Thunderstruck ⚡️ New Year, New Deals

🚨 We’ve got three exciting live opportunities right now. 🚨
Peep the TLDR’s here or check out the in-depth analyses below. 👇🏻

Capitalizing on the growing interest in rare satoshis among broader industry players over the last two years. Magisat operates using Partially Signed Bitcoin Transactions (PSBT), ensuring secure transactions while facilitating trades of satoshis with historical or collectible value.

Magisat has grown to embrace the entire Bitcoin Layer 1 (L1) ecosystem, supporting:

• Ordinals: Enabling NFTs on the Bitcoin blockchain gives users the power to inscribe and trade unique data.

• Runes: Allowing for the creation and trading of tokens within the Bitcoin network, expanding Bitcoin’s functionality.

• Rare Sats: Maintaining our roots, we continue to support the trade of rare satoshis, offering a marketplace for historically and sentimentally significant sats.

We believe this has positioned Magisat as a leader in the marketplace for rare Bitcoin assets. Today, Magisat offers various tools such as UTXO transfer, isolation of specific UTXOs, instant transaction execution (snipe), and inscription capabilities to attach data to transactions on the blockchain. 

Traction: 100K+ Users, 30K+ transactions, $25M+ volume

Revenue: ~$45K/mo Mempool Marketplace, ~$20K/mo UTXO tooling, ~$30K/mo Rare Sats Marketplace 

Partnerships: Sotheby’s, F2Pool, Foundry, and Deezy

UTXO Management and Bitcoin Frontier Fund also investing in this round

The company is actively developing new functionalities like embracing Runes for creating and trading coins on the Bitcoin timechain; and it is exploring the potential of Fractal L2 to enhance scalability within the Bitcoin network. In terms of the current model, Magisat takes a 1.5% cut on trading fees and has both a 12k sats base fee and 1000+ sats/per asset fee via its UTXO Tooling. 

Lightning⚡️Ventures was the first investor in Slice back in November 2022. We have invested in Slice more than any other company in our portfolio. They completed the Wolf Accelerator in November of 2023. Slice aims to disrupt the $455 billion digital advertising industry with its innovative user-centric approach. By directly rewarding users for ad engagement and offering a customizable AI-driven search experience, Slice is not just participating in the market. They are redefining it.

We’ve supported Slice from the beginning because we see what they’re building: a smarter, better way for advertisers and users to engage online. This isn’t just another ad-tech company—Slice is redefining the space, and their traction proves it.

Key Highlights 🚀

• 875,000+ downloads with zero marketing spend

• Profitable this month with a current burn rate of only $18-20K/month

• 24x boost in LTV (from $1 to $24) in the past year

• Strategic partnerships with Outbrain, Bing/Yahoo, and Taboola

• The recent launch of the VOID search portal achieving $10-30 CPMs

• 165K monthly active users for display ads + 40K beta users for VOID search

Recent Breakthrough:

Slice has secured direct search feed approval from Yahoo/Bing. They view this as the "Holy Grail" of CPMs in ad tech.

The Opportunity:

Slice is raising $750K SAFE at a $10M post-money valuation with a 20% discount. This represents an attractive entry point at >10x projected 2025 revenue multiple for a company showing extraordinary growth metrics.

Why Now:

• Reaching profitability next month

• Launch of high-margin VOID search product

• Direct partnerships with major ad networks

• Expanded into a subscription revenue model 

NEW From Slice: Meet Void. Your ultimate portal to the web. Fully customizable. AI-powered. Privacy first. Get started today and journey into the Void👇

Daylight Computer Company is redefining personal computing with a focus on health, mindfulness, and productivity. Their flagship product, the DC-1, is the world’s first blue-light-free, flicker-free, distraction-free computer, designed to enhance digital wellness. Powered by their proprietary "Live Paper" display technology, Daylight merges the simplicity of Kindle-like visuals with the power and responsiveness and capability of an iPad, making it a transformative tool for healthier screen usage.

The team’s mission is to create a new personal computing platform-healthier, more humane computers that enable the next level of productivity. By incorporating innovations such as Bitcoin and Nostr into its operating system, Daylight is pioneering the next generation of computing that aligns with the values of privacy, decentralization, and mindfulness.

With over $12.5M raised to date, Daylight has built momentum through Pre-Seed (2022) and Seed (2023) rounds that included high-profile investors such as:

Balaji Srinivasan: Coinbase Former CTO
Brendan Iribe: Co-Founder of Oculus
Akshay Kothari: Co-Founder/COO of Notion
Hamish Mckenzie: Co-Founder of Substack
Evan Sharp: Co-Founder of Pinterest
Arash Ferdowsi: CTO and Co-Founder of Dropbox

Daylight has sold out on its initial 5 batches of its flagship product, the DC-1,- generating $3M+ in revenue and 20M+ social engagements, proving strong product-market fit. Esteemed cultural icons and tech pioneers such as Rick Rubin, Matt Mullenweg, and Alan Kay have openly praised the Daylight tablet, signaling strong product-market fit among influential audiences.

Market Opportunity:  Daylight is entering the rapidly growing $4T global wellness technology market, with a strong focus on digital wellness. The target markets include health-conscious consumers, parents concerned with children's screen time, and professionals seeking productivity-focused devices. This niche market is projected to grow substantially, particularly as consumer awareness around digital wellness continues to rise. The company is well-positioned to grow at a 16.1% CAGR through 2033, with potential to tap into a $84B market.

Scalability & Growth Projections

Next Year Revenue: $15M (H1), ramping up to $50M (H2)
2026 Target: $100M in sales driven by expanded product lines
2027 Profit Forecast: $200M

Market Dynamics & Growth Potential 
Daylight is at the intersection of two significant trends:

Digital Wellness: Addressing the $4T global wellness tech market (by 2026) with a healthier alternative to traditional computing.

Bitcoin & Nostr Integration: Integration of Bitcoin, Nostr, and a mindful UX approach gives it an edge in capturing a unique intersection of health and technology markets. This way it aligns itself with broader trends in decentralized finance, privacy, and digital identity—key components of the future tech landscape.

Investment Rationale
Daylight offers a compelling investment opportunity:

First-Mover Advantage: With no direct competitors in the blue-light-free, flicker-free computing space, Daylight has a substantial first-mover advantage in a fast-growing market.

Innovative Product: Revolutionary technology solving health issues caused by screen overexposure.

Proven Traction: Delivering early traction with sold-out batches and impressive social engagement.

Unique Positioning: Daylight occupies the lucrative intersection of wellness tech and privacy-focused technology, offering a unique value proposition differentiating itself with Bitcoin and Nostr integration.

Visionary Leadership and Elite Backing: Being led by a visionary founder with a proven track record and backed by industry titans and cultural leaders, providing strategic support and credibility.

Future Growth: Clear milestones and projections driven by new products and expanded markets.

With a strong mandate following recent political developments—driven by the alignment of visionary leaders such as Donald Trump and Elon Musk—the current macro political environment (with recent election outcomes) is uniquely favorable for high-growth startups, especially those operating at the intersection of hardware and software in the U.S. In this climate, Daylight Computer Company with its star studded backers and notable investors is loading up extra ammunition of $15M Series A round at a $60M* valuation to scale production. Lightning Ventures is thrilled to offer this exclusive and time-sensitive opportunity to join a highly confidential deal that’s moving fast. Don’t miss the chance to get in.

Ready to Raise? Let’s Make It Happen!

If you’re a founder who is building on Bitcoin, are you ready to level up? At Lightning Ventures, we work with the best builders in the space, helping them connect with investors who share their passion on all things Bitcoin. Whether you’re developing on Lightning, exploring Taproot Assets, or crafting the next generation Bitcoin product, we want to hear from you.

Applying is easy — just fill out this form and tell us what you’re working on. We’re here to support bold ideas, spark big conversations, and help you find the right backers to fuel your vision. Let’s build the future together.