EUVC

De: The European VC
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  • Resumen

  • EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love.

    Follow us and stay in the loop with everything European VC on eu.vc
    Copyright The European VC
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Episodios
  • EUVC Webinar VC:LP Roundtable on Data Driven Portfolio Modelling | E340

    EUVC Webinar VC:LP Roundtable on Data Driven Portfolio Modelling | E340
    Aug 1 2024
    For today’s episode of the EUVC podcast, we have prepared a panel discussion on Data Driven Portfolio Modelling, and we brought together:
    • Joel Larsson, Founding GP of Pale blue dot
    • Jon Coker, Founding GP of Eka Ventures
    • Joe Schorge, Founding GP of Isomer Capital
    • Anubhav Srivastava, Founder & CEO of Tactyc.
    Together, we discuss portfolio modeling, fund forecasting, and portfolio construction, emphasizing the importance of maintaining a current fund forecast and making adjustments based on real-world market conditions.

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

    Chapters:

    • 08:29 Best Practices in Portfolio Modeling
    • 10:03 Maintaining a Dynamic Fund Forecast
    • 12:05 Challenges in Portfolio Construction
    • 32:51 Debating Portfolio Concentration
    • 39:40 Sector-Specific Strategies and Risks
    • 42:24 Portfolio Construction Insights
    • 43:01 Examples of Portfolio Construction
    • 44:27 Fundraising Challenges and Realities
    • 47:23 Tracking Fund Progress
    • 49:50 Evaluating Portfolio Companies
    • 52:32 Qualitative vs Quantitative Metrics
    • 01:08:20 Scenario Analysis and Reserves
    • 01:11:00 Optimizing Reserves
    • 01:25:59 Closing Remarks and Takeaways
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    1 h y 34 m
  • Christian Dorffer, Defiance Capital on The Unicorn Founders DNA Report | E339

    Christian Dorffer, Defiance Capital on The Unicorn Founders DNA Report | E339
    Jul 30 2024
    In this episode of the EUVC podcast, Andreas talks with Christian Dorffer, Founder and General Partner of Defiance Capital, about The Unicorn Founders DNA report that Christian and his team recently published.

    Defiance Capital is a €25M fund based in London focused on investments at the pre-seed stage. They invest in sectors like enterprise AI for companies based in Europe and the US.

    The report reveals that a significant number of unicorn founders are immigrants and women, challenging the traditional criteria used by venture capitalists to evaluate founders. The conversation also discusses the challenges faced by underrepresented founders in raising capital and the need for a more sophisticated approach to identifying and backing non-obvious founders.

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

    Chapters:
    • 02:41 Deep Dive into the Unicorn Founders DNA Report
    • 03:08 Christian's Background and Investment Philosophy
    • 06:07 Core Findings of the DNA Report
    • 06:50 European vs. US Unicorn Founders
    • 09:09 Challenges Faced by Female Founders
    • 13:38 VCs' Approach to Diverse Teams
    • 15:45 Christian's Investment Strategy
    • 17:02 Opportunities for Non-Obvious Founders
    • 23:11 Defiant Capital's Operational Model
    • 26:38 Christian Dorfer's Personal Journey
    • 39:53 Advice for Young Entrepreneurs and VCs
    • 48:17 Closing Remarks and Final Thoughts
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    50 m
  • Mid Year Review 2024: European Fundraising Sentiment with Chris Wade, Isomer Capital | E338

    Mid Year Review 2024: European Fundraising Sentiment with Chris Wade, Isomer Capital | E338
    Jul 24 2024
    In this episode of the EUVC podcast, David discusses with Chris Wade, Founding Partner at Isomer Capital.

    David and Chris discuss the current sentiment in the European venture capital ecosystem. They touch on topics such as VC sentiment, comparisons to previous years, LP appetite, the potential IPOs of Revolut and Klarna, the rise of AI and semiconductor companies, and the geopolitical and economic uncertainties affecting the industry.

    Chris also reflects on the positive and negative developments in 2024 and the importance of humanity prevailing over negative forces.

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

    Chapters:

    01:19 VC Sentiment in 2024
    02:36 Comparing 2021 and 2024
    04:01 European Venture Capital Landscape
    05:00 The Power Law in Venture Capital
    11:06 Emerging Managers and AI
    13:26 The Importance of Exits
    23:58 The Semiconductor Renaissance
    27:39 Global Political Climate and Its Impact
    30:31 Predictions and Reflections
    31:40 Standing by Predictions
    32:45 Interest Rates and M&A
    34:48 AI's Impact on Venture Capital
    38:49 Regulation and Ethics of AI
    46:51 Geopolitical Tensions and Defense Tech
    57:53 Personal Growth in 2024
    01:01:12 The End of Mega Funds Era
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    1 h y 6 m
Liderazgo Economía Finanzas Personales Política y Gobierno
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