Dashboard
AMAlex MorganPrincipal

Active theses

4+1 this quarter

Companies monitored

128+12 this month

High-priority signals

12+4 this week

Pipeline additions

23+18% vs. prior month

ACTIVE RESEARCH

Active theses

Demo data

Enterprise AI Agents

Enterprise AI Agents

Seed to Series B teams building enterprise agent infrastructure.

42 matches9 new signals

Healthcare AI

AI Infrastructure for Healthcare

Workflow and infrastructure software for clinical AI teams.

28 matches4 new signals

Developer Tools

Developer Tools for LLM Applications

Infrastructure for reliable LLM development and deployment.

36 matches6 new signals

PRIORITY QUEUE

Signals requiring review

Demo data
CompanySignalCategoryStrengthDetectedStatus
Arcline AIIncreased engineering headcount by 24%HiringHigh2026-07-22New
HelixOpsRaised a $7.5M seed roundFundingHigh2026-07-21New
VectorForgeLaunched enterprise inference productProductHigh2026-07-20New
ModelGridGitHub activity increased 38%HiringHigh2026-07-19New
AgentLayerReleased audit controls for agent workflowsFundingMedium2026-07-18New

MARKET OVERVIEW

Company momentum

Demo data
AI Agents88
Infrastructure76
Healthcare AI68
Developer Tools72
Cybersecurity59
Robotics54