How one venture firm is investing in an increasingly fragmented world
Kompas VC has raised a new €160 million fund to invest in startups addressing industrial competitiveness, sustainability, and physical goods production amid a globally fragmented landscape. The firm focuses on region-specific challenges in the U.S., Europe, and China, prioritizing long-term themes like decarbonization and supply chain resilience over fast-growing tech trends like AI. It targets early-stage investments of €3 million to €5 million, leveraging its European base while navigating cultural and market differences. Kompas sees opportunity in niche, tangible sectors where regional fragmentation creates space for specialized investors.
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The world today is riven by cultural differences, political divisions, and geopolitical disputes — a challenging environment for any investor hunting for startups that can grow large enough to deliver venture-scale returns. Kompas VC has developed a regionally sensitive strategy to help it navigate, and invest in, this fragmented world. And it’s putting fresh capital towards this approach with a new €160 million fund ($187.5 million), the firm told TechCrunch. “We see the world really falling into three main spheres of economic activity, of political activity — the U.S., Europe, and China,” Sebastian Peck, partner at Kompas VC, told TechCrunch.
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