Deep Tech Catalyst
The Scenarionist
Learn every week from global investors and experts how to turn your scientific discoveries into investable Deep Tech startups.
At The Scenarionist, we connect the dots across science, capital, and industrial execution by tracking the patterns, inflection points, and market shifts that matter most, every week.
Subscribe for free to our newsletter and join 2,600+ Deep Tech founders, investors, and operators already in the loop.
Every week, you’ll find curated food for thought. Check it out: https://www.thescenarionist.com/p/what-is-the-scenarionist
At The Scenarionist, we connect the dots across science, capital, and industrial execution by tracking the patterns, inflection points, and market shifts that matter most, every week.
Subscribe for free to our newsletter and join 2,600+ Deep Tech founders, investors, and operators already in the loop.
Every week, you’ll find curated food for thought. Check it out: https://www.thescenarionist.com/p/what-is-the-scenarionist
Episodes
Mentioned books
Jan 23, 2026 • 30min
Mining Tech from Lab to Exit: Focus, ROI, and Capital Efficiency. A chat with Alexandre Cervinka, Exited Founder (Newtrax Technologies) and Angel Investor.
Host: Nicola MarcheseGuest: Alexandre Cervinka, Exited Founder (Newtrax Technologies) and Angel Investor.#DeepTech #Startups #Founders👉 Don’t miss our curated pieces and special editions. See clearly, decide with discipline, and move first in Deep Tech—subscribe to our newsletter:https://www.thescenarionist.com/ Disclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Jan 16, 2026 • 32min
Deep Tech IPO Roadmap: Investors, Metrics, Roadshow. A chat with Adam Bergman, Managing Director @ EcoTech Capital
Adam Bergman, Managing Director at EcoTech Capital, draws on 30 years of investment banking experience to discuss the ins and outs of public offerings for clean tech companies. He reveals why startups might prefer an IPO over acquisition, emphasizing deeper capital access and credibility. Adam highlights the metrics that make a strong IPO candidate, from target revenue to profitability benchmarks. He also shares the importance of a two-year pre-IPO preparation timeline and strategic KPIs, warning against the pitfalls of missing guidance during the critical roadshow phase.
Jan 9, 2026 • 32min
The Autonomous Driving Stack: Opportunities, Bottlenecks, and Business Models. A chat with Ivy Nguyen, Investor @ GFT Ventures
Host: Nicola MarcheseGuest: Ivy Nguyen, Investor @ GFT Ventures#DeepTech #Startups #Founders👉 Don’t miss our curated pieces and special editions. See clearly, decide with discipline, and move first in Deep Tech—subscribe to our newsletter:https://www.thescenarionist.com/ Disclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Dec 17, 2025 • 26min
Venturing into Gen IV Nuclear Reactors: VC Insights for Deep Tech Startups. A chat with Will Dufton, Partner @ Giant Ventures
Host: Nicola MarcheseGuest: Will Dufton, Partner @ Giant Ventures#DeepTechCatalyst👉 Deep Dive + Exclusive Interview: https://www.thescenarionist.com/p/venturing-into-gen-iv-nuclear-reactors-startups👉 Our Handbook will be released soon… Get it before everyone else: https://tally.so/r/BzEZE1 👉 Don’t miss our curated pieces and special editions for our community—subscribe to our free newsletter: https://www.thescenarionist.com/ Disclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Dec 10, 2025 • 26min
From Family Offices to Foundations: The Role of Patient Capital Behind Healthcare Innovation. A chat with Everett Kamin, Healthcare Investment Director @ Gemini Capital Partners
Host: Nicola MarcheseGuest: Everett Kamin, Healthcare Investment Director @ Gemini Capital Partners#DeepTechCatalyst👉 Deep Dive + Exclusive Interview: https://www.thescenarionist.com/p/family-offices-healthcare-ai-startups👉 Our Handbook will be released soon… Get it before everyone else: https://tally.so/r/BzEZE1 👉 Don’t miss our curated pieces and special editions for our community—subscribe to our free newsletter: https://www.thescenarionist.com/ Disclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Dec 3, 2025 • 22min
Series A Is for Demand, Not Steel: How to De-Risk Your First Factory. A chat with Vincent Prêtet, Venture Partner @ Aster Capital
Host: Nicola MarcheseGuest: Vincent Prêtet, Venture Partner @ Aster Capital#DeepTechCatalyst👉 Deep Dive + Exclusive Interview: https://www.thescenarionist.com/p/series-a-is-for-deeptech-scaleups👉 Our Handbook will be released soon… Get it before everyone else: https://tally.so/r/BzEZE1 👉 Don’t miss our curated pieces and special editions for our community—subscribe to our free newsletter: https://www.thescenarionist.com/ Disclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Nov 19, 2025 • 31min
Scaling Deep Tech in Automotive: What CVCs Look for. A chat with Shobhit Gupta, Investor @ GM Ventures
Host: Nicola MarcheseGuest: Shobhit Gupta, Investor @ GM Ventures#DeepTechCatalyst👉 Deep Dive + Exclusive Interview: https://www.thescenarionist.com/p/automotive-deep-tech-startups-cvcs-scaleups👉 Don’t miss our curated pieces and special editions for our community—subscribe to our free newsletter: https://thescenarionist.comDisclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Nov 12, 2025 • 23min
From Copper to Light: How to Venture into Optical Interconnect. A chat with Henry Huang, Investment Director @ Micron Ventures
Host: Nicola MarcheseGuest: Henry Huang, Investment Director @ Micron Ventures#DeepTechCatalyst👉 Deep Dive + Exclusive Interview: https://www.thescenarionist.com/p/optical-interconnect-startups-deeptech👉 Don’t miss our curated pieces and special editions for our community—subscribe to our free newsletter: https://thescenarionist.comDisclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Nov 5, 2025 • 26min
Venturing into Grid Technology: VC Insights for Deep Tech Startups. A chat with Brad Jones, Principal @ SE Ventures
Host: Nicola MarcheseGuest: Brad Jones, Principal @ SE Ventures#DeepTechCatalystRead our article and watch the full interview:https://www.thescenarionist.com/p/grid-tech-vc-insights-deep-tech-startups👉 Don’t miss our next piece and a special edition for our community—subscribe to our free newsletter: https://thescenarionist.comDisclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
Oct 29, 2025 • 32min
From Bench to Margin: Startup Economics for Industrial Biotech. A chat with Nima Ronaghi, Principal @ Breakout Ventures
Host: Nicola MarcheseGuest: Nima Ronaghi, Principal @ Breakout Ventures#DeepTechCatalystWatch the full conversation on our platform!Disclaimer: This content is provided solely for educational and informational purposes and should not be interpreted as financial or legal advice. Given the complexity and potential impact of these terms, it is crucial to consult with an attorney. Legal expertise is invaluable in navigating these technical aspects and ensuring that the terms are in your best interests before finalizing any agreements.
