EUVC

In this episode of the EUVC podcast, Andreas discusses with David Meiborg, General Partner at First Momentum Ventures.First Momentum Ventures, with their €30M fund, specializes in backing deeply technical founders at the pre-seed stage. Their focus spans deep tech, industrial climate tech, dev tools, data, and enterprise SaaS across the DACH region and beyond.In today’s discussion, David introduces us to the Deep Tech Hardware Napkin framework they recently launched, which includes the latest benchmarks on funding, team, product, and commercialization, broken down by stage. The Napkin and full report are based on a survey completed by 30 DeepTech VCs from 8 countries.Go to eu.vc for our core learnings and the full video interview 👀Chapters:00:02 Meet David Marburg from First Momentum Ventures00:28 Deep Tech Heartware Napkin05:48 Deep Tech Napkin Collaboration06:17 Inspiration and Data Sourcing09:34 Deep Tech Hardware Napkin Breakdown10:54 Pre-Seed Stage Insights14:18 Seed Stage Insights16:40 Series A Insights24:07 Series B Insights26:59 Founding Teams and Commercial Savviness35:46 Technology and Product Stages44:12 Tech Maturity and Valuation49:06 Common Hardware Business Models

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed cover recent news and movements in the European tech landscape 💬Go to eu.vc to read the core take-aways.Chapters:00:06 Microsoft's Nuclear Energy Plans00:13 Energy Context in Europe00:22 UK's Energy Challenges02:34 Three Mile Island and Energy Needs06:24 UK's Energy Strategy 09:18 Amazon's Office Return Policy11:37 Chip Manufacturing in the UAE13:56 Future of AI by 203014:57 Healthcare and AI16:27 AGI and AI's Impact on Jobs18:33 Telegram's Privacy Concessions20:26 Mark Zuckerberg's Orion Glasses21:48 Neuralink and Future Interfaces25:44 Foundations Paper on UK Stagnation

In this episode of the EUVC podcast, Andreas discusses with Fatou Diagne, Founder and Managing Partner at Bootstrap Europe.Bootstrap Europe is a venture investment firm currently raising the fourth fund, aiming for €350-400M, after closing Fund III with €157M. With €250M in assets under management, Bootstrap Europe is headquartered across London, Luxembourg, and Zurich.Bootstrap Europe targets companies in the post-Series A+ or Series B stage—those with venture capital already on their cap table, solid KPIs, or valuable patents and assets in place. The firm’s sweet spot? European HQ’d companies, or those with European founders or VCs, with an upcoming allocation to support U.S. expansions. They even have 10% of their fund reserved for other exciting regions, like Africa.Bootstrap Europe specializes in geeky, transformative sectors: Deeptech, Life Sciences, Cleantech, Fintech, and SaaS, and some of their notable investments are:Scandit (Swiss Unicorn) in Machine VisionBlueprint Genetics (exited investment, Finnish tech used by Quest Diag during COVID - 1 of 2 largest labs in US)Telensa: largest installed base of smart city lighting wordlwide, bought by SignifyRecent undisclosed exciting investments in robotics, AI healthcare, foodtech, RNA techGo to eu.vc for our core learnings and the full video interview 👀Chapters:00:03 Meet Fatou Diagne and Bootstrap Europe00:26 Bootstrap Europe's Investment Focus 01:25 Diving Deep with Fatou: Trends and Growth02:51 The Origin of Bootstrap Europe04:11 Venture Debt vs. Venture Capital11:11 The Collapse of Silicon Valley Bank20:27 The Role of Venture Debt in Europe28:29 Sector Focus: Life Sciences and AI36:45 Momentum in Business and Financing37:00 Regional Preferences in Venture Debt38:16 Germany: Cultural Challenges and Progress 39:17 Spain: A Unique Venture Debt Market40:43 Nordics and European Investment Bank47:33 Macroeconomic Influence on Venture Debt54:05 Innovative Financing Structures56:54 Future Predictions for Venture Debt01:02:09 AI's Impact on Venture Debt and Beyond

Monik Pham, Founding Partner at Pact and a key player in the European tech scene, joins the conversation to discuss pressing issues in the startup landscape. They highlight the trend of startups moving to the U.S. for better funding and talent. The dialogue shifts to the impact of U.S. interest rate cuts and how the UK’s economic challenges complicate growth strategies. Special attention is given to Germany's ambitious €12 billion investment in startups, emphasizing the need for a collaborative ecosystem to foster innovation across Europe.

Join Jeppe Høier, an in-house CVC expert, Francesco Di Lorenzo, an Associate Professor at Copenhagen Business School, and Crispin Leick, Managing Director at EnBW New Ventures, as they dive into the world of corporate venture capital. They discuss effective strategies for engaging with CVCs and setting them up for success. The conversation also explores the balance between innovation and financial returns, and the evolving significance of CVC in Europe, particularly in sustainable tech investments. Tune in for valuable insights and intriguing industry dynamics!

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.