EUVC Podcast Por The European VC arte de portada

EUVC

EUVC

De: The European VC
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EUVC is your go-to podcast for everything European VC. Co-hosted by Andreas Munk Holm and David Cruz e Silva, EUVC features some of the most prominent people from the European VC industry, giving you a fresh new perspective on the industry and geo we love.

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Episodios
  • VC | E525 | Jean Schmitt & Rob Blackie on the State of RNA in Europe & the TechBio Opportunity

    VC | E525 | Jean Schmitt & Rob Blackie on the State of RNA in Europe & the TechBio Opportunity
    Jul 19 2025
    In this week's podcast, Andreas Munk Holm is joined by Jean Schmitt at Jolt Capital and Rob Blackie at Crampton Blackie to explore one of the most consequential deep tech opportunities Europe faces: RNA. With roots in foundational biology and applications from cancer therapy to precision agriculture, RNA is both a symbol and a stress test of Europe’s capacity to scale science into sovereignty.

    The conversation is based on their Landmark 2025 Report on the State of RNA in Europe, a data-rich, in-depth analysis of patents, funding flows, regulatory bottlenecks, and startup activity across the continent.

    Here’s what’s covered:
    • 03:05 The State of RNA in Europe
    • 05:59 Challenges in Commercialization and Investment
    • 09:09 The Landscape of RNA Companies in Europe
    • 15:02 Regulatory Challenges in RNA Development
    • 17:58 The Future of RNA in Europe
    • 26:54 Navigating Regulatory Challenges in Biocontrol Products
    • 30:46 The Impact of European Policies on Innovation
    • 32:41 Learning from Global Regulatory Practices
    • 40:34 The Exodus of Talent and Innovation from Europe
    • 45:59 Funding Challenges for RNA Companies in Europe
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    57 m
  • VC | E524 | Carlos Trenchs on Spain’s Emerging Fund Manager Wave & The Return of the Founder-Backer

    VC | E524 | Carlos Trenchs on Spain’s Emerging Fund Manager Wave & The Return of the Founder-Backer
    Jul 18 2025
    In this episode, Andreas Munk Holm talks with Carlos Trenchs — early-stage investor — about the new wave of entrepreneurs in Spain: those who’ve exited, raised again, and are now backing the next wave. They dive into the rise of Spain’s emerging managers, the structural limitations new fund managers face when fundraising, and how institutional platforms can solve them.

    Carlos shares insights on how his team is designing a new type of investment structure — one that serves both fund-of-fund limited partners (LPs) and those deeply committed to ecosystem development. From syndicate-style collaboration to collective capital and US micro-fund inspiration, Carlos unpacks the anatomy of the new European seed scene.

    Whether you’re building a micro fund, exploring Spain’s founder-led evolution, or curious about how fund design is adapting to new LP profiles — this one’s for you.

    Here’s what’s covered:
    • 00:00 The Rise of Repeat Founders: From Glovo to Preval and beyond
    • 03:15 Why Founders Become Emerging Managers
    • 05:42 The Fundraising Gap for New Managers
    • 08:10 Co-investing and Scouting for Ecosystem Development
    • 11:35 Challenges of Hybrid Investment Models
    • 14:00 Case Study: Transcend — A $1.5M EdTech Concept Fund
    • 17:20 Collective Capital: When LPs Roll Up Their Sleeves
    • 19:45 Closing Thoughts & Invitation to Meet in Barcelona
    Más Menos
    34 m
  • VC | E523 | Why Solo GPs Are Europe’s Secret Weapon

    VC | E523 | Why Solo GPs Are Europe’s Secret Weapon
    Jul 16 2025
    Welcome to a new episode of the EUVC Podcast, where we bring you the people and perspectives shaping European venture.

    This week, Andreas Munk Holm is joined by Sarah Drinkwater, Founding Partner at Common Magic, and Anthony Danon, Founder at Rerail, for a deep dive into the rise of solo GPs and micro funds in Europe. Together, they unpack the forces driving this new wave of intentional, nimble VC—why it’s working, how it's evolving, and what it takes to win.

    It’s a conversation that builds on their stage debate at the EUVC Summit—this time going deeper into headless rounds, syndication dynamics, the next generation of angel investors, and the very real personal decisions behind going solo.

    🎯 This Episode’s Themes:
    • Why the solo GP model fits today’s best founders
    • The rise of “headless rounds” and what makes them work
    • The art (and risk) of conviction without consensus
    • The future of angels, from weekend warriors to fund managers
    • What’s next for micro funds in Europe—and why some won’t make it
    Here’s what’s covered:
    • 00:22 | Solo Love: The magic of being founder-picked and founder-aligned
    • 01:30 | Angel Roots: Why Sarah and Anthony bet small before going big
    • 04:00 | Market Dynamics: The squeeze between seed giants and multistage platforms
    • 06:30 | Why Small Wins: Flexibility, focus, and belief in outlier founders
    • 09:00 | Micro Syndication: Why solo GPs are finally co-leading in Europe
    • 13:00 | The Reserve Question: What happens when founders need more capital?
    • 16:00 | Conviction Building: The difference between borrowing belief and earning it
    • 20:00 | Headless Rounds: The founder-led raise and its pros and cons
    • 24:30 | Next Round Realities: Why leads don’t always do the heavy lifting
    • 27:00 | Angel Competition: How to win without bidding wars
    • 31:00 | Angel Education: Power law, concentration risk & the need for fresh blood
    • 38:00 | Going Solo: The case for building your own lemonade stand
    • 44:00 | The Big Firm Tradeoff: Coordination, politics, and the limits of scale
    • 47:00 | Looking Ahead: What’s next for Europe’s micro fund wave
    Más Menos
    1 h y 1 m
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