Susanne K. Schorsch

Examine the dynamic shifts in the #cryptocurrency market and what they mean for institutional and private #investors alike.

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"The last 18 months have been brutal. Many startups that received high valuations during the 2021 boom are now struggling to survive." says Gina Domanig, Managing Partner at Emerald Technology Ventures in this Forbes Austria article. Yes, 2024 has been a tough year for many fledgling companies. But I am encouraged by some of the startups scaling disruptive technology and business models in service of accelerating the energy transition in India and across the Asia Pacific and Middle East. They will survive and thrive - with the support of a growing investor community who have come to appreciate that the global south possess truly innovative solutions. One of the highlights for me this year was the first Asia Climate Tech Venture Fair, held in Singapore in October. The brainchild of Gina and her team, it brought together a critical set of VCs, CVCs and PE firms to share insights and leads on startups in the region. Looking forward to more conversations in 2025. Read now: https://lnkd.in/dhEtFTbV #Cleantech #Venturecapital #Innovation #Startups #energytransition #Corporates #Climatetech #Entrepreneurship #Sustainability #Futureoftech #Cleantechventures #Startupgrowth #Corporatecollaboration #Techinvestment

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Circular startup inspiration: Provide Reverse Logistics Services like Rebound Returns. Help businesses manage their product returns and optimize recycling processes. Link to example: Rebound Returns https://lnkd.in/e7ZEERcT. Download the full report with more ideas. The link is in the comments section below. https://lnkd.in/e7ZEERcT

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Are you a fungi startup or scientist going to #Davos during World Economic Forum? Or a larger corporate interested in and deploying fungal technologies? A foundation backing frontier biotech solutions solving environmental challenges? If so, we would like to talk with you as we are planning an event together with PDIE Group , a collaboration partner to the award. Reach out to me here👌 #fungi #biotechnology #futurefit #regenerative #frontierscience Christian Schmitz PDIE Group Max Song Rudolf Hilti Schmidt Sciences

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Interesting report I received today in a newsletter by Bain&Co. If we removed barriers to the Voluntary Carbon Market (VCM) the number of firms having carbon/climate targets would grow by more than 50%, and the participation would more than double. https://lnkd.in/dz9S_752 NB: for any of those who is confused about all this emphasis on the VCM. Most Nature-based Credits are excluded from compliance/mandatory markets (generally for reasons of protectionism), thus relegating them to voluntary markets. The important part of this, which activists and ill-prepared journalists ignore, is that buyers in the VCM have ZERO obligation to offset. They can legally continue doing what they do, without financing carbon emissions avoidance or removals.

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Switzerland has taken an important step in advancing technology with the inauguration of its first commercially available #quantum computer. The launch took place at the Uptown Basel competence center in Arlesheim. This quantum-powered breakthrough will empower businesses, startups, and academic institutions to explore new frontiers in simulation, optimization, and machine learning. The project is a result of an initiative by QuantumBasel, in collaboration with IonQ, a leading specialist in quantum #technology. The Forte system from IonQ, now operational at the center, is capable of processing over 34 billion possibilities simultaneously, paving the way for groundbreaking applications. The quantum computer is accessible both physically and via the cloud, providing secure and flexible opportunities for customers and partners to innovate and shape the future of technology. Founded two years ago, Quantum Basel has established itself as Switzerland's first competence center for quantum computing and artificial intelligence, marking a significant milestone for the country’s #tech ecosystem. #quantumcomputer #quantumcomputing #deeptech https://lnkd.in/d8DMpSWC

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"The company saw itself as a savior of our climate. It was supposed to be the salvation of the European automotive business facing an onslaught of cheap Chinese electric vehicles. It was supposed to be the champion of investors doing well by doing good investing in solutions to climate change."

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Gain insights into the #cryptocurrency market's evolution, with a focus on its integration into diverse #investment portfolios.

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Empirical evidence for our Industrial Transformation & Supply Chain Technology investment thesis at REFASHIOND Ventures: The Industrial Transformation Fund increases daily: Escalating Geopolitical Tensions & Great Power Competition; The Climate Crisis & Severe Weather; Consumer Behavior & Demographics. Join us. #IndustrialTransformation #SupplyChain #Innovation #Technology #Startups #VentureCapital

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Memo: Meet the 50 Industrial Transformation & Supply Chain Technology Startups REFASHIOND Ventures: The Industrial Transformation Fund has backed since September 2021 (#50StartupsIn50Days #REFASHIOND50) Startup: VALIS Count: 34 of 50 Brief Description: VALIS develops software tools for the metals recycling market. The company's products enable metals recyclers to maximize efficiency and output - by digitizing manual processes and automatically capturing data that previously required manual data capture with paper and pen. Investment Rationale: As demand for metals grows, geopolitics, political and social unrest, natural resource scarcity, and concerns about environmental sustainability are leading to increasingly frequent and unpredictable disruptions to external, international supply chains for virgin metals. This is leading to greater interest and investment in developing internal metals recycling supply chains and markets as a complement to international supply chains and markets for both virgin and recycled metals. #ObsessivelyEnthusiasticInvestor #UnreasonablyEnthusiasticInvestor We look for the people we believe are doing the best work in Industrial Transformation & Supply Chain Technology; Attempting the impossible. Then we go all-in on them. With OBSESSIVE and UNREASONABLE ENTHUSIASM. Our Investment Thesis: REFASHIOND Ventures: The Industrial Transformation Fund invests in early stage startups refashioning legacy industries through Data & AI, Advanced Materials, Advanced Manufacturing, & Next Generation Supply Chains; Defensible through economic moats. Join us. #IndustrialTransformation #SupplyChain #Innovation #Technology #Startups #VentureCapital #DemandTheImpossible #DataAndAI #NextGenerationSupplyChains #AdvancedMaterials

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Many factors play a role when fundraising. How fast does ECB's interest rate decisions translate into market actions? #ecb #funding #fundingrounds #venturecapital #privateequity #publicfunding #markets #interestrate #policy #sentiment #investmentstrategies #rateprediction

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Germany’s Investor Drop – Why Climate Tech is Bucking the Trend A recent article by Nadine Schimroszik in Handelsblatt today mentioned that the number of active investors in Germany has dropped by 40% this year. Based on PitchBook data, the conclusion is that venture capital in Germany has become significantly more challenging, particularly in early-stage and growth-stage investments. However, for Climate Tech, the story is different. Despite the overall decline in venture capital, the sector continues to attract attention, with a 16.2% increase in pre-seed and seed investments. Indeed, we have seen some positive developments recently: 1. Growing Commitment to Addressing the Climate Crisis 🌱 2. Long-term Investment Horizon ⏳ 3. Robust Capital Availability for Scalable Solutions 💰 Big thanks to Nadine Schimroszik for raising awareness on this important issue. As investors, how can we ensure we're not just reacting to trends, but actively driving the transformation needed for a sustainable future? 🌍🔋 #ClimateTech #SustainableInvestment #VentureCapital  

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Private Equity: Resilience in Times of Crisis – The Facts Speak for Themselves! 💡📊 An impressive 25-year analysis reveals how private equity has consistently proven its strength during global crises. Here are the standout stats from Schroders’ study: 🔹 5 major crises, including the 2008 financial meltdown, the COVID-19 pandemic, and the dot-com bubble, tested markets worldwide – yet private equity held firm. 🌍 🔹 Returns: Despite economic shocks, private equity funds delivered an average annual return of +14%, compared to just +8% in public markets. 📈 🔹 Drawdowns: Public markets saw drawdowns exceeding 45%, while private equity held up far better, with declines of only around 20%. 🔹 Cash distributions: Even in turbulent times, private equity funds returned an average of 70% of committed capital to investors – showcasing the industry’s strong liquidity. 💸 🔹 10 million jobs globally are supported by businesses backed by private equity – a significant driver of economic and social progress. 💡 The takeaway: Private equity demonstrates that long-term vision and active management pay off, even in the toughest times. 👉 Curious for more? Dive into the full study here: https://lnkd.in/dWWsTJAK #PrivateEquity #Innovation #Transformation #Economy #PrivateCapital #CrisisResilience #LongTermGrowth #StrongReturns #Investing #FactsMatter 🚀📊

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Many thanks to Johannes Tiefenthaler and the team at neustark, a rapidly growing Swiss company with a fascinating idea for creating localized circular systems for capturing and storing carbon. The company has grown from just a clever idea before COVID to now boasting 40 sequestration sites either operational or under construction in Europe. Read my latest article on Forbes to learn more about this wonderful venture. Many thanks too to Virginia Mugo, who assisted with the research and reporting for this article. #CDR #carboncapture #circulareconomy #climatechange #investing #venturecapital https://lnkd.in/gbNmeh7K

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💡 Why Investing in ClimateTech Now Makes Sense for LPs! 🌍 During SuperReturn more VCs than ever had been fundraising for their next funds. Potential LPs need to identify the most promising tech vertical. What are the benefits of climate tech compared to others? 1️⃣ Impactful Returns: ClimateTech offers substantial ROI potential while contributing to global sustainability goals. According to Dealroom.co the climate tech ecosystem has increased its combined value by 45x in a decade. 2️⃣ Net Zero Imperative: According to Boston Consulting Group (BCG) up to 31% of the German climate goals cannot be achieved if we do “business as usual”. We need innovative technology & startups to accelerate energy transition. According to Allianz over 75% of emissions reductions must come from emerging technologies. 3️⃣ Critical Funding Gap: Total investments to date are $10T. Sounds to a lot, but to reach Net-Zero we need to reach $215T. 🚀 Seizing the Opportunity Since 2016, Future Energy Ventures has been at the forefront of Climate Tech innovation. LPs of our Fund II include major players like E.ON and the European Investment Fund (EIF) or Energie AG OÖ or CLP. We are supporting those climate tech startups which will be the major digital players in a decarbonized future. #ClimateTech #Sustainability #FutureEnergy #NetZero

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Reading this article about the "horror"(1) of the current VC fundraising climate due to the paucity of funds raised in Q1 - especially the below sentence …. "Honestly, it is hard to see how VC firms can argue to their LPs that they really need fresh capital in a market where dealmaking remains slow, exits are few and far between and they are sitting on a massive amount of dry powder." …. spurred the following thoughts: Our fundraising success to date at Emmeline Ventures is extra incredible At Emmeline, we are investing in “uncharted terrain” and thus require fresh capital to invest in those sectors and founders that have been under-funded and over-looked by traditional investing mandates and pattern matching. Once our "uncharted terrain” investment thesis gets noticed for its promising returns (Unrealized MOICs above 2x for our 2021 vintage year fund and other good news that I can't yet share), i predict this massive amount of dry powder will start migrating towards our sectors. I see this as both good and bad news for us. ➕ On the good side, these increased funds will pull our companies beyond Series A, and ultimately to an exit when markets open up - which they have to do. If not, it’s bad not only for venture ➖ On the bad side, once traditional players become aware of our lucrative sectors and formidable founder types, this will increase competition for deals at pre-seed and seed rounds. Bring it on. We’re already seeing traditional players enter the women’s health spaces. And we're seeing players like Midi Health successfully raise massive amounts of capital in record time since they're creating scalable solutions in new categories that customers desperately need and want. Let's go! (1) personally I can think of many other stories in the world that deserve to be termed a "horror." The record level lack of VC funds raised isn't on par. https://lnkd.in/d3TrfEPc #femalefounders #femalefunders #womenshealth #menopause #careeconomy #womeninfinance #venture Show Her The Money Thanks for the nudge La Keisha Landrum Pierre

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Europe unfortunately is a combination of many individual capital markets, some bigger and some smaller, which is keeping the industry's growth modest and never really challenging the US. #vc #funding #startups #privatefunding #privatecapital #investmentstrategies #growth #deeptech #seed #startupcapital

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Enjoyable listen / watch this 20VC podcast where Harry Stebbings gets Cem Sertoglu of Bek Ventures to open up. Cem led, very likely the single best European seed deal thus far - the UiPath investment, $16.5m invested becoming $2.1b. Whoa! Notes on what stood out for me: *Play the game on the field. Cem: “I think our job is to play the game. Our business structure is defined by timelines. We raise 10-year life funds, so our job is to expose our fund to the strongest opportunities in every vintage, not to try to time the market.” *Cem: “the early rounds are not real rounds. They are contracts where you’re demonstrating alignment around a target that is very far out ahead. Every early stage check, you’re buying a very out of the money call option on these businesses.” Interesting point about how, unlike PE, Venture outcomes are correlated more to global outcomes than the local macro environment.Cem: “My outcomes are American outcomes, LSE outcomes, acquisitions by global tech companies. They’re not outcomes that are subject to the turbulence of whatever country that founder team may be coming from.” *Cem: “Our reserves are for those companies that will be misunderstood by the market or overlooked by the market because they don’t fit into the mold. And we were able to write that check with conviction.” They played a $2.5 bridge as a convert note following the seed round, when they saw that most of the Series A investors were not willing to step upCem: “We ended up then showing the company to about 40 firms. Everybody passed. The feedback was OK, keep us posted. Not enough traction for us to care at the moment. We had to bridge the company. The numbers were not exceptional, but it was certainly headed in the right direction.” *Cem: “Founders usually underestimate the leverage they have on their cap table. They negotiate things for very obscure situations. Experienced founders know that it’s their company. They will have a lot of flexibility around managing things when it happens, when the opportunity comes down the road.” I kind of agree. The amount of time that gets wasted on termination for cause is not funny. It is clearly a red flag when founders negotiate too much on this clause, per me, and I have begun to share this specific clause earlier in the discussion now. *Being quiet on the board. Cem: “We believe in being quiet on the board.….there’s this enormous pressure to demonstrate value add. We think that you, of course, learn from your experiences in other journeys, but then synthesize that and distill that to very carefully chosen moments to provide input to the founder. I think your job as a board member is to understand the company, be very well prepared on any interaction, like the board meetings, etc. We’re obsessive about preparing for board meetings, but we are very careful in choosing when we share strong opinions.” https://lnkd.in/g3K788Qx

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