Insights
Reflections & Perspectives
Our curated insights explore the forces shaping European innovation and capital — grounded in data, context, and experience.
From ecosystem trends to manager strategies, these essays and reports help inform better decisions for LPs and partners.
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Monthly articles
- The Venture SleeveJuly 2026
Most venture conversations start with manager selection. We believe four decisions matter more, and come first: how much to allocate, how to diversify beneath the fund level, how to spread commitments across vintage years, and how to make sure the program can be funded through a full cycle.
- What Separates a Good VC from a Great OneJune 2026
The attributes that define exceptional performance are largely invisible to standard due diligence. But they are not unknowable.
- The Allocator's Blind SpotMay 2026
The capital is here. The talent is here. The question is whether allocators are paying attention.