Deconstructing High-Growth AI Deals: A Deep Dive into AI & Agentic Systems
How do top investors evaluate high-conviction bets in 2026's fastest-growing sectors?
AI is actively restructuring global supply chains and capital flows. On May 12th, step inside the "Global Investment Engine" to see how we evaluate high-conviction deals.
Skip the theory. This closed-door session is built around real, active case studies designed for investors and builders ready to sharpen their investment judgment.
▍ Live DD: Inside the Deals
The fastest way to build investment judgment is to step inside a real deal. Our partners will deconstruct the internal Due Diligence (DD) logic behind three ventures currently on our radar:
🧠 Attention | Agentic AI for Revenue Management
The shift from software tools to autonomous agents is a massive architectural change. Attention is deploying agentic workflows that replace six fragmented tools, directly impacting B2B revenue.
Already hitting $10M ARR (3.2x YoY) with an astounding 219% enterprise NRR and a 10-month CAC payback. We'll unpack what makes their "3-layer Agent architecture" defensible against giants
📦SWAT.ai | AI-Driven WMS for Global Smart Logistics
As manufacturing decentralizes, the $1.8T global 3PL market must evolve from centralized hubs to agile networks. SWAT.ai is tackling this with a "McDonald's-style" franchised micro-fulfillment network.
Powered by an AI-driven Warehouse Management System (WMS) that cuts operational time by 35% and improves accuracy by 25%. Currently serving 225+ global brands, we'll deconstruct the specific infrastructure bets that make their model highly scalable.
💎Project #3 (TBA) | High-Conviction Deep Tech Deal
Details for this heavily vetted startup are strictly reserved for confirmed attendees.
▍What You'll Actually Walk Away With
This isn't a pitch event. It's a structured learning session on how top investors think:
How to evaluate AI companies when the category is still being defined.
What "market timing" actually means in logistics and agentic systems.
The specific financial metrics and risks our partners track before writing a check.
▍Confidentiality Notice (NDA)
This session involves non-public company data and proprietary investment analysis. Non-members are required to sign an NDA at check-in. Please arrive early.
📍Event Details
Date: May 12, 2026 (Tuesday)
Time: 6:30 PM – 8:30 PM (PDT)｜Registration & networking opens at 6:00 PM
Venue: Startup Island TAIWAN – Silicon Valley Hub
Fee: Free (RSVP required — subject to approval)
Refreshments: Light dinner provided 🥂
Ready to master the DD logic behind top AI deals? Click 'RSVP' to secure your closed-door seat!