For much of the past decade, venture capital has been moving in one direction: specialization. Funds are starting to brand themselves as \u2018cyber-only\u2019, \u2018fintech-only\u2019, or \u2018defensetech-only\u2019, each promising deeper expertise and sharper focus.<\/p>\n\n\n\n
But in Israel\u2019s startup ecosystem, a counter-trend is growing that favors pattern recognition and intellectual flexibility over narrow vertical obsession. To understand this concept better, I spoke with Brian Sack, a partner at TLV Partners, an Israel-based early-stage venture capital firm.<\/p>\n\n\n\n
TLV Partners was founded in 2015 and specializes in early-stage investments, particularly in AI infrastructure, cybersecurity, developer tools, and cloud-native systems, as well as vertical AI across industries such as fintech, biotech, healthcare, and more. It has $1B assets under management, and has supported companies such as Next Insurance (acquired by Munich Re), Run:ai (acquired by NVIDIA), Granulate (acquired by Intel), Laminar (acquired by Rubrik), Aqua Security, Aidoc, Qodo, Port, and Quantum Machines, among others.<\/p>\n\n\n\n
He describes his approach as being a \u201cdisciplined generalist,\u201d which he explains as understanding how ideas migrate across sectors. \u201cWe want to look at every new technology trend, and we want to look at all verticals across the board,\u201d he said. \u201cWe\u2019re just extremely curious people. So we\u2019re always tracking up-and-coming technology trends\u2026 Over time, we\u2019ve realized that this has a huge impact as well on our strategy as a fund.\u201d<\/p>\n\n\n\n