Scott Murphy AVG Blog September 5, 2021

Compelling Investment Opportunities in Deep Tech Sectors

We explore advancements in deep tech sectors that are changing society, including AI, blockchain, quantum computing, robotics, and more



Compelling Investment Opportunities in Deep Tech Sectors

September 5, 2021 | Scott Murphy

With our Deep Tech Fund, we’re aiming to source innovative, venture-backed companies that are changing society and offering compelling investment opportunities. See below to learn what the near future holds for promising deep tech technologies, including AI, blockchain, quantum computing, robotics, and more.

 

Alumni Ventures’ Deep Tech Fund offers a portfolio of ~20-30 diverse companies tackling the toughest and potentially most lucrative tech challenges. Recent events have underscored the critical importance of science and rational thought for the well-being of society and the planet.

To learn more, click below to review fund materials or book a call with a Senior Partner.

Book A Call      View Fund Materials

 

Artificial Intelligence

AI refers to computing where the system learns without being explicitly programmed. It’s now evolving to the point where AI is as good if not better than humans for some tasks. In the future, silicon AI chips will perform or accelerate machine learning tasks at the device level, and hyper-automation will accelerate data processing and insights. It’s noteworthy that in PwC’s report on Eight Essential Technologies, more CEOs across various regions reported it to be the technology of greatest interest.

Sample Applications

  • Autonomous mobility
  • Customer assessment and service (using Natural Language Processing)
  • Data analytics 
  • Marketing and commerce
  • Monitoring and controlling factory machinery
  • Video and imagery, analytics in surveillance, monitoring, detection

Sample Deep Tech Fund 1 Portfolio Company: Mythic has developed a unique compute platform that enables running AI models in edge devices. The company’s button-sized chips operate at a fraction of the cost and power of a traditional GPU chip, allowing AI to be used in smart camera systems, intelligent appliances, gaming, drones, and much more. Read More »

 

Robotics and Drones

Robots and drones will become smarter, more specialized, and more ubiquitous in a variety of industries, especially as we evolve to a low-touch society. From repetitive, mundane tasks to dangerous and physically demanding work, to tireless monitoring and precision movements, they will become our eyes, ears, and hands.

Sample Applications

  • Aerial drones for inspection, mapping, and surveillance in construction, insurance, safety, etc.
  • Delivery
  • Inventory, warehousing
  • Manufacturing
  • Surgery

Sample Alumni Ventures Portfolio Company: Canvas Construction is creating high-quality tools for workers while matching the building demand of future decades and generations. The company is leveraging advancements in collaborative robotics and machine learning to build a new class of tools for the drywall finishing space. Read More »

 

Quantum Computing

Quantum computers can process massive amounts of data at unprecedented speeds — helping solve problems that are impossible to tackle today. The technology is still developing, with the first demonstrations and services emerging — including, as you might have guessed, Quantum as a Service (QaaS). And already there are countervailing concerns about the security of encryption in the face of quantum computers.

Sample Applications

  • Defense/security
  • Finance
  • Healthcare
  • Logistics
  • Managing energy use and production
  • Superfast processing and computing

Sample Deep Tech Fund 1 Portfolio Company: Zapata has developed a software stack that lets corporations use quantum computing to address their hardest problems. The company’s software serves as a much-needed integration layer between hardware providers and customers seeking application solutions. Read More »

 

Blockchain

The rise of Bitcoin in 2009 introduced the idea of transactions and data sharing in a distributed ledger (DL). Key benefits: information stored on blocks can’t be modified, information is verified, data is public, and the data source remains encrypted. The expansion of blockchain as a differentiated solution will continue as processing becomes more efficient and applications of DL grow more compelling to various industries. Already, Blockchain as a Service  (BaaS) is emerging: a cloud-based service for users to develop their own digital productions using blockchain. 

Sample Applications

  • Currencies
  • Decentralized apps
  • Insurance
  • Smart contracts
  • Supply chain management

Sample Alumni Ventures Portfolio Company: BlockFi provides diversified financial services for cryptoasset investors. Launched primarily as a lender against cryptoassets, the company has expanded its product portfolio to include a crypto trading platform, a mobile app, and more. Read More »

 

Alumni Ventures’ Blockchain Fund will focus on new sectors and ventures using blockchain tech. We will provide investors in the fund with a portfolio of ~20-30 promising, venture-backed companies innovating in areas like decentralized finance (DeFi), the Metaverse, non-fungible tokens (NFTs), and more. This is an actively managed fund led by a three-person investing team, all with deep VC and blockchain experience.

To learn more, click below to review fund materials or book a call with a Senior Partner.

Book A Call      View Fund Materials

 

Virtual Reality, Augmented Reality, and Mixed Reality

Virtual reality, augmented reality, and mixed reality — all fall into the bucket of “extended reality” that provides immersive experiences blending the real and virtual worlds. The entertainment aspect of the technology is the tip of the iceberg here. 

Sample Applications

  • Healthcare
  • Retail
  • Safety
  • Service
  • Training, education
  • Work collaboration

Sample Alumni Ventures Portfolio Company: Medivis is using augmented reality and artificial intelligence to facilitate advanced medical imaging and surgical visualization. The company’s flagship product is SurgicalAR, a visualization platform that collects a patient’s imaging data directly from a hospital. Read More »

 

Biotech and Drug Discovery

Biotech uses existing biological processes or produces new ones to create vaccines and antibodies, as well as study and manipulate genes to cure diseases and improve crop yield. Computers will play an ever-increasing role in discovering cures and treatments, and personalized treatments and targeted therapies will become much more feasible.

Sample Applications

  • Agricultural
  • Industrial
  • Materials
  • Pharma, health

Sample Alumni Ventures Portfolio Company: Strateos has developed a cloud laboratory for pharma and biotech companies that makes drug discovery better, faster, and cheaper. The company’s robotic laboratories can be accessed remotely via a cloud-based system to help streamline laboratory workflows. Read More »

 

Advanced Manufacturing and Materials

Advanced materials and manufacturing will be used to create superior, complicated structures used in various industries. Materials will be created through AI-generated chemistry, nanotechnology, and biology. Advanced manufacturing will use new tools and technology, such as control sensors, 3-D printing, laser printing, sustainable tech, and more. As economies of scale kick in, those options will be increasingly cost-competitive with established alternatives.

  • Smart textiles, responsive to the environment
  • CO2 capture
  • Superior energy solutions, battery technologies
  • Medical devices
  • Pharmaceuticals

Sample Deep Tech Fund 1 Portfolio Company: Citrine is creating an information platform that hastens the R&D process for large material and chemical companies. The platform leverages AI and machine learning to accelerate product development, guide R&D strategy, and disseminate scientific knowledge and data across an enterprise. Read More »

 

Sources


Contact avginvestor.relations@avgfunds.com for additional information. To see additional risk factors and investment considerations, visit avg-funds.com/Disclosures.


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