Investment Strategy

I’m investing in Scale-Up and Startup companies. Here is my investment focus, selection schema and overall strategy:

Industry Focus

TECH SPACE  |  Since I not only invest capital but also time, I’m only investing in tech and tech related companies where I can add value. My main focus includes: AI, Energy, FinTech, ICT, Platforms & Marketplaces, Robotics, Supply Chain, Smart Contracts, and society relevant,tech related spaces. I’m not interested in ad tech, defense tech, entertainment, fashion, games and alike.

Selection Schema

DREAM TEAMS  |  Brilliant and obsessed minds.

1) TEAMS  |  My first and foremost selecting criteria is about the founders team. Sorry, I will never invest in solopreneurs or teams with one dominant founder 50%+. I’m looking for fearless risk takers, creative, determined, curious open minds, independent, confident, connected, communicative, involving and smart, matching the “10-most-relevant-founders-traits”. I’m happily investing in founders that invested everything they have.

2) FOUNDATION  |  Having performed the basic steps to validate your business idea: “Starting a startup in 5 steps“. Caring about natural resources and long term consequences of their doing (sustainability).

3) IPO  |  Taking a company to the top means getting to be a public company or similar schema. My key interest in an IPO is that the population of your country can participate in your future success, which contributes to prosperity. If you already have an exit strategy and looking to be purchased in the next few years, I have no interest at all.

Investment strategy

ACCELERATOR GRADUATES ONLY  |  For the ‘startup asset class’ which represents some of the highest investment risks, I’m looking for a very long term investment (7-10 years).  I’m investing only in teams who I worked with for about 3 month during our accelerator program. It’s the best due diligence and also the best way to get to know each other. During that program we get a feel for each other’s sense of urgency and execution speed, see how it feels under stress, and eventually getting to a point where we really want to work together for the next 7 to 10 years.

CO – INVESTING  |  I will always co-invest with others. In order to be able to maintain my investment strategy, I look for co-investors with a similar investment strategy.

Take it or leave it

My 20 years in Silicon Valley as VC funded entrepreneur and later investor, taught me: The only way to be a successful investor is by following several rules, the history of startup investment wrote. Between 1950 and 2018 almost all successful tech companies came from Silicon Valley and no foreign investor has been even close to the success rate of Silicon Valley Startup Investors. That is why I follow my investment strategy at all cost. If a company is not a fit – it’s better for investor and investee to not engage.

I don’t want to be the smartest investor in the world – but a successful investor investing in the smartest teams.