Portfolio: IQM, Supermetrics, MindsDB exitsexternal
Operator-led GPs, ex-foundersexternal
EU-backed fund via CIP programmeexternal
Pan-European with global scaling focusexternal
€100M fund first close announced Mar 2025external
IQM Nasdaq listing Jul 2026; +20% day-one surgeexternal
IQM proved European deeptech can list without US moveexternal
Active thesis: AI-native services backed; 15+ verticals exploredwebsite
Agentic AI market moving from hype to production realitywebsite
Quantum computing maturing; enabler infra opportunitieswebsite
AI-enabled services combine software margins + resiliencewebsite
Dreamfold portfolio spotlight; active deployment ongoingwebsite
EU Inc. regime boosts European founder optionalitywebsite
CEE cybersecurity startups leading NIS2 gold rushexternal
Physical AI startups entering market; Momentum trackingexternal
Tom H. quoted on quantum 2026 maturation signalswebsite
IQM Helsinki base retained; €337M war chest post-IPOexternal
Agents moving tickets, shipping code in productionwebsite
IQM dual listing: Nasdaq + Helsinki blueprint for EU deeptechwebsite
Data as ultimate moat: core investment philosophy statedwebsite
Portfolio includes Hygraph, LatticeFlow, Arbio; vertical expansionwebsite
Fund roots in scaling fundamental data software companieswebsite
Work closely from early technical decisions to global scalewebsite
IQM 280+ expert team; superconducting quantum leaderwebsite
Hygraph 50k+ teams; federated GraphQL content platformwebsite
Supermetrics marketing data integration global adoptionwebsite
MindsDB open-source AI-data workflow automation platformwebsite
LatticeFlow ML team data/model improvement diagnosticswebsite
Arbio AI-native hospitality rollup; consolidation playwebsite
Horizontal & vertical AI automation investment pillarwebsite
Agentic infrastructure & dev tooling clear focus areawebsite
