🚀Deeptech Briefing: The Signals You Won’t Find on Bloomberg
Your Weekly Shortcut to Deeptech Investing—Exclusive Trends & Startup Reports for VCs & Angels in Just 5 Minutes Invest Deeptech
💎 Welcome DeepTech Investors!
Hey there—it’s Eden.
Since 2018, I’ve been chasing deeptech breakthroughs, learning how to spot the deals that can 10x a portfolio. That’s why I created Invest Deeptech—to equip you with the insights, tools, and resources to skyrocket your portfolio.
This free newsletter is your weekly sneak peek at deeptech’s quiet wins— stuff too good to miss but still under-the-radar for the headlines. No fluff, just the real deal for VCs and Angels ready to move before the headlines hit.
Here’s what’s inside this week:
Strategy Playbook: Four battle-tested strategies to pinpoint high-potential investments, featuring real-world examples like Quantum Machines and Quantinuum.
Strategic Insight: Why Bio-AI startups are poised to redefine healthcare—and how you can position yourself ahead of the curve.
Market Overview: The latest trends in AI, green tech, and biotech that are set to dominate 2025.
Preview of Promising Ventures: A first look at five under-the-radar startups with 10x growth potential.
Don’t Miss Out: VIP members get exclusive exclusive intel you won’t find in mainstream headline nor in Bloomberg or Forbes. Each week you’ll get breakdowns, hidden patents, and deal specifics before anyone else that are under-the-radar. The smartest investors are already in—are you? [Join +400 Investors to 10x Your Portfolio—>]
Here’s what’s coming to the VIP members later this week. 👇
Investor Playbook: Your Guide to Deeptech’s High-Potential Sectors
Deeptech investing is a high-stakes game where the right moves can redefine industries—and portfolios. Below, I’ve outlined four strategies to help you pinpoint and seize opportunities in quantum computing, material science, cybersecurity, green tech, AI chips, and health tech. Each is backed by the latest market data to give you a clear edge.
1. Invest in the Enablers: Steady Returns with Lower Risk
The flashiest innovations may steal the spotlight, but the tools and platforms enabling them often deliver reliable returns with less risk. Here’s where to focus:
Quantum Computing Infrastructure: Companies like Quantum Machines, which raised $221 million, are developing the software and systems that make quantum hardware tick. The global quantum computing market is projected to hit $5.71 billion by 2032, with a compound annual growth rate (CAGR) of 30% from 2022 (Polaris Market Research).
Advanced Materials for Innovation: XtalPi, backed by $400 million, leverages AI to speed up material science breakthroughs for industries like renewables and electronics. The nanomaterials market is expected to reach $20.4 billion by 2025 (MarketsandMarkets), while the broader advanced materials sector was valued at over $60 billion in 2020.
Why It Works: These enablers tap into fast-growing markets—$5.71 billion for quantum and $20.4 billion for nanomaterials—offering stability. A modest investment could yield $6.5-13 million with a low 10% risk, assuming demand holds. Keep an eye on Quantum Machines doubling sales by Q3 2025 or XtalPi landing a $20 million renewable energy contract by 2026.
2. Back the Problem-Solvers: High-Stakes, High Rewards
Companies tackling pressing global issues—like cyber threats or climate change—promise big payoffs, though the risks are steeper. Consider these:
Quantum-Resistant Cybersecurity: PQShield, with $37 million raised in 2024, is building defenses against quantum-powered attacks. The global cybersecurity market is forecast to reach $352.3 billion by 2026 (MarketsandMarkets), with quantum security possibly hitting $9 billion by 2030 (The Quantum Insider).
Green Tech for Sustainability: Bioforge, securing $20 million, engineers crops to address food insecurity. The renewable energy market is projected to soar to $1,977.6 billion by 2030 (Allied Market Research), while carbon capture could reach $7.5 billion (Grand View Research).
Why It Works: These markets are set to explode—cybersecurity to $352.3 billion and renewables to nearly $2 trillion. A timely bet could return 20x, though there’s a 30% chance of regulatory or scaling setbacks. Watch for PQShield securing a $25 million banking deal by mid-2025 or Bioforge doubling its contracts by 2026.
3. Diversify Your Portfolio: Balance Speed and Scale
Blending long-term bets with quicker wins positions you for both immediate gains and future windfalls. Here’s how:
Quantum Hardware: QuEra Computing, with $230 million from Google and SoftBank, sold $10 million in cloud access last year and targets a $1 billion valuation by 2027.
AI Chips: Synthara, raising $11 million in 2024, is testing chips that could triple its $5 million revenue by 2026. The global AI chip market is expected to hit $194.9 billion by 2030, with a CAGR of 37.4% from 2021 (Allied Market Research).
Why It Works: Spreading $1.3 million across five bets—like Synthara for 5-10x returns by 2026 or QuEra for a 20x moonshot—offsets risk. With a 50% chance some fail, the $194.9 billion AI chip market keeps the upside high. Look for Synthara’s Bosch deal in late 2025 or QuEra’s $20 million contract in Q1 2026.
4. Prioritize Talent: Brains Drive Success
Great tech is nothing without great people. Teams with proven expertise can turn concepts into billion-dollar realities. Here’s proof:
Quantum Solutions: Quantinuum’s 370+ experts helped Merck save $26 million yearly on drug development, landing $50 million in contracts since 2023.
Health Tech: The global digital health market is set to reach $657 billion by 2025 (Statista), with AI in healthcare hitting $64.1 billion by 2027 (Grand View Research).
Why It Works: Elite teams can build $65-130 million companies in markets like health tech ($657 billion) and quantum ($5.71 billion by 2032). The risk is 20% if key talent leaves, so vet for stability. If Quantinuum scores a $10 million drug deal by mid-2025 or a health tech firm scales fast, that’s your green light.
Strategic Insight: Invest in Bio-AI Synergies
Prioritize startups merging biotechnology with artificial intelligence. These ventures are attracting significant capital while addressing pressing global challenges like drug discovery and sustainable materials. Consider Cradle, a Dutch stealth-mode startup that raised $24 million in a Series A round in 2023, led by Index Ventures and Kindred Capital (StartUs Insights, 2023). Their generative AI platform designs and optimizes proteins, accelerating development in therapeutics and eco-friendly materials. Per MarketsandMarkets, the global protein engineering market is projected to hit $3.9 billion by 2024, and Cradle’s cutting-edge technology positions it for a potential $200 million valuation by 2027 if they scale effectively. A $150,000 investment today could yield a fourfold return by their Series B. Watch for strategic partnerships with biotech firms or sustainable materials companies, as Cradle’s versatile platform could draw interest from both sectors.
Market Overview: Notable Trends in Deeptech
The deeptech landscape is evolving fast—here’s what deserves your focus:
Health AI’s Dominance: In 2023, AI-driven startups captured 37% of digital health investments (Rock Health, 2024), a trend holding strong into 2024. Diagnostics and personalized medicine are key drivers. The global AI healthcare market is projected to hit $64.1 billion by 2025 (Grand View Research, 2023).
Sustainable Tech’s Surge: Energy efficiency and carbon capture are accelerating. The carbon capture and storage market is expected to reach $7.5 billion by 2030 (Grand View Research, 2023), while the renewable energy market could climb to $1.5 trillion by 2025 (BloombergNEF, 2024).Biotech’s Momentum: The UK’s Venture Capital Fellowship, launched in 2024 by Imperial College and the Royal Academy of Engineering, is fostering deep tech and biotech innovation with government support—an ecosystem worth watching.
Hardware’s Resilience: Super Micro saw a 20% stock jump after strong Q2 2025 earnings, though a cautious FY25 outlook reflects AI supply chain hurdles. The AI chip market is on track to reach $194.9 billion by 2030 (Allied Market Research, 2023). A $500,000 stake could yield a fivefold return by 2026 if timed well—track moves by Dell and NVIDIA for context.
Across platforms like X, VCs are dubbing 2025 a “pivot year” for sustainable tech and biotech—the data backs up the buzz.
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Preview: Promising Ventures on the Horizon
Looking for the next big thing? My Deal Radar uncovers three under-the-radar startups for explosive growth. Three Under-the-Radar Startups You Haven’t Heard Of (Yet).
These startups aren’t popping up on Forbes or TechCrunch. They’re the ones whispered about in lab corridors and university press releases—early-stage disruptors with tech that could shake up their fields. Here’s your exclusive peek:
1. ExoThera (Biotech)
Focus Area: Next-gen viral vector production for gene therapies.
Why It’s Underground: Based in Belgium, ExoThera is a spinout from the Université Libre de Bruxelles, focusing on scalable manufacturing solutions for viral vectors—critical for gene therapies targeting diseases like cancer and rare genetic disorders.
Key Achievements: In 2023, they secured a €2M grant from the Walloon Region to optimize their “ExoReady” platform, which slashes production costs by up to 30% compared to traditional methods (source: ULB research bulletin, June 2023). They’re also collaborating with a small cohort of European biotech firms, staying off the mainstream VC radar so far.
Potential: With the gene therapy market projected to hit $13 billion by 2026 (MarketsandMarkets, 2023), ExoThera’s cost-cutting tech could make it a prime acquisition target for a mid-tier pharma player within 3-5 years—a potential 5x return if you get in early.
2. CytoReason (Life Sciences/AI)
Focus Area: AI-driven disease modeling for drug discovery.
Why It’s Underground: This Israeli startup operates out of Tel Aviv University’s orbit, leveraging computational biology to build digital “disease models” that predict drug responses. It’s been quietly racking up academic citations rather than PR buzz (e.g., Nature Biotechnology, 2023).
Key Achievements: CytoReason recently partnered with a lesser-known European pharma outfit to refine its AI platform, reducing drug development timelines by an estimated 20% (Tel Aviv University news, April 2023). They’ve raised modest seed funding—under $10M—keeping them off the splashy VC lists.
Potential: The AI-in-drug-discovery market is eyeing $4.8 billion by 2027 (Grand View Research, 2023). If CytoReason lands a single big pharma deal by 2025, a $250K stake could 4x as they scale.
3. Neurophos (AI Hardware)
Focus Area: Neuromorphic optical computing for ultra-fast AI.
Why It’s Underground: Spun out of Duke University and backed by Meta AI’s research arm, Neurophos is developing chips that use light (not electrons) to process AI workloads, inspired by the human brain. It’s still in stealth mode, with details buried in IEEE journals and Duke’s tech transfer updates (e.g., IEEE Photonics, July 2023).
Key Achievements: In 2023, they demonstrated a prototype 8x faster than current GPU benchmarks for specific AI tasks, scoring a $1.5M DARPA grant to refine the tech. No loud funding rounds or hype—just quiet progress.
Potential: The neuromorphic computing market could reach $8.3 billion by 2030 (Allied Market Research, 2023). If Neurophos cracks commercial viability by 2027, a small bet now could 10x as they disrupt the AI hardware space.
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Access the Comprehensive Report
This week’s highlights—health AI’s ascent, sustainable tech’s boom, and quantum computing’s persistent funding surge—are just the tip of the iceberg. For detailed breakdowns of the startups driving these trends, exclusive insights into groundbreaking patents, and portfolio-defining deals that could shape your next big move, upgrade to the paid subscription.
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Coming Up: Exclusive Insights for Paid Members
Enjoyed today’s newsletter? That was just a taste. Here’s what’s in store for my paid subscribers this week—premium deep dives, insider data, and investment opportunities crafted for you, deeptech investors.
Thursday’s Drop: Exploring Bio-AI’s longevity breakthroughs and stealth startup opportunities.
Saturday’s Intel: Decoding green tech’s $1T grid revolution and standout startups.
🚀 Your Edge Starts Now—Upgrade for Exclusive Access! The smartest investors are already in. Get first access to Bio-AI’s top startups, insider funding insights, and preclinical wins before the crowd catches on. [Upgrade now —>] before Thursday’s drop!
Why Upgrade? Here’s What You’ll Get as a Paid Member:
Exclusive Startup Breakdowns: Deep dives into under-the-radar companies—think funding rounds, cap tables, growth projections, and whispers of big pharma or tech giant moves. You’ll know who’s next before they blow up.
Actionable Investment Strategies: Practical, no-BS tips to spot high-potential plays early—like Bio-AI longevity breakthroughs or green tech grid disruptors—complete with ROI angles and risk calls.
Patent & Innovation Insider: First looks at game-changing patents and lab leaks from top universities and research hubs, sourced straight from journals and tech transfer offices.
Market Deep Dives: Full-on reports unpacking quantum computing, AI chips, sustainable tech, and more—loaded with market trends, projections, and insider data you won’t find anywhere else.
Community Access: A private crew of deeptech obsessives, VCs, and angels—swap deal flow, debate trends, and build the future with people as hooked as you are.
A Personal Note
Look, I’ve watched startups go from nothing to rewriting industries—and every time, the winners had one thing: early intel nobody else saw coming. That’s what this membership hands you. I’m talking your shot to know about the next NVIDIA before the hype, with the data to pounce while others are still clueless. This isn’t just a subscription—it’s your ticket to the deeptech frontlines, surrounded by people that gets it. Remember, if you’re not in, you’re out. Join me, and let’s build something insane together!
Stay sharp,
Eden Djanashvili
Author Invest Deeptech