Thesis: OpenClimat - the European data layer for retail decarbonization
Manufacturers and retailers were drowning in climate PDFs. OpenClimat was the bet on a shared European data network.
Tag
Investments
Angel notes and investment theses.
Thesis: Keenest - Europe's climate-investment club with teeth
Climate capital was trending. Europe still needed a product that made impact investing feel selective, measurable, and local.
Thesis: Snowball - European private-market access, productized
Private markets were still an insider channel. Snowball was a bet that Europe would productize access before the US narrative owned the category locally.
Thesis: Finary - the European wealth cockpit
Europe had banks and brokers. It did not have a clean consumer layer that made total net worth feel modern and actionable.
Thesis: Waltio - Europe's crypto-tax operating system
When crypto tax went mainstream in Europe, the category still lacked a clear local leader. Waltio was the bet on that gap.