Methodology: Every two weeks we collect most relevant posts on LinkedIn for selected topics and create an overall summary only based on these posts. If you´re interested in the single posts behind, you can find them here: https://linktr.ee/thomasallgeyer. Have a great read!
Strategic & Operational Insights
Advisors are expected to deliver concrete operational lift, not just collect advisory equity
Diversified seed portfolios emerged as a hedge against low unicorn hit rates
Founders were counselled to walk away from unfavourable term sheets and secure protective clauses early
The line between venture and private equity continued to blur, offering blended capital options
Corporate VCs shifted toward fewer but larger bets, often in partnership with specialist fund managers
Winning pitches now combine hard data with clear, compelling narratives that resonate with risk committees
Fund Launches & Capital Formation
Wave Ventures tripled its fund to €7 million, zeroing in on Gen Z founders across the Nordics and Baltics
AI Fund closed a second vehicle at $190 million to back cross-sector AI startups
Q1 2025 data shows global fundraising power returning, with Europe the second-largest region by capital raised
Large pension funds in Europe still lag US peers on VC allocation, pointing to untapped LP capacity
Diaspora investors channelled green capital to African SMEs, highlighting alternative funding routes
Middle East VC markets moved toward maturity, emphasising sustainable, profitable growth
Benchmark data for US founders confirmed sharp regional differences in valuations and round sizes
Notable Deals & Investments
Remberg secured a €15 million Series A+ to scale its AI-driven Intelligent Maintenance Platform across Europe
Macquarie Capital backed Fincom and teamed with Nasdaq Verafin to expand anti-money-laundering technology
Germany’s 10 largest April investments mapped clear sector hotspots in enterprise software and climate tech
Dresden advanced as a semiconductor hub on the back of new capital commitments and industry partnerships
Policy support lifted Saudi Arabia’s startup economy toward a projected $300 billion valuation, with similar momentum observed in Uzbekistan and Kenya
Sector & Thematic Trends
AI dominated both deal flow and fund operations; data-driven toolkits are now table stakes for top-quartile GPs
Investors shifted focus from pure-software plays to AI-enabled physical products and services
Nature-positive funds gained traction, steering capital toward biodiversity and sustainable materials
ESG moved from marketing to materiality, with collaboration flagged as critical for measurable impact
Europe’s regulatory landscape fuelled a rise in circular-economy startups
HealthTech founders reported tougher diligence and capital efficiency demands
German biotech momentum was on display at BIONNALE and German Biotech Days
Policy & Ecosystem Updates
Germany introduced new legal standards designed to streamline fund formation and attract foreign LPs
Critics called for deeper EU reforms after highlighting the European Investment Bank’s cautious stance on breakthrough innovation
The Milken Institute Conference and upcoming SpinLab Investors Day created touchpoints for LP-GP dialogue and model innovation
Want to see the posts voices behind this summary?
This week’s roundup (CW 19/ 20) brings you the Best of LinkedIn on Venture Capital:
→ 61 handpicked posts that cut through the noise
→ 44 fresh voices worth following
→ 1 deep dive you don’t want to miss