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:

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

In this episode of the EUVC podcast, Andreas discusses with Tzlil Kovetz, Principal at Vintage Investment Partners.

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 Wolt, Klarna, Mirakl, SentinelOne, Monday, JFrog, Yotpo, Holidu, and many others. In the European fund investment space, they've backed top-tier firms such as Accel, Creandum, PointNine, Seedcamp, BlueYard, 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.

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

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

In this episode of the EUVC podcast, Andreas discusses with Andrea Di Camillo, Founder, CEO & Managing Partner at P101.

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: 1000Farmacie, Casavo, Cortilia, CyberGuru, Deporvillage, FatMap, Habyt, Musixmatch, Musement, Tannico, Velasca

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

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

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:

00:00 Introduction to European Adventure
01:07 SuperSaaS Event Overview 
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 Technology 
07:48 AI Regulation Treaty
09:45 Privacy and Competitive Concerns in AI 
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

In this episode of the EUVC podcast, Andreas discusses with Robert Lacher, a Founding Partner of Visionaries Club. Robert's journey in VC is impressive. He was also one of the Founding Partners of La Famiglia 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 Personio, Choco, Miro, Pigment, Tacto, and Babbel, 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!

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

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

Kicking off our efforts to further connect the European VC and Corporate world, we’re talking to our in-house CVC expert and friend Jeppe Høier, 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 Einride in the portfolio.

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

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

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:

• 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

In this episode of the EUVC podcast, Andreas discusses with Christoph Klink, a Partner at Antler.

He draws on his background as a Business Angel and Partner with McKinsey & Company. Before joining Antler, he served a range of leading technology organizations, amongst others in the mobility and transportation space, on disruptive strategy and building innovative business models. Building and nurturing top-talent organizations is one of his key passions and a great source of inspiration for Christoph.

Christoph is at the forefront of early-stage investing, and we're thrilled to have him share his insights with us. Christoph is investing out of Antler's first Continental European fund, which has an impressive 60M EUR AUM. What sets Antler apart is their focus on investing and supporting startups from "day zero" to Series C.

In today's episode, we're diving deep into a topic that Cristoph has studied recently: The Rise of the European Technical Founder. Christoph will share some insights from their recent report, and why Antler is doubling down on this area and how it could be a game-changer for European tech.

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

Chapters:

• 00:02 Meet Christophe Klink from Antler Continental Europe
• 00:13 Antler's Investment Focus and Portfolio
• 00:44 The Importance of Technical Founders in Europe
• 03:12 Christophe's Recent Study on Technical Founders
• 04:15 Challenges in Building European Tech Giants
• 06:54 The Rise of Technical Founders in Europe
• 21:30 Antler's Approach to Founder Team Composition
• 26:09 The Role of Generalists and Specialists in Startups
• 28:53 Finding the Right Co-Founder
• 29:13 Recap of Core Learnings
• 29:48 European Tech Giants Dilemma
• 29:54 Rise of Technical Founders
• 31:14 Meet Christoph: The Investor
• 33:23 Antler's Work Ethic and Culture
• 36:48 Challenges of Building Antler
• 38:24 Olympic Medalists vs. Unicorn Founders
• 40:35 Top Lessons in Venture Capital 47:16 Advice for Emerging VCs

AI is not just a buzzword; it's a force that's transforming industries across the board.

This is why we have brought together Europe’s top tech minds for a roundtable discussion that will provide an inside look at the most significant trends and investment strategies, helping you stay ahead of the curve.

Our guests:

• Sam Cash, Founding Partner, Entropy Industrial Capital
• Eric Truebenbach, Managing Director, Teradyne Robotics Ventures
• Claude Ritter, Managing Partner, Cavalry Ventures

The discussion begins with an overview of what AI in this context actually means, followed by a deep dive into whether the buzz around AI’s impact on both white-collar and blue-collar jobs is more hype or genuine reality. With insights from leading VCs, the conversation will also show how investors approach AI in these industries, showcasing notable companies and the strategic interests driving their investment decisions.

Additionally, the event will discuss the European investment landscape for AI, weighing the strengths, opportunities, and challenges unique to this region, offering a clear picture of where the continent stands in the global AI race.

Chapters:

• 06:23 Defining AI in the Physical World
• 08:20 Applications and Impact of AI in the Physical World
• 12:48 Challenges in AI Deployment
• 22:26 Transitioning to AI-Enabled Robotics
• 29:13 Overcoming Obstacles in AI and Robotics
• 33:27 Investor Landscape in Europe
• 34:08 AI's Impact on the Physical World
• 36:34 Challenges for Generalist Investors
• 38:55 The Future of AI and Robotics
• 43:13 Investment Strategies and Risks
• 45:35 Emerging Trends in AI
• 57:26 Europe's Position in Robotics
• 01:04:13 Closing Thoughts and Future Outlook

The Seed: Weekly Tech & VC Roundup This week on The Seed:

Featuring insights from Alex McDonald (Sequel.co), Mads Jensen (SuperSeed), and Andreas (EUVC). Join us for a deep dive into the latest in tech, startups, and venture capital.

Chapters:

00:00 - Intro and welcome
01:14 - Launch of The Seed podcast collaboration
05:14 - UK rejects EU youth mobility scheme: Missed opportunity or political maneuvering? Mads and Alex discuss the implications for talent and investment.
10:02 - AI fears on the rise: 56% of US firms now see AI as a potential risk. Alex argues against heavy-handed regulation, while Mads considers the need for oversight.
18:42 - California's proposed AI regulation: Discussing potential liability for model developers.
23:15 - Startup shutdowns up 60%: Alex provides context, suggesting it's part of a natural cycle following increased startup formation in 2021-2022.
25:33 - The "silent VC recession": Examining the recent 0.4% return in Q4 2023 after a two-year drought. Mads explains the industry's need to adjust to new realities.
31:54 - The value of patience in VC: Alex shares insights on why funds optimizing for quick returns often underperform in the long run.
36:22 - UK AI funding controversy: Discussing Labour's decision to scrap a £1.3B Conservative AI initiative.