EUVC Newsletter | 23.09.2024
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 Speedinvest, Eleven Ventures, Eka Ventures, and many more legendary European firms.
Click here to submit your own articles, events or projects 📥
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Smart Solutions in Healthcare: How AI is Shaping the Future of Medicine
by Speedinvest. | Originally published on Speedinvest blog.
Why it matters: Generative AI transforms healthcare across diagnostics, operational efficiency, and remote care. From clinical records to wearables, healthcare data is exploding—expected to jump from 2,300 to 10,800 exabytes by 2025. But with outdated systems struggling to process this data, AI-powered solutions are critical.
Speedinvest partnered with Dealroom and just launched a new report analyzing how AI is shaping the future of medicine.
Join The ReAssembly & Annual General Meeting by Regeneration.VC
by Michael Smith, General Partner of Regeneration.VC.
Why it matters: Regeneration.VC’s two-day ReAssembly event at UNGA Climate Week is where sustainability, finance, and innovation happen. With leaders from Unilever, LVMH, Klarna, and a rockstar lineup of eco-entrepreneurs, this is the place to learn how to invest in circular economies and climate solutions. Plus, closing with The Lumineers and Rainn Wilson? Pure vibes 🎸
Read more about the event here.
What to know before investing in European healthtech
by David Buller, Founder & Managing Partner of Keles Care, and Laurent Van Lerberghe, Managing Partner of Keles Care.
Why it matters: Investing in European healthtech isn't just about identifying promising startups anymore. The sector is rapidly evolving, with digital care, digital pharma, and health IT experiencing rapid growth. Despite reaching $3.3bn in VC funding in 2023, fresh capital is still needed to bridge the funding gap for mid-late stage startups and spinouts.
Even with perfect timing and strategy, navigating the European healthtech market can be challenging. But for those who get it right, the potential for returns and impact on global health outcomes is significant.
The Consumerisation of Health (Part 1)
by Estia Ryan, Principal & Head of Research at Eka Ventures. | Originally published on Eka Ventures Newsletter.
Why it matters: The consumerization of health, particularly in diagnostics, is reshaping how individuals approach preventative care. Companies like Neko Health are bringing advanced screening tools directly to consumers, potentially enabling earlier disease detection and intervention.
However, challenges remain. Affordability is a major hurdle, with Neko's £299 price point out of reach for many consumers. There are also concerns about overwhelming the healthcare system with increased demand for follow-up care. Despite these challenges, the potential for transformative impact on individual health and the broader healthcare system makes this a space worth watching for investors and healthcare professionals alike.
by Michael Sidgmore, Co-founder & Partner at Broadhaven Ventures. | Originally published on Alt Goes Mainstream.
Why it matters: Traditional asset managers are increasingly venturing into alternative investments, recognizing their potential for growth and diversification. Here comes the latest discussion between Michael Sidgmore, Cheri Belski of T. Rowe Price, one of the largest asset managers in the world with over $1.59T AUM.
Tune in below to learn how traditional asset managers have approached adding private market capabilities, what the future holds for private markets, and more.
Listen to the podcast episode here.
India Club tracks the rise of European scaleups by the Indian diaspora
by Rishabh Kaul, Founder of Svagat.
Why it matters: The Indian diaspora has an outstanding track record of founding successful companies and is quickly becoming one of Europe’s most influential immigrant groups in tech. With a growing list of scaleups, they are a driving force in the region’s startup ecosystem.
India Club is a freshly launched project that tracks the rise of European tech/tech-enabled scale-ups started by the Indian diaspora.
Learn more about India Club here.
identity.vc Launches Europe’s First LGBTQ+ Venture Fund
by Til Klein, Founding Partner at identity.vc.
Why it matters: This early-stage fund focuses on LGBTQ+ founders, unlocking untapped potential and riding global megatrends. With 15% of startups led by LGBTQ+ co-founders, this fund could fill a massive gap in Europe’s VC scene.
Backing diverse teams isn’t just feel-good—it’s smart investing. Studies show diverse teams outperform and identify.vc is betting on this to drive innovation and deliver strong returns across Europe’s startup ecosystem.
In praise of bootstrapping and breaking the VC narrative
by Martin SFP Bryant, Founder of PreSeed Now. Originally published on PreSeed Now.
Why it matters: Bootstrapping has been unfairly labeled as the “failure to raise” path in the VC-dominated world. But in today’s tough fundraising environment, even startups with potential are being forced to bootstrap longer.
You don’t have to follow the VC model to build a successful business—just ask Mailchimp, sold for $12B without ever raising a round. As VCs demand more traction from early-stage founders, bootstrapped startups like those supported by Chimera thrive by creating value on their terms.
Crossing the chasm: The journey from PMF to GTM
by Roberta Tihomirova, Head of Marketing at Eleven Ventures. | Originally published on Eleven Ventures.
Why it matters: Shifting from product-market fit (PMF) to a successful go-to-market (GTM) strategy is a critical, make-or-break stage for startups. Missteps, like scaling too fast or underestimating the importance of GTM fit, can lead to wasted resources and stalled growth.
The key is aligning your team, tracking crucial metrics (like CAC, LTV, and conversion rates), and continuously adapting based on customer feedback. Efficient scaling ensures your startup's success and long-term sustainability, turning product validation into market domination.
Capital allocation
by Sagar Tandon, Partner at Beyond Impact VC and author of first followers. | Originally published on first followers.
Why it matters: CEOs are not just operators—they’re capital allocators, and how they manage resources defines long-term value. CEOs can unlock substantial shareholder returns with strategies like buybacks, acquisitions, and R&D. Serial acquirers, like Teledyne, use disciplined acquisitions to mimic organic growth and drive resilience.
Free cash flow is king, but strategic decisions around debt, equity, and divestments are necessary for sustainable growth. Understanding and mastering capital allocation is a game-changer for founders, turning them into savvy investors.
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