Fund profile / United Kingdom

Notion Capital Growth Opportunities III

Geography: United Kingdom
Stage: Series B
Fund size: $130M
Focus: AI/ML, Enterprise Software, FinTech and SaaS
Signals: Published

N°01 / About

About Notion Capital Growth Opportunities III

SaaS, B2B, Fintech, Enterprise, AI focused growth fund (Series B+)

N°02 / Thesis

Investment Focus

Location / RegionUnited Kingdom

Funding StageSeries B

Industry Focus

AI/ML

Enterprise Software

FinTech

SaaS

Investor Signals Profile

active

Sweet Spot

Domain-expert founder: high-stakes, defense/critical-infra, AI-ready

B2B SaaS

deep domain software

AI-integrated enterprise

complex workflows

European VC

mission-critical defense tech

vertical-specific operating systems

regulatory-moat SaaS

industrial software

manufacturing + software hybrid

Bullish Signals

Clear thesis: domain-deep, AI-resilient SaaSexternal

Active content + GP thought leadership visibleexternal

Portfolio leadership academy — founder support signallinkedin

Active founder academy: org & team scalinglinkedin

Kraken $175m Series B: mission-critical domain executionlinkedin

Government/NATO contracts: switching-cost moat validationlinkedin

Mews EMI license: regulatory moat validates thesislinkedin

Portfolio Co founder: 10x YoY, 15 factories, reindustrialisationlinkedin

Precision manufacturing + software integration: shopfloor-aware techlinkedin

NATO/defense/aerospace adjacency: Notion thesis expansion confirmedlinkedin

Full GP team actively engaged: team-building culturelinkedin

Multiple GPs visible: strong operational bench for founderslinkedin

Contrarian Signals

Reposting Thoma Bravo PE content — unusualexternal

No portfolio size or fund data disclosedexternal

Focus on org/team over product — soft signallinkedin

Leadership > tech framing — non-standard VC tonelinkedin

Team retreat posts — lifestyle over transaction focus?linkedin

Founder Do's

Build deep domain expertise

Target zero-tolerance-for-error workflows

Embed cross-system integration

Show AI as upside, not threat

Serve enterprise customers with high switching costs

Execute fast on government/NATO-scale contracts

Secure regulatory licenses as competitive moat

Blend software + physical ops (shopfloor oversight)

Engage with full GP team on portfolio scaling

Founder Don'ts

Avoid generalist, easily disrupted SaaS

No light-regulatory, low-stickiness products

Don't pitch simplified commodity workflows

35 signals on Notion Capital Growth Opportunities III

12 bullish · 5 contrarian · 9 pitch do's · 3 don'ts · 6 GP profiles, each with its source. From €9/month, cancel anytime.

See a signal free View Plans Browse all Signal Profiles →

Facts

Fund Overview

Fund Size$130M

Saves0

Website

People

Key People

Stephen Chandler, Jos White, Paul Ketelaar

Jos WhitePartner

Thomas DiehlPartner

Stephen MillardPartner

Natasha BassettPartner

Britt MulderPartner

Chris TottmanPartner

Backers

Known LPs

KfW CapitalPublic / State institution

N°04 / See also

Related Funds

Persistent Africa Climate Venture Fund

Fund size$70M

Location: United Kingdom
Stage: Pre Seed
Focus: Climate Sustainability, Energy Tech, Mobility Transport, Evs Charging
Manager: Persistent Energy Capital

Pre Seed

Climate Sustainability

Energy Tech

Mobility Transport

Evs Charging

6 Degrees Capital Fund III

Fund size€154M

Location: United Kingdom
Stage: Seed
Focus: Enterprise Software, Ai Ml, Fintech
Manager: 6 Degrees Capital

Seed

Enterprise Software

Ai Ml

Fintech

Passion Capital Fund IV

Fund size£46M

Location: United Kingdom
Stage: Seed
Focus: Ai Ml, Fintech
Manager: Eileen Burbidge, Robert Dighero

Seed

Ai Ml

Fintech