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PATTERN RECOGNITION

The patterns under the capital

Analytics across our 31-firm VC universe — momentum leaderboard, cluster specialists, founder pedigree. DCVC just made their 22nd recent bet, mostly in logistics-robotics. Lowercarbon is quietly leaning into fusion. Founders Fund + a16z are both heavy in autonomous defense. For the canonical VC directory + co-investment graph → Investors. For active raises + exits → Investor Hub.

VCs analyzed
Companies
Thesis clusters
VC investments mapped

🔥 Momentum Leaderboard

Most active VCs in our DB by recent additions (since 2026-01). Score = (recent count)0.6 × log(1 + total) — rewards consistent presence, not one-time bursts.

🎯 Cluster Specialists

For each thesis cluster, the VCs with the most exposure. The % share is "how much of all tracked-VC investment in this cluster this firm represents" — a measure of conviction concentration.

🌊 Capital Flow — Quarter × Thesis Cluster

Dated capital deployment into our 870-company universe. Cell intensity = deal count that quarter. Click a cell to see the companies + their (current) investors.

⚠ Data caveats — only ~120 of 870 companies have dated funding events on file (Form D filings cover the last 60 days; recentEvent.date covers the most-recent round per curator-tagged company). Investor attribution is best-effort — current investors[] is a proxy for round participants, not ground truth. Not all of our universe shows up here. What you see is a directional signal, not a complete capital map.
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🧬 Founder Pedigree Map

Where the people came from. Companies whose founders' bios mention "ex-X" / "former X" / "previously at X" / similar. Reveals which orgs are spawning the most frontier-tech founders.

Data refreshed: · → See the canonical investor list + co-investment graph