Financing
We offer unfair advantages to benefit from private and public financing opportunities
Open Innovation Calls
Benefit from our close collaboration with a network of private investors to support your growth.
Start-up mode®
Tap into our expertise to assist your team in creating new value propositions and product concepts.
Deal flow
Connect with leading organizations to activate collaboration and investment opportunities.
Private Financing
Benefit from our network of private investors with whom we work in close collaboration.
Open Innovation Calls
Benefit from our close collaboration with a network of private investors to support your growth.
The Blumorpho team during Inpho Venture Summit 2024.
From left to right: Marine Hamelin, Radia Lahlou, Géraldine Andrieux – CEO, Olivia Uguen, Lucie Guedez, Régis Hamelin – CTO.
Géraldine Andrieux, CEO of Blumorpho, and Eric Benhamou, Founder and General Partner at Benhamou Global Venture, play an active role in the summit’s editorial committee, shaping crucial disucssions on DeepTech investment. To extend these conversations in light of recent technological and geopolitical developments, they invited leading VCs from the French and European ecosystems.
François Breniaux (Supernova Invest), Christian Claussel (Ventech VC), Emmanuel Daugeras (Karista VC), Marc Lambrechts (Capricorn Partners), Anne Lebreton-Wolf (ALW Finance & Innovation), and Rémy de Tonnac (ETF Partners), among others, joined the discussion, contributing valuable insights and perspectives. Their exchange resulted in a particularly inspiring conversation on the future of DeepTech investment.
The DeepTech investment landscape has been significantly shaped by recent advancements in artificial intelligence. In January 2025, the introduction of the DeepSeek-R1 model marked a major milestone, showcasing China’s growing prowess in AI innovation. This breakthrough demonstrated that strategic advancements in architecture could be just as impactful as raw computational power, with DeepSeek delivering significant performance improvements while reducing costs.
The open-source nature of DeepSeek’s model has accelerated AI deployment, particularly in enterprise applications. This development, along with similar advancements from tech giants like Alibaba and Baidu, underscores the intensifying global competition in AI between the U.S., China, and Europe.
While Europe has shown promise with companies like Mistral AI, it has yet to fully establish itself in the global AI race. The lack of large-scale collective investments, akin to an “Airbus of AI,” has left Europe at a competitive disadvantage compared to the U.S. and China. This situation presents both a challenge and an opportunity for European investors and innovators to step up and close the gap.
One of the most promising areas for investment in 2025 is agentic AI. These advanced models can reason, set goals, and determine the best course of action through chain-of-thought reasoning. Agentic AI enables AI-driven agents to go beyond simple automation, interacting with existing IT systems and participating in process automation with adaptive, reasoning-based intelligence.
This evolution creates a landscape where AI agents and human agents collaborate, opening up new possibilities for enterprise adoption and productivity gains across industries. For investors, the real opportunity lies in applications leveraging agentic AI rather than in large infrastructure plays dominated by tech giants.
Another area of growing interest is “physically informed machine learning,” where AI derives differential equations from physical observations. This approach is particularly crucial for advancing AI in robotics and real-world applications. As AI struggles to match human dexterity in object manipulation, integrating real-world models will be key to closing this capability gap.
“Agentic AI refers to models that can reason, set goals, break them down into manageable steps, and determine the best course of action through chain-of-thought reasoning. This evolution enables AI-driven agents to go beyond automation; they can interact with existing IT systems, access databases, and participate in process automation—not in a rigid, robotic manner, but with adaptive, reasoning-based intelligence.
This transformation was already underway, but the acceleration of AI models, now cheaper, more accessible, and increasingly capable, has made agentic AI even more viable. This creates a landscape where AI agents and human agents collaborate. AI agents will be auditable. We can track what they do, when they access data, and how they use it. This transparency is crucial for enterprise adoption.”
Eric BENHAMOU
Founder and General Partner at Benhamou Global Venture
Space technology is rapidly evolving, presenting numerous investment opportunities. From reusable rockets to space-based materials research and cyber defense for satellite payloads, the space sector is ripe for innovation. Companies working on Space Situational Awareness (SSA) are tackling challenges like collision detection using AI-driven pattern mapping, offering more efficient solutions than traditional methods. With the number of satellites expected to double within a few years, space traffic management has become a critical challenge. This presents opportunities for AI-driven solutions in collision avoidance and traffic management systems.
Significant investments are being directed toward defense technologies in Europe, particularly in drone warfare strategies and fleet coordination. Innovations in autonomous systems are shaping modern military tactics, making this a key area for technological advancement and investment.
As global conflicts and cyber threats intensify, the need for advanced cybersecurity solutions will only increase. Emerging risks include disinformation campaigns and AI-driven agents masquerading as humans to infiltrate systems.
While competition may be fierce in other sectors, cybersecurity remains a steadily growing market, driven by the ever-evolving nature of digital threats.
Quantum computing stands out as an area where Europe has a real competitive advantage. Recent breakthroughs, such as Google’s Willow announcement, have demonstrated the revolutionary potential of quantum computing in fields like materials science, chemistry, and genetics.
While direct investments in quantum infrastructure may be beyond the typical VC horizon, there are significant opportunities in developing the “picks and shovels” of quantum computing. This includes creating tools and software that will accelerate the adoption of quantum technologies.
For venture capitalists and investors, the focus should be on high-value applications rather than massive infrastructure investments. The biggest opportunities lie in young companies that leverage AI, particularly agentic AI, to drive productivity gains across various industries.
As AI continues to evolve, investments in technologies bridge the gap between digital intelligence and physical interactions will become increasingly valuable. This includes advancements in robotics, IoT, and sensor technologies that can enhance AI’s ability to understand and interact with the real world.
Climate tech and energy solutions should remain the forefront of DeepTech investment in 2025, driven by urgent global needs and regulatory pressures. The intersection of AI and climate tech is going to be extremely interesting, and it’s something investors should certainly be paying attention to. For investors and innovative companies, this sector presents a unique opportunity to address global challenges while tapping into a vital and rapidly expanding market.
As we look ahead to the rest of 2025 and beyond, the DeepTech investment landscape is filled with exciting possibilities. From the continued evolution of AI to breakthroughs in quantum computing and space technology, investors and innovative companies have a wealth of opportunities to explore.
The key to success in this dynamic environment will be staying informed about the latest developments, fostering collaboration between different sectors and regions, and focusing on high-value applications that can drive real-world impact. With organizations like BLUMORPHO and events like the INPHO Venture Summit leading the way, the future of DeepTech investment looks bright, promising transformative innovations that will shape our world for years to come.
Olivia UGUEN
uguen@blumorpho.com
https://blumorpho.com
Industrial innovation partner bringing access to disruption in technology and business model for strategic and confidential projects.
Copyright © 2025 BLUMORPHO/Q.L, All Rights Reserved.