📝 VC Memos (Week of Apr 3 - Apr 9)

" The team is building the first-ever, real-world functional oncology data platform, a continuously growing and evolving dataset of primary patient cancer cells that have been broadly profiled to identify patient-specific functional dependencies: genes, proteins, and pathways to which patients’ individual tumors are addicted. "

"Through their proprietary platform for the identification and isolation of circulating tumor-reactive lymphocytes (cTRLs) from blood, CTRL has the potential to develop new treatments for solid tumors. By avoiding invasive and costly surgery, CTRL’s approach may enable broader patient access, as well as delivering superior cost-effectiveness and a simpler manufacturing process."

"Assis is revolutionizing the way that solopreneurs in Brazil work… These solopreneurs must perform many tasks beyond their specialization, such as marketing, sales, customer support, finance, legal, etc. The accumulation of roles means they work up to 56% more weekly hours than registered employees."

"This all means developers can focus on what their code needs to call, rather than how to make those calls securely – providing a fundamentally easier and self-serve way to access services and infrastructure safely. This results in not only less friction for developers, but no dangling permissions, no unexpected outages from loss of access, and a steady march towards establishing a zero trust security model."

" By 2027, the market for distributed energy is expected to reach a value of $580 billion, with a compound annual growth rate of 11.5 percent. However, installation and fulfillment remain highly inefficient. Haven is solving for this problem by building a comprehensive, one-stop solution that offers homeowners cost-effective energy resilience."

"80% of data in the healthcare system exists in unstructured formats and is fragmented across multiple incompatible data sources and systems. This makes it extremely challenging to link data within a single healthcare provider, let alone across different providers, rendering the data unusable for evidence-based analyse at scale. "

"Cerbos’s open-source authorisation layer offers companies an elegant and versatile permission management solution along their scaling journey, empowering them to focus on their core product development and save valuable resources.... Cerbos’s early validation of use cases and easy reach into a wide and growing customer base are the perfect manifestation of the Seedcamp Network economy."

"The last few decades of SaaS were a race to become the incumbent system of record…The next wave of SaaS apps will unlock greater value by building systems of engagement (SoE) on top of systems of records (SoR). We’re still in the early stages of this secular trend which is now being accelerated by AI."