Sourced Edition 8

Bi-Weekly Report of Data Driven Sourcing & Screening - Stealth Founders, Future of Work Signals, Round Advantage, Voice AI Agent

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

Founder: Maanvi Sethi

Stealth since July 2024

Geography: Oslo, Norway

Background: Technical Founder working at big tech companies as a senior software engineer at Microsfot, Zalando SE, Accenture and Snapdeal

Stealth

Founder: Elizabeth Hu

Stealth since June 2024

Geography: San Francisco, US

Background: Technical Founder with previous experiene working at big tech as software engineer at google and product manager at Snorkel AI.

Stealth

Stealth since May 2024

Geography: San Francisco, US

Background: Technical Founder with previous experience working at big tech as a senior machine learning engineer at Adobe and Apple. Currently building something with AI Agents.

Stealth

Stealth since April 2024

Geography: Karlsruhe, Germany

Background: EIR at Antler, previously researcher at K Leuvan focusing on Upscaling solvent-tolerant nanofiltration. Currently building a new water venture

Stealth

Founder: Sai Avala

Stealth since Jan 2024

Geography: San Francisco, United States

Background: Technical Founder previously worked in venture-backed businesses as a software engineer at Cygnvs, Amazon in the Alexa Automotive Group, and Cyence.

🔍 Discover new Companies: Future of Work 👩🏻‍💻

Here are some early stage Future of Work Tech startups we’ve sourced👇

Founder: Jeet Mukerji

Geography: UK

Description: Automates the manual yet critical work from hire to retire for HR teams and managers.

Founder Backgroxund: Technical Founder previously working as Head of Product at Hubble and Lead product Manager at Beamery.

Founder: Vetri Vellore

Geography: Seattle, US

Description: Building an AI-powered operating system to enable enterprises to understand, streamline and orchestrate their rhythms, enabling every team to become a super team

Founder Background: 3x founder with 2 successful exits (PE & Microsoft). He worked as a product unit manager & corporate VP at Microsoft. He was also the founder of Chronus Corporation and Ally.io.

Founder: Stefan Nae

Geography: Bucharest, Romania

Description: Reduce absenteeism with an AI health coach for every employee

Founder Background: 2x Technical founder, previously EIR at Antler and founder at Epic Hooks.

Founder: Brendan Suh

Geography: United States

Description: Tandem is a marketplace that uses AI to make the office leasing process less tedious.

Background: YC S24 batch, previously Director of performance marketing at Sketch & etch and senior associate consultant at Bain & Company.

⏰ 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 👇

Date Discovered: Nov. 6, 2023
Round Announced: Aug. 8, 2024
Alpha timing: 276 days


Geography: US
Amount Raised: $3.9M
Round: Seed
Notable Investors: YC, DCM Ventures, Asymmetry Ventures

Date Discovered: Jan. 11, 2024
Round Announced: July 31, 2024
Alpha: 202 days

Geography: US
Amount Raised: $9M
Round: Seed
Notable Investors: Audacious Ventures, 8VC, Afore Capital, Liquid 2 Ventures

⚔️ Market Mapping: Voice AI?

A16Z Voice AI Thesis

AI is reinventing the phone calls. We’ve all experienced it, you call customer support and end up speaking to an AI Voice Agent. Most of the time, you’re banging your head against the wall wanting to speak with actual support staff to answer simple questions.

There’s no doubt this will become the norm. Thanks to Gen AI, we’ll never have to make another call to another human being again…

That being said, there are merits for businesses to think about taking this approach as (i) it saves human labor costs, (ii) provides consistent customer experience, and (iii) the ability to focus on more impactful parts of the business.

We leveraged the market mapper tool to find companies focusing on building voice AI agents, and here’s what we found 👇

Yelda
Seed
Paris, France

WellSaid Labs
Series A $10M
Seattle, US

ElevanLabs
Series A $21M
Brooklyn, US

PlayHT
Pre-Seed $2.2M
SF, US

Marr Labs
Pre Seed $500K
SF, US

Gemelo.ai
Pre-seed $2M
SF, US

Voxia
Seed $6M
Tel Aviv, Israel

VocaliD
$4.1M
Boston, US

Voiceflow
$39M
SF, US

🌯 That’s a wrap!

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