Marco De Leon

Thanks Daniel for organizing the discussion with the SomosVC fellows. I enjoyed the thoughtful questions around all aspects of venture capital. If you want to become a VC, here are a few ideas that can help you stand out: 💡Form an opinion. You may be wrong but you should have an informed opinion, which you are open to changing based on market evidence. When speaking with founders or investors, having conviction on a topic that you are passionate about can help. 💡Build trust. Best way to get a coffee chat with an investor? In your message, tell them why they should care about a market that you have analyzed. Even better, share with them one or two startups that you believe will positively change the future. Don’t worry about being right or wrong. What’s more important is to communicate why you think the space and the companies matter. 💡Think about your unfair advantage: why should a founder who has 10 termsheets choose you? In what unique ways can you help founders bring their vision to life? It could be your deep market insight, it could be your customer introductions, it could be your ability to help them hire amazing people. Usually, it can’t just be money. Hope it helps! #vc #founders

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This is an excellent report on the #VC activity in Florida for the first half of 2025, put together by our partner,s eMerge Americas. 💡 5 Takeaways from the eMerge Americas 1H 2025 Florida VC Insights Report: 1. Startups across Florida raised $2.85B across 270 deals, putting 2025 on pace for the strongest year since 2022. 2. AI dominates, 33% of all funded startups are AI-focused, with $830M raised in South Florida alone. 3. Cybersecurity and defense tech are booming, with Tampa emerging as “Cyber Bay” and major new AI-cyber programs launching. 4. Fintech, climatetech & Web3 continue to shine, with record funding and renewed investor confidence in Miami. 5. “If you’re not investing in AI, you’re asleep at the wheel,” says Me! https://lnkd.in/eVb-eYA9

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This week Tulip Interfaces became Acequia Capital's 23rd unicorn company. When we made the first investment into Tulip in 2015, it was clear to Hank and I that we were early. It was going to take some time, but that massive legacy industries had no idea the amount of innovation and value was out there, waiting to be won by companies that could master software and machine intelligence. These observations and others led us to develop two investment theses we’ve been executing on since; what we termed “New Industrials.” Fast forward 10 years and the idea that a broader industrial reinvention is underway is now almost a given across the capital markets and leading companies. A movement has sprung up around us. It’s much more in vogue to back physical technology startups now, but most investors misunderstand what great ones look like, and how numerous the barriers to adoption are. We’re fortunate to benefit from a decade of lessons and insights from watching up close as incredible founding teams have built immensely valuable organizations, these include Stoke Space, Radiant, Formlabs, Atomic Industries, Applied Atomics, Harbinger, Dirac, Inc., Rainmaker Technology Corporation, AnySignal, EthonAI, Flow Engineering, Milvus Advanced, Rivelin Robotics, Adaptyv, KMB Telematics Inc., Tactian, Nimble Precision, sensmore, Hyperdrives, Ethos Space Resources, Antaris, TransAstra, Rightbot Technologies, Provectus Algae, Arctoris, Flexe, Coronal Technologies, Exapto, Visolis, Vorticity Inc., XENOPS AI, and many others. My takeaway from 10 years of investing in industrial reinvention is that we are still at the beginning. We have a long way to go and the next 10 years will move a lot faster than the last. Thanks to our founders for the continued trust and partnership.

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The internet supplied the first generation of AI data. The physical world will supply the next generation. Mundo AI (YC W25) builds the infrastructure to capture it. Read more about GreatPoint Ventures' investment in Mundo here: https://lnkd.in/g9NQGSth David Resnekov

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