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Sourced Edition 5
Bi-Weekly Report of Data Driven Sourcing & Screening, New Stealth, Supply Chain & Logistics, Timing Alpha, Rise of Data Centers
Gabriel Shin
July 11, 2024
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.
Interested in learning more about Landscape? 🎁 Request 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: Dr. Arman Nassirtoussi Stealth since July 2024 Geography: Berlin, Germany Background: Technical Founder with leadership roles working as the Head of Product at Henkel, Product Analytics at Zalando SE and Managing Director at Sentientic GmbH. Received PhD in AI. |
Stealth | Founder: Søren Skovsbøll Stealth since July 2024 Geography: Skanderborg, Denmark Background: Technical founder in big tech companies in senior software engineering roles such as Microsoft, Ucommerce, Humio and The TMRW Foundation. |
 Stealth | Founder: Amir Kabbara Stealth since June 2024 Geography: Seattle, US Background: Technical background in senior leadership roles in big tech companies such as Amazon, Microsoft, & Shopify. Recently CPO at Paper. Currently working on Stealth AI Company. |
Stealth | Founder: Mar Pujadas Stealth since June 2024 Geography: New York, US Background: Strategy Consultant at BCG and Strategy & Growth at Crossmint. Currently working on Stealth AI Company. |
Stealth | Founder: Patrick Duncan Stealth since June 2024 Geography: Austin, US Background: 2x Founder, technical background working for companies such as Nest Investments, RigUp, Turkey Vacation Rentals, Way Blazer, HomeAway.com, eBay & OpenTable. |
Stealth | Founder: Yves Junqueira Stealth since May 2024 Geography: Porto, Portugal Background: Technical founder in leadership roles in big tech companies such as Neon, FalconX and Google. |
🔍 Discover new Companies: Supply Chain & Logistics Tech 🏗️
Here are some early stage Supply Chain & Logistics Tech startups we’ve sourced recently 👇
Founder: Nils Wemhoener Geography: Netherlands Description: The startup provides a digital freight forwarding platform for both shippers and carriers. Users can log into their account to access frieght quotes, shipment status and other panel features. Founder Background: Big Tech Leader working as VP Global Operations at Flexport and Director, EU Transportation at Amazon. |
Founder: Michael Howard Geography: USA Description: The AI system integrates with a variety of manufacturing tools and systems, supporting functionalities throughout the entire lifecycle of manufacturing. Founder Background: Recently Entrepreneur in Residence at Roadrunner Venture Studio. He’s held a number of leadership roles as CEO in several big tech companies such as MariaDB, C9 (acquired by InsideSales), Fireeye and CMO at Greenplum, VP at EMC, VP at Veritas Software and Oracle. |
Founder: Yongjie Chen Geography: USA Description: Fleevo offers an AI-powered data integration and analytics system specifically designed for commercial fleets Founder Background: Technical founder with previous experience working as a product designer at Google. He was an Entrepreneur in Residence with Antler. |
Founder: Aika B. Geography: USA Description: Revolutionizing transportation management with cutting-edge solutions for a smoother ride ahead Background: Technical founder working in big tech companies such as Google, Mandiant, Everbridge and Relativity. |
Founder: Mathias Entenmann Geography: Germany Description: Focused on transforming the logistics and craning industry with their innovative overhead mobility technology. Background: Technical founder working as a tech leader bein CEO of Payback, COO at Betfair, and VP of international at Paypal. |
⏰ 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
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Date Discovered: Sept 8, 2023 |
Date Discovered: Jan. 17, 2024 |
Date Discovered: Jan. 17, 2024 |
⚔️ Market Mapping: The Rise of Data Centres
In 2022, data centres used 1-2% of that worldwide energy consumption, up from 0.5% in 2000 due to the increasing demand for digital experiences, cloud services and AI. It’s estimated at the low end, to use more than Australia used as a country, and at the high end, more than France, the 10th biggest consumer of energy. The energy consumption of these data centres are expected to rise to 3-4% by the end of the decade driven by AI consumption.
This leaves a few options to help data centres grow sustainably including further investments in renewable energies, improving efficiencies in the data centres, servers, and chips, improving cooling technologies (which accounts for avg. 40% of the data centre’s energy) and power management to mitigate the rising energy demands.
Phaidra is tackling this problem by helping companies manage data centre power more efficiently by gathering data from thousands of sensors around a facility and making real-time decisions about how to cool the equipment in a power-efficient way. Phaidra delivers more stable cooling systems that runs on less energy, which is a big chunk of energy consumption for data centters.
We leveraged the market mapper tool to find other companies building in the energy-efficient transitions for data centres, and here’s what we found 👇
 Wyoming Hyperscale  Greensparc, Inc.  Soluna |  Net Zero Edge  Cato Digital  TransitionZero |  Incooling  Uptime AI  ZeroPoint Tech |
🌯 That’s a wrap!
That’s all for this week if you’d like us, if you’re interested in learning more about Landscape. 🎁 Request a Free Trial.