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Fiskaltrust: The Austrian Fiscal-Compliance SaaS Warrant in Our Newchip Portfolio
Fiskaltrust is a Vienna-based software company building the compliance layer behind point-of-sale systems across Europe.
 • Val Kleyman
The Ferryman: Theseus’s Ship, Plank, or Rivet?
Kendall Roy stakes everything on “I am the eldest boy” because in that moment he believes he is the ship.
 • Val Kleyman
Dr. B Dental Solutions: The Dental Innovation Warrant in Our Newchip Portfolio
Dr.
 • Val Kleyman
Neuralink: Brain-Computer Interfaces on Our Pre-IPO Watchlist
Neuralink is entering a more consequential phase of the brain-computer interface (BCI) market.
 • Val Kleyman
The Ferryman: The Model and the Destination
Kendall Roy ends Succession beside the water, watched by Colin, with nowhere to go.
 • Val Kleyman
Cmax Systems: The Rapid-Deployment Shelter Warrant in Our Newchip Portfolio
What Cmax Systems builds
 • Val Kleyman
The Ferryman: Rights That Nobody Expected Anyone to Exercise
The Roy children spend Succession fighting over who deserves the chair.
 • Val Kleyman
Cohere: The Enterprise-First LLM Play on Our Pre-IPO Watchlist
Cohere is building a different kind of frontier-AI company: one designed first for enterprises that need control over data, deployment, and workflow…
 • Val Kleyman
The Ferryman: The Founder Is Not the Company
Kendall Roy’s final claim is “I am the eldest boy” because he never has another claim available.
 • Val Kleyman
PayNest Fintech: The UAE Payment-Processing Warrant in Our Newchip Portfolio
PayNest Fintech is a UAE-based payment-processing company that sits in a part of the financial-technology market where regional infrastructure and…
 • Val Kleyman
The Ferryman: The Chair and the Man - What Billions Teaches Us About Who Actually Creates Value
The neon Axe Capital sign comes back on.
 • Val Kleyman
Mistral AI at ~$15-20B: The European Frontier Lab on Our Pre-IPO Watchlist
Mistral AI is becoming a test of whether Europe can build a frontier-AI company with its own models, compute, and distribution. The Paris-based lab is…
 • Val Kleyman
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