Proprietary insight into private companies
Carbon Tech Industry Poised for Transformative Growth
Generative AI: Nearing the Ultimate Promise of AI
Digital Payments: Huge Untapped Market in B2B Payments
Pre and Post: IPO Returns Analysis
Initiation Report: Glean Technologies - Disrupting Enterprise Knowledge Management with AI
Initiation Report: Huntress – A Premier Go-to Cybersecurity Platform for SMBs
Initiation Report: Generate:Biomedicines – Pioneering AI-Powered Drug Discovery
Initiation Report: KoBold Metals A Leading Player at the Intersection of AI and Climate Tech
Initiation Report: Anyscale - Pioneering Scalable Deployment in Generative AI
Initiation Report: Runway - Reshaping Multimedia Production with Generative AI
Initiation Report: Relativity Space
Initiation Report: Carbon Health
Initiation Report: Aurora Solar
Initiation Report: Nuro
Initiation Report: Wiz Inc
Harvey
Harvey offers generative AI-powered solutions for the legal sector.
Cerebras Systems
A platform for fast and effortless AI training and inference.
Applied Intuition
Advanced simulation and validation tools for autonomous mobility.
Form Energy
Developing iron-air batteries, an alternative to lithium-ion batteries for grid-scale energy storage.
Glean
Transforming the legacy enterprise software market with AI-powered solutions for all internal queries.
Perplexity AI
AI-powered answer engine providing conversational search capabilities.
Monte Carlo
A data observability startup to detect and resolve data issues.
Huntress
A managed cybersecurity platform.
Generate Biomedicine
A new therapeutics company that intersection of biology, machine learning, and biological engineering.
Fundguard
FundGuard is transforming legacy operating models with a front-to-back, AI-powered, cloud-native and multi-asset class investment accounting platforms.
Coro
Simple, Powerful, Modular — Protect critical areas of your business with modules for endpoints, email, and cloud apps.
Cyera AI
Data security company specializing in data security posture management (DSPM) within the cybersecurity industry.
Together AI
Services for building, training, and running AI models, including private data and dedicated GPU clusters for large-scale training.
Pinecone
Vector database start-up, offering vector databases that act as the memory for artificial intelligence (AI) models and infrastructure components for AI-powered applications.
KoBold Metals
KoBold Metals discovers the battery minerals containing Ni, Cu, Co, and Li critical for the electric vehicle revolution.
Xpansiv
Market Infrastructure for an Evolving World
Celestial AI
Develops audacious AI computing platforms that elevate performance, energy and economic efficiencies, enabling our customers to rapidly deploy innovations
Lambda Labs
An enterprise-grade cloud GPU provider for AI development. Offers the largest cluster of NVIDIA H100 chips, exceeding Google and Oracle. It is the most cost-effective cloud GPU provider and is well-positioned to benefit from the scarcity of GPU compute. Customers include Intel, Microsoft, Amazon Research, Kaiser Permanente, Stanford, Harvard, Caltech, and the Department of Defense, among others.
Abridge
An AI-powered electronic medical record platform. Adoption by around 5,000 doctors attests to the efficacy of the platform. Physicians claiming timesaving of 12-16 hours a week, underscores the platform's credibility. Marquee investors include Lightspeed Venture Partners, Bessemer Venture Partners, CVS Health Ventures, and Spark Capital, among others.
Anyscale
Offers a platform to scale compute-intensive AI & ML workloads. It holds the first-mover advantage in the Python-native distributed computing framework. Its solutions offer 23x higher throughput and a 75% reduction in cost compared to conventional solutions. Key investors include Addition, Andreessen Horowitz, and Intel Capital, among others.
Reddit is a network of more than 100,000 communities where people can dive into anything through experiences built around their interests, hobbies and passions.
Climeworks
Climeworks is a climate technology startup, that operates the world's first and largest direct air capture and storage facility.
Beta Technologies: eVTOL & eCTOL Aircraft Manufacturer
Beta Technologies, an electric vertical take-off and landing (eVTOL) and electric conventional take-off and landing (eCTOL) aircraft manufacturer.
Runway: A Generative AI Platform
Runway, a generative AI platform focused on multimedia creation and editing, is positioned to disrupt various markets including VFX, animation, and video editing, among others.
Relativity Space: Reshaping Rocket Manufacturing with 3D Printing
Driven by exploration missions, satellite constellation deployments, and satellite and space station maintenance, space tech industry is experiencing remarkable growth.
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Groq: Delivering Ultra-low Latency AI Inference
Sudden proliferation of LLMs and the growing need for high computing power has led to a supply and demand mismatch for AI chips. Software-defined hardware approach of Groq involves building chips ground up from an end-user perspective.
Anduril: Enhancing Autonomy in Defense Tech
Well-positioned to benefit from the evolving nature of warfare, which is becoming increasingly autonomous. Ongoing geopolitical conflicts such as Russia-Ukraine, China-Taiwan, and US-China call for deeper integration of technology into defense.
Ramp: FinTech
Ramp uses automation and machine learning to help customers with expense management, payments, reporting, and more.
Aurora Solar: Cloud-based solar software solutions
Aurora Solar develops cloud-based software, that enables solar PV engineering design.
Carbon Health: Hybrid-care tech startup
Carbon Health is a modern health chain that provides urgent and primary care for easier everyday health.
Lacework: Automated cloud security
Lacework is the data-driven security platform for the cloud.
Chime: FinTech
Chime is a financial technology company that offers mobile banking services.
Brex: Spend platform
Brex is a unified spend platform for corporate cards, expense management, reimbursements, travel, business accounts, and bill pay.
OpenSea: Peer-to-peer NFT marketplace
Non-fungible token marketplace offered online allows for NFTs to be sold directly at a fixed price, or through an auction.
Nuro: Robotics company developing autonomous delivery vehicles
Robotics company developing autonomous delivery vehicles
Flexport: Supply chain management and logistics
Supply chain management and logistics, including order management, trade financing, insurance, freight forwarding, and customs brokerage.
Kong: Go-to API Management and Microservice Platform for Businesses
Founded in 2007, Kong Inc is a leading cloud-native API management platform providing an open-source API marketplace for developers and engineers.
Docker: A Pioneer in Collaborative Application Development
Founded in 2010, Docker Inc is a leading provider of cloudnative application development tools, content, and services for developers.
Bolt: Bridging Browsing-Buying Gap With One-click Checkout Technology
Founded in 2014, Bolt Financial Inc operates as a payment platform offering online checkout technology to retailers.
Venture Bytes #93 - Generative AI Cranks Up the innovation Engine in the Valley
The first lead article, Generative AI Cranks Up the Innovation Engine in the Valley, builds on our previous articles on generative AI. We continue to believe that Generative AI holds the promise to be a truly transformative technology, in the same vein as the internet and cellular technologies. While the high computing and inference costs of large language models have been a drag, OpenAI’s 90% price cut for its APIs could democratize the technology and foster faster adoption. With trillions of dollars in economic potential, the technology is offering a wealth of opportunities for investors looking to ride the next generation of AI growth. At the heart of this trend is a growing ecosystem around three layers - hardware layer, foundation infrastructure and large language model layer, and application layer – all three working together to create new and more powerful AI systems.
Venture Bytes #92 - Metaverse: A Strong Long-Term Bet
The two lead articles are on the outlook for Metaverse and Generative AI, respectively. The first article, Metaverse: A Strong Long-Term Bet, is our take that despite the lack of buzz around the Metaverse in 2022, the economic potential of Metaverse is too enormous to be overlooked. As the human pursuit of exploring new digital realms continues to propel innovation and investment in the Metaverse, the metaverse opportunity could be worth $1.5 trillion by 2030, per CB Insights, and the real value creation opportunities for investors in this ‘world of tomorrow’ exist today. The second article, Generative AI Raises the Stakes for Big Tech Dominance, centers on our belief that Generative AI is undoubtedly the fastest growing technology in recent times. Its ChatGPT algorithm has already surpassed 100 million users within two months of its launch. Sensing a gold rush, there has been an influx of investment and product announcements from a number of start-ups and their big tech backers. This Liquidity Watchlist has four changes in the top-25 ranking. Lacework, Naven (formerly TripActions), Indigo Agriculture and Thrasio, replaced Hootsuite, OfferUP, Revolut and GoPuff. The Liquidity Watchlist is Manhattan Venture Research's proprietary list of top-25 promising private companies in the TMT space that are candidates for a liquidity event – either an IPO or a merger - within the next 12 to 18 months. The companies are ranked based on a series of quantitative and qualitative factors from a pool of over 350 companies that we closely monitor. As with all our Venture Bytes, the report also includes selected private and public company valuations. As always, we look forward to your comments and suggestions.
Venture Bytes #91 - Air Mobility Startups Gaining Traction
The two lead articles: Air Mobility Startups Gaining Traction and Satellite Launch Market Heats Up, highlight the growing interest and investment opportunities in the respective markets. With their promise to usher in the age of air taxis, air mobility start-ups have received significant investor interest. Companies building electric vertical takeoff and landing (eVTOL) aircraft – which uses electric power to take off, hover, and land vertically – have been the most funded start-ups in 2022 within the aviation sector, accounting for one-third of all aviation start-up deals, per data from Lufthansa Aviation Hub, Pitchbook, and TNTM....
Venture Bytes #90 - Five Best Sector and Company Picks for 2023
Two Thousand and Twenty-two was characterized by the highest inflation in decades, a steep rate hike cycle, a war in Europe, a flurry of tech layoffs, and a historic IPO drought. Despite the messy macroeconomic backdrop, venture capital investments remained relatively resilient and continued to persevere through the headwinds. While the funding dropped from the 2021 level, it remained well above historic levels with VCs investing $195 billion in start-ups in the first three quarters, down 22% year/year but 58% more than the investments in the first nine months of 2020, per Pitchbook. And despite the market downturn, VC funds raised a record $151 billion to date, and now hold $300 billion in dry powder that needs to be.....
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MVP's Outlook 2023: Volatile. Vulnerable. Valuable.
Manhattan Venture Partners Outlook 2023: Volatile. Vulnerable. Valuable. series dives into US economic and macro views, liquidity between the public and private markets, strategies from an active CEO, and trends in investing with our panel.
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