EUVC #60 The Memo - Pacenotes, Jeroen Van Doornik & Menno Rijnsburger
Mar 29, 2022
33:12
It is with great excitement that we announce the second investment by The European VC Operator LP Syndicates š In this special āMemo episodeā weāre diving deep on Pacenotes with the founding team: Jeroen Van Doornik and Menno Rijnsburger. The TL:DR being š 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 ā¬285 M, which gives them a much coveted skillset of the next generation of FoF investors.
In this episode, youāll 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 fundās main strike zone on direct investments.
To sprinkle some hotness on it, Jeroen is an exited founder and tech investor who, together with Menno, has built two tech funds of ā¬285 M, which gives them a much coveted skillset of the next generation of FoF investors.
In this episode, youāll 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 fundās main strike zone on direct investments.