Around the world, political and economic shifts continue to unfold, creating a landscape that demands clarity and conviction. At Metis, we stay committed to focus on the industries where our experience and network run deep — investing intelligently, operating with confidence, and supporting founders for building for the long term and scale sustainably.

We remain focused on our core competencies and ride through uncertain times, continuously delivering value and outperforming.

Starting with this issue, we'll share our insights on the five specific AI-driven verticals we've chosen to focus on, each critical to creating a sustainable future for people, businesses, and the planet. AI Apps / Digital Health / Cybersecurity / Fintech & Insurtech / Climate (Energy & Mobility).

AI's New Frontier: AI Apps

In late 2022, conversational AI became mainstream; by 2024, multimodal AI enabled us to seamlessly integrate diverse inputs and outputs. What's next?

We believe the next transformative leap is AI-native applications purpose-built around industry-specific needs; not merely as AI features, but as core foundational layers. Powered by specialized data and tailored models, these apps will displace legacy incumbents.

This evolution moves AI beyond generic tools, delivering tangible, strategic value at scale. And, it underpins our investment thesis: we invest in visionary teams creating AI-native applications that transform industries through vertical expertise and specialized intelligence, leading sustainable digital transformation.

Here`s our AI driven portfolio: more than half of the 60 companies we've backed since 2020 are building with AI at their core—developing industry-defining solutions that are shaping the future.

📦 Investing in Replenit

Today, retail represents a “paradox of choice”, saddled with endless products, volatile prices, and sizing roulette.

Replenit spun off from the unicorn customer experience platform Insider to build AI agents that make online shopping more predictive and intelligent so that products find the consumer, not the other way around.

Increasing the productivity and sustainability of e-commerce players, while saving time and resources for customers. Replenit’s vision: every product and customer deserves an AI agent - maximizing value on autopilot.

Sabahat shared more details in her latest blog:

🌍 Connecting Across the CEE Ecosystem

Replenit marked our sixth investment in Eastern Europe, further strengthening our presence in the region.

Mircea joined the CEE VC Summit 2025 in Warsaw, where top funds gathered to share insights on the evolving venture landscape and strategies for scaling globally. Kudos to Ewa and Konrad for raising the bar yet again with an exceptional event.

🔔 News from Metis Portfolio

• Vectroid demonstrated its ability to index 1 billion vectors in record time, showcasing the performance of its serverless infrastructure.

• Livad increased its revenue 6.3x in a year with a new Twitch Premium Video package featuring interactive livestream games via Amazon Ads.

• Wamo partnered with Uber to support hyper-localization across markets, accelerating growth and better addressing local needs.

• Flowla increased its revenue 5x in a year after launching its AI Autopilot, an AI Agent increasing the productivity of sales and customer success teams.

• Polymet launched its new Canvas, a collaborative space designed to streamline and expand the design workflow. 

• Wasp is trending on GitHub after surpassing 16K stars, emerging as the go-to full-stack framework for building production-ready web apps, faster.If you’d like to learn more about our portfolio, please reach out to Eylül.

💌 Best of Metis Emerge

• Mircea shares two common fundraising mistakes founders often make and how to avoid them.

• Ege shares how we built (and continue to evolve) our VC tech stack at Metis Ventures.

🤝 Search For Talent

📝 We're always on the lookout for smart, passionate individuals to join our team.Please fill out our talent form, and let’s get started!

Thanks for reading Metis Emerge!