European VC Digest: Revenue. University Spinouts. Productivity Stack. Consumer Tech Wiki.
Capital Call #44
This is your weekly newsletter highlighting what investors in European startups are thinking—in their own words. We are Willy Braun, Nicolas Colin and Vincent Touati-Tomas. Hit reply if you want to send us feedback!
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Roberto Bonanzinga 🇬🇧of InReach Ventures is breaking some myths around revenues, including KPIs that we should closely look at: Revenues or No Revenues? This Is The Question.
Nicolas Colin 🇫🇷 of The Family details the Stanford model for spinning out startups and suggests that European universities take note: Universities should serve startups, not the other way around.
It’s building on Nathan Benaich 🇬🇧 of Air Street Capital’s recent op-ed in the Financial Times, Universities in the UK and Europe have a start-up problem (paywall—but check out Nathan’s thread below 👇).
Also have a look at the new collaborative website by Air Street Capital, Spinout.fyi, an open database for university spinouts.
Benedict Evans 🇬🇧, who’s with both Mosaic Ventures & Entrepreneur First, writes that Apple’s App Store has outgrown its initial design: Resetting the App Store.
Ollie Forsyth 🇬🇧 of Antler has been mapping the creator ecosystem and all products enabling creators to build empires: The Mapping of The Creator Economy
Simon King 🇬🇧 of Octopus Ventures writes about deep tech startups and why investors should look at them from a different angle: The five questions investors need to ask deeptech startups.
Tilman Langer 🇩🇪 of Point Nine Capital dissects employee equity agreements so that early-stage founders better understand their next round dynamics: ESOP: The burden with “burden bearing”.
Balthazar de Lavergne 🇫🇷 of The Family suggests a company doesn’t have a strategy if its employees aren’t saying it while sipping coffee: Strategy comes out around the coffee machine.
Chirag Modi 🇬🇧 of Lakestar wants to increase awareness of interesting listed European businesses by writing company deep dives. Here’s the latest: TeamViewer - Q1 21 Earnings Breakdown.
Nicolas Rose 🇫🇷 of XAnge looks back at their portfolio company Believe, diving into what made the company succeed over the years: Believe had a vision, XAnge backed it to success.
Alex Reed 🇬🇧 of Mountside Ventures shares useful advice about How to create a pitch deck for VCs.
Peter Specht 🇩🇪 of Creandum looks at the new wave of productivity and the tools being built at the intersection of communication and product efficiency: The new wave of productivity.
Marcin Kurek 🇵🇱 of Market One Capital is interviewed by Cobin Angel’s Paweł Michalski and shares some learnings from investing in early stage companies, and key challenges lying ahead: VC and the FOMO.
John Lindfors 🇫🇮 of DST Global is on the Slush podcast chatting about the current state of things in the entrepreneurial market: Why is this the best time ever to be an entrepreneur? In Conversation With: John Lindfors.
Mattias Ljungman 🇸🇪 of Moonfire Ventures just closed his new fund. He shared his views about European tech with Sifted: Atomico cofounder Ljungman launches Moonfire Ventures.
Julia Morrongiello 🇨🇭 of Point Nine Capital participated in a recent Sifted-hosted panel discussion about the right SaaS solutions a company should use to scale up: Using the best SaaS solutions to scale your business.
Pär-Jörgen Pärson 🇸🇪 of Northzone shares some anecdotes from the early days of Spotify with Business Insider: 5 Breakthroughs That Led to $50 Billion Spotify's Success.
Nathan Benaich 🇬🇧 General Partner, Air Street Capital, London 🇬🇧 LinkedIn | Twitter | Blog
Roberto Bonanzinga 🇮🇹 Co-Founder & Investment Partner, InReach Ventures, London🇬🇧 LinkedIn | Twitter
Nicolas Colin 🇫🇷 Co-Founder & Director, The Family, Munich 🇩🇪 LinkedIn | Twitter | Blog
Benedict Evans 🇬🇧 Venture Partner, Entrepreneur First & Mosaic Ventures, London 🇬🇧 LinkedIn | Twitter | Blog
Ollie Forsyth 🇬🇧 Global Community Manager, Antler, London 🇬🇧 LinkedIn |Twitter | Blog
Simon King 🇬🇧 Partner, Octopus Ventures, London 🇬🇧 LinkedIn | Twitter
Marcin Kurek 🇵🇱 Managing Partner, Market One Capital, Warsaw 🇵🇱 LinkedIn
Tilman Langer 🇩🇪 General Counsel, Point Nine Capital, Berlin 🇩🇪 LinkedIn
Balthazar de Lavergne 🇫🇷 Director, The Family, London 🇬🇧 LinkedIn | Twitter | Blog
John Lindfors 🇫🇮 Managing Partner, DST Global, Hong Kong 🇬🇧 LinkedIn
Mattias Ljungman 🇸🇪 Founder, Moonfire Ventures, London 🇬🇧 LinkedIn | Twitter | Blog
Chirag Modi 🇬🇧 Investment Associate, Lakestar, London 🇬🇧 LinkedIn | Twitter | Blog
Julia Morrongiello 🇨🇭 Associate, Point Nine Capital, Berlin 🇩🇪 LinkedIn | Twitter | Blog
Pär-Jörgen Pärson 🇸🇪 General Partner, Northzone, London 🇬🇧 LinkedIn | Twitter
Yohan Pereira 🇫🇷 Associate, Heartcore Capital, Paris 🇫🇷 LinkedIn | Twitter
Alex Reed 🇬🇧 Founding Partner, Mountside Ventures, London 🇬🇧 LinkedIn | Twitter
Nicolas Rose 🇫🇷 Managing Partner at XAnge, Paris 🇫🇷 LinkedIn | Twitter
Peter Specht 🇩🇪Principal, Creandum, Berlin 🇩🇪 LinkedIn | Twitter