Deep33 Research
Investment Thesis
Deep33 is a specialist early-stage deep tech venture firm built around the physical infrastructure requirements of the AI supercycle. Its website describes the firm as backing frontier DeepTech founders solving hard problems in compute, energy, and automation, with the core premise that AI adoption is constrained by three physical walls: compute, energy, and manpower. The site says Deep33 exists to find, fund, build, and scale breakthroughs from the U.S. and Israel that can move from scientific depth to category-defining infrastructure companies.
The firm's public thesis is concentrated in four verticals: quantum, advanced energy, AI infrastructure, and robotics/autonomous manufacturing. On the homepage, quantum includes scalable architectures and post-quantum security; advanced energy includes data center energy efficiency, directed energy, and grid optimization; AI infrastructure includes specialized chips, data centers, and orchestration layers for production-grade AI systems; and robotics/autonomous manufacturing includes specialized robots and intelligence layers that extend AI into the physical world. Ynet and Quantum Computing Report both describe the same thesis as addressing bottlenecks in energy, computing capacity, and industrial autonomy that constrain the AI investment cycle.
Stage Focus
Deep33 should be modeled as an early-stage fund with strongest fit from Seed through Series B. The Information reported that the firm focuses on Seed, Series A, and Series B investments. The underlying company profile is not traditional SaaS inception risk; the firm appears to prefer companies that already have credible technical proof and are moving from post-research development toward commercial, industrial, or governmental adoption. For F4 matching, the best fit is a technical company with deep scientific or engineering defensibility, a plausible commercialization path, and a market tied to compute, energy, quantum, industrial autonomy, or critical infrastructure.
Check Size
The Information reported that Deep33 writes checks between $5 million and $15 million and expects to make roughly five to eight new investments per year. The fund launched with a $100 million first close toward a $150 million target, according to Ynet and Quantum Computing Report. That check-size profile makes Deep33 more relevant to priced seed and Series A/B rounds than to very small pre-seed rounds, although a frontier company with exceptional technical depth and strategic U.S.-Israel relevance may still merit outreach before a formal round.
Lead Tendency
Public sources do not prove that Deep33 always leads rounds. The available evidence supports a classification of lead-capable and syndicate-friendly. The fund size, $5 million to $15 million check range, expert-first model, and focused annual deployment plan suggest the firm can meaningfully shape rounds. At the same time, named deals such as Q-Factor and DualBird show Deep33 participating alongside larger syndicates led by NFX/TPY and Lightspeed respectively. F4 should treat the firm as capable of leading or co-leading when the company maps tightly to its thesis, but not assume lead-only behavior.
Recent Activity
Deep33 emerged from stealth on January 20, 2026, with a $100 million first close toward a $150 million inaugural fund. Launch coverage named QuamCore, CyberRidge, and Particle Labs as initial portfolio companies, with two additional stealth companies in oil-free fuels/chemicals and AI infrastructure optimization. The Information also identified DualBird as part of the early portfolio. In April 2026, Q-Factor announced a $24 million seed round led by NFX and TPY Capital with participation from Intel Capital, Korea Investment Partners, Deep33, and the Matias family. This is a strong post-launch activity signal and reinforces Deep33's focus on Israeli quantum computing infrastructure.
Portfolio Highlights
QuamCore is a superconducting quantum computing company. Its website says it is developing an architecture-first approach for fault-tolerant scalable systems capable of managing millions of qubits, with superconducting digital logic, error-correction-aware design, reduced cabling, and ultra-low power dissipation. CyberRidge is a post-quantum optical security company whose product pages describe a photonic layer approach that turns data in transit into optical noise to block harvest-now-decrypt-later attacks. Particle Labs is described in launch coverage as building compact, desktop-sized high-energy particle accelerator technology. DualBird is a data infrastructure company using FPGAs to accelerate data processing; SiliconANGLE reported that DualBird raised $25 million for a custom-chip-powered data processing platform. Q-Factor is a neutral atom quantum computing company pursuing a path toward million-qubit systems; its April 2026 seed round included Deep33.
Team
The firm is led by General Partners Lior Prosor and Michael Broukhim. Ynet reported that Prosor has invested in companies including Via Transportation, Digital Ocean, Lemonade Insurance, UVeye, and Carbyne, while Broukhim's investment portfolio includes SpaceX, Stripe, Hut8, and Groq. Lior Susan, founder of Eclipse Ventures, is chairman. The expert model includes Joab Rosenberg leading quantum, Yael Barsheshet leading AI infrastructure, Ori Amsalem leading energy, Yarden Golan handling government relations and grants, and Elram Goren advising on autonomous robotics. Ynet describes Rosenberg as a former Talpiot commander and quantum physicist, Barsheshet as an IDF Intelligence technical leader with AI infrastructure and cybersecurity investing experience, and Goren as co-founder and former CEO of Fabric.
Decision Process
The likely process is partnership-led with substantial technical diligence from vertical experts. Founders should expect review of scientific validity, engineering defensibility, commercial adoption timing, customer concentration, government or national infrastructure relevance, and the ability to unlock non-dilutive funding. Deep33's homepage describes Double D33P, a program intended to unlock multiple dollars of non-dilutive capital for every dollar invested, and Deep-to-Market, a go-to-government and prime-client access engine for defense, national infrastructure, and hyperscale industries. These programs indicate a hands-on investor that can help with grants, government access, and strategic customers, rather than a passive capital provider.
Founder Preferences
Deep33 is best for deeply technical founders with credible links to the U.S.-Israel technology corridor and products that can become foundational infrastructure. Ideal founders can translate hard science into commercial systems, sell to hyperscalers or industrial customers, and navigate government-adjacent procurement when relevant. The firm is not a strong fit for generic AI applications, commoditized SaaS, consumer products, or pure research projects without a clear commercialization path. It also appears less interested in kinetic defense-only companies than in dual-use infrastructure technologies with large commercial markets.
Geographic Focus
Deep33 is centered on the U.S.-Israel allied infrastructure corridor. Quantum Computing Report describes the firm as headquartered in New York with offices in Tel Aviv and Los Angeles, and Ynet says it has offices in Tel Aviv, New York, and Los Angeles. Matching should prioritize U.S. and Israeli companies, especially those that combine Israeli technical talent, U.S. industrial demand, and the potential to attract tier-one U.S. follow-on capital.
Sources
- https://deep33.com
- https://www.ynetnews.com/tech-and-digital/article/hjr30gphwe
- https://quantumcomputingreport.com/deep33-ventures-launches-150-million-fund-for-u-s-israel-deep-tech-corridor/
- https://www.calcalistech.com/ctechnews/article/ry6p1g6bwx
- https://www.theinformation.com/newsletters/dealmaker/fabfitfund-co-founder-launches-150-million-deep-tech-fund/
- https://thequantuminsider.com/2026/04/06/q-factor-emerges-from-stealth-with-24-million-and-backing-from-intel-capital/
- https://siliconangle.com/2025/11/05/dualbird-raises-25m-fpga-powered-data-processing-platform/
- https://www.quamcore.com/
- https://www.cyber-ridge.com/product