EUVC

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:

01:48 UK Autumn Budget Highlights
02:29 Government's Investment Focus
03:07 Challenges in Public Services
04:14 Economic Reactions and Investor Sentiments
04:56 Tax Changes and Their Implications
05:59 Impact on Founders and Venture Capital
06:57 Building a Company: Challenges and Rewards
08:19 Capital Gains and Venture Capital Taxation
09:15 London's Position in the Global Market
15:45 ARM vs. NVIDIA: The AI Race
16:47 ARM's Business Model and Market Position
18:58 Qualcomm and ARM: Legal Battles
20:15 SoftBank's Influence on ARM
23:46 Volkswagen's Profit Warnings
25:30 Boeing's Challenges and Industrial Issues
28:15 The Role of AI in Startups
30:15 Meta's AI Search Engine
32:42 Football Regulation and Government Policies
36:21 Conclusion and Final Thoughts

Today, we’re thrilled to bring you one of the most anticipated episodes of the year with Anthony Danon about the official announcement of Rerail, his brand-new $20M angel fund. You ofc already know Anthony as one of the hosts of our SuperAngel podcast series and part of the powerful duo behind Cocoa together with Carmen 🍫.

But now he’s built Rerail to pursue his powerful "FinTech is everything" thesis, placing $200-500K checks into early-stage companies that are transforming the future of finance and beyond. And my god are we excited for this.

He focuses on pre-seed and seed investments in three core areas:

• Fintech: Backing companies driving innovation across all finance sub-verticals, tapping into the potential of AI and cutting-edge technologies.
• Fintech-powered sectors: From climate tech to healthcare and logistics, Anthony looks for startups leveraging fintech to disrupt and enhance industries far beyond traditional finance.
• Not-yet Fintech: Seeking companies that may not be fintech today but have the potential to use fintech as a strategic advantage, whether in their revenue model, customer base, or business approach.

This is one of the biggest and most important episodes we’ve done because we think Anthony will be one of the European venture's true trailblazers.

Go to eu.vc for our core learnings and the full video interview 👀

Chapters:

02:07 Welcoming Anthony Dannon
02:33 Anthony's Journey to Founding Rerail
03:06 Early Career and Transition to VC
04:16 Building a Network in FinTech
07:34 Launching Cocoa and the Angel Fund
11:05 The FinTech is Everything Thesis
20:29 Collaborative Investment Strategy
23:28 Global Expansion and LP Support
26:44 Proving the Strategy
27:27 Degrees of Freedom in Fund Management
27:51 Focus on Europe First
28:19 Collaborative Fund Approach
30:18 Ownership Sensitivity in Venture Capital
33:24 Co-Investment Strategies
37:50 Balancing Pre-Seed and Seed Investments
39:24 Reserve Ratios and Fund Economics
41:51 Handling High-Valuation Outliers
47:10 Future Ambitions for Rerail

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:

00:09 AI Perplexity's Massive Valuation
01:41 Anthropic's New AI Model
03:46 NHS and Patient Records
06:06 Palantir's Role in NHS IT
06:31 Revitalizing NHS with IT
07:59 Stripe, HubSpot, and JP Morgan's Media Acquisitions
08:37 The Creator Economy and Content Marketing
09:56 Sustaining Economic Growth
10:24 The Future of Economic Growth
11:11 Investing in Business Technology
11:23 The Myth of Limited Growth 11:37 Solving the Energy Problem
12:17 The Positive Side of AI
13:27 Europe's Digital Leap 13:55 Challenges in the Automotive Sector
14:32 Unlocking Venture Capital in Europe
15:00 Regulatory Hurdles and Growth
18:35 The Future of the S&P 500
23:07 Trump's Economic Policies

In this episode of the EUVC podcast, Andreas talks with Charlotte Palmer, Vice President at Integra Global Advisors.

Andreas and Charlotte explore the evolving role of government LPs in Europe, discussing best practices and key considerations for fund managers. Charlotte shares her insights on why she joined Integra, reflecting on her new position as a global LP with a focus on European VC. The conversation also delves into fundraising for impact-driven VCs across Europe and the US, offering valuable perspectives for investors and founders alike.

At Integra Global Advisors, Charlotte oversees a fund with €700M in assets under management, targeting early-stage and emerging managers across the US, LatAm, Europe, and Israel. Integra’s agnostic approach has led to notable investments, including Plural, Fly, and Retail (EU), as the firm continues to back innovative companies across various sectors.

Go to eu.vc for our core learnings and the full video interview 👀

Chapters:

02:08 Welcoming Charlotte Palmer
03:08 Charlotte's Background and Career Journey
04:28 Transition to Integra Global Advisors
05:25 The Role of Government LPs in Venture Capital
06:55 Challenges and Reflections on Being an LP
08:33 Integra's Investment Strategy and Focus
12:02 Government Institutions in Venture Capital
24:38 Improving Processes and Best Practices
35:48 Navigating Restrictive Criteria in Fund Management
36:23 Key Terms LPs and GPs Should Avoid
37:05 Geographical Focus and Investment Strategy
37:40 Challenges with Government Institutions
39:42 The Importance of Sticking to Your Strategy
45:52 The Role of Government Institutions in Market Distortion
49:17 Transitioning to a Global LP: Insights and Experiences
53:39 Balancing Global Expectations with Local Realities
59:43 Advice for Aspiring LPs and Effective Hiring Practices
01:04:10 Impact VC Funds: A Controversial Topic

In this episode of the EUVC podcast, Andreas talks with Massimiliano Magrini, Co-Founder and Managing Partner at United Ventures.

Andreas and Massimiliano delve into the intricacies of scaling startups, the European venture ecosystem, and the challenges of attracting growth capital. They also touch on lessons from managing funds across different stages and sectors, and the unique dynamics of Italy’s growing role in venture capital.

At United Ventures, Massimiliano oversees the firm’s third early-stage fund (UV3) of €150M and a later-stage fund (UVTG), managing approximately €500M in assets under management. Based in Italy, United Ventures targets Series A investments across Europe, with a focus on enabling technologies for sustainable digitization. Their portfolio spans enterprise software, deeptech, and fintech.

Over the past decade, Massimiliano has backed notable startups including Moneyfarm, FaceIT, MusixMatch, Fiscozen, xFarm Technologies, and Exein, supporting founders from seed through early growth as they scale their companies into market leaders.

Go to eu.vc for our core learnings and the full video interview 👀

Chapters:

00:03 Meet Massimiliano Magrini of United Ventures
00:09 Today's Focus: Attracting Growth Capital 
03:33 The Evolution of United Ventures
05:12 Challenges in the European VC Landscape
07:56 The Importance of Growth Capital
10:05 Differences Between US and European Investors
22:25 Regulatory Hurdles in Europe
23:40 Europe's Call to Action 
23:50 Excitement Over the Paper
24:19 Investing in AI and Infrastructure
24:59 Geopolitics and Investment Shifts
26:47 European Ecosystem and Interconnected Centers
27:58 US Perspectives on Europe
33:01 Endurance Cycling and Vineyard Life 
36:02 Lessons in Venture Capital
39:35 Fundraising Challenges and Successes

In this episode of the EUVC podcast, Andreas and our in-house CVC expert, Jeppe Høier, are joined by Samuli Siren, CEO of Redstone, one of Europe's most successful venture capital firms.

Together, we’ll dive deep into Redstone’s approach to corporate venture capital, exploring how they’ve built a portfolio with around €600M across ten different funds. Redstone specializes in Series A rounds and is headquartered in Berlin, focusing on DACH (Germany, Austria, Switzerland) and global markets—particularly the U.S.

Redstone's focus spans multiple sectors, though always with a digital and B2B edge. Some of their standout investments include PlanRadar, Liqid, Psy, Finanzguru, Atlas Metrics, and Yoto. With Samuli, Redstone has excelled in attracting corporate investors, making his insights invaluable to anyone looking to understand how to raise capital from corporates.

Go to eu.vc for our core learnings and the full video interview 👀

Chapters:

01:53 The Journey of Building Redstone
03:32 Challenges in Venture Capital
04:42 Working with Corporate Investors
07:03 Managing Corporate Relationships
14:07 Fundraising Strategies and Insights
16:15 The Importance of Investor Relations
19:32 Long-Term Relationships with LPs
24:01 The Importance of Professional LPs
24:32 Key Strategies for Success with Corporates
25:05 Making Startup Innovation Fun
25:33 Personal Touches in Business Interactions
26:50 Tailoring Pitch Decks for Corporates
28:33 The Pain of Cold Outreach
29:49 Fundraising Buckets and Success Rates
33:01 Balancing Passion, Family, and Self
34:11 Advice for Young CVC Professionals
40:52 Challenges in Corporate Digitalization

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:

01:11 UK VCs on the Rise
02:41 Global VC Fundraising Trends
03:45 Big Names in Fundraising
06:40 Climate Tech and COP
29 11:06 UK International Investment Summit
13:06 Labour's Economic Strategy
16:35 Public Sector Investment Insights 20:07 National Wealth Fund Discussion
22:07 Investment and Planning Challenges
22:54 Exploring the Future of the European Union
23:30 Macron's Warning and the EU's Productivity Challenge
24:45 The German Automotive Industry's Struggles
25:37 The Rise of Electric Vehicles in China
25:54 Protectionism and the European Export Engine
28:09 The EU's Startup Ecosystem Initiative
30:05 SpaceX's Technological Feats
32:48 Balancing Space Exploration and Climate Change
33:47 The Future of Energy and Innovation
36:42 Venture Capital and Market Liquidity Challenges

In this episode of the European VC podcast, we're diving into the fascinating world of investing in culture and everything that surrounds it.

At the CultTech Summit on November 5th and 6th in Vienna, a dedicated panel discussion is planned, and as a foretaste, we have brought together a panel of experts with diverse backgrounds who are reshaping how we think about culture and creativity through investment.

We are joined by Oliver Holle, Founding Managing Partner at Speedinvest, who brings a wealth of knowledge from his experience backing startups across various sectors. Alongside Oliver, we have Severin Zugmeyer, Founder of New Renaissance Ventures, who specializes in pre-seed and seed investments, particularly in creative tech.

We’re also excited to welcome Uli Schmitz, Co-Founder and Managing Director of Axel Springer Digital Ventures, an expert in the media and adjacent spaces. Finally, we are completing the panel with Hazel Savage, VP of Music Intelligence at SoundCloud, whose insights into the intersection of tech and music will add a unique perspective to the discussion.

Go to eu.vc for our core learnings and the full video interview 👀

Chapters:

00:20 Meet the Panelists
03:49 Defining the Creative and Cultural Industries
04:24 Investment Opportunities in Creative Industries
05:56 Challenges and Opportunities in Creative Tech
14:26 AI's Role in the Music Industry
16:46 Legal Challenges in Generative AI
21:02 European Competitiveness in Creative Industries 
24:08 Success Stories and Market Dynamics 
29:02 Challenges and Opportunities in Consumer Investments 
30:40 Founder Profiles in Creative Industries
32:27 Importance of Understanding User Behavior
35:35 Generative AI in Music
38:03 The Role of AI in Music Creation
43:38 Emerging Technologies: Metaverse and Beyond
46:27 The Future of AR and VR
49:04 Success Stories and Final Thoughts

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed, discuss with Lomax Ward, General Partner at Outsized Ventures, to cover recent news and movements in the European tech landscape 💬

Go to eu.vc to read the core take-aways.

Chapters:

03:33 Nobel Prizes and AI Innovations
06:16 The DOJ vs. Google: Breaking Up Big Tech
11:47 UK Borrowing Costs and Economic Challenges
14:14 Pension Funds and Infrastructure Investment
18:45 Labour Government's Economic Strategy
20:03 Regulatory Innovation Office: Speeding Up Approvals
20:39 Exploring the Impact of Deregulation
21:01 The Role of Regulation in Innovation
22:15 Challenges of Regulatory Bodies
23:29 Investing in the UK: A Critical Perspective
23:41 LPs and Venture Capital: A 2025 Outlook
25:27 Emerging Managers and the Venture Landscape
31:27 European Series B Success Stories
32:25 The Importance of Ownership and Location
37:36 The Future of European Deep Tech
38:31 Concluding Thoughts on European Venture

In this episode of the EUVC podcast, Andreas discusses with Hannah Seal, Partner at Index Ventures. Andreas and Hannah explore the dynamics of founder relationships, the European venture landscape, and more with insights from the recently launched book - Scaling Through Chaos.

As a Partner at Index, Hannah focuses on B2B software and enterprise AI applications. She works with founders, reshaping every sector of the economy by digitizing workflows, automating manual processes, and transforming the services sector at large.

In close to a decade at Index, she has built a track record of helping visionary entrepreneurs from day one and supporting them as their companies scale. She is particularly energized by founders who leverage technology to tackle daunting problems in large and traditional sectors previously deemed too hard to tackle. Her investments at Index include DataSnipper, who supercharge auditors; Remote, a platform to hire, manage and pay global teams; Multiverse, the company bringing apprenticeships into the digital age; and Fonoa, tax technology for global businesses.

Go to eu.vc for our core learnings and the full video interview 👀

Chapters:

03:02 Debunking Myths About European Startups
04:48 Scaling Through Chaos: Research Insights
06:59 The Importance of Talent in Startup Growth
08:53 Navigating Founder Dynamics and Team Evolution
09:45 The Rise of Breakout Founders 
17:15 AI's Impact on Professional Services
23:05 The Role of AI in Modern Startups
27:57 The Future of Remote Work in Venture Capital
29:34 The Future of Remote Companies
30:13 Navigating US Investor Expectations
31:54 Hannah Seale's Journey to Venture Capital
35:11 The Venture Capital Apprenticeship
36:37 Inside Index Ventures: Culture and Growth
38:05 The Investment Decision Process
42:26 Global Presence and Knowledge Sharing
45:03 The Importance of US Market Insight
48:48 Building a Unique Company Culture
50:31 Advice for Founders on Fundraising