EUVC

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€ 💸

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

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.

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.

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.

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

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.

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

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.

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