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Sourced Edition 10

Sourced Edition 10

Bi-Weekly Report of Data Driven Sourcing & Screening - Stealth Founders, Fintech Signals, Round Advantage, Graph Neural Networks

Gabriel Shin
October 02, 2024

Welcome to Sourced, from your friends at Landscape 🏔️

Sourced is our data driven newsletter for early stage startup investors. All of the intelligence in this newsletter was gathered exclusively leveraging our platform.

For Your Information: Sourced Newsletter displays signals that are delayed to provide our customers with a timing advantage. To gain fresh signals daily, get access to our platform by Requesting a Free Trial! 🎁

🥷🏽 Fresh Stealth Founders

Landscape automatically monitors every founder entering stealth mode. There are currently 19.9k founders in stealth - are you tracking them?

Here are some interesting profiles we discovered recently 👇

Stealth Defence Tech

Founder: Collin Otis

Stealth since August 2024

Geography: San Francisco, US

Background: 2x Technical Founder with previously working Head of Data Science and Chief of Staff at Uber and Director of Autonomy & principal Engineer at Kodiak Robotics.

Stealth

Founder: Han Qiu

Stealth since August 2024

Geography: Toronto, Canada

Background: 2x Technical Founder at Nvest inc., and previously worked as a software engineer at CPP Investments and front end engineer at Amazon.

Stealth

Founder: Monish Malik

Stealth since August 2024

Geography: London, UK

Background: Big tech leader as Head of Logistics at Amazon, SVP Operations at Gelato

Stealth AI

Founder: Tiberiu-ioan Szatmari

Stealth since June 2024

Geography: Copenhagen, Denmark

Background: 2x Technical Founder and previously researching at NASA and data scientist/machine learning engineer at Demant.

Stealth AI & Music

Founder: Francois Pachet

Stealth since January 2024

Geography: Paris, France

Background: Previously worked as a Senior Research at Sony and Director at Spotify

🔍 Discover new Companies: Fintech 💸

Here are some early stage Fintech startups we’ve sourced👇

Finosu

Founder: Gabriel Kho

Geography: US

Description: Compliance automation for the credit industry.

Founder Background: Technical Founder previously worked as a senior software engineer at Flexport and Product Manager at Alt.

Shiboleth.ai

Founder: Esty Scheiner

Geography: US

Description: Automated Consumer Lending Compliance

Founder Background: 2x Technical founder previously working as an Information Security Engineer at Invoca. Part of the YC W’24 batch.

Emerge

Founder: Vijay Sambamurthy

Geography: Canada

Description: Helping platforms offer financing and insurance products to their business users.

Founder Background: 2x Technical Founder

Kulipa

Founder: Michael Shynar

Geography: United Kingdom

Description: Kulipa allows non custodial wallets to issue payment cards, accepted everywhere MasterCard and Visa are accepted

Background: Technical Founder previously working as a Software Engineer at Google and Whatsapp.

⏰ Timing Alpha

Timing is everything in venture! We started measuring the time difference between when companies publicly announce their funding round and when they’re discovered on Landscape!

Here are some timing alpha of companies we’ve sourced recently 👇

Flex

Date Discovered: August 8, 2023
Round Announced: Sept. 4, 2024
Alpha: 393 days

Geography: US
Amount Raised: $3.2M
Round: Seed
Notable Investors: YC, Liquid 2 Ventures, Precursor Ventures

Drymerge

Date Discovered: Dec. 12, 2023
Round Announced: Sept. 16, 2024
Alpha: 279 days

Geography: US
Amount Raised: $2.2M
Round: Seed
Notable Investors: Garage Capital, YC, Ritual Capital, Goodwater Capital, Breakpoint Capital

🗺️ Market Mapping Analysis: Graph Neural Networks

What are Graph Neural Networks? Graph Neural Networks (GNNs) are like the ultimate relationship analyst for your data—finding predictive power of deep learninng, hidden connections and patterns. It’s used in a number of companies to help with identifying new drug candidates, catching fraud, or making better recommendations on social media, GNNs turn complex networks of data into actionable insights. Investing in GNNs means capitalizing on a powerful tool that transforms how industries understand and use their data, giving them a competitive edge.