New Wave

The VC Case for "Boring" Industries. 🏭 This week's New Wave is live. Matthew, Hampus, and I dive into: 👉 𝗢𝗹𝗱 𝘀𝗲𝗰𝘁𝗼𝗿𝘀, 𝗻𝗲𝘄 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 Huge markets, messy ops, real dollars. How can founders win without billion-dollar FOAK plants? 👉 𝗣𝗿𝗼𝗱𝘂𝗰𝘁 𝘃𝘀. 𝗰𝗼𝗺𝗺𝗼𝗱𝗶𝘁𝘆 Tesla could differentiate; cement can’t. What does that do to sales cycles and exit math? 👉 𝗚𝗧𝗠 𝗦𝗽𝗲𝗲𝗱 > 𝗧𝗔𝗠 𝗴𝗿𝗼𝘄𝘁𝗵 Slow markets can still produce fast wins if the buying pain is acute (energy bills, anyone?). Watch on YouTube: https://lnkd.in/e7KR7gXi Listen on Spotify/Apple: https://lnkd.in/eJCG4NzR Let’s go! --- 👋 Voyager Ventures // Pale blue dot

Laura from Streetlife Ventures: “We invested in Rhizome, they map climate risk, and overlay it on critical infrastructure.” ⚠️💰 Using AI and synthetic data, Rhizome pinpoints where and how assets are most vulnerable. They’re not reinventing the utility toolkit. They are helping operators use it smarter. Adaptation isn’t just about building new infrastructure. It’s about knowing exactly where the risks are before they break. --- Comment "New Wave" if you want the link to the episode.

BREAKING: Endgame Capital announces an €8M first close of its Fund I to back climate-denier-proof startups! 🌿 This fund will invest in near-market climate technologies that win on cost, speed, and performance. Here are the details: 🔥 €8M first close (toward a €10M target) achieved in just 5 months 🔥 Targeting near-market tech ready to deploy in <2 years. 🔥 Investment must have the potential to cut >50M tons of CO₂e per year. 🔥 Portfolio: Ensol, EVERBLOOM, and a third company soon to be announced. Congrat's Jinna, John, and Thomas! 👏 Let’s go 🇪🇺 --- 📍 For more climate-tech insights, follow me @Hugo Rauch

JUST IN: Aampere raises €1.6M to give electric vehicles a second life across Europe! 🔋 The Munich-based startup operates a digital platform for trading pre-owned EVs across Europe, and is now scaling to all major European markets. Here are the details: 🔥 Round size: €1.6M led by Trind Ventures, with participation from GIMIC Ventures and several angel investors. 🔥 Aampere’s AI-powered valuation engine and auction platform sell EVs within 48 hours, with instant payment and home pickup. 🔥 Already selling 100+ EVs per month, and growing rapidly as demand for affordable electric vehicles surges. Congrat's Florian, Maximilian, Niko, and team! 👏 Let’s go 🇪🇺 --- 📍 For more climate-tech insights, follow me @Hugo Rauch

Carolina from Carbon Equity: “I don't think LPs are pulling away from climate, at least in Europe." Yes, the fundraising market is tough. Yes, tides have turned. But Europe still has something unique: a strong base of sovereign wealth funds, banks, and insurance companies that remain committed to climate. Across the Atlantic, the story’s different. --- Comment "New Wave" if you want the link to the episode.

Laura Fox from Streetlife Ventures: “At Citi Bike, ‘good for the environment’ ranked 15th on why people ride.” 🚴♀️ The top reasons? ✅ Save time ✅ Save money 💪 Improve physical health 🧠 Boost mental health People felt good about helping the planet, but that came later, almost as a bonus. It’s a powerful reminder for climate founders: If you want adoption, build amazing products that also happen to be green. --- Comment "New Wave" if you want the link to the episode.

Laura Fox from Streetlife Ventures: “In parts of Texas, people use the Whataburger app to check if their area has power.” 🍔 That’s how much some U.S. utilities are struggling. CenterPoint’s grid management issues have become so visible that a fast-food chain app became a proxy for outage data. --- Comment "New Wave" if you want the link to the episode.

Peter from Tesi: “You’re setting up a team, so choose your partners wisely.” Here's what Peter wants to see in a fund: ✅ Track record ✅ Operational experience ✅ Go-to-market understanding ⬆️ And above all, high conviction and shared passion. Because this isn’t a 2-year sprint, it’s a 10-year partnership, at least. --- Comment "New Wave" if you want the link to the episode.

Peter Platan from Tesi: “Finland’s mature VC vintages delivered an 18.5% IRR and a 2.71x TVPI.” That’s higher than public equities over the same period. Proof that venture, done right, can outperform. --- Comment "New Wave" if you want the link to the episode.

Laura Fox from Streetlife Ventures: “We’re heading toward a world with 40% more demand for water than supply.” 💧 Water might be the most overlooked piece of the adaptation story. Industrial sites, farms, and data centers all depend on it, and soon, scarcity will make reuse and recycling not just smart, but essential. --- Comment "New Wave" if you want the link to the episode.