Portfolio intelligence · AI & Deep Tech

AI is the new operating layer.

The AI companies we back, what we see across thousands of AI founders applying to LvlUp every year, and where we think the category is going next.

662AI portfolio & program companies
51%of all LvlUp portfolio & program companies
41%building outside the United States
46%of 25,000+ applications are AI
LvlUp data

What our 25,000-per-year startup pipeline tells us about AI

The latest proprietary insights from across our pipeline.

AI share of LvlUp applications

Q3 2026: 52%, first quarter above half

Share of applications tagged AI or DeepTech, by quarter, Jan 2025 – Sep 2026. AI applications grew from about 800 to about 3,500 per quarter.

Why it mattersMore than half of the founders applying to LvlUp now build with AI at the core. AI is no longer one sector; it is how new companies get built.

Median raise target

Stage AI founders All founders
Pre-Seed $500K $500K
Seed $1.8M $1.5M
Seed+ $2.0M $2.0M
Series A $5.0M $5.0M

AI founders raising a seed round ask for 20% more than the median applicant. Based on 11,528 AI applications.

Why it mattersCompute, data and AI talent make early rounds bigger, so capital efficiency is one of the first things we test in AI diligence.

Where AI is being applied

44% sell to businesses, 38% are subscription software.

Why it mattersAI is moving fastest into health, consumer and enterprise work: the markets with the most manual, repetitive work left to automate.

Where AI founders apply from

AI applications by region. Outside the US, India, Europe and the UK lead.

Why it mattersMore than half of AI applicants build outside the US, often for markets the big labs overlook. Our global pipeline sees them first.

The LvlUp perspective

What we look for in AI

“The best AI companies we see don’t sell a model. They sell an ability for work to get done autonomously, inside an industry they understand better than anyone.”

LvlUp Ventures investment team

01

AI that does the work

Agents that run a workflow end to end, not copilots that suggest. Underwriting in 15 minutes, enterprise workflows in 48 hours.

02

Vertical beats general

AI built on one industry’s data and habits: real estate lending, hospitality QA, restaurant ops, food-supply sales, legal services.

03

No thin wrappers

We look for proprietary data, workflow lock-in and distribution, the things a better base model can’t copy overnight.

04

Global from day one

AI founders in Lagos, Dubai, Nairobi and Amsterdam are building for markets the big labs ignore, in 27+ languages.

Selected companies

AI companies in the LvlUp portfolio

Placeholder picks: Arianna chooses 6–8
Galatica websitegalatica.org ↗

Galatica

AgentsEnterprise

Autonomous AI agents that replace manual enterprise workflows end to end. Full execution, not copilots.

$100K MRR in 7 weeks
View profile →
Antal websitegetantal.ai ↗

Antal

FinTechAgents

Runs real-estate loan underwriting through AI agents and delivers verified term sheets in minutes.

15 minutes vs 20–65 days
View profile →
Regenova websiteregenovapharma.com ↗

Regenova

BioTechGenerative AI

Uses generative AI to design high-precision antibody therapies for cancer and infectious diseases.

10x faster, 80% cheaper candidates
View profile →
The Security Bulldog websitesecuritybulldog.com ↗

The Security Bulldog

Cybersecurity

AI intelligence platform, first built for the intelligence community, that speeds up vulnerability fixes.

Enterprise security teams
View profile →
KrosAI websitekrosai.com ↗

KrosAI

Voice AIB2B

Local phone numbers in 50+ countries, connected to AI voice agents for support, sales and collections.

50+ countries
View profile →
Patientory websitepatientory.com ↗

Patientory

HealthTechData

Health data infrastructure that helps insurers and providers turn fragmented records into actionable data.

Chronic care + trial recruitment
View profile →
Growwr AI websitegrowwr.co ↗

Growwr AI

Future of Work

Hire, manage and pay global talent in minutes, with AI screening on real skills.

$2M+ payments · 15+ countries
View profile →

Swipe to see all 8 →

Portfolio & programs
662

AI companies across the LvlUp portfolio & programs

Portfolio companies and founders from LvlUp Labs and our programs are one LvlUp family.

Explore our full portfolio & program companies
Antela.aiAstrah OSBrainy AICollabuteCTRL DataEvatar.aiGet Sidecar AIGuardSuiteHibrids AIKreativioLYNA CamMetric HealthObortechPEERS AIPorter LabsPulsewaveRemoteMoreSageFusionTintype+643 more
New in the portfolio

Recently backed in AI

The newest AI companies in the LvlUp portfolio.

Insights

Our AI portfolio & program companies by stage and geography

Stage

Pre-seed484
Seed149
Seed+ / Series A18
Bridge11

Seven in ten of our AI companies are pre-seed.

Geography

United States388
Europe & UK81
MENA & India68
Canada, Asia & LATAM59
Other markets66

41% of our AI companies are building outside the United States.

662AI companies across the LvlUp portfolio & programs
48%sell to businesses; 45% are subscription software
51%of all LvlUp portfolio & program companies build with AI
Traction

Recently reported by our AI companies

48 hoursto deploy autonomous agents in an enterpriseGalatica
500+paying users and a signed enterprise dealBlueroomPrime
$2M+talent payments processed, customers in 15+ countriesGrowwr AI
5+signed B2B LOIs, 4 proprietary engines3dio AI
89%forecast accuracy, 30% fewer stockouts across 5 pilotsRetailloop
11design partners already in productionNgentix

From company profiles. Revenue figures appear only when a company opts in through its quarterly check-in.

Building in AI?

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