Three investors and lifelong operators in Tel Aviv, London, and Zurich investing in pre-seed and seed startups in AI-Native B2B, Health Tech, and Climate Tech.
Fund II · $25M target · 25 companies · minimum $500K (Founding LP $1M)
Anticipated first close: July 1, 2027
This introductory presentation (the "Presentation") has been prepared solely to provide certain prospective investors with information concerning a potential investment in Trivera Ventures II, LP (the "Fund"), a fund which will be managed by Trivera Ventures Ltd. or an affiliate thereof (the "Sponsor"). This Presentation does not constitute an offer to sell or a solicitation of an offer to purchase interests in the Fund, or any product or service, and is for informational purposes only and may not be used or relied upon in evaluating the merits of investing in the Fund. This pitch deck is intended solely for the specific, eligible investor to whom it was addressed. Access is restricted to registered email addresses, and the contents may not be reproduced, forwarded, or distributed, in whole or in part, to any other person. An offering of interests in the Fund will be made only by means of a limited partnership agreement and subscription documents (the "Fund Documents") and in such jurisdictions where permitted by (and in compliance with) law. No offering of interests in the Fund may be made by any literature, advertising, or document in whatever form other than the Fund Documents.
Interests in the Fund have not been and will not be registered under the United States Securities Act of 1933, as amended (the "Securities Act"), the Israeli Securities Law, 5728-1968 (the "Israeli Securities Law"), or the securities laws of any other jurisdiction and the interests may not be offered or sold in any jurisdiction unless that offer and sale are registered under applicable securities laws, or an exemption from the registration requirements is available. The Fund is intended to be registered as a private fund with the Cayman Islands Monetary Authority ("CIMA") pursuant to the Private Funds Act (As Revised) of the Cayman Islands; such registration does not imply that CIMA has approved the Fund or passed upon the adequacy of this Presentation or the merits of investing in the Fund. The Fund relies on exemptions from registration under the United States Investment Company Act of 1940, as amended (the "Investment Company Act", and together with the Securities Act, the "U.S. Acts"). Investors in the Fund will not benefit from the rules and regulations for the protection of investors, including the U.S. Acts.
This presentation is intended only for such persons to whom it can be provided under applicable securities laws, including (a) with respect to U.S. prospective investor, "Accredited Investors" as defined in Regulation D under the Securities Act, and (b) with respect to Israeli prospective investors, to "Qualified Investors" as defined in the First Schedule to the Israeli Securities Law.
The information contained herein is intended to illustrate the terms and purpose of the Fund. The information herein is qualified in its entirety by the Fund Documents, which may qualify, and materially differ from, the information and opinions contained herein. Moreover this introductory presentation is not inclusive and does not purport to contain all of the information that investors may need or desire in order to make a conclusive investment decision. The information contained herein is unverified and prospective investors should take appropriate measures to verify the same. No representation is made by the Sponsor as to the accuracy or comprehensiveness of the information contained herein. There are no assurances that the stated investment objectives of the Fund will be met.
This presentation may contain "forward-looking statements" regarding, among other things, the Fund's anticipated investment strategy, targeted returns and future performance. Insofar as any statements made in this presentation involve matters of opinion, assumptions, projections, anticipated events or estimates, whether or not expressly stated, they are set forth as such and not as representations of fact, no representation is made as to their accuracy or that all appropriate assumptions relating thereto have been considered or stated, and actual results may differ materially from those set forth, projected, forecast or estimated herein as a result of known and unknown risks and uncertainties. No warranty or representation is given with respect to any income or expense of a property, or the future projected financial performance thereof. Past performance of any manager or principal is not indicative of future results. Investment results will fluctuate due to a number of factors including, but not limited to, economic conditions, regulatory climate, expenses and more. The Sponsor and the Fund undertake no obligation to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required by applicable law.
The investment thesis and terms reflected herein are intended to be illustrative and are based on Trivera's current views, assumptions and expectations, which are subject to change without notice. These terms are merely a statement of intent reflecting our current investment philosophy and is not a binding investment objective, strategy, or guarantee, and there can be no assurance that any such outcome will be achieved. The actual terms of the Fund's investments will be determined by the Fund Documents and the applicable documents related to each underlying deal and may differ from the illustrative investment terms reflected herein.
Certain statements in this presentation regarding the Fund's intended investment strategy, targeted returns, expected portfolio construction or anticipated use of proceeds reflect the current intentions, plans and objectives of the Sponsor as of the date hereof and are provided for illustrative purposes only.
A complete list of all investments made by the Fund is set forth on page 10 of this presentation. This presentation also includes a sample pipeline reflecting three investments currently in diligence and other companies of interest to the Fund, which are shown on page 10; there is no assurance that the Fund will complete an investment in any such company or that any such investment, if completed, will be successful.
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Prospective investors presented with this Presentation agree to hold inviolate and keep secret all knowledge or information, processes, know how, and other confidential information made known to it or otherwise acquired by virtue of this Presentation and shall not disclose the information in the Presentation to any other person, firm, corporation, or other entity.
Past performance is not a guarantee of future results.
You should not construe the contents of this presentation or any prior or subsequent communications from the Fund, its principals and their respective affiliates as legal, tax, regulatory, accounting or investment advice. You should consider the proposed investment, and the legal, tax and other consequences thereof and conduct your own analysis with respect thereto, together with your own professional advisors. In particular, you should inform yourself as to the legal requirements and tax consequences within the country of your citizenship, residence, domicile and place of business.
AI and deep technology are changing the world. Today. Time-to-value is collapsing. What took years - building a company to revenue, bringing a diagnostic to patients, getting clean energy technology to paying customers - now takes months. Three sectors are at the forefront of this change: AI-Native B2B is rewriting entire industries, Health Tech is transforming how care is delivered, and Climate Tech is rebuilding how the world is powered.
Companies founded today reach market in months and scale on a fraction of the capital - which moves the venture-scale outcome earlier, and makes pre-seed and seed the point of entry.
We believe pre-seed entry valuations in Israel, the UK, and DACH have not yet fully repriced to reflect this compression. They will, as multistage and strategic capital moves down-stage into seed3 - which is why the 2026–2027 vintage is the one to own.
1 FDA - 1,000+ AI-enabled medical devices cleared, ~95% via the 510(k) pathway. 2 LLNL energy-flow analysis - ~65% of US primary energy rejected as waste heat. 3 PitchBook, 2026 US Venture Capital Outlook - multistage firms moving into the early-stage ecosystem, pressuring valuations.
This description of market trends reflects Trivera's current views and assumptions only, are forward looking and are subject to change without notice; actual developments may differ materially.
Trivera is a pre-seed and seed fund investing across Israel, the UK, and DACH in AI-Native B2B Solutions, as well as Health Tech, and Climate Tech startups - leveraging our operator experience and cross-border relationships to support adoption and growth.
Vertical AI, enterprise transformation, and intelligent software redefining how businesses operate and scale. Why now: the AI revolution.
Diagnostics, digital health, medical devices and deep tech transforming patient outcomes. Why now: soaring cost of treatment, longevity - we live longer - aging populations and workforce shortages.
Decarbonization, resource efficiency, and resilient infrastructure, including deep-tech. Why now: regulatory pressure and the energy transition.
Bottom-up: Trivera analysis based on 2024–2025 regional funding data from Beauhurst, KfW, EY and Startup Nation Central. Estimated ~1,500 pre-seed and seed rounds annually across Trivera’s three target verticals - AI-native B2B, Health Tech and Climate Tech - and three target geographies - Israel, the UK and DACH - generally at ≤$15M post-money. No single source reports this exact filtered dataset. References: Beauhurst, State of UK Investment H1 2025; KfW, VC Dashboard 2025; EY, Startup Barometers; Startup Nation Central, Israeli Tech Funding 2025.
1–3 Grand View Research, 2030 projected global market revenues: global AI - $1.8T; digital health - $1.5T; clean technology - $1.8T. Global AI is used as a broad market-opportunity proxy for AI-native B2B; figures do not represent Trivera’s directly addressable market. 4 Startup Nation Central - Israel holds one of the world’s highest startup densities; AI companies are ~30% of the ecosystem and draw ~47% of its funding. 5 Mordor Intelligence / EIT Health - Germany holds the largest share of Europe’s digital-health market and is Europe’s largest healthcare market. 6 Z/Yen Global Green Finance Index - London ranked the world’s #1 green-finance centre across five consecutive editions.
References to "why now" drivers and other market trends reflect Trivera's current views and assumptions only, are forward looking and are subject to change without notice; actual developments may differ materially.
A cross-border team that has built, scaled, and exited technology businesses - as founders, executives, and investors. All three partners work on Trivera as their primary professional commitment.
Co-Founder & Managing Partner
Founded and sold Asperii (acquired by Aman Group) - 25+ years building enterprise software, cybersecurity, and AdTech companies, from inception to acquisition
Began as a technology architect - deep in product architecture and defensible innovation; expertise in enterprise sales and the global Salesforce ecosystem
Led international expansion initiatives and high-stakes strategic transactions across the US, Europe, and Israel
Active angel investor and advisor - supporting founders on GTM, fundraising preparation, and international market entry
Co-Founder & Managing Partner
25+ years building and scaling businesses across venture-backed, private-equity-backed, and public companies, as well as global technology and financial institutions such as PayPal, Citi, HSBC, Amdocs, and Tide
Former COO / Co-CEO of high-growth startups with expertise in M&A, enterprise GTM, software development, and AI transformation
Active angel investor; mentored dozens of startups through Zinc, Barclays Techstars, and Startupbootcamp
B.A. in Computer Science; MBA from the University of Michigan
Co-Founder & Managing Partner
Former CIO & Deputy CEO of Ogen, Israel's leading fintech lending platform - led its digital and operational transformation through rapid growth
20+ years in institutional finance: private banker at Clariden Leu (Israeli desk); investment management at MMG Zurich
Established MMG Wealth, the group's Swiss family office
Active early-stage investor; evaluated hundreds of startups; deeply connected in the Swiss and Israeli ecosystems
Information Systems Engineering + M.A. in Law
The three of us have personally invested our own capital in ten startups as angels.
Every deal is evaluated and scored based on the Trivera thesis fit and criteria.
Entry price, ownership, dilution, and reserves are all defined before the first check, on the engine and discipline built in Fund I.
Capital, networks, and cross-border access compound at every stage - moving each portfolio company closer to its next round and, ultimately, a credible exit.
Brought additional co-investors into the round.
Brought additional co-investors into the round and hands-on GTM support.
Co-hosted a UK & Germany market-entry summit for HealthTech founders with R.S NESS Group and Munich MedTech.
This description of market trends and investment thesis reflects Trivera's current views and assumptions only, are forward looking and are subject to change without notice; actual developments may differ materially. This investment thesis is a goal only and does not constitute a promise, projection or guarantee of any particular outcome, and there can be no assurance that this investment thesis will be achieved or implemented as described. There is no assurance that the Fund will complete investments in accordance with this thesis or that any such investment, if completed, will be successful.
An AI-native engine that runs a six-stage process, having assessed 400 companies in Fund I's first six months and applying institutional-grade rigor to back Fund II's 25 companies. The engine owns coverage; every decision is made by the three of us.
Fund II scales the same Fund 1 engine, thesis, and discipline.
Portfolio · Invested
A video platform that connects people with peers for mental health and emotional support, guided by AI and overseen by psychologists - a more affordable, accessible alternative to traditional therapy.
Live B2C product · paying users · equity (SPA), Feb 2026
A deep-tech clean energy startup with patented technology converting wasted heat - from ships, data centers, and industrial plants - into usable power or cooling, efficiently and at scale.
TRL 4–5 · 2 patents + 2 PCT filings · 5+ LOIs · PoC in BAZAN's operating refinery · SAFE, July 2026
The data company for sustainable procurement - AI turns raw supplier, emissions, and cost data into verified numbers procurement teams can trust.
Live on SAP Store · ScandiStandard a named paying customer · equity (SPA), June 2026
Sample Pipeline
Data orchestration and cleaning for the fragmented wealth-management industry - the data layer powering platform transfers, analytics, and AI workflows.
The AI visibility layer for brands: measures how they appear in AI answers - the new front door of discovery - and autonomously fixes what’s broken. Distributed through agencies and platforms, reaching thousands of brands per partner.
Precision thermal imaging detecting pre-ulcerative inflammation in diabetic feet weeks before onset - AI diagnostics for skilled nursing facilities and hospitals.
AI-driven M&A platform automating deal matching, valuation, and due diligence for SME buyers and sellers.
Solid-state hydrogen for long-duration, on-site zero-emission power - modular, deployable systems for data centers and mission-critical infrastructure in grid-constrained environments.
A handheld, AI-powered hyperspectral imaging scanner detecting residual cancerous tissue in real time during surgery, reducing re-operations.
"Portfolio · Invested" reflects all closed investments as of 31 July 2026. "Sample Pipeline" reflects investments in diligence or with whom Trivera is in discussions as of 31 July 2026. There is no assurance that Trivera will complete an investment in any such company or that any such investment, if completed, will be successful.
Disciplined capital allocation, structured oversight, and a multi-layered risk framework.
No single position exceeds 20% of investable capital (~$4.5M) at cost, including reserves.
Sector mix held to ~50% AI-Native B2B · ~25% Health Tech · ~25% Climate Tech, with geographic balance across Israel, the UK, and DACH.
Where secondary pricing is attractive we expect to sell positions rather than hold to exit.
Capital deployed in tranches tied to pre-agreed KPIs, limiting downside on underperformers.
All Investment Committee decisions governed by our proprietary framework - structured, objective, documented, transparent to LPs upon request.
Periodic reporting, portfolio dashboards, and LP advisory committee oversight - supported by Perryllion (fund administration and CFO), EY (audit), and Meitar (legal).
| Fund Terms | |
|---|---|
| Fund type | Closed-end fund · Cayman Islands [+a potential UK sleeve] |
| Target size | $25M |
| Initial check | ~$400–650K (~$540K average) |
| Follow-on reserve | 40% of investable capital |
| Management fee | 2% annually · Founding LP class: [TBC] |
| Carried interest | 20% · Hurdle: 6% preferred return · Waterfall: American (deal-by-deal), with GP clawback |
| Max single position | 20% of investable capital (~$4.5M) at cost, including reserves |
| Minimum LP ticket | $500K · Founding LP $1M |
| Fund I investor class | [TBC] |
| GP commitment | 1% |
| First close | July 1, 2027 |
| Fund term | 8 years + 2-year extension · deployment over ~3 years |
| Admin / Legal / Accounting | Perryllion / Meitar / EY |
The actual terms of the Fund's investments will be determined by the Fund Documents and the applicable documents related to each underlying deal and may differ from the illustrative investment terms reflected above. Fund I investors may receive preferred terms for future funds; any such right reflects Trivera's current intent and is subject to being documented in the Fund I limited partnership agreement and the definitive Fund II documents. There can be no assurance that Fund II will be launched or successfully raised, or that these or any preferential terms will ultimately be offered.
Fund II: $25M target · minimum investment $500K · first close $8M · anticipated July 1, 2027.
Data room available upon request.
Guided by Purpose. Driven by Performance. · Private & Confidential
The purchase of interests of the Fund is suitable only for sophisticated investors for whom an investment in the Fund does not constitute a complete investment program and who fully understand and are willing to assume the risks involved in the Fund's investment program.
No governmental authority, including but not limited to the U.S. Securities and Exchange Commission, CIMA, the Israeli Securities Authority, or any other regulatory authority, has approved or disapproved the merits of an investment in the Fund or passed upon the accuracy or adequacy of this presentation or any other document relating to the Fund. Any representation to the contrary is unlawful.
No person has been authorized to make any representations or furnish any information with respect to the Fund or the interests, other than the representations and information set forth in this presentation or other documents or information furnished by the Fund upon request, as described above.