EUVC

In this episode of the EUVC podcast, Andreas discusses with Will Prendergast, Partner at Frontline Ventures.With ~€435M in assets under management, Frontline Ventures is a venture investment firm that operates two distinct funds:Frontline Seed: A €100M fund targeting pre-seed and seed-stage European companies with clear U.S. expansion intentions.Frontline Growth: A €100M fund focusing on Series B up to D in U.S. companies planning to expand to Europe within 12-18 months.Frontline Ventures, headquartered in Ireland, specializes in B2B SaaS and Deeptech sectors. The firm's position allows it to bridge the gap between European and U.S. markets, providing valuable support for companies looking to expand across the Atlantic in either direction.As a Partner at Frontline Ventures, Will Prendergast offers us a distinctive perspective on European and U.S. venture landscapes. His insights on early-stage investing in Europe and growth-stage opportunities for U.S. companies expanding to Europe are sure to be valuable for anyone interested in transatlantic venture capital's current state and future.Notable investments: Workvivo (acquired by Zoom), SignalAI, Finbourne, Lattice, MosaicML (acquired by Databricks), Navan.Go to eu.vc for our core learnings and the full video interview 👀Chapters:00:03 Meet Will Prendergast of Frontline Ventures00:06 Frontline Ventures' Dual Strategy00:51 Notable Investments and Achievements02:47 Welcoming Will Prendergast03:57 Frontline's Unique Approach to Seed and Growth04:41 The Importance of U.S. Market for European VCs05:44 Challenges and Strategies in U.S. Market Entry11:01 LP Perspectives and Fund Strategies37:25 Navigating Series A and B Funding38:09 Engaging US Investors39:16 Importance of US Customer Base39:29 Choosing the Right US City for Expansion41:37 Building a US Team 43:40 Common Mistakes in US Market Entry48:04 Impact of the Pandemic on US Expansion53:08 Differences in US and European Business Practices55:12 Remote Work Trends and Performance57:46 Personal Journey into Venture Capital

Welcome to a new episode of the EUVC podcast, where we’ll cover recent news and movements in the European tech landscape with Dan Bowyer and Mads Jensen from SuperSeed.Go to eu.vc to read the core take-aways.Chapters:00:36 Meet Andrew Scott: Investor and Community Builder01:35 The Value of Events for Investors and Founders03:20 Insights from Tech Barbecue in Copenhagen05:05 Highlights from the All In Conference06:15 Inspiration and Serendipity at Conferences11:22 The Role of Politics in Business Inspiration15:35 DeepMind's Alphaproteo: A Breakthrough in Protein Binders17:50 Implications for the European Ecosystem18:08 Future Opportunities in Biotech and AI18:40 Introduction to Investment Focus18:50 AI in Drug Discovery 20:01 Efficiency and Productivity in Health and Pharma20:18 Mario Draghi on European Competitiveness21:23 Challenges in European Innovation22:25 UK and EU Collaboration24:33 Regulatory Frameworks and Innovation27:03 Government Strategy and Short-termism34:11 AI in Healthcare and Spaceports36:48 Future of SaaS and AI Integration

In this episode of the EUVC podcast, Andreas discusses with Tzlil Kovetz, Principal at Vintage Investment Partners.With $4B in assets under management, Vintage Investment Partners is a global investment fund that focuses on three distinct strategies:A fund-to-fund play targeting early-stage VCs across Europe, the U.S., and Israel;A growth fund for early growth companies (typically Series B and beyond);A secondary fund invests in both funds and companies at various stages.Vintage Investment Partners invests across all sectors and has made notable investments in companies like Wolt, Klarna, Mirakl, SentinelOne, Monday, JFrog, Yotpo, Holidu, and many others. In the European fund investment space, they've backed top-tier firms such as Accel, Creandum, PointNine, Seedcamp, BlueYard, and others.Tzlil offers a unique perspective evaluating trends in both the European and U.S. venture markets. Her insights are sure to be valuable for anyone interested in the current state and future of VC.Go to eu.vc for our core learnings and the full video interview 👀Chapters:03:14 Vintage's Global Investment Perspective06:22 The European Venture Ecosystem13:51 Fund Size Evolution in European VC16:36 The State of the Venture Market in 202419:32 Impact of Geopolitical Events on VC25:07 Opportunities in Venture Capital26:09 Early Stage Gap in Europe26:56 Market Adjustments and Seed Valuations28:10 Challenges in Series A and B Rounds33:18 Exit Markets Overview35:33 European IPO Pipeline38:58 Personal Journey into Venture Capital41:00 Vintage Investment Strategies46:26 Future of FinTech in Europe51:02 Top Tips for VC Fundraising

In this episode of the EUVC podcast, Andreas discusses with Andrea Di Camillo, Founder, CEO & Managing Partner at P101.P101 is one of the most well-known players in the Italian VC landscape and has established a strong position in early-stage investing. Currently, on its third fund, which raised €250M, P101 manages a total assets under management (AUM) of €400M.Headquartered in Italy, the firm focuses primarily on Series A investments, with 70% of their portfolio in Italy and the remaining 30% spread across Europe and the United States. P101's investment strategy spans a diverse range of sectors, including enterprise software, deep tech, health tech, fintech, energy, transportation, and food tech.Notable Investments: 1000Farmacie, Casavo, Cortilia, CyberGuru, Deporvillage, FatMap, Habyt, Musixmatch, Musement, Tannico, VelascaGo to eu.vc for our core learnings and the full video interview 👀Chapters:00:25 P101's Investment Focus and Notable Investments02:46 The Origins of P10104:57 Italy's Journey to Becoming a Global Tech Player06:12 Challenges and Opportunities in the Italian VC Ecosystem12:02 The Role of Corporates and Private Wealth in Italian VC23:40 Investment Strategies and Fund Management at P10135:28 The Media's Role in Venture Capital36:26 Challenges in Italian Venture Capital37:02 The Importance of Narrative in VC38:11 Highlighting European Venture Success41:41 The Impact of Past Investments45:59 Leveraging AI and Big Data in VC53:52 The Evolution of Venture Capital56:59 A Personal Journey in Venture Capital01:04:28 The Growth of the Italian Tech Ecosystem01:05:43 Closing Remarks and Future Prospects

Mads Jensen, a key contributor to the European tech scene and SuperSeed, joins Dan Bowyer for an engaging discussion. They dive into the importance of mission-driven companies and the role of effective communication in startup success. Mads shares insights on the transformative potential of Central Bank Digital Currencies, specifically the digital euro, while addressing privacy concerns. They also tackle the dynamics between founders and managers, emphasizing how successful leaders adapt their strategies amidst evolving technological landscapes and immigration's impact on economic growth.

Robert Lacher, Founding Partner of Visionaries Club and a venture capital expert, discusses bridging the gap between traditional family businesses and the innovative European startup ecosystem. He highlights the importance of family firms in driving innovation and their collaboration with modern startups. Lacher also contrasts the European and US VC landscapes, advocating for a more risk-taking investment culture. The conversation emphasizes the significance of strategic networking and building strong foundations for emerging companies in Europe.

Kicking off our efforts to further connect the European VC and Corporate world, we’re talking to our in-house CVC expert and friend Jeppe Høier, uncovering his biggest learnings in CVC, how he thinks about corporates as LPs and the key trends he thinks will impact the industry going forward.Jeppe Høier is a long-time corporate venturing specialist and former partner at Maersk Growth with more than 80 MUSD invested for a multiple of 3.6x with massive breakout Einride in the portfolio.Go to eu.vc for our core learnings and the full video interview 👀Chapters:00:25 Bridging the Gap Between VC and Corporate Worlds02:00 The Growing Importance of CVC02:28 Jeppe's Journey into Venture Capital03:12 Joining Maersk Growth05:00 Maersk Growth: Early Days and Challenges08:03 Strategic Shifts and Direct Investments11:10 Case Studies and Early Investments18:18 Strategic vs Financial Motives in CVC19:18 Challenges and Misconceptions in CVC25:24 Hiring Talent for CVC Teams27:47 Diligence in CVC Partnerships39:15 Corporate Climbing and Collaboration42:08 Corporate LP Investing 45:08 Trends in CVC in Europe47:28 Conclusion and Future Episodes

Welcome to a new episode of the EUVC podcast, where we’ll cover recent news and movements in the European tech landscape with Dan Bowyer and Mads Jensen from SuperSeed.Go to eu.vc to read the core take-aways.Chapters:02:45 Telegram CEO Arrested in France03:35 Debate on Free Speech and Responsibility04:07 Balancing Security and Privacy07:58 The Role of Mega Firms in VC12:36 UK Budget and Its Impact on Startups13:44 Potential Tax Changes and Their Implications15:26 Comparing Economic Strategies: UK vs. US16:50 The Need for Bold Economic Moves19:42 Cancer Vaccines and Medical Innovations21:12 AI and Personalized Medicine23:24 AI Regulation and Its Impact on Europe26:39 Germany's Economic Challenges and Renewable Energy28:17 The Future of Nuclear Energy in Germany29:58 Agentic Workflows: The Future of AI in Business31:27 Microservices and Autonomous Agents32:24 Productivity Enhancements in Corporates32:34 Closing Thoughts on AI and Business

Christoph Klink, a Partner at Antler and former consultant at McKinsey, shares his expertise on the importance of technical founders in Europe. He discusses a significant rise in technical founders, noting that over half of new unicorns are led by those with technical expertise. Christoph emphasizes the need for diverse skill sets in founding teams and the challenges that European tech giants face. Insights from a recent study highlight the critical role technical skills play in startup success and the importance of supporting entrepreneurs on their journeys.

Sam Cash, a founding partner at Entropy Industrial Capital, Eric Truebenbach, the managing director at Teradyne Robotics Ventures, and Claude Ritter, managing partner at Cavalry Ventures, dive deep into AI's real-world impact. They explore AI's transformative role across industries like healthcare and agriculture, prioritizing customer-driven innovation. The trio discusses Europe's unique investment landscape, emerging challenges in deploying AI technologies, and the promising future of robotics. Expect insights on navigating innovation and the burgeoning role of London in robotics.