In this episode, Andreas Munk Holm is joined by Joe Seager-Dupuy and Mike Martin, General Partners at True Global, a £1B investment firm focused on consumer and retail, to explore how AI transforms how consumer businesses are built, scaled, and experienced.

They unpack why consumer AI is more than a buzzword - it's unlocking entirely new market categories, reshaping broken UX flows, and expanding the definition of addressable markets. From agentic software and hyper-personalized health stacks to defensibility through data, brand, and workflow, this episode offers a deep dive into how to build and invest at the intersection of frontier tech and human behavior.

Here’s what’s covered:

• 07:27 Exploring Consumer AI Innovations
• 14:47 Challenges and Opportunities in Consumer AI
• 20:27 The Path to Agentic Business Models
• 25:27 Building Optionality in AI Products
• 26:23 Case Study: Superhuman's Agentic Email System
• 28:10 The Velocity of AI Announcements
• 31:10 Defensibility in Consumer AI
• 39:15 AI's Impact on Consumer Company Operations
• 43:07 The Disruption of Incumbents by AI Startups

In this episode, Andreas Munk Holm and Jeppe Høier sit down with Zack Weisfeld, the founding force behind Intel Ignite (now Ignite Deep Tech), to explore the evolution of one of the most respected deep tech accelerators in the world. From reinventing how corporates engage with startups to pioneering a "co-founder as a service" model, Zack shares what it takes to build real bridges between enterprise and entrepreneurship.

Here’s what’s covered:

• 03:10 Why Intel Chose to Spin It Out—And How the Ecosystem Reacted
• 06:15 The Three Pillars: Seed, Pre-Seed, and Ideation Programs
• 08:00 What Most Corporate Accelerators Get Wrong
• 11:40 Co-Founder as a Service: A New Model of Acceleration
• 13:25 Why Corporate Mentorship Works When Done Right
• 19:40 Lessons from 14 Years of Building Accelerators
• 26:20 How Mentorship Creates Internal Champions
• 30:15 Aligning Startup Success with Corporate Transformation
• 35:10 Why Mental Health Support for Founders Is a Strategic Imperative

In this special episode, we welcome back Patric Hellermann to dive deep into the concept of edge in venture capital. This isn't your average discussion on differentiation—it's a methodical breakdown of what creates enduring alpha for fund managers, grounded in Patric’s experience building Foundamental, a B2B-focused early-stage VC.

This episode is for anyone asking: How do I build an edge that scales? You’ll leave with answers rooted in practice, not theory.

Here’s what’s covered:

• 02:30 What Makes an Edge? Why Most VCs and LPs Struggle to Answer
• 06:15 The 4 Steps of VC Value Creation: Sourcing, Picking, Winning, Managing
• 12:45 What Founders Want: How to Make Yourself the First Call
• 17:10 DPI Over Hype: Why Patrick Optimizes for Liquidity, Not Likes
• 21:20 Empathy, Proximity & Pattern Recognition: What Most European Funds Get Wrong
• 28:35 Pan-European Funds & the Pitfalls of “Routine-Free” Investing
• 34:40 Why Distribution Beats Product: Lessons from Category Leaders
• 41:25 Fund Design That Scales: GPs with Domain Depth Over Generalism
• 53:30 Prioritization as a Superpower: How to Build With Focus
• 1:00:45 National vs Global Champions: How LPs Think About Risk and Follow-On Capital

In this episode, Adriana Stan is joined by Jon Coker, founding partner at Eka Ventures, to unpack how the team behind the £68M Fund I has backed 21 early-stage companies driving systemic change in consumer health and sustainable consumption.

They dive into the team’s shift from MMC Ventures to launching a new kind of impact fund, the lessons learned from backing 3 unicorns, and why founder learning velocity is Jon’s No. 1 metric for long-term success.

Eka Ventures is an early-stage VC fund with a clear mission: to back the founders building a more equitable, sustainable future with business models that scale both shareholder value and societal return.

Here’s what’s covered:

• 01:50 Jon’s journey from analyst to co-managing partner at MMC
• 05:15 Launching Eka Ventures: why impact needs its own home
• 08:30 Choosing the themes: consumer health & sustainable consumption
• 12:45 Building conviction around shared value
• 16:00 Distribution in health: why access is half the battle
• 19:25 Generalist vs. Specialist: where Eka fits in
• 23:10 Fund I analysis: what worked and what didn’t
• 27:45 Operating in the “real world”: why it’s harder, but worth it
• 30:10 Lessons from unicorns and founder growth
• 34:00 The problem with how VCs evaluate “team”

In this episode, Andreas Munk Holm sits down with Philippe Petitpont, co-founder & CEO of Moments Lab, and Gökçe Seylan, Principal at OX, for an insider conversation on the future of video AI and how Europe is producing vertical champions with real traction.

Fresh off a $24M scale round, Philippe walks us through the evolution of Moments Lab from metadata indexing to full AI-powered video agents. Gökçe shares why this was a must-invest opportunity for OX and what the company’s journey reveals about product-market fit, global GTM, and the rise of vertical AI platforms in Europe.

This one’s a must-listen for anyone building at the intersection of AI, SaaS, media, and enterprise.

Here’s what’s covered:

• 04:00 Understanding 1 Million Hours of Video: Why AI was the only answer
• 07:00 Why ChatGPT Can’t Win This Market: Vertical depth vs. horizontal power
• 10:30 Real Video vs. Synthetic Content: Where emotion, IP, and accuracy still rule
• 16:00 Rights Management in Video AI: How Moments Lab handles ownership at scale
• 21:10 What Is Agentic AI? From prompt to production, with real content
• 27:30 The VC Perspective: Why OX backed this team at scale
• 31:00 From Startup to Scale-Up: Going enterprise, going US
• 36:30 Business Model Design: Why they price by hours, not seats
• 44:00 Scaling from Seed to Series A+: Building infrastructure, not just growth
• 49:30 Being a European Deeptech Founder: Talent advantages, GTM challenges
• 54:30 The Rise of European Vertical AI: Legal, industrial, cyber—and now video

Welcome to a new episode of the EUVC podcast, where Dan Bowyer and Mads Jensen of SuperSeed and Lomax from Outsized Ventures gather to unpack the macro forces and micro signals shaping European tech and venture.

This week, the trio dive into:

• Why Europe’s fiscal firepower could be its unfair advantage
• The growing exodus of IPOs from the UK to the US
• Strategic defense investment—can the UK move the needle?
• How AI and capital markets are colliding
• And yes, we close on psychedelics and patient-first biotech breakthroughs

Here's what’s covered:

02:15 Europe’s Fiscal Advantage: Why Better Balance Sheets Matter for Innovation
07:00 The Return of Low Rates: What It Means for Startups
11:20 London vs. New York: The IPO Drain
17:00 Why Capital Leaves: Liquidity, Coverage & the Search for Growth
21:30 Rebuilding the UK Market: The Case for LP Allocation Reform
25:50 Beyond IPOs: The Full-Stack Capital Problem
30:40 AI and Lawsuits: Welcome to the New Frontier
33:10 Defense Tech Heats Up: Drones, AI & Strategic Capital
38:40 Can the UK Compete? Global Arms Races & National Reviews
42:30 Liquid Biopsies & Healthcare Breakthroughs
46:20 NHS Efficiency Crisis: More Money, Worse Outcomes
50:30 Psychedelics on the Edge: Awaiting the Data Drop

In this episode of Path to Market, Seedcamp’s Natasha Lytton and Pipeline Ventures’ Micah Smurthwaite are joined by Gia Scinto, Partner at The Cole Group and one of the most seasoned go-to-market talent experts in tech. Gia has helped build out executive teams at category-defining startups like Stripe, Airbnb, Datadog, Canva, and Confluent — and previously led talent at Y Combinator and Andreessen Horowitz.

Gia shares hard-earned lessons from years of recruiting top-tier GTM leaders and partnering directly with founders at every stage, from pre-seed to IPO. In this conversation, she breaks down how to hire your first sales leader, how to evaluate candidates for stage fit and values alignment, and how to avoid common hiring pitfalls that can cost startups months of momentum.

From sales methodology and hiring frameworks to founder mindset and onboarding tactics, this episode is packed with tactical insights for founders, operators, and investors alike.

Here’s what’s covered:

• 02:34 Building the First GTM Talent Function in VC
• 06:25 From a16z to YC: Supporting Founders Across Stages
• 09:42 First Sales Hire vs. Later-Stage Leadership
• 13:38 The Anatomy of a Great Recruiting Process
• 22:26 Best Interview Questions for Sales Roles
• 29:45 How to Pitch Senior Candidates at Early Stage
• 33:39 What GTM Leaders Want to Hear
• 44:35 Why Sales Hires Fail — and How to Avoid It
• 47:36 Systems, Team Design & Ops from 0 to $10M
• 51:42 Advice for GTM Candidates: How to Pick Your Next Role

If you came expecting a neat keynote, you were in for something else entirely.

What he gave us instead in fourteen minutes was part sermon, part therapy, and part existential gut check for anyone shaping the future.

Here’s what stuck:

“This isn’t a rehearsal.”

Fred opened with vulnerability: standing in front of his peers, in a room that lives and breathes venture, ready to say the uncomfortable things.

He asked us to zoom out—to consider the power we hold as people who don’t just fund companies but shape the narratives that shape the future.

“We sit in the cockpit alongside the founders. That’s where creation happens now. That’s our canvas.”

But with that power comes disorientation. Because the world we’re building into? It’s fragmented. Conflicted. Loaded with moral confusion.

On Truth, Power, and the Collapse of Shared Narratives

Fred pulled no punches.

“Historically, we had shared systems for truth. Religion. Philosophy. Math. But now? Everything’s been deconstructed. Lived experience replaced truth. Everything’s power.”

Welcome to the legacy of critical theory. Foucault, Derrida—ideas that once helped explain systems of oppression have now left us with... nothing to agree on.

“We’re left in a nihilistic landscape. Everything is a power struggle. There’s no shared center.”

And it’s not just academic. It unfolds in cycles of outrage, weaponized identities, and moral ambiguity. Tech doesn’t escape this, it amplifies it.

The Algorithm Doesn’t Care About Truth

“We thought more information meant more truth. It doesn’t.

”Truth, Fred reminded us, is costly. Outrage is cheap. And platforms optimize for what’s fast, not what’s real.

“A four-second tweet can destroy someone’s life. Investigative journalism takes months.

”Now, enter AI. Beautiful, powerful—and deeply destabilizing.

“We’re staring at it like it’s the sun or a cobra. We don’t know what it is yet. But it’s changing the rules faster than we can track.”

The Danger of Playing Games We Don’t Know We’re In

A warning:

You may think you’re being righteous. You may think you’re being helpful.

“But maybe you’re playing a social game. Maybe you’re being used. And maybe you don’t even know it.”

In a world where narratives shift daily, we often end up reinforcing the very dynamics we oppose.

“You want to call out a Nazi salute online? Be careful. You might just normalize the thing you hate.”

So Where Does That Leave Us?

In a word: Stewardship.

Fred closed with a challenge:

“This is the most powerful tool mankind has ever created. What the fuck are we doing with it?”

We’re not just funding innovation. We’re authoring meaning. In an anxious world, that’s a profound responsibility.

One Last Question (That Stuck With Us All)

“What is the quality of the conversation we’re having?”

With ourselves. With each other. With our founders. With the world.

Because if we don’t ask that, the rest doesn’t matter.

In this episode, Andreas Munk Holm sits down with Kamel Zeroual, GP of Varsity, one of Europe’s boldest new funds out of Paris. Varsity is making waves—not just for their ambition to build a pan-European fund with global aspirations, but for already closing €120M+ toward a first-time fund targeting €150M.

Kam breaks down what makes Varsity different: a team with deep operator and investor experience, a track record spanning over 100 startups, and an agnostic but conviction-led strategy focused on next-gen SaaS, fintech, healthtech, and climate.

🎧 Here’s what’s covered:

• 00:00 – Introduction to Varsity and team background
• 03:34 – Track record and investment thesis
• 05:57 – Varsity’s investment strategy
• 07:08 – Paris roots, pan-European vision
• 09:57 – Sector focus and founder-first logic
• 13:53 – Why generalist funds still matter
• 18:00 – The case for a €150M seed fund
• 22:23 – What convinced LPs to back Varsity
• 25:53 – Final reflections and EUVC Awards recognition

In this episode, Andreas Munk Holm talks with Gloria Baeuerlein, founding partner of Puzzle Ventures, about building a solo GP model rooted in high-conviction, ultra-early B2B investing. From AI-native SaaS pricing to capital-efficient pre-seed strategies, Gloria breaks down how she’s crafting a differentiated firm in one of Europe’s most competitive venture environments.

They unpack why capital is commoditized, how solo GPs can outperform larger seed funds, and what it takes to design a fund around personal strength, not industry templates. If you’re building a fund, raising one, or just want an inside look into how modern venture firms are architected, this one’s for you.

Here’s what’s covered:

• 03:20 How AI Is Reshaping SaaS: Delivery, Pricing, and UX
• 07:30 Pricing Models in Construction Tech and Outcome-Based Sales
• 09:45 The Shifting VC Landscape: Seed, Multi-Stage, and Angels
• 12:30 Differentiation in VC: Finding Your True Value-Add
• 14:40 Building a Fund Around Strengths, Not LP Preferences
• 22:50 The Competitive Landscape: Seed Funds vs. Solo GPs
• 24:15 Operational Differences: Solo GPs vs. Multi-Stage Funds
• 30:00 Fund Model, Ownership, and Return Expectations
• 38:20 Firm Building as a Solo GP: Who to Lean On
• 42:26 Will Puzzle Always Be a Solo GP Fund?