EUVC Newsletter | 21.10.2024
Welcome to our community-sourced newsletter featuring the latest submissions to the eu.vc insights platform — the platform that collects & amplifies the best long-form pieces from the EUVC community.
This week, we feature submissions from Eka Ventures, Eleven Ventures, Ascension VC, and many more European firms.
Click here to submit your own articles, events or projects 📥
Join us at the CultTech Summit, define the future of culture and technology.
5-6 November, Vienna - Meet the key players in culture & technology, share your vision and enjoy a captivating cultural program. There’s over 30 different events waiting for you — debates, panel talks, showcases, workshops and exhibitions. Add networking and you know all the reasons to participate.
As conference partners, we invite you to join us with a 25% discount - use EUVC25.
EUVC Masterclass: Marketing & VC Fund Narrative
Your brand is everything. It’s what sets you apart, helps you win the best deals, attract LPs, and ultimately drive your growth. For emerging fund managers, building a credible brand and establishing the right marketing foundations early on are game-changers. Yet, many don’t know where to begin.
Your fund’s narrative is what makes the difference between an LP glancing at your deck or deciding they’re ready to write a check. It’s your brand that makes LPs feel confident they’re partnering with someone who knows how to make magic happen.
We’re planning a masterclass on building strong marketing foundations with a top industry leader. If enough people show interest, we’ll make it happen.
Why VCs need to master fund modeling
by David Cruz e Silva, an operator turned angel LP and founder of eu.vc
Why it matters: Fund modeling isn't just a spreadsheet exercise—it's the blueprint for a VC fund’s success. Whether managing a $30M or $250M fund, a solid model helps VCs navigate timing, risks, and strategy. It ensures you're chasing outliers while understanding when to exit. Many funds only return 1-2x because they fail at modeling. For VCs, mastering this skill means balancing efficiency, risk, and scaling to deliver those 70x returns. Smaller funds may require fewer hits, but the model must guide every decision, making this crucial for all, not just partners.
The Consumerisation of Climate (Part 1)
by Estia Ryan, Principal & Head of Research at Eka Ventures. | Originally published on Eka Ventures Newsletter.
Why it matters: With UK emissions at 750 million tonnes of CO2 annually, keeping products in circulation via resale (Vinted, eBay) and rental (Rent the Runway) is essential to reducing carbon, water use, and waste. Circular consumption is a win-win, tackling environmental impacts while meeting consumer demand for eco-conscious options. P2P platforms are leading the charge, monetizing resale with no fees and simplifying the process. Expect an impact-driven boom in the circular economy.
Going Public Ep. 1 with Evercore's Glenn Schorr
by Michael Sidgmore, Co-founder & Partner at Broadhaven Ventures. | Originally published on Alt Goes Mainstream.
Why it matters: Alternative asset managers are becoming significant players in public markets, now making up 12% of the $3.4T financial services market cap, compared to just 4% in 2014. In this episode, Evercore’s Glenn Schorr provides insight into the evolution of these firms, including Blackstone’s entry into the S&P 500. For VCs and LPs, understanding these trends is crucial as alternative assets continue to gain mainstream traction and influence capital markets strategy.
Listen to the podcast episode here.
Shape the Future of European Tech!
Each year, Atomico’s State of European Tech report delivers the go-to resource for anyone in the venture world. It’s probably the most quoted report you’ve seen in VC pitch decks when people talk about Europe’s potential.
If you’ve ever wished for better insights into European venture capital, now’s your chance to make a difference! So, whether you’ve used this report in your own pitch, referenced its data in discussions with investors, or just skimmed it to boost your LinkedIn game, now’s your chance to help make the 2024 edition even better.
Making fashion sustainable with a specialized fund, interview w. Michael Kleindl (Collateral Good)
by August Soliv, Author of Impact Supporters | Originally published on Impact Supporters.
Why it matters: The fashion industry is contributing 8-9% of CO2 emissions with up to 75% of textiles ending up in landfills. Collateral Good’s VC model focuses on specialized impact funds, including fashiontech, to tackle this head-on. Michael Kleindl’s fund partners with corporates like Hugo Boss to target sustainability across the textile supply chain—from materials to circularity. With a global mandate, Collateral Good's strategy shows how venture capital can drive both impact and returns in hard-to-reach industries.
Why social impact investing needs a radical rethink for true change
by Til Klein, Founding Partner at identity.vc. | Originally published on Linkedin.
Why it matters: While ESG investing has poured billions into environmental ventures, social impact remains underfunded. Til Klein argues that the traditional approach—investing only in companies directly tackling social issues—limits both scalability and systemic change. Instead, the real leverage lies in supporting diverse leadership and underrepresented founders across all industries. Studies show that diverse teams outperform, making this both a high-impact and economically sound strategy. To create lasting change, social impact investing needs to focus on integrating diversity into the mainstream economy.
Fragility & Efficiency
by Magnus Hambleton, Investor at byFounders. | Originally published on Analog Mantra.
Why it matters: As systems become more efficient, they often become more fragile. Magnus Hambleton discusses how optimized supply chains, complex algorithms, and finely tuned components can fail under unexpected shocks—leaving society vulnerable. Our drive for efficiency, particularly in free-market capitalism, has created a fragile global ecosystem susceptible to rare but catastrophic events. VCs and businesses must consider the balance between efficiency and robustness to safeguard against systemic collapse from localized disruptions. This balance will be crucial for resilient investments in the future.
A standardized pan-european ‘EU Inc' corporate structure is essential for European startups. We have 6 weeks until the new EU commissioners start working on their agenda for the coming years.
Please join the many who have already signed and shared the petition, including founders of Stripe, Alan, DeepL, Remote, Rohlik, Supercell, Wise, and investors from Index Ventures, Atomico, and Sequoia.
Join us at the CultTech Summit, define the future of culture and technology.
5-6 November, Vienna - Meet the key players in culture & technology, share your vision and enjoy a captivating cultural program. There’s over 30 different events waiting for you — debates, panel talks, showcases, workshops and exhibitions. Add networking and you know all the reasons to participate.
As conference partners, we invite you to join us with a 25% discount - use EUVC25.
