Reflecting on 2023, it was undoubtedly a memorable year. Despite navigating through turbulent times, the tech ecosystem exhibited remarkable resilience, pressing forward with unwavering innovation in the face of multifaceted challenges. Despite fluctuating interest rates, inflation concerns, supply chain disruptions, and geopolitical tension, 2023 will also be remembered as the inflection point of Gen-AI, impacting many aspects of our lives and many verticals in software and beyond. Amidst these developments, we continually sharpen our strategy to discover non-obvious yet promising categories, backing experts who redefine boundaries. This year was also hectic for us at at.inc/ and we are proud of our portfolio companies that kept delivering and unlocked new milestones.
Portfolio Highlights
Catch Retail, the pioneer in personalized Retail Media recently marked a significant milestone by launching its deep learning AI-driven platform in Rewe stores, a major German retail group. This launch represents a groundbreaking step in connecting real-time in-store micro-moments with the digital advertising ecosystem, showcasing the potential of AI in retail.
Introducing Nadav Cohen as the new VP Product, ShipIn continues to lead with its FleetVision™ Platform. The world's first of its kind, it uses AI-driven visual analytics for efficient ship-to-shore collaboration, reducing onboard incidents by 40% and boosting cargo operations efficiency by 8%.
The vital link between product and go-to-market teams, Bagel's AI integrates seamlessly into daily workflows. It aligns customer feedback with revenue opportunities, influencing product roadmaps and shortening sales cycles. Recently, Bagel secured investment from CS Angel, an angel group of Customer Success leaders from Silicon Valley, which is a great validation for the need that Bagel is solving for. They are working with notable customers and design partners like Tipalti, Hivebrite, and Zencity.
Redefining intimacy in relationships, Arya's concierge service released the 'State of Intimacy' report. Surveying 6,000 people, the findings show a 90% success rate in using novelty to deepen relationship bonds, highlighting Arya's impact in normalizing conversations around shared sexual satisfaction.
FormX builds high-end homes on-site in a short time using a “Lego-like” smart building modular software. In 2023 FormX grew revenues significantly by 3.8x and sales by 5.1x. Their software and building system can speed up the installation and make the process more efficient, accurate, and green. They managed to install backyard office units in less than two weeks and ADUs in less than two months.
Pioneering in wallet-based authentication, Dynamic simplifies login and onboarding processes for developers. Focused on enhancing core products, the company recently secured $13.5 million in Series A funding, led by a16z crypto and Founders Fund.
Revolutionizing retail trading, Pluto introduces automated investing to traders of all backgrounds. Their new platform removes complexity, offering a suite of accessible, powerful tools. Acting as a personal finance analyst, Pluto's conversational AI provides judgment-free, real-time assistance for all investment queries. This innovation culminates in an AI co-pilot, seamlessly integrating research, insights, and trading into one comprehensive solution.
GaeaStar's remarkable win in the Google Single-Use Plastics Challenge has set a new standard in sustainable product innovation. Their unique Clay Cups, born from a fusion of traditional craftsmanship and cutting-edge technology, offer a revolutionary approach to tackling the single-use plastic problem. By creating products that are both eco-friendly and convenient, GaeaStar is leading the way in sustainable consumerism. Their recent $6.5M Seed funding and successful Earth Day celebration at Verve Coffee Roasters are testaments to their growing influence and commitment to an eco-conscious future.
In today's dynamic job market, both job seekers and employers face challenges in navigating the complex process of finding the right employee-position fit. Wizco is a revolutionary AI-driven career intelligence platform that seamlessly integrates human expertise with advanced AI insights, empowering job seekers to unlock their full potential while equipping employers with a scalable platform to discover and vet talent. Wizco secured 17 paying customers, including high-profile companies like ADP and CareerBuilder, and grew ARR over 3x.
Congrats to the Placer team on adding over 1,500 customers in 10 verticals this years
Congrats to Netlify for Acquiring both Gatsby and Stackbit, a strategic move to elevate the modern web development landscape. These acquisitions mark a significant expansion in Netlify's capabilities, combining the power of Gatsby's open-source framework with Stackbit's visual editing tools. This integration provides unprecedented flexibility for developers and marketers alike, positioning Netlify as a comprehensive solution for creating dynamic, composable web experiences. Netlify's vision for a more intuitive and inclusive web development ecosystem is now clearer than ever.
While we'd love to share every exciting update here, our newsletter can only hold so much. Stay tuned for more updates from our incredible portfolio companies in 2024.
Our growing team
The addition of Yael Shatsberg as the first analyst at at.inc/ is a milestone in our journey towards building a dynamic and insightful team. With a rich background in business strategy and public policy, Yael brings a unique perspective to our operations.
Events
Podcasts and panels
Our own Roni Bonjack participated in a panel dealing with crises and mental resilience for founders.
In an insightful episode of The Full Ratchet, Nick Moran interviewed Oz Alon of HoneyBook and Nadav Eylath. The conversation offered a deep dive into Oz's journey from bar owner to leading a $100M+ ARR company and Nadav's expertise in identifying unicorn startups at the incorporation stage.
Discussing what it takes to coin a term and build a category with Marc Porat of General Magic and Matt & Chris from Netlify.
Workshops
The first ever at.inc/ Fundraising Bootcamp, geared up for 2024, was a powerhouse of strategic insights. Led by industry experts Naomi Pilosof Ionita from Menlo Ventures, Chris Bach from Netlify, and the team at Enjoy The Work, the program focused on a tactical, metric-driven approach to fundraising. This initiative equipped founders with essential tools and knowledge, preparing them for success in a challenging fundraising environment.
Bring them home
We can't finish this year without remembering our loved ones. The last quarter of 2023 will be remembered as one of the darkest times in the history of Israel and the Jewish people. Our hearts are with our friends and families in Israel and we never stop thinking about the civilians who were kidnapped and have been in captivity for over 86 days. We hope that all of them come back soon and of course, for better times and peace comes to the region as soon as possible.
https://stories.bringthemhomenow.net/
Welcome 2024
Roni, Yael and Nadav