EUVC

Satgana is a Climate Tech Venture Capital firm with an established portfolio at 4.2x MOIC, looking to support purpose-driven entrepreneurs in Europe and Africa. They discuss their investment in Satgana Fund I and their community-focused approach. The podcast also covers topics such as the challenge and opportunity of climate change, building a pre-seed climate fund, investment verticals, addressing methane leaks in the energy sector, Y Combinator's impact on startups, and non-dilutive funding in Europe.

Ben Topor, Founder & Managing Partner at Titan Capital, talks about growth and secondaries investing. Topics include the future of European venture capital, the importance of solving a pressing need, timing the market and spreading bets, finding bargains in the secondary market, and flexible investment approaches.

Today we have Colin Daymond Hanna with us. Colin is a Partner at Balderton. And I think it goes without saying that I need not introduce this firm; but just in case anyone listening in has just started in venture, I’ll say that in the two decades since Balderton’s founding, they have worked with hundreds of extraordinary European founders, and have raised eight funds totalling more than 3bn Euros.At Balderton, Colin invests in purpose-driven, product-focused founders spanning verticals including Cloud, Consumer, Crypto, and Fintech. Colin has led the investments into Fuse Energy (formerly Tesseract), Ory, Supernormal, AnyType, Clue (note: the links go to Balderton’s annoucements, interesting reading!). Colin is also part of the team at Balderton responsible for driving the firm's Sustainable Future Goals initiatives.Chapters:00:00:00 - Introduction to Colin Daymon Hannah00:02:54 - Growing up in Asia & the US and transitioning to venture00:07:28 - Taking a Leap of Faith to Berlin00:09:51 - The Role of Luck in Decision Making00:12:05 - Prioritization and Communication00:14:27 - Balderton's Purpose as a Partner for European Entrepreneurs00:16:38 - Clue: Empowering Women's Health00:18:56 - The Local First Mentality and Censorship Resistance00:21:31 - Lack of Empathy in VC and Overstretching00:23:40 - Importance of Investor Alignment 00:26:03 - On Purpose and Prioritization00:28:35 - Prioritization & Portfolio Management 00:30:49 - Transparency in Investing00:32:54 - Building Networks with Investors00:35:10 - The Importance of Strong Communication and Vulnerability00:37:17 - Communication and Gratitude00:39:12 - How Sports Shape Your Path00:41:31 - The Importance of Trusting the Process00:44:01 - Transparency in Achieving Global Goals00:46:07 - Investing in companies aligned with SDGs00:48:32 - Express Championing of Positive Externalities00:50:26 - Tips for Emerging VCs in Europe00:52:46 - Focusing on the Purpose, Not the Valuation

If there's any market that's not slowing down, it's the secondaries market. And it’s a buyer’s market. But how do you win? We convened some of Europe's best secondaries investors to discuss the current market and how to build your investment strategy, evaluate opportunities and negotiate deals.Expert Secondaries Panelists:- Joe Schorge, Founding Partner of Isomer Capital- Kemper Ahl, Vice President of Industry Ventures- Martijn de Wever, CEO & Founder of FlowwGo to eu.vc for the write up of our key learnings and as well as the video recording 👀 Chapters:00:00:00 - Welcome to the roundtable and introductions00:03:02 - Solving Pain Points in the Private Markets00:11:29 - The Rise of Venture Secondaries00:14:20 - Creating a Systemic Approach00:20:07 - The Need for Innovation in the Market00:23:00 - Liquidity Solutions and the Secondaries Market00:25:43 - The Evolution of Intermediaries in the Market00:28:26 - Creative structuring for late-stage investments00:33:59 - Bridging the Gap in Due Diligence for New Investors00:39:14 - Tactics for Dealing in Secondary Market00:41:51 - The Platform Approach to Venture Secondaries00:44:35 - Timing the Market vs. Timing the Asset00:47:19 - Negotiating a Secondary Transaction00:53:00 - Strategies for Buying into Pre-IPO Companies01:01:13 - Experts needed for private Capital markets

Max Bautin, Founding GP at IQ Capital, discusses the Cambridge Mafia in venture investing and the success of the Cambridge ecosystem. He also explores the strategy and challenges of deep tech investing and the role of advisors. The podcast highlights the thriving Cambridge ecosystem in Europe and the delicate balance of patience and impatience in entrepreneurship.

Welcome to the first episode of the special series NEUVC, hosted by Freddie Macpherson, analyst at Isomer Capital, and Linda Võeras, associate at Karma Ventures. Today we have Martin Krag with us. Martin is a partner at byFounders, a seed fund looking to back the best tech founders in the new Nordics. We spoke to Martin to hear how he rose to partner in four years, the firm culture and coaching the courage to do so, and, of course, his own secret sauce of excellence.Chapters:00:00:00 - Introduction of Martin & byFounders 00:01:52 - Incentive alignment and portfolio assistance00:03:24 - Joining a Startup Venture Capital Firm00:04:44 - The importance of decisiveness for VCs00:06:07 - Using Analysts for Understanding Spaces and Sectors00:07:43 - Progression and Responsibility Levels00:09:17 - The Importance of Curiosity and Quick Learning00:10:41 - Finding Focus and Prioritizing00:12:09 - Balancing Networking and Board Responsibilities00:13:35 - The Fluid Partnership with Founders and Career Development00:15:09 - Building a Strong Team and Defined Roles00:16:42 - Calibrating New Hires for Long-Term Aspirations00:18:04 - Transparency and Core Values in VC Industry00:19:39 - Career Progression and Future at the Fund00:21:18 - The Responsibility of Partners and Youngsters in Investment Decisions00:22:40 - Avoidable Mistakes made by Junior VC Team00:24:29 - Being Patient and Calibrating Before Making Decisions00:25:58 - The Perspective of a Poker Player-Investor00:27:30 - Dreaming with the Founders00:28:57 - Diversifying Experience in the VC Industry00:30:42 - Choosing between being a VC or Founder00:32:19 - The Challenges of Being a VC00:34:14 - Building a Fund and Firm00:36:15 - Experience and Bad Judgment

Fred Destin, a venture capitalist, discusses the state of the current market, challenges in VC, and the role of religion. Topics include erosion of democracy, mental health crisis, and climate change. Emphasis on reintroducing humans and community. Also, reflection on the role of religion in society and personal exploration of the human experience.

In today’s episode, Chloe Dagnell from Isomer Capital speaks to Carmen Alfonso Rico, a self-described VC turned Angel at Cocoa. Having previously been at the consumer fund Felix, Series A fund Blossom, and Spanish-HQ’d Samaipata, Carmen is responsible for being the first investor into companies such as Hopin and SideQuestVR.Now, Carmen is leading the charge at Cocoa Ventures, an angel fund providing the first checks for founders across Europe. Investing $250k-$500k angel checks at pre-seed/seed, Cocoa supports founders as their in-house VC, helping them hack the system with independent and unfiltered insights.In today’s episode, we’re discussing everything from how Carmen actually helps founders hack the system to fund economics. And bear with us on that fund economics point, as it’s one of the most interesting and overlooked parts of being a great VC and fund manager, and Carmen claims some pretty contrarian views on how she puts her portfolio together.And of course, we couldn't resist asking the woman behind Cocoa Ventures what her favorite chocolate is 🍫 . So, if you want the hottest tip in town for the best chocolate, then listen all the way to the end 😁

Today we have Fady with us. Fady is a Founding GP at Cybernetix Ventures, a 50m$ pre-seed, seed and Series A venture fund in Boston to back North American and European companies within manufacturing, logistics, construction, and healthcare.Cybernetix are investing out of Fund 1 with a total 50m$ AUM and an established portfolio of 13 companies and notable investments including Realtime Robotics, AirWorks, Bionomous, and Kewazo.Chapters00:00:00 - Intro00:01:42 - New Beginnings in Venture00:03:44 - Overcoming Challenges and Achieving Success00:05:51 - The Impact and Expectations of Gen AI00:07:58 - The Impact of Generative AI on Industries00:09:46 - Robotics as a Technology00:11:50 - Manufacturing in the Age of Smart Automation00:13:44 - Automation in Manufacturing and Healthcare00:15:47 - Technological Capability vs. Business Model00:17:36 - The Challenges of Humanoids in the Job Market00:19:29 - Investing in Robotics, Automation, and Industrial AI00:21:31 - The Success Story of Universal Robots in Denmark00:25:31 - Considerations for Product Deployment00:29:41 - The Rise of Robotics in Boston and Europe00:31:47 - The Importance of Specialized People in Robotics Investment00:33:54 - Investing in Smart Machines for the Future00:36:11 - Investing in Robotics Solutions00:38:27 - Building a Strong Team in Venture00:40:21 - Robotics Revolutionizing Our World00:42:21 - The Rise of Collaborative Robots in the Robot Cluster00:44:04 - The Rise of Robotics in Odense

In this podcast, Patrick Murphy from Tapestry VC discusses the challenges of merging with corporate VC, the importance of stewardship in early stage venture capital, and the rise of Gen AI in revenue growth. He also talks about the benefits of repeat founders, building strong networks, and the value of co-investors in successful co-investing.