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717 episodes — Page 14 of 15

#66 Mike Reid, Frog Capital

Today we're happy to introduce you to Mike Reid, Founder and senior partner at Frog Capital, a growth stage fund focusing on the opportunity emerging between venture capital and private equity. Mike brings perspectives on a part of VC that we rarely speak about, but many founders need; the intersection point between VC and Private Equity. In this episode, you’ll learn:- All about Mike and Frog’s focus on risk capital without the pressure to grow at all cost- Why Mike bets on M&A deals of 150-250 M€ rather than unicorns and how this relates to building a portfolio of Ferraris, Landrovers and BMWs- Deep dive on Mike’s and Frog’s scale-up methodology

Apr 19, 202239 min

E65 | EUVC | LP Roundtable with Chris Wade, David Dana & Ertan Can

We’re excited to bring to you the EUVC LP roundtable! We’ve gathered three of Europe’s master minds in VC fund investing for a candid, upfront discussion about topics core to European VCs. In this episode, we’re joined by Chris Wade, exited entrepreneur and founding partner of Isomer Capital, David Dana, head of ICT Investments at the EIF, and Ertan Can, founding partner of Multiple Capital. In this episode you’ll learn:- What the GP of the future will look like- What trends are driving the EUVC landscape today- Why secondaries are on the rise and likely to grow stronger- What bad LP behavior our panelists see in the market and which GPs should pay attention to and be wary of

Apr 14, 20221h 3m

#64 Radu & Andrei, SeedBlink

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Today we’re happy to welcome you to Radu and Andrei, founders of SeedBlink - one of Europe’s upcoming platforms enabling investors to easily syndicate and participate in deals. Radu has a 30 year long experience founding and developing companies and have exited to companies like Microsoft, Naspers and Fitbit. Andrei comes from 20 years in banking but with the insights and ambition to build new experiences and solutions for the financial world - and what better place to do that than by democratising access to VC? In this episode you’ll learn:- The mission of Seedblink and what made Radu and Andrei bet on building a platform for deal syndication in Europe- What learnings Radu brings with him from his time as a founder and VC to building Seedblink- Where Seedblink are in journey to democratize access to VC, where they see the platform in 10 years and what benefits building out of Romania gives them.

Apr 12, 202233 min

#63 The Memo - Acrobator Ventures, Joachim Laqueur & Mike Reiner

With this special memo episode we’re launching the 3rd investment opportunity in the EU🔵VC Investment Club 👉 As always we dive deep with the GP team going through all the specifics of their fund - investment thesis, strategy, team, track record, deal flow, value add, etc. 🕵️‍♀️ The TL:DR just for you is 👇 Acrobator Ventures is an operator-led fund backing Eastern founders building global software companies. Focus is on arbitrage opportunities in data heavy B2B pre-seed/seed companies sourced by a combination of proprietary tech & insider networks in the tight-knit Eastern diaspora tech founder communities.The mix between operator experience and AI-expertise, allows the team to be a constructive partner and earn the trust of founding teams quickly which grants the team unparalleled access to these initially undervalued, yet proven unicorn builders.The team has an absolutely sick track-record of 70+ investments over more than 15 years in the Baltics/CEE/CIS-region yielding a double digit DPI and TVPI from another world [won’t spoil the fun here! You’ll have to listen to the episode or join our investment club to get those details 🤐 !] Suffice it to say that pitchbook rated Acrobator as the #2 Dutch fund by IRR in 2021 📈 We love their investment strategy focusing on early access by allocating significant capital to acquire defendable entry ownership positions in target startups and retaining relevance across stages by allocating super-pro-rata rights via SPVs for the LP-base. Backed by institutional LPs, the fund has been actively investing through the fundraise with called capital already marked-up significantly.Intrigued? Join us in backing this amazing team in the EU🔵VC Investment Club at http://theemergingvc.substack.com ✊ We’re always looking for new amazing operator LPs to join our syndicates 💪 Minimum commit at 1k€ 💸

Apr 7, 202244 min

#62 Marc McCabe, Nomad Capital

We're psyched to introduce you to Marc McCabe, founder of Nomad Capital and one of the latest and greatest European micro VCs in our opinion. We love Marc and are sure you will too. Marc has done angel investments for more than a decade in consumer tech and has held operating roles at AirBnB and been part of the team at SV Angel as well as a **Sequoia Scout.** He has worked on investments in Stripe, Pinterest, Kaggle, Hipmunk, ElaCarte and many more. Marc has also co-managed a **Y Combinator** focused micro-fund where he invested in 50 companies across 3 funds including **6 Unicorns** and leading their seed investments to be followed by many great funds like **A16Z**, Founder's Fund, Tiger and Spark Capital.With Nomad Capital, Marc focuses on finding SaaS tools built by incredible teams that can help the next generation of companies build better products, faster and more effectively. We hope you will come to love Marc as much as we do. In this episode you'll learn:- What Marc learned at AirBnB and SF Angels and how he applies it in Nomad today - Marc's take on scout models and reflections from having been one for years- All about the thesis behind Nomad Capital and how he as a solo GP executes multiple deals per month- Why Marc doesn't lead rounds with Nomad and what kind of value he as an Operator and hyper connected investor brings to the table

Apr 5, 202242 min

#61 Andreas & Kevin, Sapphire Ventures

In the 61st episode of The European VC, we're introducing you to Sapphire Ventures’ founding partner Andreas Weisskam and general partner Kevin Diestel.Many newcomers to European VC don’t know this, but Sapphire was actually originally established as the corporate VC arm of German software giant SAP, before becoming an independent VC in 2011. They now have $8bn funds under management. Andreas led the launch of Sapphire's first European office last summer, bringing the fund back to the continent 💞 and they've been busy since 💪 having established a team of 7 investors and having invested in companies like Cazoo, Wise, [Monday.com](http://monday.com/) and CurrencyCloud and many more household names. In this episode, you’ll learn: - What drove Sapphire’s decision to double down on Europe and what learnings Andreas & Kevin have made leading the charge- How the European Sapphire team leverages the connection to Silicon Valley to deliver their value add- What the team thinks they’ve brought with them from the Valley that’s especially valuable and what has surprised them in the European ecosystem- Why consensus decisions don’t always make for the best investment decisions and how the team thinks about the necessity to be make non-consensus decisions to make non-consensus investments.

Mar 31, 202238 min

#60 The Memo - Pacenotes, Jeroen Van Doornik & Menno Rijnsburger

It is with great excitement that we announce the second investment by The European VC Operator LP Syndicates 😍 In this special “Memo episode” we’re diving deep on Pacenotes with the founding team: Jeroen Van Doornik and Menno Rijnsburger. The TL:DR being 👉 Pacenotes gives us access to a proven strategy of investing in top tier funds and co-investments in the winners of their portfolio for strong risk-adjusted returns. To sprinkle some hotness on it, Jeroen is an exited founder and tech investor who, together with Menno, has built two tech funds of €285 M, which gives them a much coveted skillset of the next generation of FoF investors. In this episode, you’ll learn: - How a top-tier fund of funds strategy leverages direct investing to create strong risk-adjusted returns that actually rival top-quartile VC funds.- What Pacenotes looks for in their managers and why they focus on the more established VCs with a proven ability to replicate multiples of 3x and above.- How Jeroen thinks about diversification in their strategy.- How Pacenotes use SPVs to expand beyond the fund’s main strike zone on direct investments.

Mar 29, 202233 min

#59 Julius Bachmann, Journey

Today, we're happy to welcome you to a slightly provocative episode on VC Memes and well-intentioned founder-advise from VCs. It all started with David and I wanting to bring Julius Bachmann on to shed some light on the world of a founder coach who had formerly been a VC. But he declined! However, a couple of months later, Julius came back with something to say to the VC ecosystem 👉 Think less about doing VC memes and consider staying quiet a bit more often! We hope you’ll enjoy this episode as much as we did making it.In this episode you’ll learn about:- What problems Julius most often have founders coming to him with as a coach.- Why VCs should recognize that they can’t always be as good a friend to founders as they want to be (and pitch that they are).- How Julius would wish more VCs would behave in the board room and how they can make room for founders to be more candid.

Mar 24, 202233 min

#58 Vlad Tropko, Digital Horizon VC

Today we’re excited to introduce you to Vlad Tropko, Partner of Digital Horizon, a multi-stage VC fund investing in immigrant founders globally but with a special focus on Europe. Vlad is a seasoned VC/PE executive with over 15 years of experience investing in European and American startups. Vlad has closed more than 50 deals and is an active member of international VC communities like On Deck, 2hearts, and Alma Angels. In this episode you’ll learn- How Vlad with both Ukranian and Russian heritage thinks & reacts to the current geopolitical developments- How Vlad and his team have used late stage deals to hack traction with LPs- Why Vlad and Digital Horizon have built their thesis around backing immigrant founders and how that gives them an edge

Mar 22, 202226 min

#57 Dick Sietses, Health Innovations

Today we’re happy to introduce you to Dick Sietses, founding and managing partner of Health Innovations, an early stage fund for Dutch healthcare innovations. Dick has been in VC since 2000 and founded **Health Innovations** with a strong eye to the market rather than the technology and thereby brings a different vantage point to the VC-world of healthcare than most funds in the space. We hope you'll enjoy this episode as much as we did making it.In this episode you’ll learn: - Why having a market-driven thesis rather than a tech-driven thesis is a differentiator for Health Innovations and how it unlocks new opportunities- How Health Innovations have made the notoriously heavy regulatory space a strength rather than an obstacle and how they work with founders to scale out of their homemarket- Dick’s learnings from going from Fund I to Fund IV, what they’ve changed in their initial thesis and what they’ve doubled down on.

Mar 17, 202225 min

#56 Matthew Le Merle, Blockchain co-investors

The 56th episode of The European VC is out and we’re talking to Matthew Le Merle, co-founder & managing partner of Blockchain co-investors, a blockchain FoF investing in the leading pure-play blockchain VCs and managing partner of Keiretsu - one of the biggest and most active angel networks in the world. What you’ll learn in this episode:- Learnings on community building from building Keiretsu up to have global coverage and be one of the premier global angel clubs.- How Keiretsu collaborates with VCs and how Matthew has taken that to the next level with his blockchain co-investors’ fund.- What led Matthew to founding Blockchain co-investors, what they’re looking for in VCs and how they pick them.- Why Matthew believes specialization is coming for the blockchain investment landscape and how he pursues this thesis- Exactly what are the key learnings from Matthew’s book “The Fifth Era” and what it means to VCs

Mar 15, 202250 min

#55 Sean Seton-Rogers, PROfounders Capital

Today we’re hyped to be introducing you to Sean Seton-Rogers, Partner and co-founder of PROfounders Capital. PROfounders invests 500k to 2M$ tickets into young digital startups that fix broken customer experiences. They’ve supported and invested in [Made.com](http://made.com/), GetYourGuide, Unity/Applifier, Small Giant Games, and others. Sean also happens to be a recurring name on the Forbes Midas list, so if you need more than our validation that he’s worth taking cues from, there you go. In this episode you’ll learn: - How Sean has built pro-founders as a pan-European fund from day-1 and it’s impact on their operations- How Sean thinks about the entry of the bigger American VC firms in Europe- What’s the thinking, strategy and tactics behind PROfounders PROmoter strategy to source and win deals across Europe- Sean’s take on different scout models and learnings from himself as well as the market.

Mar 10, 202236 min

#54 Sam Cash, Project A

Today, we're happy to welcome you to Sam Cash, newly named Partner at Project A, a pan-European focused seed and Series A fund, with $600m under management and offices in London and Berlin. Sam is heading the company’s London office and has helped build up its investment activities in the UK. He has written about technology entrepreneurship for TechCrunch, VentureBeat and occasionally shares his thoughts in his newsletter, [Socratic Tech](https://samcash.substack.com/), which is well worth a read! In this episode you’ll learn- Sam’s route into venture and making partner- How Sam thinks about fintech, crypto and communications and how to leverage being part of a platform VC with a huge operations team- How to think about the last couple of year’s markets, new dynamics and the introduction of more US capital in Europe and phenomena like micro-VCs, super angels and the tiger cubs

Mar 8, 202242 min

#53 Gary Sheynkman, Leyden Ventures

Gary Leyden, co-founder and GP of Leyden Ventures an early stage fund operating out of Dubai and have invested in breakout companies like Coinbase, Superhuman, and Instacart long before they occupied the front page of TechCrunch. And importantly, he’s also the host of [🌮⭐ TacoStars](http://tacostars.org/), the largest founder social community in the UAE and is hands-down one of the funniest guys we’ve brought on to the show 😍In this episode you’ll learn- What has Gary so excited about the MENA region’s ecosystem and what he thinks everyone gets wrong- Gary’s views on fundraising in the MENA region and- The story behind Tacostars, Leyden VC and Gary’s love for rolling funds, SPVs and plug and play fund admin

Mar 3, 202241 min

#52 Claus Rehfeld, Business Angel

Claus Rehfeld is a Danish Business Angel with a unique thesis around health tech and some strong contrarian perspectives. Claus sold his company that did business intelligence for the health care sector in 2018 and has since made 8 investments. Join us for an episode that’s certain to lift your mood. In this episode, you'll learn: - Why the Nordics is a perfect sandbox for VCs in HealthTech and a deep dive on importance of collaboration between hospitals, universities and the tech world.- The primacy of data in the future of health care and why many VCs struggle to capture the opportunity it holds- Why HealthTech should be perceived as distinct from from biotech, medtech, and digitalhealth- What’s behind the quote “founders want the glamour of startups, but not the sweat and tears” and how Claus thinks about investing and mentoring early stage founders.

Mar 1, 202227 min

#51 Winter Mead, Oper8r

Today, we’re happy to introduce you to Winter Mead, co-founder of oper8r, one of the world’s leading VC accelerators and which, since recording, has rebranded to now be operating under “Coolwater Capital”. So sorry for the confusion this might cause!Winter has also authored the book “How To Raise A Venture Capital Fund: The Essential Guide on Fundraising and Understanding Limited Partners” which is a thorough and enlightening read for any emerging VC. So do go and check that out!**In this episode you’ll learn:**- The amazing journey he’s been through to write his book “How To Raise A Venture Capital Fund”- Winter’s take on good practices for GPs trying to raise their first fund- His take on the skills of a good founding managing partner- The incredible process of co-founding Oper8r, where they strive to build the next generation of institutional VCs with their amazing program

Feb 22, 202234 min

#50 Finn Murphy, Frontline

Meet Finn Murphy, newly-named Partner at Frontline Ventures, one of Europe’s leading B2B Enterprise VC firms. Finn is a true “Product-&-Growth-Marketing-Person” turned VC - Looking to find and help grow the best new business ideas in Europe & the US. As a teenager, Finn wanted to be a professional ocean racer after which he went on to ace Engineering & Maths at Trinity College, then start a series of startups and finally go into VC with Frontline Ventures.In this episode you’ll learn:- Finn’s journey and learnings with Frontline drawing key lessons for VCs aspiring to make partner- How Finn and Frontline adapted to the bull market that has been characterising the last few years and extenuated during Covid.- How Finn thinks about collaboration in VC, how to foster it with fellow co-investors and his analysis of why collaboration seems to come and go as markets go up and down- Why being a junior in the industry can actually be a strength and why you should remember that your relationships are yours, not your fund's... until you make partner that is.

Feb 17, 202259 min

#49 Cristobal Alonso, Startup Wiseguys

Episode #49: Cristobal Alonso, Startup Wiseguys Today, we're happy to introduce you to Cristobal Alonso, founder and CEO of Startup Wiseguys, one of Europe’s leading and ambitious B2B accelerators. Cristobal and his team have made more than 180 investments into early-stage SaaS, Sustainability CyberSecurity, and Fintech B2B startups and are set to scale their accelerator model in globally in the coming years. Welcome to an episode packed with Cristobal’s knock-out energy and bold thinking. In this episode you'll learn:- How Startup Wiseguys contrast to YC, Tech Stars and Startupbootcamp- How Cristobal leverages the accelerator model to hack VC and employ a contrarian investment strategy involving bagging early wins at Series A.- How Cristobal thinks about building a culture and org that can grow to become “YC of the rest of the world”- Why the legal team is loved by founders, what the secret is behind getting to an 80% survival rate in the accelerator portfolio and what has got Startup Wise Guys to a 50% follow-on rate.- Most importantly, where and when the Startup Wiseguys Party will be this coming year

Feb 15, 202240 min

#48 Sebastian Mallaby, The Power Law

The Power Law by Sebastian Mallaby has been capturing headlines in the VC community lately. We sat down with him at The European VC to dive into his book and shed light on some of the stand-out quotes and stories from the book. If you love VC, you’ll love this book (and hopefully also our interview with Sebastian 🤣)**Join us to learn the story behind the quotes:**Vinod Khosla: Most people think improbable ideas are unimportant. The only thing that’s important is something that’s improbable.Matt Clifford: Silicon Valley is gripped by the cult of the individual. But those individuals represent the triumph of the network.Michael Moritz, Sequoia: The great challenge at venture partnerships is that the principals must refrain from killing each other.Paul Graham, Y Combinator: Spend as little as you can, because every dollar of the investor’s money you get will be taken out of your ass.Andy Grove, Intel: John [Doerr], venture capital, that’s not a real job. It’s like being a real estateagent.

Feb 8, 202243 min

#47 Rokas Peciulaitis & Tomas Kemtys, Contrarian Ventures

Today we're talking to Contrarian Ventures’ founding partner Rokas Peciulaitis and GP Tomas Kemtys. Contrarian focuses on Energy tech and smart mobility at the seed-stage and by doubling down on community their reputation and brand has far outgrown Fund 1’s modest 12.5 M€ AUM allowing them to punch far above their weight class and raise for a many times bigger Fund II. We have to say, this episode is an amazing inspiration for any emerging manager thinking about new ways to cement their presence in European VC. In this episode you'll learn:- How Rokas & Tomas has built a brand and community that far outweighs their fund size.- How Contrarian balances investing in the notoriously difficult interface of hardware and software & what they think about solving for frontier VC verticals- How Contrarian plans and builds the fund narrative to go from a tiny fund I to a many times bigger fund II and how they prepare for the changes it will bring to the firm.

Feb 1, 202238 min

#46 The Memo - 500 Startups, Enis Hulli

Welcome to the inaugural launch episode of The EUVC Investment Club where we’re bringing everyone in our beautiful ecosystem together around backing emerging managers. We’re honored and hyped to bring back to the show Enis Hulli, General Partner of 500 Istanbul, one of the best performing funds in the 500 Global fund family. Join us as we dive deep on Enis’ fund and explore why we’re so hyped about Enis and his thinking. We’ve long been wanting to democratize access to invest into European VC and this episode marks the true beginnings of this. In this episode, you’ll learn: - The investment thesis and strategy that has led to Fund I’s massive success yielding a 4.7x Gross TVPI & 53% IRR- What has allowed Enis and his team to execute 40 investments in founders from 11 countries with a cumulative 500M$ annualized revenue (97% from foreign markets) and 3000 people employed.- What Enis has learned and adapted from Fund I to Fund II & why Enis doubles down on talent arbitrage and tech transfer.- How Enis thinks about firm building, why he is so wholly dedicated to deal sourcing and what his strategy is to access the best deals in Turkey and Eastern Europe

Jan 25, 20221h 0m

#45 Daniela Couto, Biogeneration Ventures

Daniela is a PhD-trained Biomedical Engineer with more than 10 years of experience in venture capital and building early-stage biotechnology companies, such as Staten Biotech - resulting in a $485 million transaction at the pre-clinical stage. Science has been at the core of Daniela's career and she's now making a true difference at BGV by coupling that with her entrepreneurial experience and eye for judging people as well as investments.In this episode you’ll learn:- Daniela’s story transitioning from founder to VC- The importance of having a strong entrepreneurial & scientific background as a #biotech investor- The growth story of @BGV from 17M€ AUM in Fund I to 140 M€ AUM in Fund IV- The amazing outcomes from the companies BGV has invested in

Jan 20, 202230 min

#44 Al Ramadan, PlayBigger

We're joined by the famed Al Ramadan, author of the seminal book “Play bigger: how pirates dreamers and innovators create and dominate markets” which first introduced Category Design to the world. The book has since sold more than one hundred thousand copies and been heralded by people like Marc Benioff of SalesForce and Jim Goetz of Sequoia. We’re diving deep on category design, how it has evolved since inception in 2016 and how it’s being applied by forward thinking VCs throughout Silicon Valley and the world. In this episode you’ll learn:– What is Category Design and why it’s so central to creating the major outcomes we’re all chasing in VC- What Al Ramadan would wish he had done differently when first launching the book and category of “category design” - How some of the best VCs employ category design in their work with startups- What’s next for the category of “category design” and what we should be keeping our eyes peeled for.

Jan 18, 202241 min

#43 Luis Shemtov & Elad Verbin, Founding Partners of Lunar Ventures

Today we’re talking to Luis Shemtov and Elad Verbin are two of the three founding partners behind Lunar Ventures - Europe's hands-down most technical early stage VC investing in frontier computer science deep tech. The result was an episode full of learnings packed in great one-liners for emerging managers - from a team that closed 4 Fund of Funds. In this episode you’ll learn:- What made Lunar so sexy that they managed to land four European Fund of Funds & bounds of established GPs- How months of iteration around European deep tech founders’ problems led to the founding of Lunar Ventures- Why emerging managers need to solve for the question of why LPs should invest in the first close & how Elad thinks about it.- Why raising SPVs is a poor entry route into deep tech VC & what it means to be trailblazing in the VC Twilight Zone.

Jan 11, 202235 min

#42 Denny Chared, DC Finance

Denny Chared is the founder and CEO of The DC Finance Family Office and High Net Worth Community which has more than 2 thousand high net worth individuals, family offices, and investors who collaborate with each other worldwide. In this episode, we’re diving deep on how he has built this network and learnings for VCs fundraising and engaging with family offices and High Net Worth Individuals. In this episode you'll learn:- Denny’s journey into the wonderful world of Family Offices- Understanding Family Offices from a VC perspective and do’s & don’ts in working with them- The importance of respecting privacy in the Family Office world- Why VCs need to understand that talks with Family Offices can’t be all about money

Jan 6, 202234 min

#41 Viktor Gällström, VEQ

Viktor is an entrepreneur turned venture-builder turned venture investor and has hands-on experience from - as he says himself: "making all the classic mistakes" with his own startup to founding a highly successful venture builder (called VNTRS) across 4 countries and now also launching VEQ to fund pre-seed/seed founders in the Nordics and Baltics.In this episode you'll learn:- What Magic the Gathering, Kebnekaise, Fasting & VC has in common- The path from founder to venture builder to Venture Capitalist- The do’s and don’ts for venture builders- How VCs should collaborate with Venture builders- The investment strategy of VEQ & how they’re using their background as venture builders to create a competitive advantage

Jan 4, 202229 min

#40 Ron Diamond, Stanford Global Family Office Center

We're diving deep with Ron Diamond on the future of family offices, their interaction with and impact on VC. Ron is the Founder of Diamond Wealth representing more than 100 Family Offices ranging from $250 million to $30 billion AUM. Center stage for our conversation today, Ron is on the Advisory Board of the Digital Cities and Disruptive Technology Program at Stanford and is helping to launch the Family Office Initiative at Stanford to help bring together the heads of billions of family office assets to charter the future of family office investing.In this episode you'll learn:- What’s behind The Stanford Family Office Initiative and how they managed to bring thousands of family offices together - Why Ron sees an explosion of Multi Family Offices around the corner - Why Ron believes the venture industry is poised for disruption by family offices - How VCs should think about family offices, the importance of trust and ways to collaborate in the future

Dec 28, 202135 min

#39 David Dana, EIF, pt. 2

This is the second part of “Grilling & Myth-busting with the EIF” where we’re talking to David Dana, head of ICT investments at the EIF. In this episode we cover more wide-ranging topics and questions that our community and former guests requested. In this episode you’ll learn:– Why the EIF is raising their own private funds and how they fit in the market– Why the EIF serves to stimulate skew the market, how they do so & avoid competition with private actors– How the EIF picks emerging managers (team size, track record…) when evaluating new GPs. Notice! Herein lies the answer to why the EIF doesn’t invest in solo-GPs!– EIF’s views on GP compensation & carry distribution when evaluating VC funds– How the EIF thinks about their response times & recommendations to plan for a raise involving the EIF as an LP– How investors are chosen for the EIF’s angel program– What we can expect in the future from the EIF and David Dana

Dec 21, 20211h 2m

#38 David Dana, EIF, pt. 1

This is a very special edition of The European VC called "Grilling & Myth-busting with the EIF" as we're talking to David Dana, head of ICT investments at the EIF. The episode builds on (tough!) questions sourced from our community and former guests and the lines were hot, so the episode ended up as something truly special.In this episode you'll learn:- The EIF's investment strategy, what they look for and what they shy away from.- To what extent do member country contributions impact EIF allocation- The interplay with the EIB - the European Investment Bank and how the EIF manages their (many!) different mandates- The gaps that EIF seek to fill in the European capital market and what they're doing to improve university tech transfer - as well as what David personally loves- What the EIF is doing to solve the lack of LPs with risk appetite and understanding of VC also touching on their initiative of raising their own private Fund of Funds.

Dec 14, 202140 min

#37 Oliver Holle, SpeedInvest

Oliver Holle is the founder and managing partner of Speedinvest with a whopping 600M€ AUM. We're diving deep into Oliver's investment strategy, his thinking behind vertically focused teams, talent development, the state of the current market and what's next for Speedinvest. All in all, an episode packed with learnings for anyone aiming to build a true VC franchise that's recognized and sought after by founders all across Europe.In this episode you'll learn:- The origin story of Speedinvest & how Oliver’s thinking has evolved as he has grown the firm from 10M€ AUM in fund 1 to now 600M€.- Oliver’s take on the current market, why he’s bullish on the future of VC & why there’s plenty room for growth- How Oliver thinks about firm brand, talent development and incentives with the firm- Oliver’s reflections on portfolio construction – everything from stage, ownership targets, price sensitivity, etc!- Why Oliver believes in the value of the Platform VC and how he thinks about building it

Dec 7, 202140 min

#36 Enis Hulli, 500 Istanbul

Enis Hulli is General Partner of 500 Istanbul. Enis has founded and manages the best performing fund in the 500 Global fund family. In this episode, we're diving deep with Enis on his experience founding a 500-fund and how he has grown it from 10 to 50 M€ and exactly what Enis believes is his secret behind his fund's stellar performance. We're of course also getting into Enis' views on the potential of the Turkish and Central & Eastern European ecosystems and his super intense approach to deal sourcing requiring all on his team - including the CFO - to source deals 50% of the time.In this episode you’ll learn:- How the 500 Global fund origination scheme enabled Enis to rapidly advance up the learning curve when he launched his first fund- How Enis has built out his fund, firm and strategy from 10M€ in Fund I to 50M€ in fund II- All about the Turkish VC & Startup landscape and how Enis thinks about winning deals by always having a prepared mind and executing with incredible speed- Enis thinking around portfolio mix and price sensitivity and how it has changed over the last few years.- Why Enis doesn't want more inbound and everyone at 500 Istanbul must dedicate at least half of their time to deal sourcing

Nov 30, 202137 min

#35 Jeroen van Doornik, Rabo Frontier Ventures

Jeroen van Doornik is the managing partner of Rabo Frontier Ventures, a €200M FoF and co-investment fund with Rabobank as the sole LP. With Rabo, Jeroen leverages his unique access to tier-1 VCs like: Balderton Capital, NorthZone, HV Capital, Speedinvest, and Seed Camp as well as his ability to identify and move quickly on co-investment opportunities in breakaway portfolio companies. Prior to joining Rabobank Frontier Ventures, @Jeroen was an investment director at the VC firm StartGreen Capital, managing its €250m venture fund providing equity, debt and project finance. He has also held investing roles at growth stage tech investment firms in energy, mobility and software and has founded a motorsports startup for eight years after a four-and-a-half-year stint at Accenture.In this episode you'll learn:- How Jeroen has built his investment strategy around co-investing with European tier-1 VC firms- Why Jeroen believes venture is all about access & speed - for VCs as well as LPs.- What Jeroen believes are the defining characteristics of good VC firms and what mistakes he sees GPs do too often- What gets Jeroen excited about a VC

Nov 23, 202128 min

#34 Ulla Brockenhuus-Schack, Seed Capital

Ulla Brockenhuus-Schack is the managing partner of the Danish seed fund "Seed Capital." To many international VCs, Seed Capital is the local deal flow partner in Denmark, a result of Ulla's untiring work to champion Danish startups on the European Venture scene for more than 15 years. Seed Capital is on their 4th fund, have invested in 47 companies and their portfolio counts greats like TrustPilot, Vivino, Lunar, Cardlay and Templafy. And their exit track counts notable companies like Endomondo, Libratone, and Mofibo.You'll learn in this episode:- Why Seed capital has doubled down on a narrow vertical and geographic focus- What COVID taught Ulla & Seed Capital and how they adjust going forward building in a post-COVID world- How Ulla has managed to attract international Top VCs like General Atlantic to their portfolio companies- What has allowed Ulla to achieve a whopping 70% graduation rate from Seed to Series A - a stark contrast to the average rate of 20% in Europe!

Nov 16, 202135 min

#33 Cristina Fonseca, Indico Capital Partners

Cristina Fonseca is a Venture Partner at Indico Capital Partners and one of Portugal's most successful tech entrepreneurs and a true pioneer in the ecosystem. Cristina has co-founded Talkdesk, a cloud-based help desk software that became Portugal's third unicorn and is valued at over 3 billion euros. In Cristina's own words she has: "worn various hats, be it engineering and coding, design and user experience, product management, customer relations, processes or knowledge management." And, in fact, the list could go on. In this episode, you’ll learn:- How Cristina has transitioned from founder to VC & why she believes there are no shortcuts- What Cristina's startup experience brings to Indico and how the team at Indico complements each other.- What Cristina has learned from Indico's move into new geographies and what to expect and invest & how to avoid getting the bad apples

Nov 9, 202128 min

#32 James Vanreusel, Vanreusel Ventures

We're doing something different for this episode as we dive deep with James Vanreusel, CEO & founder of Vanreusel Ventures CFO-advisor to a whole string of venture-backed startups. James resides in Silicon Valley but heralds from the Netherlands and we focus on teasing out learnings for VCs helping startups prepare for funding rounds and get ready to cross the Atlantic. In this episode, you’ll learn:– How to think about building out the finance department in the early stages where hustling is key - How to help early-stage companies get funding ready from a CFO-perspective- How to think about landing in the US and the importance of partnering with local firms- Why it's so important to be prepared for the worst ahead of funding rounds and how to be so.

Nov 2, 202126 min

#31 Vlad Sarca, Sparking Capital, Cristian Munteanu, Early Game Ventures

In this episode we dive deep on the wonderful Romanian ecosystem as we try to understand if Romania really is going to repeat the UI Path-success or if they were a one-trick unicorn-pony. We're talking to two of the country's favourite sons; Vlad Sarca from Sparking Capital and Cristian Munteanu from Early Game Ventures.In this episode, you’ll learn:- Romania is poised to deliver many more unicorns than just the famed UI Path- Where to look next in Romania, who to partner with and what you should keep in mind when thinking about Romania- Why Cristian & Vlad are bullish on Romania and all of CEE as the driving force of the next wave of VC tech success stories- Why Cristian doesn't want to hear about founders' passions or high-browed thoughts about work/life-balance

Oct 26, 202143 min

#30 J. Skyler Fernandes, Venture University & VU Venture Partners Pt.2

This is the second part of our interview with J Skyler, the founder and general partner of Venture University, the world's leading investor accelerator & VU Venture Partners, a multi-stage venture capital fund focused on Consumer, Enterprise, Fintech, Frontier, Healthcare, and PropTech. With $1.8 Billion invested in more than 250 companies, including greats like Beyond Meat, Facebook, Uber, Twitter, Wish and the list goes on, we're excited to bring you the second part of our interview with Skyler. In this episode, you’ll learn:– Why Skyler is hoping to see European founders focus more on what's unique to Europe, impact being a pillar example- Why Skyler thinks European startups actually have a better global outlook than what he typically sees in the US - How Skyler thinks about partnering with the best VC funds from a co-investment as well as LP perspective - Why Skyler would rather have an A-market with a B-team, than an A-team with a B-market & why he doesn't think operator experience is core to being a good VC

Oct 21, 202128 min

#29 J. Skyler Fernandes, Venture University & VU Venture Partners Pt. 1

J Skyler is the founder and general partner of Venture University & VU Venture Partners, a multi-stage venture capital fund focused on Consumer, Enterprise, Fintech, Frontier, Healthcare, and PropTech. VU Venture Partners has offices in San Francisco, New York City, and Hong Kong. Skyler is also the Founder & CEO of Venture University, the world's leading investor accelerator for individuals breaking into venture capital, private equity, and angel investing. The team have invested over $1.8 Billion in more than 250 companies, including Beyond Meat, Facebook, Uber, Twitter, Venmo, FabFitFun, Oculus, Oscar, Wish, and other great tech success stories. In this episode, you’ll learn:– How J Skyler has built one of the world's leading investor accelerator programs as well as a top performing fund yielding 4x net cash returns to LPs.- Why VC must be learnt on the job and university education is a lame duck to entrepreneurial innovators - How VU thinks about the European opportunity & how they're approaching their expansion to our continent- Why J Skyler is 100% satisfied with the current female & minority representation in their cohorts

Oct 19, 202144 min

#28 Christian Hernandez, 2150

Christian Hernandez is a founding partner of the newly launched VC firm 2150, a climate VC fund focused on technology companies that seek to sustainably reimagine and reshape the urban environment by solving major problems across the Urban Stack. With a whopping 270 M€ raised in just one year, 2150 is the biggest VC fundraise for a European first-time fund ever and we're diving deep on exactly what allowed them to do that.In this episode, you’ll learn:- How a mid-life crisis led to the formation of Europe's biggest first-time fund ever- What made the difference for 2150's founding team when fundraising- How 2150's LP-base is much more than financial investors looking for returns- What's a Gigacorn, why Christian made up the term and how he hunts for them

Oct 12, 202143 min

#27 Kjartan Rist, Concentric

Kjartan Rist is the founder and managing partner of Concentric, a UK/Denmark based Seed+ and Beyond fund focusing on B2B and B2B2C startups building software companies solving nontrivial problems in traditional sectors. Kjartan has been in VC for 20 years so naturally, we dive deep with him on how the European startup & VC scene has changed over the last two decades as well as his firm, his thesis and his vehement belief in being a hands-on investor.In this episode, you’ll learn:- How the European VC scene has changed over the last 20 years & why the perception of Spaniards being on siesta and the French on strike no longer applies to Europe. - Why the best founders are like cockroaches and what's underlying the current growth in European entrepreneurship- Why Kjartan hunts for startups that solve non-trivial problems in traditional sectors - What's causing the funding gap in seed+ to series B and how Kjartan & Concentric delivers value to founders in this space

Oct 5, 202144 min

#26 Stephane Guinet & Michaël Niddam, Kamet Ventures

In this episode we shed light on the growing phenomenon of Venture Builders in Europe which is becoming an ever more used entry path into VC for emerging managers & thus also a more common co-investor for early stage VCs to work with. We're talking to two seasoned vets from the VB world, Stephane Guinet and Michael Niddam founders of Paris/Tel Aviv/London-based Kamet Ventures. In this episode, you'll learn:- What are the strengths & weaknesses of different Venture Builder models- How Kamet thinks about idea origination and founder team creation- How VCs should think about having venture builders on the cap table- How VCs should work with venture builders both prior to and after an investment in a VB portfolio company

Sep 28, 202145 min

#25 Simão Cruz, Lightshift Capital

At just 25 years of age, Simão already has the achievements of a lifetime under his belt; Found a watch brand, check. Join corporate bank and rise to become sub-director, check. Co-found Portugal's strongest Fintech association, check. Raise VC Fund to invest in blockchain startups. Well of course! In this episode we dive deep on the ever-changing blockchain space & Simão's strategy to capitalize it.In this episode, you'll learn: - How blockchain is more than million-dollar-cyberpunks & meta-verses- Why & how blockchain is changing the traditional VC model- Why Lightshift is part VC fund, part hedge fund- Raising for a crypto fund, how to approach LPs & Simãos learnings for other emerging managers raising

Sep 21, 202148 min

#24 Ertan Can, Multiple Capital pt.2

Ertan Can is the founding managing partner of Multiple Capital, one of Europe's truly visionary Fund of Funds pioneering micro-VC and Seed fund investing. Prior to founding Multiple, Ertan was Investment Director at a Family Office, which led to developing his thesis for Multiple. Ertan has invested in 30 funds with a portfolio of 500+ early-stage tech companies in Europe across more than 50 sectors and hubs.In this episode, you will learn: - Why many emerging managers should think twice before raising- How to communicate to limited partners & why Ertan misses differentiation from GPs- Why Ertan really loves solo-GPs & micro VCs and how Ertan hunts for new managers across Europe- How Ertan develops his thinking around new markets & upcoming funds- Why Ertan is the opposite of a good fundraiser and what he has learned about the effect of outreaches in fundraising.

Sep 14, 202126 min

#23 Ertan Can, Multiple Capital, pt. 1

Ertan Can is the founding managing partner of Multiple Capital, one of Europe's truly visionary Fund of Funds pioneering micro-VC and Seed fund investing. It's no coincidence that Ertan has named his fund Multiple, as the word holds the key to his strategy; democratize access to a diversified portfolio of multiple managers across multiple geographies, multiple sectors, and multiple vintages. In this episode you'll learn:- Why Ertan started Multiple & what it's like to raise for an FoF in Europe- Why Ertan focuses on emerging managers and what he looks for- Why track-record cannot be your main criteria when evaluating Emerging Managers- The role of KPIs and reporting for emerging managers- Why investing is more about being a cockroach than a hero

Sep 2, 202140 min

#22 Cyrus Shey, Bregal Milestone

Cyrus Shey is the managing partner of Bregal Milestone, a 500 M€ growth fund investing all across Europe. Bregal Milestone pioneers a sourcing strategy focused on people, process and technology that allows them to engage nearly 100 companies weekly & has resulted in Bregal having closed all deals without a competitive process. Bregal Milestone stands out as a value-add investor with a hands-on team that Cyrus refers to as both a SWAT-team and in-house M&A department. In this episode you’ll learn: – The differences between the EU and US growth-stage markets – The benefits of raising a fund embedded in an established investment firm – Bregal Milestone’s use of data to create a competitive advantage – Bregal Milestone’s endemic diversity and how that helps scale-ups grow in Europe – M&A as a core tactic to fast-track European expansion.

Aug 23, 202134 min

#21 Vinoth Jayakumar, Draper Esprit

Vinoth Jayakumar is a Partner at Draper Esprit - one of Europe's very few publicly listed VC firms. They were first founded in 2006 and now manage more than a billion euros, they've made more than 125 investments and have created more than 5 billion in returns for their investors. At Draper Esprit, Vinoth focuses on the future of finance, Insurance, fintech, proptech and cybersecurity. He's interested in all of it, but what gets him truly excited is companies that aren't afraid of targeting the whole stack of financial products and services. No easy pickings for Vinoth.In this episode you’ll learn:- The anatomy of Draper Esprit, why they IPO’d their fund and the benefits it brings- Why Draper Esprit’s investment strategy includes a FoF & secondaries focus- Vinoth’s take on the recent changes in the European VC market- Why ESG is more than a box ticking exercise to Vinoth and how to work with portfolio companies on it.

Aug 13, 202137 min

#20 Lara Koole, Carbon Equity, pt 2

Lara Koole is the co-founder of Carbon Equity, the first global alternative climate investment platform and one of the most ambitious attempts to democratize access to VC investing. In this second part of our talk, Lara Deep dives with us on the plans to make Carbon Equity a force to be reckoned with, aimed at helping to re-define the Climate VC space. Lara shares with us how she draws on her experience at Phillips to make her vision and dream job come true, what she looks for when evaluating funds to invest in, or how the European Union is helping to pave the way to more transparent climate investing.In this episode you’ll learn:-How evaluating funds in the climate VC space is influenced by the sense of purpose of the team-How Lara views carry distribution models and other alignment tools-Carbon Equity’s plans to become a beacon in the LP community-The GP commit controversy and Lara’s take on it-Greenwashing in the VC scene and the European Union’s contribution to end it.

Aug 2, 202133 min

#19 Lara Koole, Carbon Equity, pt 1

Lara Koole is the co-founder of Carbon Equity, the first global alternative climate investment platform and one of the most ambitious attempts to democratize access to VC investing. Lara is also a former partner of Phillips Ventures where she set up their Corporate Venture fund, doing both direct investments and Fund investments. Lara and her team have just closed their first financing round and are in the midst of building their first Fund of Funds-feeder fund. In this first part of our talk, Lara takes us behind the scenes of Carbon Equity and to how they’re changing the way VC works.In this episode you’ll learn:-How Lara and her team are unleashing the power of VC to tackle climate change-How retail investors are going to be able to invest in VC through Carbon Equity-Why and how the VC model is adapted by Carbon Equity, including a “no carry” policy (!)-Perspectives on Feeder Funds and why Carbon Equity are using them

Jul 22, 202120 min

E18 | EUVC | Joe Schorge, Isomer Capital, part 2

Joe Schorge is the founding and managing partner of Isomer Capital, one of the most formative Fund of Funds in the European ecosystem. This is the second part of a two-part episode and this episode focuses on Joe’s views on disruption in the VC space, the current state of The European ecosystem and how he assesses emerging managers. To top it off, Joe also left us with some clues of what’s coming next for him and for Isomer Capital.In this episode you’ll learn:- What it takes to start a VC firm and get interest and money from the best LPs. - Why GPs attempting to disrupt VC rarely catches Joe’s interest.- Why being the first and the only is a bad strategy to be fundraising on in VC - How and why Joe and the Isomer team worked close with the founders of First Entrepreneur. - Why LPs should consider investing in a Fund of Funds instead of directly into VC funds.

Jul 12, 202119 min

E17 | EUVC | Joe Schorge, Isomer Capital, part 1

Joe Schorge is the founding and managing partner of Isomer Capital, one of Europe's absolute strongest Fund of Funds. Joe started his career in technology management positions that got him up close with M&A which led Joe to a whole string of accomplishments in PE and VC doing direct as well as fund investments. To top it off, Joe has also made Angel investments. In this first part of a two-part episode we're truly talking to one of the greats as we dive deep on the origin story of Isomer Capital, Joe's investment thesis and what it takes to be a great VC.In this episode you’ll learn:- What made Europe so unique that Joe, as an American, had to start his fund here.- What profiles make up the VC dream team – the VC hackers, hipsters and hustlers.- Why innovation requires an open minded attitude while searching for past patterns.- How Isomer Capital creates value for their portfolio of VC funds.

Jul 2, 202125 min