Cavalry Ventures | Activity

Investment

Led Zelara's pre-seed round alongside Heartfelt and Angelinvest. Zelara is building an AI-native customer communication orchestration platform that uses generative AI and reinforcement learning to personalize brand-customer interactions.

Zelara

Zelara Cavalry Ventures

naplog.substack.comJUN 24, 2026

JUN 24, 2026

Essay

NAP thesis essay arguing that pure software layers over known workflows are being commoditized by frontier models. The defensible moats are physical assets, regulatory surface, captive operations, and domain expertise fused into products. AI makes hard, vertically integrated companies buildable by small teams.

AI is killing friction

Cavalry Ventures

naplog.substack.comAPR 27, 2026

APR 27, 2026

Investment

Participated in $5M seed round for AI-powered payments platform.

Grand

Grand Cavalry Ventures

businesspost.ieMAR 26, 2026

MAR 26, 2026

Essay

NAP thesis essay arguing that as AI agents become primary software operators, traditional human-centric UIs (dashboards, Kanban boards) break because they were designed for human cognitive speed. Argues software must transition from 'workbench' to 'cockpit' design paradigm.

Agents break the UI

Cavalry Ventures

naplog.substack.comMAR 25, 2026

MAR 25, 2026

Essay

NAP managing partner Stefan Walter published a major thesis essay on why the most valuable European AI companies will be built on industrial infrastructure (factories, mines, energy grids, labs) by expert founders with deep domain experience. Introduces the 'Trust Ceiling' concept and argues Europe's industrial context is its strongest AI moat.

You can't automate a factory with a guesser

Cavalry Ventures

naplog.substack.comMAR 4, 2026

MAR 4, 2026

Investment

Participated in Series A funding for voice AI sales platform.

VoiceLine

VoiceLine Cavalry Ventures

dealroom.coFEB 24, 2026

FEB 24, 2026

Investment

Led $4M seed round for AI-driven nature restoration platform.

Verna

Verna Cavalry Ventures

techfundingnews.comJAN 13, 2026

JAN 13, 2026

Investment

Led Ascentra Labs's £1.5M Pre-Seed for AI-powered consulting solutions.

Ascentra Labs

Ascentra LabsCavalry Ventures

uktechnews.infoDEC 2, 2025

DEC 2, 2025

Exit

Portfolio company Loctax exited.

Loctax

LoctaxCavalry Ventures

cbinsights.comOCT 2025

OCT 2025

Investment

Participated in Nothing's $200M Series C for AI-first consumer electronics.

Nothing

Nothing Cavalry Ventures

techcrunch.comSEP 15, 2025

SEP 15, 2025

Team Change

Fabian Krautwurst was promoted to Partner from Principal role at NAP.

Fabian Krautwurst promoted to Partner

Cavalry Ventures

nap.vcAUG 2025

AUG 2025

Team Change

Mey Cezairli joined NAP as Partner, bringing 5 years of investment experience from Project A Ventures.

Mey Cezairli joined as Partner

Cavalry Ventures

linkedin.comJUL 2025

JUL 2025

Investment

Led beSirius's €3M Seed round for AI-powered sustainability intelligence in metals and mining.

beSirius

beSirius Cavalry Ventures

tech.euAPR 15, 2025

APR 15, 2025

Cavalry Ventures Activity

Led Zelara's pre-seed round alongside Heartfelt and Angelinvest. Zelara is building an AI-native customer communication orchestration platform that uses generative AI and reinforcement learning to personalize brand-customer interactions.

NAP published a thesis essay explaining why they backed Zelara, an AI-native customer communication platform. Highlights their vertical AI thesis: backing domain experts building vertical AI for specific industries.

Participated in $5M seed round for AI-powered payments platform.

NAP thesis essay arguing that as AI agents become primary software operators, traditional human-centric UIs (dashboards, Kanban boards) break because they were designed for human cognitive speed. Argues software must transition from 'workbench' to 'cockpit' design paradigm.

Participated in Series A funding for voice AI sales platform.

Led $4M seed round for AI-driven nature restoration platform.

Led Ascentra Labs's £1.5M Pre-Seed for AI-powered consulting solutions.

Portfolio company Loctax exited.

Participated in Nothing's $200M Series C for AI-first consumer electronics.

Fabian Krautwurst was promoted to Partner from Principal role at NAP.

Mey Cezairli joined NAP as Partner, bringing 5 years of investment experience from Project A Ventures.

Led beSirius's €3M Seed round for AI-powered sustainability intelligence in metals and mining.