Vertical AI wins: Lexroom. Also: Serenis, Lupa and State of Italian VC - Oct 7, 2025 #180
Description
The episode focuses on a number of Series A rounds, spotlighting Lexroom’s €16M for AI-assisted legal drafting, Serenis’ €12M amid explosive revenue growth, and Lupa’s €20M veterinary operating system. We argue vertical, domain-trained AI is winning where complexity is high, with “proof of love” (user delight) emerging as the decisive product metric. We highlight increasingly international syndicates and urge Italian founders to pitch EU and US investors from day zero to avoid later-stage bottlenecks. Roman-law commonalities make Lexroom’s expansion across continental Europe logical, while Lupa’s workflow unification underscores ROI-driven adoption. Serenis’ B2B wellness surge signals corporate readiness to fund mental-health infrastructure. Finally, we caution that bold “enterprise value” figures are mostly unrealized, so outcomes hinge on eventual distributions, not headlines.
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