🧠 Dopamine Dealflow

💰 Massive Rounds (€50M+ / $50M+)

• 5C Group (Berlin, Germany) – $835M equity + debt led by Brookfield and Deutsche Bank to fund AI infrastructure campuses.

• Electra (Paris, France) – €433M green loan to accelerate ultra-fast EV charging in Europe.

• Zenobē (London, UK) – €325M in financing from MUFG, Siemens, and others to expand EV fleets-as-a-service.

• Armada (Miami, FL) – $131M Strategic Round to scale modular AI data centers. Backers include Founders Fund, Lux Capital, and M12.

• HeroDevs (Salt Lake City, UT) – $125M Strategic Growth from PSG and Album to secure deprecated open-source software.

• Yieldstreet (New York, NY) – $77M led by Tarsadia Investments to scale private markets investment for individual investors.

• Gupshup (San Francisco, CA) – $60M+ in equity + debt to expand Conversational AI globally.

• LegalOn Technologies (Tokyo, Japan) – $50M Series E led by Goldman Sachs and World Innovation Lab to scale contract review AI.

Seed & Series A ($10M–$30M)

• Bitfount (London, UK) – $8M Series A for federated AI research collaboration.

• TRIC Robotics (Benton, DE) – $5.5M Seed to deploy UV-light farming robots.

• Volca (New York, NY) – $5.5M Seed led by Pathlight Ventures for AI-powered local service marketing.

• Queen One (Brooklyn, NY) – $5.5M Friends & Family led by Charge VC and Inspired Capital for brand experience tech.

• IdentifAI (Milan, Italy) – €5M to scale deepfake detection.

• Reshape Systems (Geneva, Switzerland) – €856K Pre-Seed for industrial AI risk modeling.

• Nuuri (Edinburgh, UK) – £275K Pre-Seed for a UK-based nursery search platform.

Strategic & Growth Investments

• Bitzero (Fargo, ND) – $25M to expand blockchain & HPC data centers. Investors undisclosed

• 360Learning (Paris, France) – €1.8M Grant from France’s 2030 fund to advance AI upskilling.

• Plexision (Pittsburgh, PA) – $365K Grant from Richard King Mellon Foundation for AI transplant diagnostics.

• Modular Devices (Indianapolis, IN) – Strategic growth investment in Transcend Imaging via O2 Investment Partners.

💸 VC Funds Raised & Raising

• Blackstone raised ~$5B for its latest infrastructure secondaries fund.

• KR Capital (ex‑Marshall Wace PM Ravi Naresh) raised $3B from Millennium for its equity long/short fund.

• Optimas Capital Management (Thomas Wong’s Asian L/S fund) raised $1.2B from Millennium.

• Great Rock Capital secured a $1.1B senior‑secured leverage facility led by Capital One.

• Third Point launched its first dedicated structured private credit fund for insurers, raising $400M.

• RA Capital raised $120M for a “Planetary Health” life sciences fund.

Founders: Want to be featured on @tradedvc? → traded.co/submit/vc

📖 Read of the Day

Neuralink Targets $1B by 2031

Elon Musk’s brain-tech moonshot is going full throttle:

• 20,000 chip implants per year planned.

• $1B annual revenue projected by 2031 (per Bloomberg).

• Telepathy (brain-to-machine), Blindsight (vision restore), Deep (tremor/Parkinson’s treatment) all in the pipeline.

• Regulatory approval for Telepathy eyed by 2029, with 2,000 surgeries per year.

• By 2030, Blindsight rollout + 10,000 surgeries = $500M+ revenue.

• Already valued at $9B, with $650M fresh funding and human trials underway.

Why it matters: Musk’s Neuralink is moving from sci-fi to commercialization, with FDA “breakthrough” tags for both speech and vision restoration.

📰 News You Don’t Want To Miss

• 🏅 AI Models Win IMO Gold

• 🤖 Microsoft Swipes 24+ DeepMind Stars

• ⏳ GPT-5 Modularity Is Coming

• ⌚ Amazon Eyes AI Wearable

• 🧠 Neuralink Targets $1 Billion in Revenue