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Sourced Edition 3
Bi-Weekly Report of Data Driven Sourcing & Screening - New Stealth Signals, DevTools & Cloud Infrastructure Signals, & Adcytherix Competitors
Gabriel Shin
June 12, 2024
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Welcome to Sourced, from your friends at Landscape 🏔️
As a reminder, Sourced is a data driven newsletter for early stage startup investors. All of the intelligence in this newsletter was gathered using Landscape, our new platform for investors looking to become more data driven.
🎁 Get a Free Bespoke Signal Report
Want to see the power of Landscape applied to your funds investment strategy? Request a bespoke signal report by hitting the button below, and we’ll compile a list of fresh, thesis aligned signals for you, along with competitor analysis on some of your most recent portfolio companies.
🥷🏽 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 | Founder: Jesper Mosegaard Stealth since June 2024 Geography: Aarhus, Denmark Background: Director of Development Graphics at TMW Foundation, Sr. Engineering at Crowdstrike and Head of Visualization & UX at Humi. PhD Background and previously worked at ex-unicorn company. |
Stealth | Founder: Jack Crawford Stealth since May 2024 Geography: Austin, Texas Background: Sr. AVP at Wells Fargo developed key conversational components for Gen AI for Fargo. Previously, Founder & CTO at Datalog, which was an enterprise conversational AI Platform. VP AI & Enterprise Data solutions at Saama and was the sr. director at Cognizant Business Consulting. 2x Founder. |
Stealth | Founder: Lukasz Siemaszko Stealth since April 2024 Geography: Berlin, Germany Background: Head of product at Lykon, Senior Product Manager at Plus Dental, Product & Marketing Lead at Discipline App and CEO & Co-Founder at Hansel. 2x Founder & MBA Grad. |
Stealth | Founder: G. Pettit Stealth since April 2024 Geography: Orlando, Florida Background: Co-Founder of Space Launch Agency, Production Controller at Blue Origin, Content Manager at Seatgull & Acquisition Analyst at Vermillion Rock Advisor. |
Stealth | Founder: Atish Das Sarma Stealth since Feb. 2024 Geography: San Francisco, CA Background: Head of Growth Engineering at Patreon, Head of Cloud Machine Learning at Apple, and Data Science at Twitter. 2x Founder with previous company acquired by Twitter. PhD Background. |
🔍 New Companies: DevTools & Cloud Infrastructure
Here are some early-stage Devtools & Cloud Infrastructure startups we’ve sourced 👇
Founder: Jennifer Rahmani Geography: San Francisco, SF Description: AI/ML-driven autonomous platform that eliminates the very reactive nature of SRE and DevOps teams. Thoras forecasts the needs of Kubernetes-ba Background: Senior DevOps Engineer at Accenture Federal Services and ECS, prior to that an engineer at Booz Allen Hamilton. |
Founder: Chris Bigelow Geography: Boulder, Colorado Description: Precions QA provides a fully integrated suite of tools that uses advanced AI code generation to increase velocity while ensuring compliance with the Dev teams. Background: Previously, Software engineer at Google & Youtube. |
Founder: Vatsal Bajpai Geography: San Francisco, CA Description: Gravity Cloud is a robust platform as a service that helps accelerate DevOps by 5x and save cloud costs by 40%. Deploy, manage, and scale your AWS with no-code automations. Background: 3x founder, with experience as a full stack engineer at Branch. |
Founder: Marek F. Geography: Berlin, Germany Description: Tuist Cloud is our comprehensive platform designed to build Xcode apps quickly and scale them to millions of users. Organizations can achieve build time improvements. Background: Previously, software engineer at Shopify & Ackee. |
Founder: Neil King Geography: San Francisco, CA Description: Safely enabling AI, protecting enterprise data and reputation within cloud environments. Background: 3x founder, Chief Product Officer at Cyberhaven, Product Leader at Netskope, VP Product Management at McAfee Security and Guavus. |
Founder: Adam W. Geography: San Francisco, CA Description: Fid Labs is building developer tools tailor-made for robotics, powered by the latest in generative AI. Background: Software Engineer at Humatics and Anduril Industries. Graduated from Yale University. |
⚔️ Funding Round Competitors: Adcytherix ⚔️
Adcytherix SAS has secured €30 million in seed funding to advance the development of next-generation antibody-drug conjugates (ADCs) for treating diseases such as cancer. The funding, led by Pontifax and other life science investors, will support Adcytherix in establishing its position in the ADC development field.
Companies like Adcytherix and Xaira Therapeutics (raising $1bn in funding in April) are attracting large funding due to advancements in AI and biotech, which have significantly enhanced drug discovery and development processes. AI enables the rapid analysis of complex biological data, leading to the identification of novel drug targets and the optimization of drug candidates. Biotech innovations, particularly in areas like antibody-drug conjugates (ADCs) and gene editing, offer new therapeutic possibilities. This convergence of AI and biotech accelerates the development of effective treatments, making these companies attractive to investors seeking high-impact opportunities in healthcare.
We leveraged the market mapper tool in Landscape to find other biotechnology companies building antibody drug conjugates leveraging AI, and here’s what we found 👇
 Xaira Therapeutics  ABTis  AccutarBio |  1910 Genetics  Absci  BigHat Biosciences |  ImmunitoAI  Atomwise  BenchSci |
🌯 That’s a wrap!
If you’d like us to profile a particular sector in out next edition, drop a vote down below!
🎁 Get a Free Bespoke Signal Report
Want to see the power of Landscape applied to funds investment strategy? Request a bespoke signal report by hitting the button below, and we’ll compile a list of fresh, thesis aligned signals for you, along with competitor analysis on some of your most recent portfolio companies.