Date: 04.11.2025 (2025-11-04)
Daria Gherghelas (04.11.2025) • Speedinvest • 4 years there already
Questions: • Notes: • Agentic AI side: • application layer companies • Moat by unfair data advantage, when integrated in workflows it is sticky • infrastructure players -> better search for agents, memory layer • They backed a number of companies across healthcare, industries etc. • His feedback from VC perspective • • BA vs. VC: if we go to AP/AR • Financial model to decide how much to raise • Raise earlier and larger -> longer runway • What would they want to see for funding? What is a typical ticket size? • Runway: 2 years of runway • What they want to see: • Nobody expect to see revenue for pre-seed • Team is really important -> know market really • Revenue is not a prerequisite -> hard to give a specific revenue - how quickly we got the revenue; feedback of customers -> is it really burning? • Business Angel vs. VC? for market access • They have 300 companies in portfolio -> we can sell to them • Raising in Europe vs. USA? • • What does he think about our direction? • • How much could they support with market access? •
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