11 MAG 2024 · Today, we have with us https://www.linkedin.com/in/david-bateman-054136/, Managing Partner at https://www.claret-capital.com/ a growth capital fund based in the United Kingdom. The venture capital fund has a total size of €297M with +€700M in AUM and focuses primarily on growth-stage and VC-backed deals with European companies that are typically post-Series B. As an investment thesis, they focus on technology and life science companies, and some of their most notable investments are in https://www.abivax.com/, https://butternutbox.com/, https://www.holidu.com/, and https://www.veed.io/. David has more than 20 years of experience in technology lending and financing. Prior to the buyout of Claret Capital from Harbert Management Corporation, he and Johan Kampe had co-founded Harbert European Growth Capital. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 03:17 David's Journey into Venture Capital 05:37 The Role of Debt in Venture-Backed Businesses 07:19 Venture Debt's Unique Position in Europe 11:03 Optimal Timing for Venture Debt 12:05 Sector-Specific Strategies for Venture Debt 16:48 Key Players in the European Venture Debt Ecosystem 21:36 Understanding the Terms of Venture Debt Deals 27:26 Capital Return Timelines and LP Expectations 28:21 Venture Debt in Different Market Conditions 31:25 The European Venture Landscape 36:30 Building Relationships with VCs and Entrepreneurs 43:25 Learnings from the Latest Fundraising Round 48:30 Advice for Emerging VCs and Final Thoughts

10 MAG 2024 · Today, we have a different episode for you, introducing you to the first episode of the newly launched https://seedcamp.com/podcasts/the-evolution-and-future-of-access-control-management/ series by Seedcamp.This first episode features https://www.linkedin.com/in/carloseduardoespinal/, Managing Partner of Seedcamp, in a conversation with https://www.linkedin.com/in/johannes-keienburg/, co-founder and CEO of https://www.getcakewalk.io/, on building access management processes.Their conversation revolves around: - The importance of access control, visibility, and security in organizations. - Insights on the need for access management processes. - The challenges of data security. - The evolution and future of access controls. - … and more that you can discover on EUVC. Chapters:00:03 Launching Seedcamp Podcast Series: Startups in Focus 00:45 Meet the Guests: Carlos Espinal and Johannes Kainberg 01:14 Diving Deep into Access Management with Cakewalk 03:02 Johannes's Journey to Founding Cakewalk 05:05 Addressing the Challenges of Data Security 05:45 Understanding Customer Outreach and Engagement 10:33 Integrating SaaS Products for Enhanced Security 10:46 The Future of Identity and Access Management 15:57 Implementing Access Controls in Companies 18:23 Envisioning the Future Organization with Cakewalk 19:37 Role-Based Access and Its Evolution 22:09 Advice for Founders on Early Security Steps 25:49 Closing Thoughts and How to Connect

9 MAG 2024 · Today, we are joined by Michael Smith, the co-founder and General Partner of https://regeneration.vc/ Fund II of $150M. Regeneration.VC is an early-stage venture fund supercharging consumer-powered climate innovation. Michael ran marketing & digital for Smith Broadcasting, a group of 20 network TV stations, before selling to Boston Ventures. Shortly thereafter, he followed his lifelong passion for music to become a touring DJ and performed alongside artists including Guns N Roses, Rihanna, and Diplo.  In 2006, he launched The Playlist Generation, one of the world's largest background music providers. In 2010, he co-founded Creative Space, a real estate firm with a portfolio of 80 adaptive reuse projects between Los Angeles and San Francisco. After successfully exiting both companies in 2015, Michael formed Ponvalley, an environmentally focused family office initiative comprising philanthropy, research, and impact investments. He convened Shared Mission, an emergency climate summit with Former VP Al Gore, General Wesley Clark, the Department of Energy, and Harvard leadership. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 01:28 From DJ to Venture Capitalist: Michael's Unique Journey 03:34 The Power of Branding in Venture and Music 04:09 Specialization in Climate Tech Investing 14:04 Understanding Circularity in Sustainable Investing 25:02 The Role of LPs and Celebrity Influence in Climate Tech 32:31 Navigating Corporate Partnerships and Impact Goals 45:55 Finding Your Tribe and Embracing Change 48:39 Venture Capital Insights: Specialization and Navigating the Market 50:11 The Art of Perseverance in Venture Capital 52:04 Building Long-Term Relationships in Venture Investing 54:53 The Intersection of Venture Capital and Talent Management 01:01:14 Exploring the Potential of Generative AI in Music and Beyond 01:04:36 The Future of Music: AI's Role and Industry Insights 01:09:30 Venture Capital Meets Music: A Unique Blend of Talents

7 MAG 2024 · Celebrating one of the finalists in the Firm of The Year-category at this year’s European VC Awards, this episodes dives deep with https://www.notion.vc/team/stephen-chandler, Co-founder & Managing Partner of https://www.notion.vc/ With 1.1 bn€ under management and 5 flagship funds under their belt, Notion is one of Europe’s absolute top firms and in this episode, Stephen dives into a level of detail rarely seen discussing everything from the guiding principles building Notion to the process and learnings from raising their latest fund. I highly encourage you to read Stephen’s notes below and tune in for this episode. I truly think this is one of our best to date. Notion at glimpse: - Fund Name: Notion Capital - Fund size: €300m (Fund V) - AUM: €1.1bn - HQ Country: UK - Target Stage: Series A focus, but invest across pre-seed to growth - Target Geography: Pan European - Target Sector/Vertical: Business Software & Fintech - Notable Investments: https://www.currencycloud.com/, https://easol.com/, https://gocardless.com/, https://www.mews.com/en, https://www.paddle.com/, https://upvest.co/, https://yulife.com/ From the principles building Notion to the learnings from raising fund V oversubscribed and the decision to clone his dog, this episode is one of our best to date. Don't miss Stephen's notes on eu.vc - they're legendary. Big shout out to our Firm of The Year Sponsor https://www.haynesboone.com/. And you don't have to take it from themselves, take it from one of their long term clients, Joe Schorge: "Having worked together for many years now, they fully understand the Isomer ethos and process, and we really appreciate the value that this long-term relationship brought to this mandate from start to finish. We look forward to continuing to work with Karma, Ronan, Will and the rest of team.”  Naturally, we’re incredibly excited about having the Haynes Boone team with us as sponsors of the Firm of The Year Awards - yet another testament to their support for the EUVC ecosystem. We strongly encourage you get in touch with Karma and the team for a great experience 🔥

4 MAG 2024 · Join us as https://uk.linkedin.com/in/tomwilsonseedcampfrom http://seedcamp.com/and https://uk.linkedin.com/in/anthony-danon-3409099bfrom http://cocoa.vc/talk to https://www.linkedin.com/in/christophdeckert/, Strategy Expert at Personio. Christoph has a unique mix of operating experience with +7 years of working with Personio, the European HRTech unicorn. Personio now has +2000 employees across 7-8 different European and US offices and a portfolio of more than 12K customers. Christoph joined the company very early on and took on different responsibilities to take Personio’s customer growth to the next level, shape the organizational culture and structures, and hire the right people to support this mission. His passion and journey towards angel investing became very organic after having different conversations with other founders. After one particular talk that he enjoyed, he decided to support that startup without being fully aware of what angel investment is. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 00:36 From Personio to Angel Investing 03:43 Memorable Deals and Investment Philosophy 06:22 The Personal and Professional Growth from Angel Investing 09:18 Chris's Angel Investing Strategy 17:43 Networking and Collaboration With VCs and Other Angels 21:02 Core Learnings from Angel Investing 26:05 Building and Leveraging Networks 31:19 Closing Thoughts and Future Aspirations

2 MAG 2024 · Today, we have with us https://www.linkedin.com/in/sjfheller/, Founding Partner at http://aqvc.com/. AQVC is an innovative, evergreen VC fund of funds focused on small VCs globally and democratizing diversified access to venture capital. Stephan is a seasoned tech entrepreneur and investor passionate about nurturing the next generation of innovative companies, developing robust platforms, and cultivating thriving ecosystems. Over the past 15 years, he has been deeply involved in the entrepreneurial landscape.  Stephan also co-founded five companies, including a leading deep-tech startup accelerator for one of the largest high-tech corporates in the world and establishing a successful and innovative VC fund of funds. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 00:13 Diving Deep into AQVC's Approach 00:35 Stefan's Unique Framework for Evaluating Funds 03:24 The Criteria for Evaluating Emerging Managers 03:38 Alignment and Uniqueness in Funds 04:14 Evaluating First-Time Funds: Challenges and Strategies 05:09 The Hustler Mentality in Venture Capital 05:59 Building a Firm with a Vision 06:37 Technical Aspects of Fund Evaluation 08:26 The Journey from First to Second Time Funds 09:03 The Role of Reference Calls in Due Diligence 10:46 Deep Dive into Track Record Validation 11:27 The Challenge of Investing in First-Time Investors 18:39 Evaluating Fund Performance and Strategy Execution 21:18 Understanding DPI Creation in Third Time Funds 24:04 Closing Thoughts and Future Plans

30 APR 2024 · Today, we have https://www.linkedin.com/in/carinamn/ and https://www.linkedin.com/in/stentamkivi/ with us. Carina and Sten are Partners at https://pluralplatform.com/, a 400M EUR early-stage venture fund to back ambitious European founders on massive missions with hands-on help from experienced operators. Plural launched in June 2022 with the aim to give serious founders in Europe investors with company-building experience to match their ambition. Plural’s mission is to have a GDP-level impact on Europe, address systemic risks, and reduce the opportunity gap worldwide through the companies it backs. Plural has just announced its second fund with a total of 650M AUM and an established portfolio of 25 companies and notable investments, including Ready Player Me, Robin AI, and Unitary. Plural’s team is split between Tallinn, Estonia (where Sten is from) and London (where Carina is from). Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 01:37 Karina's Journey from Biotech Founder to Venture Capitalist 03:14 Stan's Path: From Entrepreneur to Plural Partner 04:57 Raising a Fund in a Challenging Market 07:02 Plural's Investment Strategy and Focus 15:52 Plural's Unique Approach to Adding Value for Founders 23:03 Scaling the Impact: Plural's Vision for Europe's Tech Ecosystem 25:21 Addressing the Critiques: A Candid Look at the VC Landscape 29:25 Challenging the Status Quo in VC Practices 30:20 The Philosophy Behind Investment Decisions 30:47 Strategic Follow-On Investment Approach 31:55 Innovative Decision-Making in Investment Committees 34:02 The Unique Approach to Follow-On Investments 42:14 Building the Plural Platform: Insights and Strategies 58:13 Uncommon Beliefs and the Future of European Tech

27 APR 2024 · Today, we are joined by https://www.linkedin.com/in/mikkosilventola/ for a new episode of the SuperAngel podcast. Mikko is an angel investor, and Venture Partner at http://superangel.io. 😉Mikko invests his own capital, but also via https://www.mgntc.com/ (Index Ventures Angel Fund), and he likes to provide capital for the underdogs in the ecosystem. He was the first investor in companies like: - Bolt (previously Taxify, first investor & hands-on advisor, raised >$2B from Sequoia) - Hugo (raised >$100M from TMT Investments, DST Global etc. Acquired by Delivery Hero) - PayMongo (raised >$45M from Stripe, Founders Fund, Thiel) Mikko also has a solid track record in the internationalization of companies in Asia, Europe, and the Middle East. He spent the past 10 years in Asia and the Middle East operating in the private equity sector, focusing on advising early-stage companies, angel investing, M&A advisory, and fundraising. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 02:30 Miko's Angel Investing Journey 03:32 Transition to Venture Business and Global Investments 07:23 Defining the Superpower of an Angel Investor 09:15 Strategic Angel Investing and Portfolio Management 10:20 The Art of Following On in Investments 12:44 Navigating Challenges and Opportunities in Venture Capital 22:05 Investment Philosophy and Identifying Potential Unicorns 26:12 Selecting the Right VCs and Avoiding Pitfalls 33:34 Personal Reflections and Life Lessons 35:13 The Concept of Life Design and Work-Life Balance 40:07 Investing Without Borders: A Global Perspective 40:28 Analyzing the Strengths of the Nordic and Baltic Startup Ecosystem

26 APR 2024 · The landscape of venture capital is evolving, and Isomer Capital is at the forefront with its new fund designed to meet the dynamic needs of the European venture capital market.We sat down with Joe Schorge and Omolade Adebisi from Isomer to talk through the market, the strategy and the future. Well-worth a watch as we open up the deck that raised the fund and tap the brains that incept and run it. But let’s get the headline numbers in place: - 100 M€ Fund dedicated to secondaries exclusively. - 65-75% of dedicated to acquiring Limited Partner (LP) interests in existing VC funds. - An additional 15-25% is earmarked for direct secondaries in companies, providing crucial liquidity to stakeholders. - The remaining funds, up to 15%, are reserved for discretionary investments, which may include buying stakes or carry from general partners. This strategic distribution of funds is a response to the current market conditions where many European VCs have yet to realize significant returns from their investments. These circumstances often necessitate liquidity solutions for personal reasons—such as purchasing homes or funding private education—or professional requirements like meeting General Partner (GP) commitments for raising new funds. - Typical ticket sizes range from €1 million to €10 million injecting much-needed flexibility and liquidity across Europe's venture capital ecosystem and broadening Isomer’s impact beyond the traditional fund of funds model to include any Europe-based fund or startup 💖 Hope you’ll enjoy the read and watch on eu.vc and the listen here on your pod player 🙏

25 APR 2024 · https://www.linkedin.com/in/rainer-m%C3%A4rkle-150b64 is the General Partner of https://www.hvcapital.com/, €380m Venture and €400m Growth fund, with almost €3BN AUM. Rainer joined HV 15 years ago. In his third week at the firm, HV invested in Zalando. Accompanying the founders of Zalando from seed to IPO and beyond has been the most rewarding chapter in his VC career. It taught him that anything is possible, boundaries are imaginary, and amazing things can happen by working in the right set-up. Aside from this, he has been involved in big exit stories with HelloFresh, Quandoo, and Stylight. Some of his other highlights include working with Scalable Capital, Alasco and finn.auto. In his spare time, Rainer is a family guy. He also likes to push boundaries in sports, participating in the Ironman World Championships Hawaii and many other endurance events. Go to eu.vc for our core learnings and the full video interview 👀 Chapters: 03:16 Rainer’s Journey: From Engineer to VC 04:04 Diving Deep into HV Capital 07:21 Transitioning from Corporate VC to Independent Fundraising 10:56 Raising Funds in a Challenging Market 13:26 Maintaining Trust with Existing LPs 16:03 Keep Your Principles Against Market Hype 30:57 Strategies for Achieving Fundraising Goals 32:39 The Importance of DPI in Fundraising 34:33 Balancing Act: Liquidity vs. Value Potential 37:34 Decision-Making Dynamics Within the Firm 39:29 Adjusting Strategies and Narratives in Changing Markets 42:05 Insights for Emerging VCs and Fundraising Challenges 44:30 Shout Outs to Emerging Managers and Partners 48:26 Key Learnings from the Latest Fundraise 51:43 Advice for Younger Selves and Emerging VCs