Substrate LabsHot
Series A·1dPD
The right question isn’t “tell me everything about this deck.” It’s “is this worth my next 20 minutes?” DealFilter is built around that distinction.
Every partner we know spends an hour every morning reading inbound. The deals that match their thesis get the same five minutes as the ones that don’t. We built DealFilter to fix that.
Not a generic VC rubric. Every pitch is scored against the deals you actually funded and the ones you passed on — weighted to how your firm underwrites.
When the deck is thin or the market is novel, DealFilter says so — and tells you which datapoint would tighten the call. A Low confidence rating is a feature, not a failure.
Scout reads like a junior partner who’s done the homework. Short sentences. Specifics. Plain English where the model is confident; explicit hedging where it isn’t.
Three inbound deals cleared threshold overnight. The one worth opening first is Substrate Labs — Series A, robotics warehouse OS, thesis-fit 9.2. Lumino needs a reply by Friday; the partner-meeting summary you wrote Tuesday already flagged the open question on retention. Helix is interesting but the founder claim on regulatory timing reads thin — worth a 15-minute call before the memo.
You’ve seen six fintech infra pitches this week, up from a 2-per-week baseline. Three name the same incumbent. Worth a thesis check?
To help me score future pitches more like you would: on the Helix deal, how heavily should the founder’s prior regulatory experience factor in?
| # | Company | Stage | Score | Th · St · Mk · Tm · Tr | Confidence | Status |
|---|---|---|---|---|---|---|
| 01 | Substrate Labs | Series A | 8.4 | Th St Mk Tm Tr | High | Memo ready |
| 02 | Northbeam Capital | Seed | 7.1 | Th St Mk Tm Tr | Medium | Above threshold |
| 03 | Halcyon Robotics | Series B | 6.8 | Th St Mk Tm Tr | Medium | Watchlist |
| 04 | Quartile Health | Pre-seed | 5.9 | Th St Mk Tm Tr | Low | Below threshold |
| 05 | Linework AI | Seed | 5.2 | Th St Mk Tm Tr | Medium | Below threshold |
| Company | Sector | Entry | Invested | Implied val. | Status |
|---|---|---|---|---|---|
| Atlas Robotics | Robotics | Series A · 2022 | $14.0M | $186M | Active |
| Cargosync | Logistics | Series A · 2022 | $10.0M | $99M | Active |
| Lumino | SMB Software | Seed · 2023 | $8.5M | $53.5M | Active |
| Riverbend Health | Women's Health | Series A · 2024 | $9.0M | $62.5M | Active |
| Finpath | Fintech | Seed · 2020 | $3.5M | Acquired by Citizens | Exited |
| Conduit | Logistics | Series A · 2019 | $3.0M | Secondary · GA | Exited |
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