the weekly AI Funding News Newsletter: https://lnkd.in/enH99b34 #ai #artificialintelligence #ainews #aifunding

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Can the Startup Nation pivot to #DeepTech Nation? We analyzed a proprietary database of 1,250+ Israeli DeepTech researchers and 165+ specialized labs to map the ecosystem's R&D pipeline for the coming years. We aimed to identify the total % of research talent working in each DeepTech cluster. The market consensus is that Israel = Enterprise SaaS & Cyber (yes and Fintech… 😇). The data however, suggests a massive capital allocation opportunity in fields where Israel might be less famous for recently. Cluster 1: Life Sciences & Bio-Convergence ~275 researchers (32% of researchers). Cluster 2: Hardware, Quantum, Nano & Materials ~175 researchers (20% of researchers). Cluster 3: Energy & Climate ~100 researchers (12% of researchers) Cluster 4: "Physical" AI & Cybersecurity ~315 researchers (36% of researchers) Really wondering, especially with everything happening in Software and AI whether we'll start seeing more specialized funds in these fields with the capital and patience to invest from inception to IPO / $1B+ liquidation.

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Nebius is acquiring Israeli AI startup Tavily in a deal worth up to $400 million. The acquisition includes an initial payment of $275 million, with the potential to reach $400 million if certain milestones are met. Tavily, founded in 2024, has developed a search layer for AI agents and has already raised $25 million in funding. Rotem Weiss, Tavily's CEO, said their platform extracts data in real-time and feeds it into AI agents, allowing for dynamic information extraction. Roman Chernin from Nebius said the acquisition will integrate Tavily's search layer into their AI platform, helping developers focus on applications rather than managing multiple vendors. Read more: https://lnkd.in/g8dSqxFz 📰 Subscribe to the Daily AI Brief: https://lnkd.in/epHYTU3i #ai #artificialintelligence #ainews #aistartup #aifunding

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“Within 10 years, there will be at least 10 more Israeli companies like Wiz” Cyberstarts founder Gili Raanan, the first investor in Wiz, says Google’s $32 billion acquisition will reshape Israel’s tech ambitions.  “The sale of Wiz to Google is an event that goes far beyond investors, employees, or taxes. Just as the ICQ deal broke the first glass ceiling for Israeli exits, followed by Waze, which broke the billion-dollar barrier, Wiz is now shattering every possible ceiling. This will influence Israeli high-tech, the economy, and the country for generations,” says Gili Raanan, founder of the venture capital firm Cyberstarts and the first investor in the cybersecurity company. Sophie Shulman 16:44, 11.03.26 https://lnkd.in/dr7nGthr

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