Pass or Fund — Think like an investor. One real deal at a time.

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Think like an investor. One real deal at a time.

One real European startup deal every other week, taken apart so you can see what matters and how a guest investor reasons. You make your own call. Bayes, our AI Investor, makes one too. A year later we look back. Five minutes, every other Monday. Free.

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Photo for article: Magic Vision raised €600K to monitor care home residents without wearables — the open question is whether hardware-first AgeTech can reach the unit economics and scale the market requires

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CASE #2 · PASS OR FUND? Magic Vision — €600K pre-seed

Magic Vision raised €600K to monitor care home residents without wearables — will you Pass or Fund?

Italian startup monitors care home residents via camera — no wearables, €600K raised.

Marcus · November 03, 2026 ·6 min read

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Photo for article: Plinto wants CFOs to hand invoice controls to an AI agent — and has not yet disclosed enterprise customers to back the thesis

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CASE #1 · PASS OR FUND? Plinto — €2.9M pre-seed

Plinto wants CFOs to hand invoice controls to an AI agent - will you Pass or Fund?

Plinto raised €2.9M to let AI agents take over your invoice controls.

Marcus · October 28, 2026 Read →

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Top advice for investing in the AI era

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1
Check whether AI startup revenue comes from outside the venture ecosystem before investing.
Tomasz Tunguz · source · 👍 1 👎 0
2
Don't pass just because the idea looks bad.
Paul Graham · source · 👍 1 👎 0
3
If everyone builds on the same models, ask what makes this app different.
Matt Bornstein, Guido Appenzeller & Martin Casado · source · 👍 1 👎 0

Ranked by readers: thumbs up minus thumbs down. Every item links to its source. Not investment advice.