EUVC Newsletter | 10.02.2025
Welcome to our community-sourced newsletter featuring the most important news from the European venture ecosystem and the latest submissions to the EUVC insights platform — the platform that collects & amplifies the best long-form pieces from the EUVC community.
Click here to submit your own articles, events or projects 📥
🎙Podcast | This Week in European Tech with Dan Bowyer, Mads Jensen, and Lomax Ward
Why it matters: Earnings season revealed major shifts in tech stocks, with Palantir surging 24% on AI and government contracts, while Google, AMD, and ARM faced market jitters. Meanwhile, Cherry Ventures closed a $500M fund, marking its rise among Europe’s established VCs.
The UK government is doubling down on nuclear energy, clearing regulatory roadblocks to power AI data centers and industrial hubs. Germany’s upcoming election is shifting economic policies, with tax incentives, immigration crackdowns, and populist gains raising questions about the future of tech and startup talent in Europe. In policy, the UK’s AI strategy aims to position Britain as a global AI hub, but concerns remain over VC funding, talent retention, and scaling opportunities. The UK risks becoming an “incubator economy”, with top startups moving abroad—data shows 85% of relocated firms head to the US, primarily following investors.
📝 Article | What does Trump 2.0 mean for European VCs?
Why it matters: Trump’s return is shaking up global markets, and European VCs can’t ignore the fallout. Trade tensions may make U.S. expansion tougher, LPs could reallocate capital stateside, and climate tech startups may lose U.S. investors as America dials back ESG.
But it’s not all bad—defense tech could finally get serious investment in Europe under NATO pressure, and crypto founders may flock to the U.S. for looser regulations. Meanwhile, AI is fragmenting, with supply chain disruptions and regulatory divergence making cross-border deals messier.
Join us on February 19th in London for How to Web’s Venture in Eastern Europe 2024 Report launch! Discover key trends, successful startups, and venture capital insights across 19 Eastern European countries. Apply now to be part of this exclusive event!
📝 Article | Decarbonisation deck: 30 slides from Nat Bullard
Why it matters: Nat Bullard’s annual decarbonisation deep dive is here, and it’s packed with data every climate-focused investor should see. Key takeaways? We’ve blown past the 1.5C warming threshold, voluntary carbon markets are struggling under oversupply, and China’s green energy deflation is reshaping global markets (with 250% of global demand in solar exports).
Meanwhile, AI’s energy appetite is skyrocketing—Ireland now uses 20% of its power on data centers vs. the US’s 4%. Expect EVs to keep rising, but full market penetration will take time. With batteries scaling 7x global demand, it's clear: climate tech is the investment opportunity of the decade.
📝 News | SuperVenture 2025 is back at Hotel Palace, Berlin!
SuperVenture is returning to The Hotel Palace, Berlin, for SuperVenture 2025—just a 7-minute walk from SuperReturn International at the InterContinental Hotel. SuperVenture is the ultimate gathering for LPs and VCs diving deep into venture capital, LP allocations, and emerging fund managers. This year, you have 3 days of curated content and networking focused on the state of global venture in 2025.
Note: SuperReturn International requires a separate ticket—secure yours via their website!
💬 Survey | What do LPs acutally look for in a Quarterly Update?
Why it matters: LPs lack insights on how other LPs think about Quarterly Updates and the opportunity to give EMs more feedback. What do LPs acutally look for in a Quarterly Update? Do they actually read it? What do they care most about reading? In what format do they prefer to receive it? What could Emerging Managers be doing better? What data should you actually highlight? How do your LPs process your information?
Together with Benedikt Langer, we’ve put together a quick 5-minute survey on what European LPs look for in Quarterly Updates and what makes for a good one.
📝 Article | DeepTech Briefing - Where Smart Money Is Flowing in 2025
Why it matters: Deeptech funding is rebounding, but the game has changed. VCs are prioritizing commercialization-ready startups over pure R&D moonshots. 🚀 AI funding is cooling, but sector-specific applications (biotech, finance, industrial automation) are still attracting capital.
Quantum computing? VCs are shifting focus to software & cybersecurity over hardware. Meanwhile, biotech & synthetic biology are booming—if there's a clear path to regulatory approval.
🎙Podcast | From Investor to Co-Founder, Building Technology for the VC industry
Why it matters: This episode of the The Startup Leap podcast features Gabriel Shin, Co-founder of Landscape—a platform transforming venture capital with its innovative data-driven product, Compass.
Gabriel describes the leap from operator to founder. In this episode, we uncover the evolution of Landscape, the art of balancing responsibility, and the magic of data-driven venture capital. Ready to see how AI is reshaping the investment world?
💬 Survey | IMD Venture Capital research survey
Are you a GP in a VC firm? Your expertise can help shape the future of Venture Capital Asset Management. IMD is conducting a VC research survey to gather real-world insights from investors like you.
Your input will drive actionable insights for investors, entrepreneurs, and the broader venture community. Take 5 minutes to share your perspective!
📝 Article | LifeSpan versus HealthSpan versus JoySpan: Great Concepts for Life Longevity
Why it matters: Living longer (lifespan) is great, but what’s the point if you're miserable, immobile, or in pain? Enter healthspan (staying functional & independent) and joyspan (how much happiness you actually experience).
Research from Blue Zones shows that longevity isn’t just about diet and exercise—it’s about community, purpose, and having fun (yes, even all-night dancing counts). The big takeaway? A long life is only worth it if it’s also a good life. Time to rethink success, slow down, and prioritize what actually makes life fulfilling.
📝 Article | Golden Age 2.0: How the Netherlands Is Transforming Its Trade Legacy into a Modern Tech Powerhouse
Why it matters: The Netherlands is stealthily becoming Europe’s next big tech powerhouse, blending centuries-old trade dominance with cutting-edge innovation. Amsterdam’s startup ecosystem is now the EU’s third most valuable (€86B raised since 2000), growing 53% annually—outpacing London (8%). Key sectors like fintech (Adyen, Mollie), deep tech (ASML, NXP), and green energy (Hydrogen Valley) attract global investors, while the Dutch government’s €20B National Growth Fund supercharges R&D.
But challenges remain: a lagging startup-to-scaleup ratio (22%) and a glaring gender funding gap (0.7% of VC money goes to female-led startups). With strategic reforms, the Dutch ecosystem could hit €400B in economic impact by 2030. TL;DR: If you're not looking at the Netherlands yet, you're already late.
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Up next in the EUVC community, we’ve got exclusive AMAs, expert-led workshops, and insider discussions you won’t want to miss. If you are not a member already, join now to connect and learn!
💬 Community event | LP AMA with Christian Hjort Pedersen
Join us for an exclusive AMA session with Christian Hjort Pedersen, formerly VC Fund Investor at IIP Denmark.
Having allocated more than 600 M USD to top decile early-stage VC funds in US and Europe within tech and life sciences, Christian brings an understanding of the global venture markets and what it takes to build a true franchise better than most others.
This AMA is part of our ongoing series of small-group sessions designed to foster deep, meaningful discussions within the VC community. Reserve your spot now to ensure you don’t miss this opportunity.
⏰ Feb. 18 | 💻 Online | THIS EVENT IS FOR EUVC COMMUNITY MEMBERS ONLY.
✍🏻 Masterclass | VC Fund Finance: Essential Tools, Strategies and Applications
Join us for an in-depth session on VC Fund Finance: Essential Tools, Strategies and Applications. Fund finance has become an essential consideration for fund managers navigating the complexities of venture capital. Offering tools such as Subscription Lines (also called Capital Call lines), NAV financing, and GP Support/Co-invest financing, fund finance provides structured solutions to manage liquidity, bridge capital needs, and align investment strategies with long-term goals.
This masterclass provides a comprehensive overview of fund finance, its origins, and its application across the lifecycle of a fund. Designed for fund managers at varying stages, the session balances conceptual frameworks with actionable insights, making it particularly valuable for second-time or larger fund GPs, while also addressing the needs of emerging managers exploring fund finance for the first time.
⏰ Feb. 26 | 💻 Online | Trusted and praised by industry leaders and fund managers. Here’s what some of them had to say about working with James.
✍🏻 EUVC Masterclass | Marketing Foundations for Fund Managers
Join us for an engaging workshop tailored for fund managers looking to institutionalise their marketing approach and craft a category-defining investment brand.
This masterclass is designed to go beyond traditional marketing advice on tactics to help you create lasting brand equity, ensuring your fund stands out in a competitive landscape.
This session will provide actionable insights into fund positioning, LP communications, and crafting compelling narratives - all while maximising time for Q&A to address your specific challenges.
⏰ March 13 | 💻 Online |
✍🏻 EUVC Masterclass | Setting up and Structuring a VC Fund
Emerging fund managers face countless challenges when setting up and structuring their first VC fund. The process is complex, daunting, and full of pitfalls, from navigating legal frameworks to engaging with the right service providers, the foundations you lay now will shape your growth trajectory.
That’s why we’re planning an exclusive 3-hour masterclass designed to equip emerging managers with the insights, strategies, and tools needed to tackle these challenges head-on.
⏰ Jun. 02 | 🇩🇪 Berlin | This masterclass is a side-event taking place during SuperVenture & SuperReturn.
Our 2025 is already packed with events and unique experiences, and we want you to join us. Here is what’s coming next from EUVC! Exclusive retreats, adventure getaways, and deep-dive industry events designed to connect, challenge, and inspire.
Nominate your favorite people in venture for EUVC Awards
Nominations for the EUVC Awards 2025 are open! From today until March 1st, you have the chance to nominate the champions of European venture across six marquee categories.
Embark on a Journey of Deep Inner Work
Join us for a transformative experience of self-discovery and vulnerability, guided by Rupda and supported by a trusted group of peers. Through embodied practices and self-inquiry, we will build resilience, presence, and a supportive network of fellow investors and founders for meaningful growth. Let’s walk each other home.
Escape for an extended weekend of adventure
Join us for a partners retreat packed with awe-inspiring treks, thrilling canyoning and river rafting, and inspiring sessions balanced with moments of reflection and exceptional dining. Be inspired by world record-holding polar explorer Ben Saunders, challenged by our ex-commander, and discover how to deepen focus in an introductory deep work session with Fred Destin.
Push yourself to the limit alongside industry peers
We’ll trek the most breathtaking sections of the GR 221 trail, known as the Dry Stone Route. This will take us through a 1,000-meter ascent, revealing stunning landscapes set against refreshing ocean breezes. As night falls, a private chef will delight us with exquisite dinners, followed by evenings filled with relaxed activities, a selection of fine drinks, and an array of delights to cap off each day in true style.
