In this episode, Andreas Munk Holm sits down with Oliver Holle, Founding Partner at Speedinvest, to unpack Europe’s current position in the global venture landscape. Fresh off the EUVC Summit and gearing up for GITEX, Oliver brings the heat — calling out flawed narratives, making the case for political engagement by founders and VCs, and breaking down the strategic implications of geopolitical capital shifts.

Oliver shares how Europe is better positioned than its reputation suggests, why AI represents a public narrative opportunity for tech, and how learning from private equity could help European VCs build durable winners. From silent fund shutdowns to the rise of solo GPs, this episode is a crash course in navigating the new European venture normal.

Here’s what’s covered:

* 03:46 Key Relationships in the Founder-VC Dynamic

* 09:56 Navigating Power Dynamics in Founder-VC Relationships

* 22:03 The Importance of Team Dynamics in Startups

* 26:05 Building Effective Communication and Culture in Growing Teams

* 28:44 The Challenge of Team Dynamics in VC Firms

* 32:36 Addressing Ego Issues in Leadership

* 38:32 The Evolving Role of Founders

* 47:12 Self-Reflection and Personal Growth

* 55:12 The Importance of Energy Management

📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode🎧

✍️ Show notes

Europe isn’t broken — it’s misunderstood

Oliver opens the conversation by debunking the myth that European startups build only for local markets. European VCs must stop buying into imported narratives and start telling their own success stories.

From founder to nation builder

VCs and founders can no longer afford political apathy. Oliver shares why it's time to engage not just with policy, but politics — and why Europe must become a fertile ground for a new kind of tech diplomacy.

AI is not the enemy

AI is often seen through a lens of fear, but Oliver reframes it as the biggest productivity unlock in decades. The opportunity? Use AI as a public-facing story to galvanize support for innovation.

VCs must learn the PE playbook

Consolidation is coming — and European VCs must be proactive, not reactive. Oliver explains how applying a private equity mindset will determine who emerges as winners from this cycle.

VC is a mirror — what are you building?

Speedinvest has birthed over 10 solo GP spinouts, and Oliver shares the fundamental question every fund builder must ask: "Am I an investor or a builder? A picker or a supporter?"

Capital flows are shifting — fast

A new wave of capital from Asia and the GCC is eyeing Europe for geopolitical reasons, not just returns. The catch? These players want scalable, consolidated structures — not fragmentation.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

Free and exclusively available for community members.

Daniel is a founding partner at Speedinvest, where he leads limited partner relations and fundraising at both the fund and portfolio levels. With a career spanning investment banking, entrepreneurship, and venture capital, he started as a stockbroker and private banker at Erste Bank in Vienna and Credit Suisse in Zurich before transitioning into the startup world.

​As a co-founder of 3united, he played a key role in its growth and eventual acquisition by VeriSign.

​Since 2007, Daniel has been an active angel investor, bringing hands-on expertise in sales and business development to early-stage ventures. In 2011, he co-founded Speedinvest, leveraging his extensive experience to support founders and drive investment success.

↓ Register below to attend ↓

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Andreas Munk Holm sits down with Christian Hernandez, co-founder and Partner at 2150, to challenge a common VC misconception—adaptation isn’t plan B, it’s a billion-dollar frontier. From heat-proofing megacities in the Global South to tackling the carbon cost of concrete, Christian breaks down why the climate crisis needs more than mitigation—and why adaptation is just as investable.

Christian shares how 2150 is building its strategy around deployment readiness—bridging the chasm between early tech and infrastructure-scale solutions. This conversation lays out the economics, urgency, and capital flows reshaping climate tech today—and why adaptation is core to building a livable 2150.

Here’s what’s covered:

* 01:35 Scaling for the Switch: When Venture Hands Off to Infra

* 03:01 Cooling the Planet: Human Limits, Economic Drivers & Air Conditioning

* 05:06 De-risking for Deployment: The Role of IFC, World Bank & Public Finance

* 07:42 Software for Adaptation Risk: Interdependencies & Insurability

* 11:42 Concrete, Meat & Flying: Where Real Emissions Come From

* 16:50 Why 2150? Long-Termism and Climate Deployment Urgency

* 18:15 Lessons for Climate VCs: Investing with Impact and ROI in Mind

* 24:38 Case Study: Vammo's Electric Scooters & Battery Swapping in Brazil

* 26:15 Open Source Thinking: Sharing Climate Research Across the Ecosystem

📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode🎧

Join ImpactVC, a global community of 900+ VCs driving change and using venture capital to tackle the world’s biggest challenges—explore their community, resources and training at impactvc.co.

✍️ Show Notes

Adaptation is Not Plan B

Christian makes a clear case: climate adaptation isn’t a hedge—it’s a necessity. From rising temperatures to urbanization in the Global South, the opportunity to leapfrog outdated infrastructure and deploy scalable solutions has never been more pressing.

VC Must Prepare Infra-Ready Solutions

The path from venture to deployment requires investor coordination across sectors. Christian explains how 2150 builds with handoffs in mind, whether to public capital, infrastructure funds, or corporate buyers. Their target? Urban tech that scales now.

The Built Environment is the Elephant in the Room

Forget what you’ve heard: driving a Tesla and recycling are great, but the real emissions culprit is concrete and steel. Christian urges the ecosystem to focus on high-embodied-carbon materials and to deploy solutions with measurable, compounding impact.

From São Paulo to the Sahel: Adaptation Has ROI

2150's investment in Vammo, an e-scooter and battery-swapping startup in Brazil, proves the business case. It’s not just sustainable—it’s better, cheaper, and profitable. Christian argues that adaptation ventures don’t need a green premium to work.

Open Source, Open Arms

2150 invites collaboration: whether you’re deep diving on embodied carbon or tracking readiness levels across climate verticals, reach out. They’re publishing insights, comparing notes, and eager to co-create the solutions needed by 2150.

Some things are made for platforms - music, cabs & pizzas. But fund solutions aren’t one of them. Their individual client focus and regulation-first approach is your guarantee for flexible solutions accommodative to a broad range of deal and client specifics. The kicker? Prices that match any of the shelf-products in the market.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

💬 Community event | LP AMA with James Heath | ⏰ May 19, 1:00 PM - 2:00 PM GMT+2 | 💻 Online

Ever wonder how LPs actually think about fund strategies, especially in a world leaning toward specialisation? Join our next members-only LP AMA with James Heath, Investment Principal at dara5 and author of Why Specialists Will Win the Next Decade of Venture.

This is a small-group, interactive session where you’ll get the chance to ask candid questions and hear James’s unfiltered take on where LPs are placing their bets—and why.

Why attend?

* Hear directly from a leading LP who’s investing in both specialist and generalist VC funds across Europe

* Learn how LPs evaluate fund strategies—and why some are doubling down on focused, high-conviction theses

* Get a behind-the-scenes look at what’s working in European VC, what’s not, and what LPs are watching next

Available for Members Only, become a member by upgrading to a paid subscription below

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Andreas Munk Holm talks with Sebastian Pollok to unpack the thesis behind Visionaries Tomorrow, a fund purpose-built to back industrial deep tech founders emerging from Europe’s labs and institutes.

Sebastian explores why Europe's frontier innovation requires new LP-GP dynamics, portfolio construction models, and national ambition—and how family offices and sovereign industrial strategy can unlock a generational leap in European deep tech leadership.

Here’s what’s covered:

* 02:30 Why Industrial Deep Tech Needs Purpose-Built Capital

* 06:45 Founders from Labs, Not MBAs: Rethinking Team Archetypes

* 10:10 Case Study: Proxima Fusion & Max Planck’s World-Leading Design

* 13:55 Balancing Moonshots and Pick-and-Shovel Businesses

* 18:20 Family Offices & Mittelstand: Europe’s Strategic LP Base

* 22:40 What It Means to Truly Love Your LPs

* 26:30 The New Portfolio Construction for Deep Tech VC

* 36:10 Why Capital Efficiency Still Matters in Deep Tech

* 40:25 Strategic Sovereignty & the Role of the West in Frontier Tech

📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode🎧

✍️ Show Notes

Why Europe Needs a Deep Tech-Specific VC Model

Sebastian breaks down the unique founder archetypes emerging from Europe’s research labs and technical institutes—people who don’t need just capital, but co-builders and commercial guides. Visionaries Tomorrow aims to meet that need by going all-in on operational support and deep vertical understanding.

Proxima Fusion: Europe’s Chance to Lead

One of Visionaries’ flagship investments—Proxima Fusion—is a rare story where public R&D and private capital align to create a global category leader. With backing from the Max Planck Institute and €1.5B in research behind it, Proxima shows that Europe can lead in industrial tech if capital aligns with conviction.

The Power of the Mittelstand & Enterprising LPs

Sebastian explains why European family offices are uniquely aligned to back frontier innovation: they’re long-term oriented, operationally savvy, and highly strategic. Visionaries Tomorrow sees them not just as LPs—but as co-builders in the deep tech renaissance.

Balancing the Deep Tech Portfolio

Not every investment can be a 10-year science project. Sebastian shares Visionaries Tomorrow’s approach to blending 10–15% moonshots with 85–90% “pick-and-shovel” tools—making the portfolio resilient while staying bold.

Strategic Sovereignty in a Fragmented World

At a time when democratic systems are being challenged, Sebastian makes the case for Europe to invest in technological self-determination—and why industrial deep tech is a matter of sovereignty, not just innovation.

Make an impact with the bank made for the innovation economy

We know building relationships and building businesses go hand-in-hand. With our sector expertise and tailored solutions, we’ll connect you with what’s next.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

💬 Community event | LP AMA with James Heath | ⏰ May 19, 1:00 PM - 2:00 PM GMT+2 | 💻 Online

Ever wonder how LPs actually think about fund strategies, especially in a world leaning toward specialisation? Join our next members-only LP AMA with James Heath, Investment Principal at dara5 and author of Why Specialists Will Win the Next Decade of Venture.

This is a small-group, interactive session where you’ll get the chance to ask candid questions and hear James’s unfiltered take on where LPs are placing their bets—and why.

Why attend?

* Hear directly from a leading LP who’s investing in both specialist and generalist VC funds across Europe

* Learn how LPs evaluate fund strategies—and why some are doubling down on focused, high-conviction theses

* Get a behind-the-scenes look at what’s working in European VC, what’s not, and what LPs are watching next

Available for Members Only, become a member by upgrading to a paid subscription below

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

The EU CVC Summit 2025 | 📆 26 - 28 August 2025 | 🇩🇰 Copenhagen, Denmark

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Andreas Munk Holm talks with Dave Haynes at FOV Ventures to unpack how the evolution of multimodal AI, audio intelligence, and teleoperation are driving a new wave of human-computer interaction. From audio-enhancing models like AI Acoustics to video synthesis via 3D engines, and from VR-powered robot control to wearable AI glasses—you'll get a front-row seat to the technologies that are redefining the frontier of ambient computing.

Dave shares how AR glasses are already unlocking new workflows, why multimodal models are changing the way we use AI daily, and what this means for investors eyeing the next trillion-dollar opportunity. If you’ve ever wondered what comes after mobile and SaaS, this is it.

Here’s what’s covered:

* 02:30 From Text to Multimodal: How AI Has Leveled Up

* 06:00 Voice is the Interface: Audio Models Like 11 Labs and AI Acoustics

* 08:45 The Rise of Ambient AI: Talking to Your Computer Like a Human

* 12:10 The Future Is Synthetic: Training Video Models in 3D Engines

* 15:55 Robotics in the Wild: Why Teleoperation Still Matters

* 19:40 The Role of VR in Human-Robot Collaboration

* 23:20 AR Glasses and Continuous Context Capture

* 26:50 Using AI to Wrap Your Day: Follow-Up Summaries from Lifelogging

* 30:10 Beyond SaaS: Why Frontier Tech Is Where Alpha Lives

* 33:00 Convincing LPs to Bet on the Future

* 36:25 Venture in the Age of Disruption: The 10-Year Thesis

📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode 🎧

✍️ Show notes

Multimodal by Default

AI has rapidly shifted from text-only to multimodal capabilities—images, audio, video, and text are now first-class citizens. That means richer input, more intelligent context, and broader application possibilities.

Voice-First Interaction is Here

Tools like AI Acoustics and 11 Labs are making voice interfaces not just viable—but delightful. AI now cleans up and enhances voice in real time, enabling natural conversation with your devices.

Synthetic Data, Real Value

Projects like CoCosmos use 3D engines to generate synthetic video data for model training. It’s faster, cheaper, and unlocks new possibilities for video-based AI.

Robots + Humans: The Hybrid Model

Despite advances in autonomy, real-world robots still require human oversight. That’s where VR comes in—teleoperation from a first-person perspective is becoming a critical feature of field robotics.

AR Glasses Are the New Interface Layer

Dave uses his AI-powered AR glasses 80% of the time—just for the audio. Now imagine layering in memory, summarization, and intent detection. The future isn’t screen-first—it’s context-first.

Daily Wraps from Your Day

Imagine a 10-minute wrap-up every evening where your AI assistant tells you what to follow up on based on everything it saw and heard. With AR glasses, that’s within reach.

Why VCs Must Lean In Now

The SaaS era isn’t over—but its playbooks are played out. The next wave of value creation lies in new interfaces and machine collaboration. The funds who see that—and allocate accordingly—will be the ones writing the future.

Where operational expertise and innovation work for you.

End-to-end coverage of Fund Admin, Tax, Accounting, Compliance, ESG, and more—enabling you to focus on what matters most: supporting visionaries and maximizing LP returns.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

💬 Community event | LP AMA with James Heath | ⏰ May 19, 1:00 PM - 2:00 PM GMT+2 | 💻 Online

Ever wonder how LPs actually think about fund strategies, especially in a world leaning toward specialisation? Join our next members-only LP AMA with James Heath, Investment Principal at dara5 and author of Why Specialists Will Win the Next Decade of Venture.

This is a small-group, interactive session where you’ll get the chance to ask candid questions and hear James’s unfiltered take on where LPs are placing their bets—and why.

Why attend?

* Hear directly from a leading LP who’s investing in both specialist and generalist VC funds across Europe

* Learn how LPs evaluate fund strategies—and why some are doubling down on focused, high-conviction theses

* Get a behind-the-scenes look at what’s working in European VC, what’s not, and what LPs are watching next

Available for Members Only, become a member by upgrading to a paid subscription below

Join us at the EUVC Summit & Awards Show

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

Welcome to a new episode of the EUVC podcast, where our good friends Dan Bowyer and Mads Jensen from SuperSeed, in discussion with Lomax Ward from Outsized Ventures and Andrew J. Scott, Founding Partner at 7percent Ventures, cover recent news and movements in the European tech landscape.

Behind the headlines—wind implosions, deep tech dead ends, exit deserts, secondaries, and AI drama—lie seismic shifts that will define the trajectory of European startups and the capital that fuels them.

Here’s what’s covered:

* 01:30 Europe’s Wind Sector in Crisis

* 05:12 Hornsea 4 Fallout & Government Accountability

* 10:24 The Collapse of Deep Tech Momentum in the UK

* 15:36 Public Sector Catastrophes: Fujitsu’s £12B Flop

* 20:48 UK-EU Youth Mobility Deal & Trade Strategy

* 26:00 Trump, IP Tariffs & Global Trade Disruption

* 31:12 RIA Funds & the Evolving VC Model

* 41:36 Secondary Markets in Venture

* 46:48 The AI Arms Race: OpenAI vs. Google

* 52:00 European Drone Unicorns & GovTech

Watch it here or add it to your episodes on Apple or Spotify 🎧. Chapters for easy navigation are available on the Spotify/Apple episode.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you as a partner and as an individual. Ten couples will embark on an adventure of connection and shared resilience, guided by nature and a like-minded community. This is not an escape; it’s a chance to be fully present, together, in adventure and in life.

✍️ Show notes

Europe’s Wind Sector in Crisis

Ørsted pulls out of Hornsea 4, a £8–9B offshore wind project, citing a 40–50% spike in costs and high interest rates. The speakers discusses the geopolitics, economics, and implications for UK energy competitiveness and data center infrastructure. Europe’s declining wind manufacturing base and reliance on China are stark reminders of lost industrial leadership.

Hornsea 4 Fallout & Government Accountability

Should the government take the reins on stalled mega-projects? With a lower cost of capital, the public sector could bridge the gap—but only if it also captures upside. The conversation explores equity models, CfD contracts, and the need for smaller, agile firms to deliver pilot-scale projects before scaling.

The Collapse of Deep Tech Momentum in the UK

Despite promising startups, funding gaps persist. The group calls for more capital and better risk distribution. Lessons from Google’s internal build-then-scale approach highlight how Europe might rethink innovation procurement.

Public Sector Procurement & Risk Aversion

How are major public projects awarded? Predictably, it’s the McKinsey–Accenture–BCG trio that wins out. The discussion turns toward how this system and argues for frameworks that allow startups to bid on smaller scopes. Otherwise, innovation is stifled and value lost.

UK-EU Youth Mobility Deal & Trade Strategy

The proposed Youth Mobility Deal could restore some of the freedom lost post-Brexit. But political fears and protectionist instincts still loom. A new trade deal with India, leveraged through tariff retaliation, shows how the UK may be adapting its playbook.

Trump, IP Tariffs & Global Trade Disruption

Trump’s talk of tariffs on intellectual property could reshape digital trade. Whether serious or not, it reveals how software and IP flows are becoming geopolitical bargaining chips, though it may just be more political posturing than policy.

RIA Funds & The Evolving VC Model

Big US funds like a16z, Lightspeed, and General Catalyst are registering as RIAs to go beyond traditional 10-year VC models. This unlocks public/private flexibility and longer holding periods. The risk? These mega-funds distort seed-stage pricing with scout arms worth $100M or more.

Seed Signaling Risk from Mega Funds

The team flags a common founder trap: taking early checks from large multi-stage funds can backfire if they don’t lead to future rounds. Why didn’t a16z lead your Series A? That question can cast doubt across the cap table.

Secondary Markets in Venture

Secondaries are now 78% of US venture exits. But most platforms are clunky, illiquid, and old-school. The idea of a clean marketplace for secondary shares is appealing—but “you know what that’s called? The stock market.” Regulation exists for a reason.

The AI Arms Race: OpenAI vs. Google

Despite inventing the Transformer, Google is lagging. OpenAI surges forward, though its nonprofit structure jeopardizes its $40B SoftBank raise. The conversation explores the tension between growth, governance, and the future of AI supremacy.

European Drone Unicorns & GovTech

Two new drone unicorns emerge—one from Portugal, specializing in coastal surveillance. Their expansion into the UK underlines the overlap between security, defense tech, and immigration policy. A reminder that deep tech + policy = momentum.

The EUVC Meet-Up in London

Dan signs off from the EUVC crew’s annual get-together in London. If you’re around, drop by and meet fellow VCs, founders, and LPs—EUVC community style.

Some things are made for platforms - music, cabs & pizzas. But fund solutions aren’t one of them. Their client focus and regulation-first approach is your guarantee for flexible solutions accommodating a broad range of deals and client specifics. The kicker? Prices that match any of the shelf products in the market.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Join us at the EUVC Summit & Awards Show

🗓️ The VC Conferences You Can’t Miss

Some events just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Andreas Munk Holm talks with Jon Coker, co-founder and GP at Eka Ventures, to unpack the strategy behind their conviction-led investment model and its outsized outcomes. Jon shares why Eka’s focus on consumer health and sustainable consumption is redefining what it means to deliver impact from venture, not just within it.

Jon challenges the traditional index-style logic of venture capital, arguing instead for deep diligence, founder-first frameworks, and high-bar decision-making shaped by firsthand experience with outlier success. This episode is a masterclass in aligning fund design, sourcing strategy, and conviction-building to deliver both impact and performance.

Here’s what’s covered:

* 03:25 Why Eka Doubled Down on Concentrated Portfolios

* 05:44 Structural Drivers Behind the Portfolio Strategy

* 07:18 Challenging the Index Logic of Venture

* 14:05 How Eka's Style Shapes Decision-Making Processes

* 16:34 Consumer Tech: Eka's Favorite Layer Cake

* 21:05 Bias for Action: A Key Founder Trait

* 28:35 Building Conviction: The Founder's Role at Eka

* 29:12 Eka's Deep Founder Diligence Model

* 44:57 Impact From Venture vs. Impact In Venture

* 50:57 Scaling Impact: Why Depth and Scale Matter

📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode🎧

✍️ Show Notes

Conviction Over Coverage: Why Concentrated Portfolios Win

Jon Coker lays out the logic behind Eka's concentrated approach: leading UK seed rounds with 1-2M GBP checks requires conviction, not coverage. A 20-25 company fund is not only structurally necessary, it's strategically optimal—if you can consistently identify and support outliers.

Knowing What Great Looks Like

Venture isn't a game of luck, Jon argues, and great founders are rare for a reason. The Eka team defines their bar through "bias for action" and years of exposure to outlier execution. Their founder diligence model—including psychometrics, references, and founder interviews—reflects that people aren't just important, they're everything.

Not Just People, The Right People

From Slack-based transparency to full-team founder sessions, Eka ensures all decision-makers stay close to the pulse. Junior team members learn by exposure to greatness, and founders are selected as much for intensity and integrity as charisma. "I don’t need to want to spend a weekend with you," Jon says, "but I do need to know you’re the real deal."

Impact-Driven, Performance-Led

Eka's themes—consumer health and sustainable consumption—are intentional. They're looking for startups that reduce waste, create healthier systems, and scale economically and societally. From early cancer diagnostics to logistics optimization, it's not about compromise. It's about building the future, better.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

💬 Community event | LP AMA with James Heath | ⏰ May 19, 1:00 PM - 2:00 PM GMT+2 | 💻 Online

Ever wonder how LPs actually think about fund strategies, especially in a world leaning toward specialisation? Join our next members-only LP AMA with James Heath, Investment Principal at dara5 and author of Why Specialists Will Win the Next Decade of Venture.

This is a small-group, interactive session where you’ll get the chance to ask candid questions and hear James’s unfiltered take on where LPs are placing their bets—and why.

Why attend?

* Hear directly from a leading LP who’s investing in both specialist and generalist VC funds across Europe

* Learn how LPs evaluate fund strategies—and why some are doubling down on focused, high-conviction theses

* Get a behind-the-scenes look at what’s working in European VC, what’s not, and what LPs are watching next

Available for Members Only, become a member by upgrading to a paid subscription below

Join us at the EUVC Summit & Awards Show

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Andreas Munk Holm sits down with Exit of The Year Finalist Fergal Mullen, Founding Partner at Highland Europe, to explore the firm’s growth-only investment strategy and what it really takes to scale durable, capital-efficient European champions.

Fergal shares why Highland’s equal partnership model is more than just internal structure—it’s a reflection of how trust, alignment, and founder collaboration drive outcomes. From turning operational efficiency into alpha to navigating U.S. expansion and cap table cleanups, this episode lays out a blueprint for growth with discipline in a market still shaped by cycles, hype, and hard-earned fundamentals.

🎧 Here’s what’s covered:

* 01:15 Spinning Out from Highland Capital & Building a Growth-Only Fund

* 02:30 Why Equal Partnership Structure Matters—for GPs and Founders

* 04:20 Sensible Growth > Blitzscaling: Highland’s Core Investment Philosophy

* 09:10 Founder Coachability, No-Frills Marketing & Building Trust Post-Investment

* 11:50 Exiting and Re-Investing: When and Why to Consult LPs

* 13:45 US Expansion: Why Founders Must Move to Make It Work

* 16:00 Europe’s Best Exit Year? Why Fundamentals (Still) Win

* 17:55 Tourist Capital: How Cycles Distort Venture Discipline

* 19:20 Founders’ Liquidity and Cap Table Cleanups—Done Right

* 24:30 Closing Reflections from Fergal: Growth with Discipline, Always

📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode🎧

Where operational expertise and innovation work for you.

End-to-end coverage of Fund Admin, Tax, Accounting, Compliance, ESG, and more—enabling you to focus on what matters most: supporting visionaries and maximizing LP returns.

✍️ Show Notes

Scaling Without the Hype: Highland Europe’s Sensible Growth Playbook

Fergal Mullen walks us through why Highland Europe bets on high-growth, capital-efficient companies—and how this philosophy has driven one of their best exit years ever. From board dynamics to secondary transactions, the Highland team backs operational excellence over flash.

The Real Cost of Going to the US

Fergal unpacks a cautionary tale for founders dreaming of US expansion: unless you're willing to move, don't bother. He explains why hands-on presence and real resourcing matter far more than people think—and how scaling smart beats scaling fast.

From Dilapidated Websites to World-Class Ops

A founder who “sexed it up” in three weeks? Yes, really. Fergal shares a hands-on case study in founder responsiveness, coachability, and the real difference value-add VCs make when it’s more than just capital on the table.

When Hardware and Growth Collide

While medtech isn’t Highland’s focus, Fergal admits the firm is seeing more hardware-driven growth plays emerge. The fundamentals still rule: margins, unit economics, and scalability trump sector hype every time.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

💬 Community event | LP AMA with James Heath | ⏰ May 19, 1:00 PM - 2:00 PM GMT+2 | 💻 Online

Ever wonder how LPs actually think about fund strategies, especially in a world leaning toward specialisation? Join our next members-only LP AMA with James Heath, Investment Principal at dara5 and author of Why Specialists Will Win the Next Decade of Venture.

This is a small-group, interactive session where you’ll get the chance to ask candid questions and hear James’s unfiltered take on where LPs are placing their bets—and why.

Why attend?

* Hear directly from a leading LP who’s investing in both specialist and generalist VC funds across Europe

* Learn how LPs evaluate fund strategies—and why some are doubling down on focused, high-conviction theses

* Get a behind-the-scenes look at what’s working in European VC, what’s not, and what LPs are watching next

Available for Members Only, become a member by upgrading to a paid subscription below

Join us at the EUVC Summit & Awards Show

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Andreas Munk Holm sits down with Andreas Klinger—founding team at Product Hunt, ex-CTO at On Deck, and now GP at Prototype Capital—to dive into the work behind EU Inc., a grassroots initiative to fix Europe’s fragmented startup ecosystem by rewriting its regulatory plumbing.

Klinger shares how his experience as a founder and investor on both sides of the Atlantic led to a mission to standardize how we do business in Europe. They unpack how EU Inc. is working with the ecosystem—associations, communities, and top GPs—to propose a concrete policy blueprint aimed at simplifying scaling across borders.

But the conversation goes much deeper: into the role of media as a self-selecting tool for ambition, how to build conviction and access as a micro-VC, and why VCs must engage with both macro-level systems change and micro-level founder support to make a lasting impact.

Here’s what’s covered:

* 01:15 From Product Hunt & AngelList to Fixing European Venture

* 02:30 Why Klinger Made VC a Full-Time Play

* 06:10 Vlogging Hyper-Ambition: Behind-the-Scenes of Europe's Top Startups

* 09:30 The Cultural Gap: Work Ethic, Values & Systemic Signals

* 12:00 The Hidden Power of Performative Culture (and Its Risks)

* 14:22 What EU Inc. Actually Is: A Business-Led Policy Blueprint

* 18:30 Industry-Wide Buy-In: Why Everyone's Signing the EU Inc. Manifesto

* 24:15 Can VCs Stay Apolitical While Driving Change?

* 34:00 Reports Don’t Build Economies—People with Bias for Action Do

* 37:10 Action, Not Words: What Europe Really Needs Next

Watch it here or add it to your episodes on Apple or Spotify 🎧. Chapters for easy navigation are available on the Spotify/Apple episode.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you as a partner and as an individual. Ten couples will embark on an adventure of connection and shared resilience, guided by nature and a like-minded community. This is not an escape; it’s a chance to be fully present, together, in adventure and in life.

✍️ Show notes

The Operating System for European Venture

Andreas Klinger believes that fixing Europe’s startup ecosystem starts with making it simple to do business across borders. That’s what EU Inc. is all about: a founder- and investor-led initiative to define the right standards and hand them directly to Brussels. With mass support from top GPs, associations, and platforms, it’s become one of the most promising grassroots movements in European venture.

Fund-as-a-Platform: From Vlogs to Capital

At Prototype Capital, Klinger isn’t just raising a fund—he’s building a platform. From behind-the-scenes vlog series to founder amplification, he sees content as a tool for self-selection and community building. In a world where access is everything, media becomes leverage.

Why Venture Requires Macro Engagement

For Europe’s VC ecosystem to compete globally, VCs must play both offense and defense—supporting founders in the trenches while pushing for systemic change. That means stepping into the policy arena, shaping narratives, and using your platform to make action louder than reports.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Join us at the EUVC Summit & Awards Show

🗓️ The VC Conferences You Can’t Miss

Some events just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Andreas Munk Holm talks with Daniel Dippold to unpack the vision behind EWOR, a venture platform designed not as a fund but as a self-reinforcing ecosystem where LPs become builders, the community drives capital, and Europe’s boldest entrepreneurs find a launchpad.

Daniel challenges the traditional LP-GP dynamic, advocating for an interconnected flywheel where education, storytelling, and systems thinking empower founders and funders. From the structural flaws in European venture to the cultural shifts needed to drive generational change, this episode is a masterclass in rethinking the venture equation from first principles.

Here’s what’s covered:

* 02:47 The Origin of Ewor: Lessons from Building Momentum

* 07:12 Understanding the LP Journey

* 11:25 The European LP Landscape vs. the U.S.

* 15:33 Structuring EWOR as a Flywheel, Not a Fund

* 21:10 Solving for LP Education and Community

* 26:45 Why Now: The Timing Behind EWOR’s Launch

* 30:30 LPs as Builders: Shifting the Narrative

* 35:18 How EWOR Aims to Serve GPs

* 42:14 Storytelling, Visibility, and the Next Chapter

📺 Watch the episode here or stream it on Spotify or Apple Podcasts—now with chapters for easy navigation on the Spotify/Apple episode🎧

✍️ Show notes

Why EWOR exists

Born from frustration with traditional venture and the belief that top-tier founders exist everywhere — not just in San Francisco. EWOR aims to recreate that ecosystem virtually, giving global outliers access to the same compounding advantages.

Full-time unicorn firepower

The team behind EWOR isn't just listed on a slide. They're full-time serial entrepreneurs, unicorn and decacorn founders working 1:1 with portfolio companies every week. This is operator-led venture — for real.

Modular founder support

No rigid cohorts. No one-size-fits-all curriculum. EWOR ditches the accelerator model and instead offers highly tailored support across hiring, fundraising, deep tech, and more — delivered exactly when founders need it.

A new kind of VC structure

With $35M+ in founder capital and another $30M in LP commitments, EWOR is structured more like a company than a traditional fund. The goal? Long-term platform value and alignment with the founders they back.

Underwriting founders, not markets

EWOR’s thesis: you can — and should — underwrite at the founder level. Markets and models can change. Outliers will win anyway. It’s bold, and based on Daniel’s own operator logic and track record.

Contrarian takes on venture capital

Daniel gets brutally honest about today’s VC landscape — why most funds are mediocre by design, why the power-law cuts both ways, and why the future belongs to those who build real firms, not slide decks.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

💬 Community event | LP AMA with James Heath | ⏰ May 19, 1:00 PM - 2:00 PM GMT+2 | 💻 Online

Ever wonder how LPs actually think about fund strategies, especially in a world leaning toward specialisation? Join our next members-only LP AMA with James Heath, Investment Principal at dara5 and author of Why Specialists Will Win the Next Decade of Venture.

This is a small-group, interactive session where you’ll get the chance to ask candid questions and hear James’s unfiltered take on where LPs are placing their bets—and why.

Why attend?

* Hear directly from a leading LP who’s investing in both specialist and generalist VC funds across Europe

* Learn how LPs evaluate fund strategies—and why some are doubling down on focused, high-conviction theses

* Get a behind-the-scenes look at what’s working in European VC, what’s not, and what LPs are watching next

Available for Members Only, become a member by upgrading to a paid subscription below

Join us at the EUVC Summit & Awards Show

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe

In this episode, Charles Martin of Kinnevik unpacks how their evergreen investment model fuels sustainable growth—enabling long-term, hands-on support that aligns deeply with entrepreneurs through every stage.

Charles highlights the shift in venture capital, where today’s focus is not just on financial returns but also on building adaptable companies with strong governance and positive societal impact. Kinnevik’s approach exemplifies this broader movement toward deeper, more collaborative partnerships in driving lasting success.

Here’s what’s covered:

* 05:10 AI in the Nordics: Talent and Innovation

* 08:56 The Importance of Operational Talent

* 13:16 Spotting Outlier Talent and Venture Insights

* 25:22 Evaluating Founders: Experience vs. Potential

* 39:02 The Importance of People in Venture Capital

* 44:53 The Future of AI and Talent

Watch it here or add it to your episodes on Apple or Spotify 🎧, with chapters for easy navigation available on the Spotify/Apple episode.

Where operational expertise and innovation work for you.

End-to-end coverage of Fund Admin, Tax, Accounting, Compliance, ESG, and more—enabling you to focus on what matters most: supporting visionaries and maximizing LP returns.

✍️ Show notes

Why the Nordics? A Hotbed for AI

Charles is bullish on the Nordics as a rising hub for AI innovation. He breaks it down into three key factors: deep technical talent (especially in AI-specific areas), experienced operational talent from successful local startups, and a cultural edge that drives creativity and innovation. With a high ratio of AI talent to startups, the region is ripe for the next wave of breakout application companies.

He also points out that the region’s strong university and research foundations are part of the reason the technical bar is so high. But just as exciting is the presence of non-traditional founders—young, scrappy, and rebellious types who skipped university entirely but are building great things. This rich mix of expertise, mindset, and infrastructure makes the new Nordics especially well-positioned to lead in applied AI.

AI Engineering vs. Research

Charles draws a clear line between AI engineers and research scientists. While the latter are valuable, he emphasizes that today’s startups gain far more leverage from AI engineers, pragmatic builders who know how to work with LLMs and integrate them into real-world workflows. That’s the key to winning in the application layer of AI right now.

He believes the foundational model of race isn’t quite over, but most innovation will happen through execution, not raw research. That’s why companies are better off hiring sharp, fast-moving builders than a lab full of PhDs. It’s all about how quickly teams can ship smart integrations and turn models into products that solve real problems.

University vs. Dropout Founders

While Charles respects the traditional university path, he is increasingly impressed by founders who have taken the road less traveled. Some of the most exciting founders in the Nordics and Baltics are in their early 20s, skipped higher education entirely, and are doing remarkable work. He mentions names like Max from Leia and Charles from Dendrite as examples of this new wave of bold, technically capable entrepreneurs.

He clarifies that it’s not about favoring dropouts, it’s more about recognizing that success can come from many different directions. For every dropout rebel, there are also university-educated founders building world-class companies. The real focus should be on energy, originality, and execution ability, not academic background.

Picking Great Founders

When evaluating founders, Charles relies on both track record and gut feel. He looks for signs of creativity, execution, and the ability to build things that people want. One of his heuristics is simple but powerful: Would I want to work for this person? That question encapsulates the leadership, charisma, and clarity needed to attract top talent and build something lasting.

He believes investors sometimes forget that being a great founder isn’t just about vision, it’s about inspiring others and making it happen. Whether someone has achieved a big success or is building for the first time, Charles tries to spot the spark that separates a solid operator from an outlier.

Advice for Aspiring VCs

Charles stresses the importance of choosing the right firm if you're getting into VC. It’s not enough to break into the industry—you need to land at a place with access to the best deals. Otherwise, even if you spot the next unicorn, you won’t be able to invest. The seat you’re in matters immensely.

He also echoes the idea that being direct, even brutally honest, with peers is a kindness. Venture is tough, and people can spend years chasing a fundraise with little progress. Sometimes, early, honest feedback can save someone years of frustration. It’s better to be candid than to watch someone waste time on something unlikely to succeed.

Philosophy on People

Charles believes people are the one true constant in a rapidly changing tech world. Tools, models, and infrastructure can all be copied. What can’t be replicated is how a team thinks, acts, and adapts. That’s why the human element—especially the founding team is where he places the most weight.

His long-form take is that technology is modular and accessible to everyone, so it rarely becomes a true moat. What determines success is how well people use those tools, how fast they ship, how they make decisions, and how they respond to change. In AI, especially, agility and leadership are everything.

🤗 Join the EUVC Community

Looking for niche, high-quality experiences that prioritize depth over breadth? Consider joining our community focused on delivering content tailored to the experienced VC. Here’s what you can look forward to as a member:

* Exclusive Access & Discounts: Priority access to masterclasses with leading GPs & LPs, available on a first-come, first-served basis.

* On-Demand Content: A platform with sessions you can access anytime, anywhere, complete with presentations, templates, and other resources.

* Interactive AMAs: Engage directly with top GPs and LPs in exclusive small group sessions — entirely free for community members.

Adventures and Deep Connection Await 💞

Step beyond the ordinary into a retreat that challenges and transforms you, as a partner and as an individual. Ten couples will embark on an adventure of reflection, connection, and shared resilience, guided by nature and a like-minded community. Traverse mountains, navigate the sea, and embrace stillness under the Corsican sky. This is not an escape—it’s a chance to be fully present, together, in adventure & in life.

💬 Community event | LP AMA with James Heath | ⏰ May 19, 1:00 PM - 2:00 PM GMT+2 | 💻 Online

Ever wonder how LPs actually think about fund strategies, especially in a world leaning toward specialisation? Join our next members-only LP AMA with James Heath, Investment Principal at dara5 and author of Why Specialists Will Win the Next Decade of Venture.

This is a small-group, interactive session where you’ll get the chance to ask candid questions and hear James’s unfiltered take on where LPs are placing their bets—and why.

Why attend?

* Hear directly from a leading LP who’s investing in both specialist and generalist VC funds across Europe

* Learn how LPs evaluate fund strategies—and why some are doubling down on focused, high-conviction theses

* Get a behind-the-scenes look at what’s working in European VC, what’s not, and what LPs are watching next

Available for Members Only, become a member by upgrading to a paid subscription below

Join us at the EUVC Summit & Awards Show

🗓️ The VC Conferences You Can’t Miss

There are some events that just have to be on the calendar. Here’s our list, hit us up if you’re going, we’d love to meet!

0100 Emerging Europe 2025 | 📆 14-16 May 2025 | 🇭🇺 Budapest, Hungary

GITEX Europe 2025 | 📆 23 - 25 May 2025 | 🇩🇪 Berlin, Germany

This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.eu.vc/subscribe