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Investor insights Roundtables

Closed-door conversations shaping the future of capital, strategy and global investment

Join invite-only roundtables where top investors connect, challenge ideas, and shape the next wave of investment strategies. 

Deeptech

Europe: powerhouse of Deep tech innovations but not in commercialization. What needs to be done ?

Europe is a global leader in deep tech innovation, yet much of the value created is captured outside its markets. While breakthrough technologies emerge consistently, Europe lacks sufficient late-stage, deep tech–focused capital to scale them into global champions. At the same time, market fragmentation across numerous innovation hubs disperses capital and talent, limiting the formation of concentrated ecosystems essential for scaling deep tech ventures efficient.

Hosted by:
  • Anssi Uimonen
  • Founding Partner
  • Nordic Science Investments
  • Finland
DPI Back to LP

How to deliver DPI back to LPs: Secondaries & Exits: The European late-stage exit and IPO landscape?

This roundtable explores how GPs can deliver DPI back to LPs amid a challenging European late-stage exit environment. It examines the growing role of secondaries, continuation vehicles, and alternative liquidity solutions as IPO markets remain subdued. Participants will share practical insights on navigating exits and returning capital in today’s evolving private markets.

Hosted by:
  • Julian Riedlbauer
  • Partner
  • Drakestar
  • Germany
AI

AI & Deeptech Scale-Ups: Where Strategic Capital Meets Financial Returns

An in-depth investor discussion examining how strategic capital, corporate partnerships, and go-to-market collaborations accelerate the scaling of AI and deeptech companies. The conversation will explore commercialization strategies, value creation levers, and M&A dynamics, highlighting how investors structure and time investments to balance technological risk, strategic alignment, and long-term financial returns.

Hosted by:
  • Sascha Berger
  • Investment Director
  • NEOM & Berger Invest
  • Saudi Arabia
AI

From Digital to Physical: Investing in the Next Wave of Industrial AI

As AI moves from software into the physical world, new investment dynamics are emerging. Physical AI, autonomous industrial AI agents, and industrial-grade cybersecurity are converging to reshape value creation across manufacturing, energy, mobility, and critical infrastructure. This investor-only roundtable explores where scalable returns will be generated, how risk profiles are changing, and what differentiated capital — particularly strategic CVC — can unlock in this new cycle.

Hosted by:
  • Galina Sagan
  • Principal
  • Hitachi Ventures
  • Germany
Deeptech

What Makes Pre-Seed Deep Tech Investable and De-risked in Europe?

Deep tech requires a distinct underwriting and risk appetite lens beyond TRL metrics. This roundtable examines how founding team architecture, non-TRL evidence, and aligned governance structures determine fundability at day one. Participants will engage in a shared discussion and exchange of learnings on what makes deep tech spin-offs investable and indicators of readiness.

Hosted by:
  • Ali Alam
  • Venture Partner & Deep Tech Venture Builder
  • DEEP Pioneers / Earlybird & ESMT
  • Germany
Earlybird
Pitching to LPs

Behind closed doors: Investors on their best and worst pitches

An exclusive, investor-only roundtable moderated by a leading global family office. This candid session will explore real fundraising missteps, tough lessons learned, and the decisive factors that genuinely build investor conviction. Expect unfiltered insights into what differentiates compelling opportunities from immediate rejections — straight from active capital allocators.

Hosted by:
  • Claudia Marcusson
  • Managing Partner - LP
  • Zero Emissions Fund
  • Singapore
Zero Emissions Fund
AI

Where the Next $10B AI Companies Will Come From — And What Investors Are Actually Betting On

The next generation of multi-billion-dollar AI companies is likely to emerge and what investors are really looking for beyond the current hype cycle. While foundation models have captured most of the attention, many investors believe the biggest opportunities will come from vertical AI, proprietary data advantages, and companies that solve real problems in highly regulated or complex industries such as healthcare, finance, energy, and enterprise software.

Hosted by:
  • Gulsah Wilke
  • Head of German Office - Partner
  • DN Capital
  • Germany
DN Capital
VC Marketing

VC Marketing: How Top Funds Build Brand To Accelerate Deal Flow & Investment From LPs in a Competitive Landscape?

In today’s competitive venture landscape, marketing is no longer just about attracting LPs—it’s a strategic lever to win across the entire ecosystem. This roundtable will explore how leading funds build differentiated brands to unlock proprietary deal flow, attract top founders, and access high-quality co-investment opportunities. From thought leadership and community-building to partnerships and platform value, investors will share how marketing drives visibility, credibility, and sustained competitive advantage.

Hosted by:
  • Colette Ballou and Erika Reimann
  • LP and Chairwoman /Managing Director Germany
  • BALLOU Capital
  • Germany
BALLOU Capital
Secondaries

Secondaries & the Evolving Liquidity Playbook

An investor-only roundtable examining how secondaries have become a core liquidity tool over the recent years. The discussion will address structured liquidity for founders, employees and VCs, cap table management, pricing discipline, governance implications, and how LPs and growth investors evaluate secondary transactions within portfolio construction.

Hosted by:
  • Olav Ostin
  • Managing partner
  • Tempo Cap
  • UK
Tempo Cap
Valuation

Valuations vs. Reality: Are We Repeating 2021?

The market is heating up again: more capital, faster rounds, higher prices. But are fundamentals driving this - or are we back to 2021 dynamics?

The venture market is heating up again - more capital, faster rounds, and rising valuations, especially in AI. But are these prices grounded in fundamentals, or are familiar 2021 dynamics re-emerging? This roundtable will explore what’s really driving today’s momentum, from capital concentration to investor behavior, and whether current valuations are built to last.

Hosted by:
  • Karine Peters
  • Managing Director
  • T.Capital
  • Germany
Cybersecurity

Investing in Cybersecurity: How to Back Europe's Next Category Leaders Before the Window Closes

Sovereignty is reshaping how Europe builds and buys cybersecurity — and governments are no longer willing to trust critical infrastructure to foreign-controlled stacks. This roundtable examines why the next category leaders in European cyberdefense will be built here, funded here, and chosen first by the institutions that can't afford to get it wrong. The regulatory mandates are in place. The threat environment is escalating. The window to back these companies before the rest of the market arrives is closing.

Hosted by:
  • Bozena Adamczyk
  • Partner
  • Truffle Capital
  • France