.jpg)
Message From The Team
We wish you a happy and peaceful holiday season. In November, Israeli tech saw a flurry of investment and M&A activity with $700M raised across 17 startups and major cybersecurity acquisitions driving exits. At F2, we recently closed term sheets for two growth rounds alongside new seed investments across fintech and cyber. In a recent interview, F2 GP Maor Fridman discussed the resilience of Israeli founders and spotlighted the most compelling investment opportunities in AI.
Sector Spotlight
AI-powered startups are no longer just providing software access—they’re redefining value by linking pricing directly to outcomes and results. This evolution from Software-as-a-Service to Service-as-a-Software is fueling substantial growth, with AI-enabled SaaS models outpacing traditional software in both revenue generation and customer adoption.
Recent data from Stripe highlights how AI-driven companies are achieving revenue milestones far earlier in their lifecycle compared to non-AI tech startups. These insights come at a critical time, as investors examine the economic potential of generative AI and the anticipated returns on Big Tech’s trillion-dollar investment in the computing infrastructure needed to support this transformative technology in the year ahead.
F2 VC Portfolio News
- Zero Networks appoints Moshe Strenger as VP Engineering.
- Dataloop partners with Nvidia to accelerate multimodal data preparation pipelines for LLMs.
- Parametrix was named a finalist in the 2025 Cyber Insurance Awards Europe for both "Technology Provider of the Year" and "Cyber MGA of the Year."
- F2 made a new seed investment along with strategic co-investors to build threat modeling platform for security architects.
What We're Reading
Nvidia Surpasses Apple as World's Most Valuable Company | CNBC
Breaking Down the DOJ’s Plan to End Google’s Search Monopoly | The Verge
What Trump Means for Silicon Valley | The Washington Post
New F2 Report Reveals Key Opportunities to Capitalize on AI | CTech
F2 GP Previously Backed Innovid Sold at 94% Premium | Globes
