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Jul 11 • 8 tweets • 12 min read
Last Friday I took part in a panel on " Deep Tech investing for the non technical" alongside impact investor @mayaghosnb, fellow deep tech investor @FaridHaque, @VAUBANDOTIO founder @ulricmusset and IoT founder @SyedAhmed

Here are 3 points that emerged from the discussion
👇🧵
@mayaghosnb @FaridHaque @VAUBANDOTIO @ulricmusset @SyedAhmed 1. OPPORTUNITY: Deep Tech has the potential to accommodate a lot more funding in Europe & will allow investors to participate in the 3rd wave of tech infrastructure innovation -after the original VC silicon wave of the 60s/70s & the Cloud infra wave post dot-com burst
@mayaghosnb @FaridHaque @VAUBANDOTIO @ulricmusset @SyedAhmed 2. RISK: But! If you are indeed non technical, you should probably NOT jump straight in. Real deep tech means advanced computer science, hardware and fields requiring the understanding of complex R&D risks:
@mayaghosnb @FaridHaque @VAUBANDOTIO @ulricmusset @SyedAhmed Just as new stock investors should start w/ ETFs & funds & keep them a strong part of their portfolio, investing in specialist VCs (who do have engineers and scientists in their team) & participating in syndication activities can help avoid pumping money into a new "Theranos"
@mayaghosnb @FaridHaque @VAUBANDOTIO @ulricmusset @SyedAhmed 3. AREAS TO WATCH OUT FOR:
- New computing architectures & semiconductors tech (both software and hardware)
- Climate hardware & material science
...
@mayaghosnb @FaridHaque @VAUBANDOTIO @ulricmusset @SyedAhmed ...
- Cybersecurity AI looking at other areas than the threat detection
- Any Deep Tech sector that's created a number of scaleups now ready to buy from younger startups or even acquire them -eg Space Tech
@mayaghosnb @FaridHaque @VAUBANDOTIO @ulricmusset @SyedAhmed Thanks for hosting hosted by @wholesaleinvest / @stevetorso & great picture Cem Sancak :)
@mayaghosnb @FaridHaque @VAUBANDOTIO @ulricmusset @SyedAhmed @wholesaleinvest @stevetorso 🧵☝️ #deeptech #venturecapital #spacetech #climatetech

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More from @francesco_srv

Francesco Perticarari supports 🇺🇦 Profile picture
Jul 12
If you are not following public VC and hybrid public/private funds, you probably wouldn't know... But:

🧵👇 ImageImageImage
💻💊 In the current market conditions, you can acquire discounted exposure to tech public giants like Moderna, Tencent and Amazon.
🚀 As well as private companies like Northvolt, Graphcore, Ledger, ISAR Aerospace, N26, Lyst, Thought Machine, SatelliteVu, HawkEye and D-Orbit.
Read 6 tweets
Francesco Perticarari supports 🇺🇦 Profile picture
Jul 10
"A generation of venture capital investors are about to find out how good they really are, as a market downturn shows who really did their research and who got caught up with the hype."

👇
Makes sense: In the VC world power law, long time to get returns, and accounting for failures have always been the strange laws of the game.
In the current landscape, picking winners that can withstand a less buoyant market and still go on to lift a portfolio (despite complete losses on other bets) will tell you which one amongst us investors is really doing VC right.
Read 4 tweets
Francesco Perticarari supports 🇺🇦 Profile picture
Jul 8
3 new bites for the Deep Tech world with a quick comment from my humble VC view: SpaceX won FCC approval to provide its Starlink satellite internet service to planes, boats, and trucks in motion – the space market grows by the day.
InFarm opened a 10,000 sqm indoor growing operation in Bedford, UK, making it one of the largest indoor farms in Europe – true Agritech has more potential than it's been given credit for... But it needs hardware and infrastructure.
Finnish startup Carbo Culture has raised $7m+ to scale its “ultra-rapid conversion” method that turns waste wood from forests & farming into stable biochar –Climate is already a VC darling & more funding will also create more opportunities for companies to take big R&D risks :)
Read 4 tweets
Francesco Perticarari supports 🇺🇦 Profile picture
Jun 25
Problem: Underserved founders have limited access to capital

Solution: Create more investors 💰 with different approaches to venture investing

🧵👇
There are now more and more syndicates and platforms for angel investors and even micro-angels both in the US and Europe that can help you invest in emerging VC funds (normally small and top performing) with as little as 1k (sometimes less)
Give a ❤️ or comment along if you want to learn more. Gauging level of interest. I'm happy to DM you some of my favourites :)

#investing #investment #angelinvestor #venturecapital
Read 4 tweets
Francesco Perticarari supports 🇺🇦 Profile picture
Jun 24
" Venture capitalists' attention spans are at their shortest, but a concise, attractive and effective pitch deck can catch their interest". A decent pitch deck matters to startup.

🧵👇
It's no more than a CV that gets you to the interview and something for the investor to ponder upon after the interview. It does not get you the funds.
So, just like when writing a CV to get a job interview, all you really need to do is to create a simple to understand validation for your team, market opportunity chased and reasons to do something about it right now, right with this company.
Read 5 tweets
Francesco Perticarari supports 🇺🇦 Profile picture
Jun 22
Watch out for silicon photonics startups.

👇🧵
From using light to create qubits to building replacements copper interconnects and hybrid super-fast computer architectures, new photonics hardware players are taking advantage of a big market shift:
• Photonics offers silicon speed at a fraction of the price.

• $4 billion opportunity in photonics hardware.

• 1% of $250 billion semiconductor market.

• 25% of $21 billion optical networking.
Read 4 tweets

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