Takeaways from the Latest Investor Roadshow
As capital markets stabilize and investors regain appetite for technology, the question has shifted from if to how to generate alpha. The answer, increasingly, lies in ecosystems that not only build technologies but connect them across sectors, borders, and missions.
During our most recent investor roadshows in London and Switzerland, one message stood out clearly: the next wave of alpha will come from collaboration. In a world where innovation cycles are shortening and competitive moats are eroding fast, no single ecosystem can scale alone.
Israel’s tech economy, a proven model of agility and resilience, offers a blueprint for where and how alpha is created today.
Unlocking Capital Towards Deep Tech Solutions
Across meetings with institutional investors, family offices, and multinational corporations, a shared recognition emerged: deep tech is entering its alpha phase. In fields like quantum computing, AI infrastructure, and advanced materials, Israeli startups are transitioning from research-heavy ventures to scalable, market-ready companies. But deep tech’s potential extends beyond core computing, increasingly driving impact sectors such as climate and agri-food technologies, where science-based innovation delivers both financial and environmental returns.
In climate tech, deep technologies like carbon capture, grid-scale energy storage, and AI-driven efficiency systems are moving from pilot to commercial deployment, offering investors exposure to long-term value creation as the world decarbonizes. In agritech, Israeli innovators are applying computer vision, data analytics, and synthetic biology to enhance yield, reduce waste, and build climate resilience across food systems. These solutions are rapidly becoming central to global food security strategies.
Deep tech offers durable value. Early investors in these domains are backing innovation and securing exposure to the technologies shaping future industries and advancing the global sustainability agenda. The challenge, and opportunity, lies in identifying teams capable of turning scientific breakthroughs into scalable, commercially viable products that can perform under real-world constraints.
“Israel has a great deal of innovation to offer in climate tech and related fields such as smart mobility, agritech, and energy tech. With its strong innovative backbone, domain-focused VCs, and robust government support for deep tech and climate technologies, it’s no wonder Israel continues to attract foreign investment and drive global-scale solutions.”
– Dr. Anat Bonshtien, Mobilion VC
Applying AI Innovation and the Role of Collaboration
At the London and Switzerland roadshows, AI dominated investor discussions. European and UK investors increasingly view Israel as a strategic hub for applied AI innovation where frontier research in machine learning, computer vision, and data infrastructure is being translated into commercial products at scale. Israeli startups are developing core AI infrastructure and sector-specific applications across cybersecurity, industrial automation, and predictive analytics, creating natural collaboration opportunities with Europe’s manufacturing and financial ecosystems.
This is where cross-ecosystem collaboration becomes essential. Pairing Israel’s AI ingenuity with European and Swiss strengths in capital, governance, and market access can accelerate commercialization and create alpha-rich outcomes for both regions.
“Israel is a prime entry point to global AI leaders. Valuations have reset, founders are executing with discipline, and resilience is translating into momentum – especially in AI infrastructure, cybersecurity, and industrial compute. Now is the time for UK and European investors to lean in and capture the opportunity.”
– Guy Pross, Partner at Lumir Growth Partners
Levering Synergies to Expand and Strengthen Shared Ecosystems
The London and Zurich conversations highlighted that alpha emerges at the intersection of ecosystems. Each region brings distinct advantages: Europe offers scale, governance, and institutional capital; Israel delivers agility, creativity, and breakthrough innovation; and the Gulf provides patient, strategic funding aimed at long-term diversification.
What is still missing are structured, intentional bridges between them. Joint investment vehicles, co-innovation programs, and shared data frameworks can turn complementary strengths into measurable outcomes. Investors attending the roadshow emphasized that while deal flow is healthy, coordination remains fragmented. To unlock true ecosystem alpha, collaboration must move beyond bilateral investments into multi-ecosystem partnerships that link startups, corporates, and investors in ongoing pipelines of innovation.
Such collaboration could include dedicated AI and climate tech accelerators, dual-market R&D centers, and joint sovereign innovation platforms that align capital with global sustainability and security priorities. These efforts not only derisk early-stage investments but also create visibility into scaling opportunities, turning regional expertise into shared global competitiveness.
Innovation Diplomacy & Geopolitical Strategy
Another recurring theme across the discussions was innovation diplomacy, defined as the convergence of technology, economics, and geopolitics as a new framework for regional cooperation and competition. Technology today is as much a strategic asset as it is a financial one. Investors and corporates who grasp this reality can access opportunities that remain hidden to traditional capital markets.
The growing collaboration between Israel, the Gulf states, and Western economies exemplifies this shift. These alliances are increasingly built around shared technological priorities such as AI, cybersecurity, renewable energy, and food security—areas that directly support both national interests and global stability. As regional economies from Saudi Arabia to the UAE accelerate their Vision 2030 agendas, they are looking to Israel and its partners for scalable, export-ready innovation to power diversification and resilience.
This realignment opens the door for investors to play a catalytic role: using capital not only to generate returns but to advance strategic partnerships that shape global tech corridors. By aligning investments with diplomatic initiatives, policy frameworks, and multinational R&D collaborations, investors can create compounding financial, geopolitical, and societal value.
In a fragmented world, innovation diplomacy offers a unifying strategy: connecting ecosystems through shared technological goals and positioning investors at the nexus of progress and influence.
“Over the past year, Israel’s founders and tech industry have shown remarkable resilience, continuing to innovate, raise follow-on rounds, and expand internationally despite an exceptionally challenging environment. Their determination and adaptability have strengthened the ecosystem, leading to companies that are leaner, more focused, and better prepared for sustainable growth. This resilience has opened a distinct window for international investors to engage with Israeli innovation at attractive valuations. As efforts toward de-escalation in Gaza progress and prospects for broader regional normalization gain renewed attention, a more stable environment could serve as a catalyst for long-term investment and collaboration. The alignment between Swiss capital’s long-term, impact-oriented perspective and Israel’s strength in applied technologies from AI and cybersecurity to digital health and climate tech remains particularly strong. Beyond financial returns, this is about contributing to solutions that address real global challenges and shape the next wave of sustainable growth. For those seeking both purpose and performance, Israel offers a truly differentiated opportunity.”
– Tal Mizrahi, General Partner at Crescendo Venture Partners
The New Alpha Framework
To outperform in tech today, investors need to think beyond financial engineering and into ecosystem engineering. The emerging formula is clear:
Invest early in deep tech before scalability becomes consensus.
Leverage AI-driven innovation by backing companies building core infrastructure, enabling technologies, and ecosystem collaborations that accelerate adoption across industries.
Bridge ecosystems by combining Israeli innovation with European capital, Asian markets, and U.S. networks.
Align with strategic and geopolitical trends that amplify technological relevance.
Use data-driven intelligence to identify emerging leaders before the crowd does.
A Shared Horizon
From the UK to Switzerland, the mood among investors was pragmatic but optimistic. The consensus is the world’s next growth cycle will be driven by real technology: hard science, deep data, and bold collaboration.
Israel’s ecosystem has proven that innovation thrives on constraints. As global capital seeks resilient, high-conviction opportunities, that same impatient, resourceful, and globally connected spirit will define where alpha is found next.
The future of tech investing will be co-created, across ecosystems, by those willing to share knowledge, take calculated risks, and invest where others hesitate. No more silos. That’s where the next generation of alpha lives.
