thesis 1: content & data value chain

Media and entertainment technology is being rebuilt from the ground up. Every stage of the content and data value chain — how content is created, distributed, discovered, consumed and monetised — is being transformed by AI, new platform models and shifting consumer behaviour.

We back pre-seed and seed founders building at each stage of this chain. Whether you are building generative AI tools for content creation, next-generation advertising platforms, creator economy infrastructure, AI-powered distribution and discovery, or new models for licensing and live experiences — if your product has a clear role on the content value chain, we want to hear from you.

Pitch to us at pitch@mercuri.vc

Mercuri Venture capital media technology content and data value chain — creation, distribution and discovery, consumption and monetisation — pre-seed and seed investment thesis

CREATION

DISTRIBUTION OR DISCOVERY

  1. Cross-platform readiness

  2. Agent-native distribution

  3. Audience engagement

  4. Oversight, Moderation & Security

  5. Human Networks

CONSUMPTION

  1. Experiences: personalised, native, immersive, live, meaningful

  2. Consuming high volume information

  3. Video intelligence and social listening

  4. AI as the interface

  5. User-centricity (agency, safety)

MONETISATION

  1. Creator tools 

  2. Workflow management

  3. Quality + Authenticity > Volume

  4. Agent infrastructure: the operating layer and AI capability

  5. Building data moats

  1. Creator tools 

  2. Workflow management

  3. Quality + Authenticity > Volume

  4. Agent infrastructure: the operating layer and AI capability

  5. Building data moats