EUVC

In this episode, Dan Bowyer [https://uk.linkedin.com/in/danbowyer], Lomax, and Mads Jensen [https://uk.linkedin.com/in/madsjensen] reunite to talk about the stories behind the headlines - Trump’s tariffs, EU’s sluggish startup strategy, the Anthropic surge, and why Europe’s hardware design hopes might rest on Munich. From missiles interrupting pool time in Tel Aviv to Nvidia’s record-breaking quarter, the crew tackles everything from macro trade wars to micro founder incentives—plus a healthy dose of sarcasm, realpolitik, and startup survival. Here’s what’s covered: 04:30 Tariffs, trade wars & what it means for European startups 08:15 Harmonization vs. regulation: Why EU/US divergence matters 10:55 Tariffs & inflation: Why macro still rules the game 13:10 The public/private schism and bond market dismay 21:45 The EU startup plan: blue carpets, unicorn labs & old ideas 26:00 Talent, tax & the fight for Europe's future founders 29:30 Why Munich might be Europe’s next deep tech capital 31:00 Big tech flexes: Google, Anthropic, and the return of hardware 35:00 Vibe coding & SaaS disruption: The new normal? 41:00 AI agents, Nvidia blowouts, and the pace of change 45:20 Deal of the Week: Brightflag exits for $425M 57:00 Why the crew skipped SuperVenture to actually build stuff

In this episode, Andreas Munk Holm [https://dk.linkedin.com/in/andreas-euvc/en] sits down with Etienne [https://fr.linkedin.com/in/etienneboutan], co-founder and GP at Intuition [https://www.intuition.vc/]—a new €10M fund focused on pre-seed and seed investments in consumer, prosumer, and B2B2C startups across Europe and the US. From chasing the NBA dream to raising a fund for overlooked sectors, Etienne shares the founder's journey behind the fund, his obsession with AI-native products, and why consumer investing needs a new generation of believers. Here’s what’s covered: * 02:20 From Pro Basketball to Founding Intuition * 05:11 Discipline, Resilience & Pain Tolerance: The Athlete’s Edge * 08:30 Why Obsession Beats Talent Every Time * 13:13 Recalibrating After Burnout: Life Beyond the Grind * 19:13 Why Building a Fund Is Just Another Startup * 24:41 Building a Portfolio to Survive Volatility * 36:46 The Return of the Capital-Efficient, Profitable Company * 41:14 Why Intuition Plans to Stay Small (on Purpose) * 46:00 Create Like a God, Connect Like a Human: The New Founder Paradigm * 50:11 Multitask or Die: Surviving in the Agentic Age of AI

In this episode of the EUVC podcast, Andreas Munk Holm [https://dk.linkedin.com/in/andreas-euvc/en] is joined by LP Evan Finkel [https://www.linkedin.com/in/evanfinkel/] and Cocoa’s Carmen Alfonso [https://www.linkedin.com/posts/calfonsorico_we-are-cocoa-2022-activity-6932678482992783360-4ItY/] to explore the gritty, unvarnished truth about what it takes to raise a venture fund today. They unpack the fundraising myths that mislead first-time GPs, the pitch deck traps that instantly raise LP eyebrows, and the misunderstood concept of “edge” that too often becomes just another slide. Together, they dive into the uncomfortable but essential lessons that don’t get talked about enough—why brutal feedback is a gift, why preparation is a differentiator, and why your real superpower probably doesn’t look good on LinkedIn. From fake timelines to founder references and chocolate brand storytelling, this one’s for every emerging manager looking for clarity in the fog. Here’s what’s covered: * 03:04 Why Brutal Honesty in Venture Matters More Than Ever * 05:44 The Myth of the Effortless Fundraise (and Who It Hurts) * 08:04 Preparation Is a Superpower—Not Just Talent * 12:48 What LPs Want to Know * 16:23 The VCX Framework: Edge ≠ Thesis * 19:55 Superpowers Are Personal—Not PR * 26:58 The Case for Being an Outlier (or Not Doing VC at All) * 30:22 How LPs Evaluate GPs on Call #1 * 35:47 Red Flags in Decks That Make LPs Cringe * 41:52 Polish vs. Substance: What the Deck Signals

In this episode, August Solliv [https://www.linkedin.com/in/augustsolliv/?originalSubdomain=dk] and Douglas Sloan speak with Cyril Gouiffès [https://lu.linkedin.com/in/cyril-gouiff%C3%A8s-0b956311], Head of Social Impact Investments at the European Investment Fund (EIF) [https://www.eif.org/], to explore what distinguishes authentic impact fund managers from the growing crowd. From team composition and investment discipline to LP expectations and impact integrity, Cyril shares a candid perspective shaped by years of experience at the intersection of public capital and private markets. Together, they unpack what EIF looks for when backing emerging impact managers, why team dynamics matter more than ever, and how the market can defend against “impact washing” as the sector matures. Here’s what’s covered: * 01:00 – Why Cyril’s early influences shaped his mission-driven investing lens * 04:15 – From altruism to efficacy: lessons from failed NGO models * 06:20 – The rise of genuine dual-performance funds post-2014 * 08:45 – Why team quality is the #1 differentiator in impact VC * 17:30 – EIF’s role in supporting first-time, emerging managers * 20:10 – Why impact metrics must tie to the business model * 23:15 – The dangers of forgetting your impact thesis post-fundraise * 26:00 – Impact failures vs. financial failures: lessons learned * 28:00 – Why LPs must stay engaged beyond the fundraising stage * 33:15 – State of fundraising: too many funds, not enough capital * 35:20 – The call for impact pioneers: back to the original thesis

If you tuned in hoping for crisp conclusions on fund performance, you may have left empty-handed. But if what you came for was a razor-sharp, high-stakes debate on the mechanics of venture economics—then this was your moment. Fourteen minutes of fierce dialogue at the EUVC Summit, and not a second wasted. Here’s how it went: “If you're drawing any conclusions from those data sets... be my friend. But we won't do that. ”Why? Because the data is still messy. Still underpowered. And when you're modeling venture returns—especially for emerging managers—it’s more art than science. But oh, did we try. This fast-paced exchange brought clarity (and fire) to a few of venture’s most misunderstood dynamics: * Why the $20B outcome is the new benchmark for greatness * How fund size maps to percentile outcomes * The hard math behind Seed-to-Series A attrition * Why early-stage investing remains low-probability but high-upside * And the eternal debate: do emerging managers truly outperform, or just dominate a distorted sample? "If you're really needing data to prove that model—it does not exist.” We’ll get back to that.