Why biotech patents are worth hundreds of billions (and where AI actually changes the game)
A software VC’s take on why patents are the real prize in biotech, why a good one can be worth hundreds of billions, and the one part of drug development where AI genuinely moves the needle. There’s been a run of good biotech talk on X (formerly: Twitter) lately. Dr. Yaniv Erlich’s “four horsemen of […]
“We’re back to our basic principles of looking at the founders in front of us”
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 described our conviction that the world was changing – that modern conflict no longer plays out solely on the battlefield, but across multiple […]
Bringing Autonomous AI to Cloud Defense – Our Investment in Copperhelm
We are thrilled to lead Copperhelm’s $7 million Seed round, joined by Icon, toDay Ventures and SaaS Ventures Israel, to define a new category: Agentic cloud security – systems that don’t just surface risk, but investigate and remediate it autonomously in production environments.
The Art of Being a “Disciplined Generalist” in Investing
Mapping 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 companies that will win,” says Yonatan Mandelbaum, partner at TLV Partners.
Israel’s AI Infrastructure Opportunity
Israel’s AI infrastructure ecosystem is entering a new era. As the industry shifts from training and inference to agents, new opportunities are emerging in models, agentic infrastructure, and AI integrity.
“In a world where cash is king and fundraising cycles are longer, companies with strong retention will be rewarded”
“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 overlooked opportunities in CTech by Calcalist’s 2026 VC Survey. From resilient revenue and efficient growth, to why he believes legal, accounting, insurance ops, and construction may be the next big AI wave.
“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 for in early-stage founders.
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 in their lifetimes.
Backing Onfire – Redefining AI for Revenue Teams
Onfire is emerging from stealth with $20 million in funding and a product already trusted by some of the world’s leading software companies.
Rethinking Israel’s Place in AI: Introducing the TLV AI 50
Discover the TLV AI 50 – a collection of 50 influential Israeli AI leaders proving Israel’s deep impact on global AI innovation and research.
Why We Bet Big on MetalBear
We are extremely excited to be partnering with Aviram Hassan (CEO) and Eyal Bukchin (CTO) and leading their $12.5M Seed round along side TQ Ventures, MTF, and Netz Capital, as well as prominent angel investors including David Cramer, co-founder of Sentry, and Ben Sigelman, co-creator of OpenTelemetry.
5 Takeaways from our Equity Benchmark Survey
Discover 5 key insights from TLV Partners’ survey on startup equity grants. Learn how early-stage founders at Seed and Series A can use stock options to attract and retain talent more effectively.
The 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.
From Elite Research to Agentic Defense: Our Investment in Cyata
TLV Partners is proud to lead the seed round in Cyata, a groundbreaking security startup redefining how enterprises protect against AI agents. Learn why we believe their technical team and vision for Agentic Security are unmatched.
The Generational Moment in PropTech
Discover how PropTech is evolving from simple digitization to AI-powered orchestration. Explore the rise of Israeli startups leading the next real estate revolution.
Code-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 rethinking the entire operational model,” writes Ophir Shay of TLV Partners.
Why We Invested in Bonfy.AI
As GenAI becomes embedded in everything from email to code to customer communication, the line between human- and AI-generated content blurs. Sensitive information flows faster, gets repurposed endlessly, and often bypasses the traditional security stack entirely.
“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.
What’s in a Moat?
In the AI era, traditional moats like tech and data are fading. Here’s why brand may be your startup’s strongest advantage.