Dear Friend,

If you missed The State of Embodied AI Q4 2025 webinar, you can still access the full analysis and insights.

We examined the significant capital reallocation underway—away from overhyped generalist AI solutions and into specialized robotics verticals that are delivering measurable returns and real-world deployment at scale. Our special guest and robotics expert, Sridhar Solur, CEO of Kenmore/Diehard, spoke about the effect of robotics in the home of the near future.

Key takeaways from the session:

• Slide 8: Major funding rounds in embodied AI with quarter-over-quarter growth metrics

• Slide 9: Deployment scale and ROI data driving current institutional investment

• Slides 26-30: High-priority sectors and emerging investment opportunities we're tracking

For Institutional and Private Investors:
If you're exploring investment opportunities in embodied AI and robotics, we'd welcome a conversation about our thesis and deal flow. We're actively working with LPs who share our conviction that the next wave of AI value creation may come from physical-world applications.

Interested in learning more? Please reply to this email. 

We're happy to discuss:

• Our investment framework and sector focus

• Current pipeline and co-investment opportunities

• Market dynamics and competitive positioning in key verticals

Best regards,

Information provided by Mavka Capital. Securities are offered through Finalis Securities LLC, a member of FINRA/SIPC. Mavka Capital and Finalis Securities are separate, unaffiliated entities. The information contained in this message does not constitute legal advice and should not be considered an offer to purchase or a solicitation to sell securities or any other financial instruments; it is for informational purposes only.