Rey Fernando Verboonen

🔥 Europe’s startup scene just got a big reality check — and the results are impossible to ignore. At Nordic Tech Week, Norrsken VC dropped the largest impact pulse report to date, built on insights from 660 founders & investors. The verdict? ➡️ Impact-optimism is on the rise. Highlights that stood out: 🚀 60% of founders + investors say the future looks bright 📈 this optimism has increased in 2025. 💶 3 out of 4 investors are doubling down on impact bets ⚡️ Energy. Industrials. Healthcare. → The sectors to watch But let’s be real: Europe’s still holding itself back. The potential is massive — if we dare to unlock it. Reach out to us at Norrsken Evolve if you are a pre-seed founder building in resilience and sustainability. 👉 Full report in comments. Props to the team for putting this together: Per Frykebrant, David Frykman, Tove Larsson, Beata Enwall, Agate S. Freimane, Ludvig Bergstrom

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The VC secondary market is on fire. But many LPs are rushing in without fully appreciating the risks. VenCap International plc has been active in VC secondaries (LP positions only) since 1987 — and this is one of the hottest markets we’ve seen. In the first half of 2025 we reviewed $6.5bn of secondary VC deals — a 41% jump from the $4.6bn we saw in the same period last year. This includes both GP-led and LP-led deals. Here are 4 lessons we've learned from nearly 40 years of buying secondaries: 1️⃣ Power law still rules – a few companies will drive most returns. 2️⃣ Quality over discount – our best deal was bought at a premium to NAV. 3️⃣ Know the valuation policy – different VCs can value the same company very differently. 4️⃣ Factor in manager behavior – holding winners vs. selling early can make or break returns. VC secondaries ≠ PE secondaries. The risks are different — but for LPs who can access the right deal, at the right price, the rewards can be exceptional.

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Rearming Europe is essential…but much of defense is largely unsuitable for venture investing. Other asset classes and types of capital often make more sense in the sector. Many VCs are making investments that simply aren't venture suitable. To note, there's definitely some parallels to cleantech/climatetech VCs who often invest in deals which would be more appropriate for project finance, infrastructure funds, etc. The irony - and oddity - of climatetech VCs now asking for defense dealflow is not lost on me. https://lnkd.in/edFAN8MN.

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⚡ From energy vision to profitable reality. In just 8 months, Cloover (Jodok Betschart) scaled from €1M → €5M ARR (5x) — all while reaching profitability. With €1.2B in funding lines secured and hundreds of installers onboarded across 4 markets, they’re building the “Shopify of Energy.” But what’s just as striking? 🌍 Europe is fast becoming the epicenter of climate-tech. From Berlin outward, a new wave of startups is scaling faster than ever — and Cloover is one of the clearest signals. Profitable growth + massive market tailwinds = a European powerhouse in the making. 💡 For more real-time revenue updates like this, check out Specter.

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🚗 EXCITING NEWS - I'm happy to share that our portfolio company Deftpower has raised €12.5 million from Endeit Capital, including continued support from us, 4impact capital, and other existing investors including Proeza Ventures, Rethink Ventures and Twickelborg to expand its AI-powered EV charging platform across Europe. We’re very excited to continue this journey with the Deftpower team. They have shown tremendous growth since our investment at the end of 2023 and we are inspired by the vision, innovation, dedication and execution skills of Jacob van Zonneveld, Marc Diks, Remco Tjeerdsma and Nicholas Laane and their team.  Deftpower is making EV charging cheaper, cleaner, and smarter. Their technology helps • Lower charging costs for EV drivers • Reduced CO2 emissions by shifting demand away from peak hours • Relieve pressure on the grid Their solution is at the core of what we invest in at 4impact capital; digital technology that contributes positively to planet and people and we look forward to what’s next. Welcome Endeit Capital, Sara Resvik, Jan Fredriks. Look forward to working with you. Rodolfo Elias Dieck, CFA, Sophie Millenaar, Ali Najafbagy, Victor Straatman, Daniel Uusitalo 🔗 Read more here: https://lnkd.in/g8Xk5xpq

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