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The New Battlefield: Our Investment in Airis Labs
In November 2023, in the immediate aftermath of October 7th, we published a piece called Patriotism as a Service. In it, we called on Israeli founders to build software-first defense companies. We...
View ArticleBringing Autonomous AI to Cloud Defense – Our Investment in Copperhelm
Engineering teams are shipping code faster than ever, fueled by AI. But cloud security workflows still rely on humans to triage alerts, investigate context, and decide on remediation – a model that...
View ArticleThe Art of Being a “Disciplined Generalist” in Investing
The post The Art of Being a “Disciplined Generalist” in Investing appeared first on TLV Partners.
View ArticleMapping Israel’s AI infrastructure opportunity
Data centers, sovereign models, and “AI integrity” emerge as the next battleground. “The shift from training to inference to agents isn't just a change in bottlenecks. It's a change in the types of...
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Israel’s AI Infrastructure Opportunity
A lot has changed since we last mapped Israel’s machine learning infrastructure ecosystem. It’s been nearly eight years since our first landscape and seven years since the sequel, and if you told us...
View Article“In a world where cash is king and fundraising cycles are longer, companies...
“In a world where cash is king and fundraising cycles are longer, companies with strong retention will be rewarded.” Ophir Shay shares how we think about valuations, AI agents, productivity, and...
View Article“The bar has really risen for what outcomes Israeli founders are aiming for”
Yonatan Mandelbaum, Partner at TLV Partners, speaks to CTech about fundraising and tech sector trends over the past year, including why Israel held strong, his expectations for 2026, and what he looks...
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Building Homes With AI – Our Investment in Spacial
Housing is one of the foundational engines of modern economies. The oft sought after “American Dream” is defined by homeownership. Homes are also the single largest purchase that most people will make...
View ArticleBacking Onfire – Redefining AI for Revenue Teams
Companies selling to IT, security, and data buyers operate in one of the toughest markets out there. Their buyers are technical, skeptical, and allergic to noise. They don’t buy because of automation...
View ArticleThe legitimacy paradox: What drives or destroys tech sectors
“One of the hardest parts for both VCs and for employees is actually being able to figure out when a problem is fake and when it is real,” added Shahar Tzafrir, Managing Partner, TLV Partners. The post...
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Rethinking Israel’s Place in AI: Introducing the TLV AI 50
There’s a narrative circulating throughout the local ecosystem that Israel has fallen behind when it comes to AI. Compared to the cybersecurity sector, where Israel is widely recognized as the global...
View ArticleWhy We Bet Big on MetalBear
Investing in developer tools is tough! Developers are some of the most opinionated and discerning buyers out there. They don’t get easily sold on hype, and they don’t tolerate mediocre products. To...
View Article5 Takeaways from our Equity Benchmark Survey
We recently undertook a comprehensive survey of our portfolio companies’ option grants practices, allowing us to provide our companies with equity benchmarks for a range of roles at the Seed and Series...
View ArticleFrom Elite Research to Agentic Defense: Our Investment in Cyata
We are excited to announce that TLV Partners has led the seed round in Cyata. Israel produces incredible technical talent, so it’s rare to be genuinely blown away by a founding team’s technical...
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The Generational Moment in PropTech
We’ve been building since the beginning of civilization. From the Great Pyramids to the skyscrapers of today, the built world has always relied on technology. Not always digital, of course – but...
View ArticleCode-driven real estate: Israel’s next proptech revolution
"The future of real estate will be managed by code. The Israeli startups that will succeed in the coming decade won’t be the ones building another software layer on top of old systems, but those...
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Why We Invested in Bonfy.AI
I don’t typically invest in cybersecurity. But every once in a while, a founding team walks in with so much depth, experience, and clarity — it changes the conversation entirely. That was the case with...
View Article“We made another investment the morning after the war with Iran began”
TLV Partners’ Shahar Tzafrir says Israeli startups are prepared, determined, and functioning without pause. The post “We made another investment the morning after the war with Iran began” appeared...
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What’s in a Moat?
Historically, successful tech companies relied on moats like proprietary technology, network effects, or unique datasets in order to establish dominance over a market. But in the current AI age, one of...
View ArticleReimagining Enterprise Software: Why We Bet on Unframe
When I met Shay, Larissa, and Adi, Unframe’s founders, I immediately knew they were building something fundamentally different. Their product story wasn’t just another take, it was a complete break...
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