Closed Fund III at $300M (April 2026), total AUM ~$1.1B; doubling down at seed–Series B when most automotive CVCs are pulling backfundmomentum.vc/blog/...
Track record of 90+ investments, 30+ exits, 11 public companies incl. $830M Infineon/GaN Systems acquisition — rare liquidity scoreboard for a CVCfundmomentum.vc/blog/...
Physical AI thesis anchored by BMW's unfair domain advantage in factory floors, robotics, and materials science — defensible niche vs. generalist AI fundsfundmomentum.vc/blog/...
Led Featherless.ai $20M Series A — active open-source inference betlinkedin
Co-invested AMD & Airbus Ventures — strong syndicate qualitylinkedin
Featherless: 30K+ models, fastest-growing Hugging Face partnerlinkedin
Hot-swap GPU architecture: minutes → seconds load timelinkedin
Backs multi-model infra as structural AI shiftlinkedin
Inference cost named #1 bottleneck — core thesis validatedlinkedin
Featherless default inference for Hugging Face long-tail modelslinkedin
Lime IPO validates 6+ year micromobility/urban mobility bets; 90+ portfolio companies, 11 public exits confirm patient capital & market timinglinkedin
CodeRabbit Series C $143M: 2+ years BMW production deployment with 1,000+ developerslinkedin
AI code review → agentic change management expansion validates agent thesislinkedin
Co-led by Atomico, Smash Capital; expanded European/Asian market focuslinkedin
Managing Partner keynote at EUVC Summit on industrial resilience, European sovereignty — signaling active thesis leadership & peer positioninglinkedin
Strategic alignment with ZEISS, major industrial/precision optics player — validates deep-tech/manufacturing focuslinkedin
Portfolio company Querio founder demonstrates founder-operator excellence: product shipping + operational mastery (Omakase chef)linkedin
Active founder dinners with Bain Capital Ventures — signal LP co-investment & portfolio activationlinkedin
