Contacts
Info
EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European...
show more
EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love.
Follow us and stay in the loop with everything European VC on eu.vc
show less
Follow us and stay in the loop with everything European VC on eu.vc
20 SEP 2024 · Welcome to a new episode of the EUVC podcast, where our good friends https://www.linkedin.com/in/danbowyer/and https://www.linkedin.com/in/madsjensen/ from http://www.superseed.com/, in a discussion with https://www.linkedin.com/in/monikpham/, Founding Partner at https://www.pactvc.com/, cover recent news and movements in the European tech landscape 💬
Go to eu.vc to read the core take-aways.
Chapters:
00:05 Today's Agenda
02:18 Monique's Background and PACT Ventures
03:14 AI Startup 11X Moves to the US
03:48 Challenges for European Startups
07:44 Interest Rate Cuts in the US
09:56 Impact of US Economic Policies on Europe
10:56 UK's Economic Challenges and Labor's Plan
12:10 Government's Role in Supporting Startups
15:47 Germany's Investment in Startups
20:01 EU's First Commissioner for Startups
21:04 Addressing Fragmentation in the EU Market
26:47 Proxies for Economic Health
28:41 Opportunities in Economic Downturns
29:56 The Role of AI in Business
34:18 Balancing Technology and Regulation
35:13 Closing Thoughts on AI Regulation
36:44 Conclusion and Farewell
19 SEP 2024 · In this episode of the EUVC podcast, Andreas discusses how we prepared a new panel discussion with our in-house CVC expert and friend, https://www.linkedin.com/in/jeppehoier/?originalSubdomain=dk, and his guests.
https://www.linkedin.com/in/francesco-di-lorenzo-2a5b0722/ is an Associate Professor of Strategy and E-ship at https://www.cbs.dk/en/research/departments-and-centres/department-of-strategy-and-innovation/staff/fdlsi (Department of Strategy and Innovation), where he is actively involved in research and teaching topics related to Corporate Venturing.
https://www.linkedin.com/in/crispin-leick-venture-capital/?originalSubdomain=de is the Managing Director at https://www.env.vc/, where he leads the company's corporate venture capital (CVC) efforts. Based in Germany, EnBW New Ventures focuses on investing in innovative startups that drive digital and sustainable infrastructure, with a particular emphasis on climate tech.
With a committed €100M fund, they target Series A investments across Europe. Their portfolio includes notable investments in ESG and carbon-focused startups like https://www.getsunhat.com/ and https://www.cozero.io/ and key players in the battery rollout space such as https://www.enspired-trading.com/ and https://www.volytica.com/.
In today’s panel discussion, we’re exploring all things corporate venture capital (CVC)—from the best ways to engage with CVCs to how to effectively set them up and the key strategies that drive success. We’re also digging into the dynamics of collaboration between traditional venture capital, CVCs, and the corporate world.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cc85c70-8375-4423-9591-3a31f6ec2b61_1536x842.png
Chapters:
00:03 Meet the Guests: Francesco, Crispin, and JeppeÂ
04:50 Understanding Corporate Venture Capital
06:02 CVC Strategies and Models
09:22 Challenges and Successes in CVC
13:50 The Importance of Financial Returns in CVC
18:12 Setting Up a Successful CVC
44:12 Measuring Startup Growth
45:02 Importance of Gross Margin
45:20 Investment Strategies in B2B Digital Models
45:49 Challenges and Benefits of Seed Investments
46:37 Strategic Corporate Investments
48:01 Commercial Agreements and Conflicts of Interest
53:50 Engagement Management in Corporates
01:00:56 Governance Structures in CVC
01:14:42 Evergreen Model in CVC
01:18:14 Future Trends in CVC
17 SEP 2024 · In this episode of the EUVC podcast, Andreas discusses with https://www.linkedin.com/in/willprendergast, Partner at https://frontline.vc/.
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: https://www.workvivo.com/ (acquired by https://zoom.us/), https://signal-ai.com/, https://www.finbourne.com/, https://lattice.com/, https://www.databricks.com/research/mosaic (acquired by https://www.databricks.com/), https://navan.com/.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cc85c70-8375-4423-9591-3a31f6ec2b61_1536x842.png
Chapters:
- 00:03 Meet Will Prendergast of Frontline Ventures
- 00:06 Frontline Ventures' Dual Strategy
- 00:51 Notable Investments and Achievements
- 02:47 Welcoming Will Prendergast
- 03:57 Frontline's Unique Approach to Seed and Growth
- 04:41 The Importance of U.S. Market for European VCs
- 05:44 Challenges and Strategies in U.S. Market Entry
- 11:01 LP Perspectives and Fund Strategies
- 37:25 Navigating Series A and B Funding
- 38:09 Engaging US Investors
- 39:16 Importance of US Customer Base
- 39:29 Choosing the Right US City for Expansion
- 41:37 Building a US Team 43:40 Common Mistakes in US Market Entry
- 48:04 Impact of the Pandemic on US Expansion
- 53:08 Differences in US and European Business Practices
- 55:12 Remote Work Trends and Performance
- 57:46 Personal Journey into Venture Capital
13 SEP 2024 · Welcome to a new episode of the EUVC podcast, where we’ll cover recent news and movements in the European tech landscape with https://www.linkedin.com/in/danbowyer/and https://www.linkedin.com/in/madsjensen/ from http://www.superseed.com/.
Go to eu.vc to read the core take-aways.
Chapters:
00:36 Meet Andrew Scott: Investor and Community Builder
01:35 The Value of Events for Investors and Founders
03:20 Insights from Tech Barbecue in Copenhagen
05:05 Highlights from the All In Conference
06:15 Inspiration and Serendipity at Conferences
11:22 The Role of Politics in Business Inspiration
15:35 DeepMind's Alphaproteo: A Breakthrough in Protein Binders
17:50 Implications for the European Ecosystem
18:08 Future Opportunities in Biotech and AI
18:40 Introduction to Investment Focus
18:50 AI in Drug Discovery 20:01 Efficiency and Productivity in Health and Pharma
20:18 Mario Draghi on European Competitiveness
21:23 Challenges in European Innovation
22:25 UK and EU Collaboration
24:33 Regulatory Frameworks and Innovation
27:03 Government Strategy and Short-termism
34:11 AI in Healthcare and Spaceports
36:48 Future of SaaS and AI Integration
Vintage Investment Partners' Tzlil Kovetz on a deep dive about the state of VC market in 2024 | E352
12 SEP 2024 · In this episode of the EUVC podcast, Andreas discusses with https://www.linkedin.com/in/tzlil-kovetz-784350101/?originalSubdomain=il, Principal at https://vintage-ip.com/.
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 https://wolt.com/, https://www.klarna.com/, https://www.mirakl.com/, https://www.sentinelone.com/, https://monday.com/, https://jfrog.com/, https://www.yotpo.com/, https://www.holidu.co.uk/, and many others. In the European fund investment space, they've backed top-tier firms such as https://www.accel.com/, https://creandum.com/, https://www.pointnine.com/, https://seedcamp.com/, https://www.blueyard.com/, 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.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cc85c70-8375-4423-9591-3a31f6ec2b61_1536x842.png
Chapters:
03:14 Vintage's Global Investment Perspective
06:22 The European Venture Ecosystem
13:51 Fund Size Evolution in European VC
16:36 The State of the Venture Market in 2024
19:32 Impact of Geopolitical Events on VC
25:07 Opportunities in Venture Capital
26:09 Early Stage Gap in Europe
26:56 Market Adjustments and Seed Valuations
28:10 Challenges in Series A and B Rounds
33:18 Exit Markets Overview
35:33 European IPO Pipeline
38:58 Personal Journey into Venture Capital
41:00 Vintage Investment Strategies
46:26 Future of FinTech in Europe
51:02 Top Tips for VC Fundraising
10 SEP 2024 · In this episode of the EUVC podcast, Andreas discusses with https://www.linkedin.com/in/andreadica/, Founder, CEO & Managing Partner at https://p101.it/.
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: https://www.1000farmacie.it/, https://casavo.com/it/, https://www.cortilia.it/, https://www.cyberguru.it/en/, https://www.deporvillage.net/, https://fatmap.com/, https://www.habyt.com/, https://www.musixmatch.com/, https://www.musement.com/us/, https://www.tannico.it/, https://www.velasca.com/
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cc85c70-8375-4423-9591-3a31f6ec2b61_1536x842.png
Chapters:
00:25 P101's Investment Focus and Notable Investments
02:46 The Origins of P101
04:57 Italy's Journey to Becoming a Global Tech Player
06:12 Challenges and Opportunities in the Italian VC Ecosystem
12:02 The Role of Corporates and Private Wealth in Italian VC
23:40 Investment Strategies and Fund Management at P101
35:28 The Media's Role in Venture Capital
36:26 Challenges in Italian Venture Capital
37:02 The Importance of Narrative in VC
38:11 Highlighting European Venture Success
41:41 The Impact of Past Investments
45:59 Leveraging AI and Big Data in VC
53:52 The Evolution of Venture Capital
56:59 A Personal Journey in Venture Capital
01:04:28 The Growth of the Italian Tech Ecosystem
01:05:43 Closing Remarks and Future Prospects
6 SEP 2024 · Welcome to a new episode of the EUVC podcast, where we’ll cover recent news and movements in the European tech landscape with https://www.linkedin.com/in/danbowyer/and https://www.linkedin.com/in/madsjensen/ from http://www.superseed.com/.
Go to eu.vc to read the core take-aways.
Chapters:
00:00 Introduction to European Adventure
01:07 SuperSaaS Event OverviewÂ
02:10 Corporate Relationships and Communication
02:51 The Value of Mission-Driven Companies
03:35 Upcoming Super SAS Event 04:03 Positive Global Trends
06:04 Technological Impact on Society
06:39 Democracy and TechnologyÂ
07:48 AI Regulation Treaty
09:45 Privacy and Competitive Concerns in AIÂ
11:20 The Future of AI Regulation
15:55 Energy Revolution and AI
17:24 Central Bank Digital Currency
18:12 Implications of Digital Euro
22:06 Founder Mode vs. Manager Mode
23:25 Traits of Successful Founders
25:33 Mission-Driven Leadership
29:34 Immigration and Economic Growth
5 SEP 2024 · In this episode of the EUVC podcast, Andreas discusses with https://www.linkedin.com/in/robert-lacher-ba58a759/?originalSubdomain=de, a Founding Partner of https://www.linkedin.com/company/visionaries-club/. Robert's journey in VC is impressive. He was also one of the Founding Partners of https://www.linkedin.com/company/la-famiglia-vc/posts/?feedView=all when they launched their first fund, and he's since gone on to make waves with Visionaries Club. Let's talk numbers for a moment:
- Visionaries Club currently manages a total of $350 million USD
- $185 million seed fund
- $165 million early growth fund
Headquartered in both Germany and the UK, with offices in London and Berlin, Visionaries Club has strategically positioned itself at the heart of Europe's tech ecosystem. Their focus? Seed and early growth stages, particularly in the B2B and software sectors. Robert’s investments include https://www.personio.com/, https://choco.com/us, https://miro.com/index/, https://www.gopigment.com/, https://en.tacto.ai/, and https://www.babbel.com/, just to name a few.
Today, we'll dive deep into Robert's strategy, exploring why they've structured their funds the way they have, and getting his insights on the European VC landscape. Get ready for an enlightening conversation that will leave you with a new appreciation for the intricacies of venture capital in Europe. So, without further ado, let's welcome Robert Lacher to the show!
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cc85c70-8375-4423-9591-3a31f6ec2b61_1536x842.png
Chapters:
- 00:03 Meet Robert Lacker: Founding Partner of Visionaries Club
- 00:14 Visionaries Club: Fund Size and Focus
- 03:13 Robert's Journey into Venture Capital
- 04:14 Connecting Old and New Economies
- 08:48 The Role of Family Entrepreneurs in Innovation
- 18:17 Visionaries Club's Unique Approach
- 28:53 Challenges and Opportunities in European VC
- 36:51 Introduction to S16 VC and Its Impact
- 37:28 Upcoming Content Collaboration with S16 VC
- 38:03 Key Learnings from the Last Decade
- 39:04 The Ikigai Framework for Passion and Profession
- 41:02 Overcoming Setbacks and Failures
- 42:54 Networking and Learning in Venture Capital
- 45:14 Advice for Aspiring Entrepreneurs
- 47:52 The Importance of Risk-Taking
- 57:21 Local vs. Pan-European VC Strategies
- 01:01:38 Manufacturing Serendipity in Venture Capital
3 SEP 2024 · Kicking off our efforts to further connect the European VC and Corporate world, we’re talking to our in-house CVC expert and friend https://www.linkedin.com/in/jeppehoier/?originalSubdomain=dk, 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 https://einride.tech/in the portfolio.
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F9cc85c70-8375-4423-9591-3a31f6ec2b61_1536x842.png
Chapters:
00:25 Bridging the Gap Between VC and Corporate Worlds
02:00 The Growing Importance of CVC
02:28 Jeppe's Journey into Venture Capital
03:12 Joining Maersk Growth
05:00 Maersk Growth: Early Days and Challenges
08:03 Strategic Shifts and Direct Investments
11:10 Case Studies and Early Investments
18:18 Strategic vs Financial Motives in CVC
19:18 Challenges and Misconceptions in CVC
25:24 Hiring Talent for CVC Teams
27:47 Diligence in CVC Partnerships
39:15 Corporate Climbing and Collaboration
42:08 Corporate LP Investing 45:08 Trends in CVC in Europe
47:28 Conclusion and Future Episodes
30 AUG 2024 · Welcome to a new episode of the EUVC podcast, where we’ll cover recent news and movements in the European tech landscape with https://www.linkedin.com/in/danbowyer/and https://www.linkedin.com/in/madsjensen/ from http://www.superseed.com/.
Go to eu.vc to read the core take-aways.
Chapters:
- 02:45 Telegram CEO Arrested in France
- 03:35 Debate on Free Speech and Responsibility
- 04:07 Balancing Security and Privacy
- 07:58 The Role of Mega Firms in VC
- 12:36 UK Budget and Its Impact on Startups
- 13:44 Potential Tax Changes and Their Implications
- 15:26 Comparing Economic Strategies: UK vs. US
- 16:50 The Need for Bold Economic Moves
- 19:42 Cancer Vaccines and Medical Innovations
- 21:12 AI and Personalized Medicine
- 23:24 AI Regulation and Its Impact on Europe
- 26:39 Germany's Economic Challenges and Renewable Energy
- 28:17 The Future of Nuclear Energy in Germany
- 29:58 Agentic Workflows: The Future of AI in Business
- 31:27 Microservices and Autonomous Agents
- 32:24 Productivity Enhancements in Corporates
- 32:34 Closing Thoughts on AI and Business
EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European...
show more
EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love.
Follow us and stay in the loop with everything European VC on eu.vc
show less
Follow us and stay in the loop with everything European VC on eu.vc
Information
Author | The European VC |
Organization | The European VC |
Categories | Investing , Entrepreneurship , Tech News |
Website | www.eu.vc |
hello@eu.vc |
Copyright 2024 - Spreaker Inc. an iHeartMedia Company