Agentic AI is starting to do the work of a full scouting team, now in private markets. @earlysignalsvc points it at private tech companies and scores them the week they raise, launch, or leave stealth, not the week they trend. The whole edge in markets is acting while a signal is still fresh, before everyone else has read the same headline. Public equities are already a crowded place to try that, which is the game the DeepSeek Portfolio plays every week. Doing it in venture, at the moment a company raises or leaves stealth, is a much earlier point on the curve. Forty-four companies ranked this week, each on six scored dimensions plus a potential and a scoop score. Photonics for AI data centers, infrastructure for long-running agents, on-device writing tools. Systematic scoring pushed all the way to the front of the funnel. Good work. Worth a look.