Fund profile / Germany

KOMPAS VC Fund II

Geography: Germany
Stage: Pre-Seed
Fund size: €150M
Focus: AI/ML, Deep Tech and SaaS
Signals: Published

N°01 / About

About KOMPAS VC Fund II

KOMPAS VC Fund II is a venture capital firm based in Germany, focusing on Pre-Seed stage investments. The fund actively supports founders building innovative solutions in AI/ML, Deep Tech, SaaS, providing strategic guidance and capital to help startups scale.

N°02 / Thesis

Investment Focus

Location / RegionGermany

Funding StagePre-Seed

Industry Focus

AI/ML

Deep Tech

SaaS

Investor Signals Profile

active

Sweet Spot

Deep tech founder rebuilding physical industries with enabling technology

industrial tech

deep tech / physical industries

decarbonisation

manufacturing & logistics

Europe + North America

auditable AI

physical AI

agentic industrial stack

advanced materials

grid resilience

robotics

carbon capture

cybersecurity

compute infrastructure

biodiversity

microprocessors

energy

mining

construction

industrial data

supply chains

Bullish Signals

€300M AUM, active since 2021website

€160M Fund II closed April 2026website

4 portfolio exits in 2026external

Doubled down on Epoch Biodesignwebsite

Lululemon $12M bet on portfolio coexternal

Strong GTM & operator networkwebsite

Timefold $13M Series A — scheduling optimizationwebsite

Portfolio: Prewave, Tynt, Ecoworks, Beamup, AZX, UMH, Optiml, Epoch Biodesignwebsite

Founder testimonials praise GTM execution depthwebsite

Active investor network across EU + North Americawebsite

Thesis explicitly covers auditable AI + physical AIwebsite

Backslash: AI-native security added to portfolioexternal

Exits span Tel Aviv, Seattle, Cologne, Belgiumwebsite

AZX: AI embedded in critical industrieswebsite

UMH: industrial data infrastructure powering AI-ready factorieswebsite

General Bio $7.4M Series — edible GLP-1 peptideswebsite

Patient capital + sector expertise + operator networkwebsite

Founder testimonials: genuine strategic depth, thought partnerswebsite

Helios: decarbonised iron manufacturing — scale playwebsite

Portfolio testimonials: GTM pipeline building + team scalingwebsite

Contrarian Signals

Niche focus — non-industrial excludedexternal

No GP names publicly listedexternal

Real estate angle (Optiml) — thesis creep?website

Cybersecurity focus within portfoliowebsite

Founder Do's

Build enabling tech for physical industries

Target manufacturing, energy, logistics, construction, built environment

Show path from traction to commercial scale

Expect active hands-on GTM support

Open to EU and North American markets

Consider AI + automation angle for competitive edge

Lean on KOMPAS operator network for scale

Embed AI in real-world industrial environments

Focus on shared data infrastructure for AI scaling

Deploy production-grade AI in critical infrastructure

Founder Don'ts

Avoid pure software / no industrial angle

Don't expect passive capital only

Skip if pre-idea or no real-world deployment

37 signals on KOMPAS VC Fund II

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Facts

Fund Overview

Fund Size€150M

Saves0

Website

People

Key People

Sebastian Eck, Talia Rafaeli, Andreas Winter Extra

Backers

Known LPs

RealdaniaFoundation / Endowment

N°04 / See also

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