🕴️ Cybertim Ventures 🕴️

Selling Erebor 8 b valuation 10/0/0 Have big ticket

🕴️ Cybertim Ventures 🕴️ pinned «📚 CYBERTIM VENTURES — CONTENT LIBRARY Navigate by hashtag ↓ ━━━━━━━━━━━━━━━ #Education — VC Fundamentals ├─ Valuation Methods ├─ Term Sheets ├─ Cap Tables ├─ SAFE vs Priced └─ Due Diligence #Deal — Live Opportunities ├─ Pre-IPO Allocations ├─ Secondary…»

📚 CYBERTIM VENTURES — CONTENT LIBRARY Navigate by hashtag ↓ ━━━━━━━━━━━━━━━ #Education — VC Fundamentals ├─ Valuation Methods ├─ Term Sheets ├─ Cap Tables ├─ SAFE vs Priced └─ Due Diligence #Deal — Live Opportunities ├─ Pre-IPO Allocations ├─ Secondary Blocks ├─ Direct Cap Table └─ LP Swaps #News — Market Intel ├─ Funding Rounds ├─ IPO Pipeline ├─ M&A Activity └─ Regulatory #Insights — Analysis ├─ Sector Deep Dives ├─ Investor Psychology ├─ Pricing Dynamics └─ Exit Strategy #Review — Tools & Data ├─ Sourcing Platforms ├─ Investor Databases ├─ CRM Tools └─ Templates #MarketWatch — Macro ├─ PE/VC Trends ├─ LP Allocations ├─ Regional Markets └─ Interest Rates ━━━━━━━━━━━━━━━ 🔍 Search by hashtag in channel 📬 Deal access: DM @CybertimTim 📊 Sources: 475+ investor databases Last updated: Aug 2026

We are investing into *Moonshot AI (Kimi)’s Series G primary* round ($50B) with our own direct cap table SPV This would be our 3rd time investing. Write to invite you to join us as a co-investor &/or partner. *Details* •⁠ ⁠Valuation: *USD50B* •⁠ ⁠Share Type: *Primary shares* •⁠ ⁠Structure: *Cap Table SPV* - Moonshot I •⁠ ⁠Total Allocation: *USD500M* •⁠ ⁠Requirements: Minimum *USD10M*; LoI, PoF & investor profile required. •⁠ ⁠Timeline: Allocation *confirmation by 16:00, August 17; signing and wiring by 16:00, August 20. Allocation offered on a *first-come, first-served* basis. This is amid an *accelerated recent funding close* (last wed), *blockbuster K3 launch* (17/7), *a +ve global open source launch* (27/7), & *an anticipated HK IPO* in 6 months. PM us *ASAP* for full details, & to reserve your allocation. 🔥🔥🔥I AM DIRECT HERE - pls show your interest in dm @CEO_Cybertim

BUY SIDE Fuse Energy 20M Fireworks 50M no carry L1 Generalist AI 10M CommonWealth Fusion 5M Ayar Labs 1-15M no carry Cognition 1M, 5M Applied Intuition 1-3M Helion 5M Substrate 1.5 M Core Automation 5M

These are the direct buyers and sellers I'm currently working with. Let me know if anything looks like a fit. BUY SIDE Boring – $20–30M Neuralink – $50M Anduril – $50M ElevenLabs – $25M ElevenLabs – $20M ElevenLabs – $10M ElevenLabs – $2–3M Base Power – $5M Base Power – $200–300K Rapyd – $20M Anthropic – $50M Anthropic – $10M Anthropic – $1–3M Revolut – $100M Revolut – $10M ClickHouse – $10–20M Figure AI – $5M Isomorphic Labs – $10M OpenAI – $20M OpenAI – $1–3M Databricks – $1–3M Coralogix – $1–3M Lightmatter – $1–3M SELL SIDE Shield AI – $20M | $158 PPS | Preferred | Single Layer | 3/0/0 Perplexity – $3M | $62 PPS (~$17.8B valuation) | Single Layer | 0/0 Luma AI – $10M | $110–120 PPS | 0/0 | 3% Access Fees Anduril – Dual Layer | $120 PPS + Fees Anduril – $35–40M | L2 Parallel Vehicle | $115 PPS | 5/0/10 Deel – $500K–1M Prometheus – L1 Round Price | 7.5/0/0 | Min $1M | Max $10M Crusoe – L1 Round Price | 5/0/0 | Min $1M | Max $150M Tenstorrent – $5M | $3.2B Valuation | L1 | Series E Preferred Shield AI – $2M | $153.75 PPS | $12.62B Valuation | L1 | Series C Common ByteDance – $200M | $349.40 PPS | $575B Valuation | L2 | Series B Preferred Cyera – $10M | $19.93 PPS | $12B Valuation | L1 Replit – $30M | $248.26 PPS | $9B Valuation | L1 | Common Moonshot – $15M | $65.00 PPS | $24.7B Valuation | L2 Skild AI – $3M | L2 Lightmatter – $10M | $81.70 PPS | $4.48B Valuation | L1 | Series B Preferred Lightmatter – $5M | ~$88 PPS Figure AI – $10M | $175.40 PPS | $35.1B Valuation | L2 | Preferred Fireworks – $13M | $71.93 PPS | $15B Valuation | L2 | Common Dream Security – $3M | $3B Valuation | L1 | Preferred Fluidstack – $20M | $155.84 PPS | $18B Valuation | L2 | Preferred Redwood Materials – $10M | $43.00 PPS | $5.4B Valuation | L1 | Common ClickHouse – $7.7M | Preferred | L1 | 0/0 | Seeking ~$26B Valuation (~$278/share)

Bytedance 560 bn +5% Us ubos ok 0/0 structure

We have a clean $100 million Cursor position for sale at a $52.5 billion valuation via direct transfer. As you know, SpaceX holds a call option to acquire Cursor for $60 billion later in 2026. Recent reports (mid-to-late May 2026) state SpaceX plans to proceed with the acquisition ~30 days after its IPO, targeting a July 2026 close if the IPO occurs around June 12 Direct transfer of shares 2.5% total fees

Bids (Demand) ElevenLabs: $2m. $12bn valuation. --- Anthropic: $30m. Seeking best offers. Single layer SPV 0/0 --- Waymo: $5m. Single layer SPV 0/0. Seeking best offers --- Crusoe: $2m. Seeking best offers. --- anthropic --- Cartesia ai --- Cursoe ai --- Waymo --- Whoop --- Lightmatter --- Prometheus --- Skild AI — $6M @ $14B (highest priority) --- Physical Intelligence — primary $5–10M --- Prometheus — primary $20–40M --- Fluidstack — primary or secondary $10–20M --- Black Forest Labs — secondary $5–10M --- ElevenLabs — secondary $5–10M --- TensorWave — secondary $5–10M --- Temporal — ~$5M --- Rendr — ~$5M --- Baseten — secondary $5–10M --- Fireworks — secondary $5–10M --- Decagon — secondary $5–10M --- Rippling — secondary $10–15M --- n8n — secondary $5–10M --- DJI USD100m+ ticket Structure as simple as possible USD17bn val --- Asks (Offers) OpenEvidence: $5m available. $12.6bn valuation + fees. Dual layer SPV 0/0 --- Addepar: $600k available. $3/share. Single layer SPV 0/0 --- Perplexity: $4m available. $60/share. Single layer SPV 0/0 --- Lambda: $2m available. $50/share. Direct on cap table --- Anthropic 880B valuation Primary round shares L2 0/10 SPV fees 10% Access fees 150M - 300M available L2 has secured up to 300M from a prominent L1 GP who is leading this current pre-IPO round --- Prometheus $28B Val $300M block DTC 13/0/0 We are direct to seller gp --- Spacex 1,25T VAL 7/0/0 L2 I AM DIRECT TO THE GP --- REVOLUT 125B VAL L2 + FEES , US GP I AM DIRECT --- Apptronik $50M Direct cap table (for checks over $10M) or L1 Min check $5M $5B valuation + 10% one time fees --- Open AI Fund selling 730 bn valuation (discount to last round) 32mn left / 100 mln was whole block 0/0 L1 SPV Fees - 13% one off

Gunzilla nodes WTS 70+ rares 30+ epics 4+ legendary DM @CEO_Cybertim

Bids (Demand) Databricks: $2m. $210/share. Single layer SPV 0/0 ElevenLabs: $2m. $12bn valuation. Anthropic: $30m. $350bn+10%. Single layer SPV 0/0 Kalshi: $10m. $14bn valuation. Single layer SPV 0/0 Helsing: Up to $20m. Seeking best offers Applied Intuition: $20m. Seeking best offers Asks (Offers) ShieldAI: $5m. $165/share. Single layer SPV 0/0 TogetherAI: $7m available. $195/share. Direct on cap table VAST Data: $10m available. $54/share + fees. Single layer SPV 0/0. OpenEvidence: $5m available. $13.8bn valuation + fees. Dual layer SPV 0/0 Harmattan AI: $5m. $65/share + fees. Single layer SPV 0/0 Polymarket: $10m available. $11.5bn valuation + fees. Single layer SPV 0/0 Perplexity: $4m. $60/share. Single layer SPV 0/0 Anduril: $20m available. $71bn valuation + fees. Single layer SPV 0/0

Dealflow Supply *SpaceX* (KYC by Tuesday) 83M | 1.25T | 8.5/0/0 | L1 *Prometheus* (Keystone is GP) TBA *Shieldai* (Direct to GP) 90M | $153.7 pps | 3.5/0.5/0 | L1 *MoonshotAi* (Direct to GP) 18M | $18Bn | 3/1/10 | L1 *Polymarket* (Direct to GP) 100M | $151.7 pps | 1/0/5 | L1 *ByteDance* (Direct to seller mandate, POF needs to be from HK) 400M | $550Bn | 5/0/0 | DTC/L1 *Neuralink* (Direct to GP) 50M | $38Bn | 16/0/0 | L2 Demand *ElevenLabs* (DTC or L1) *Anthropic* (DTC or L1) *Andruil* (L1, No carry)

VC: Where Deals Actually Come From 885 VCs surveyed. Question: "Where do you find investments?" The breakdown: • 65% — referrals (warm intros) • 20% — proprietary sourcing • 15% — inbound Warm intros dominate. Not because they're "better" — selection bias already happened. If exited founder recommends you = social proof. The problem: Most founders know 10-20 VCs. If all said no — then what? Proprietary sourcing: • Crunchbase alerts by sector • Angellist filtering by stage • LinkedIn outreach to post-seed founders • GitHub trending repos Real inbound: Not "came to website, clicked submit." It's "emailed 6 months, ignored, traction hit $50K MRR, they reached out." The reality: VC professionals spend 50%+ time on sourcing. Not due diligence. Not board meetings. Sourcing. ❌ What doesn't scale: • Waiting for referrals • Reactive inbound • Cold outreach without strategy ✅ What works: • Building relationships 6 months before raise • Crunchbase alerts for relevant sectors • Following founders who just raised seed ↓ Action: Set up 3 Crunchbase alerts today. Follow 20 emerging VCs in your sector. Plant seeds 6 months ahead.

Cold Email That Works — Real Data 6 months. 200+ emails to top-tier VCs. Response rate: 2%. Changed strategy. Same product. Different targeting. Result: 12% response rate. 3 term sheets. What changed: • Targeted emerging/junior VCs instead of Sequoia-tier • Personalized subject lines with traction metrics • Used @company.com email, not Gmail • DocSend links (track opens) instead of attachments Email structure: 1️⃣ One-line founder intro — "Built X, previously Y" 2️⃣ Problem — "Customers lose $Z/month because..." 3️⃣ Traction screenshot — real dashboard, not mockups 4️⃣ Specific ask — "15-min call this week?" 5️⃣ Social proof — namedrop if you have it ❌ What fails: • "Hey [First Name]" — instant delete • "We're excited..." — marketing speak • Attachments — spam folder • Generic templates — obvious mass email ✅ What works: • Subject: "$23K MRR, fintech, 34% MoM growth — quick question" • Domain email (@company.com) • DocSend with open tracking • Personalized first line ↓ Action: Filter CRM by stage. Delete 70% who don't match. Send 5/day, not 50. Quality > Volume.

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Anduril L1 17/0/0 $60 B valuation POF LOI NEEDED DM @CEO_Cybertim

OpenAi L1 Valuation : 700B$ 3/0/0 NDA to be signed before the call Allocation is mostly for outside of US FO's DM @CEO_Cybertim

SpaceX L1 or Direct 200M$ ticket or above 14/0/0 POF needed to do a call - will connect to make that efficient

FIGURE AI Share Price: $160 Valuation: $32.4 Billion Minimum: $10 million L1 , 3/0/0

OPEN AI L1 3/0/0 Summary of OAI opportunity: * Seller To be disclosed upon LOI and NDA completed and meeting with seller's rep. ( we have sighted certificates and can confirm authenticity) * Block size: US500mm+ * Valuation: 715B * ⁠Min ticket size: US100mm * Share class: Preferred * Structure: SPV LP swap; SPV on cap * SPV manager - Reputable institutional GP * Verification? Share certificate sighted * Process: submit signed LOI. Arrange meeting with seller rep (to get confirmation of buy demand). * ⁠Timing: ASAP / FCFS