Last week @LucianaLix, Partner at @sequoia, asked what the up and coming categories in Europe are.

The thread created >90 interesting replies. I took the liberty to analyse them and rank according to prevalence.

The Top 10 Themes in Europe (according to Twitter):
1) Digital health

Example sub categories: Wearables, Preventive Healthcare and Wellness, Longevity, Mental Health, Inefficiencies in Health Care

Example companies: @ouraring, @meditopiapp, @HelloBetter_de, @Vinehealth_
2) Future of work

Example sub categories: Onboarding, Employee Engagement, Virtual Meetings / Conferences, Team Collaboration

Example companies: @TypelaneHQ, @workvivo, @tamehq, @atium_app
3) Sustaintech

Example sub categories: New Materials, Batteries, Zero Carbon Mobility, Energy Transition, Circular Economy

Example companies: @TwaiceTech, @SwytchBike, @PicloEnergy, @FatLlamaHQ
4) Femtech

Example sub categories: Menopause, Midwives, Sexual health, Beyond Reproduction

Example companies: @peppy_health, @kinderheldin, @letsemjoy, @peanut_app
5) Agritech

Example sub categories: Farm Robotics, Marketplaces, Sensing & IoT, Novel Systems & Tools

Example companies: @PlantixApp, @BetterOrigin, @_Breedr, @onesoilplatform
6) Open source

Example sub categories: Open Core, Open Source SaaS. In verticals such as; Big Data, Mobile, Cybersecurity etc.

Example companies: @Odoo, @strapijs, @seldon_io, @QuestDb
7) Agetech

Example sub categories: Community Building, Home Care, End of Life Planning, Wellness and Preventive Care

Example companies: @KraydelCares, @careship_de, @Farewill, @virtue_io
8) Foodtech

Example sub categories: Lab-Grown Food (Dairy / Meat), Vertical Farming, Disruption of Retail

Example companies: @NoquoFoods, @mosa_meat, @INFARMBerlin, @YourKarmaApp
9) Open banking

Example sub categories: Open Banking APIs, Thematic Savings, Credit Portability, Payment Simplification

Example companies:
@TrueLayerStatus, @creditkudos, @YapilyLtd, @Sync_Money
10) Passion economy

Example sub categories: Virtual teacher / tutor, Video Course Creator, Influencer Marketplaces / Tools, Coaching

Example companies: @MyTutor, @jellysmacklabs, @depop, @CoachHub_IO
+ Feel to add your own startup under each respective category!

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More from @axeliaklein

23 Sep
Raising capital? Lacking connections to VCs?

Fortunately many VCs are moving away from the tradition of "warm intros only", and instead towards a more inclusive and diverse funnel.

Below 10 investors that are open advocates of cold outreaches (+ their email).
1) Paul Murphy (@paulbz) | Northzone | paul[at]northzone[dot]com

Geo: Europe & NYC
Stage: Seed to Series B
Sectors: Consumer, entertainment, and enterprise applications
2) Leo Polovets (@lpolovets) | Susa Ventures | leo[at]susaventures[dot]com

Geo: US
Stage: Early stage
Sectors: Enterprise software, developer tools, logistics and supply chain
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18 Sep
Taylor Swift as 2020 unicorn IPOs (thread)
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17 Sep
Which slide is both the least and the most important one in your pitch deck?

Answer: The market size slide

Why? Numbers are generally always overestimated but still something investors want to feel comfort around.

5 steps on how to make a great market size slide:
1) Don't google "Market size X" and pick the highest number you can find

Market reports seldom correspond 100% with what you are building, and often show bloated numbers.

Hence these numbers should not let investors question your judgement by being put into your deck.
2) Read about the market and collect data points

So what to do?

By founding a company you are becoming an expert in your specific niche.

A great start to build on the knowledge you already have is to collect specific data points related to your industry.
Read 7 tweets
15 Sep
As someone who is addicted to both creating and consuming threads here are 5 x 2 fantastic "most-follow" thread makers:
1) Everything Venture @fdestin 🔥
2) Product and Growth @lennysan 😎
Read 12 tweets
8 Sep
The question I get most frequently from founders during intro meetings is:

"How does the process look from here?"

Naturally not all companies and VC-processes are the same but below is how we @creandum generally work.

5 steps below:
1. Data gathering -> Hotlist

Purpose is to get a deeper understanding of the business.

Questions will vary but we often ask for a P&L + Financial plan at this stage to understand prioritizations and past performance.

If excitement still is high we will hotlist the company.
2. Team input -> Q&A

The hotlist is a 1 slide preso pitched to the rest of the inv. team. They will provide input + questions.

Simultaneously we share a Q&A with the founders and work our way trough it tgt.

At this stage we have more talks with founders / customers / experts.
Read 7 tweets
5 Sep
"What on earth should I read next to fill this empty void in my life??"

@nick_j_stevens asked this question after having completed Antifragile by @nntaleb

If you, like I, have completed all of Taleb's books and also felt that empty void here are 5 "rebound" books:
@nick_j_stevens @nntaleb 1) The Misbehavior of Markets by Benoit Mandelbrot

Recommended by: Me
@nick_j_stevens @nntaleb 2) The Logic of Scientific Discovery by Karl Popper

Recommended by: @garreth_dottin (who recommended Popper in general, I took the liberty to select the one I thought sounded most interesting)
Read 7 tweets

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