economy
April 29, 2026
Exclusive: How one venture firm is investing in an increasingly fragmented world
Geopolitical turmoil has made venture investing challenging, leading Kompas VC to carve out a niche in startups focused on the physical world.
TL;DR
- Kompas VC has raised a new €160 million fund to invest in startups.
- The firm operates a regionally sensitive strategy, viewing the world as divided into U.S., European, and Chinese spheres.
- Kompas VC focuses on startups tackling industrial competitiveness challenges in the physical world, including manufacturing, supply chains, critical infrastructure, and sustainability.
- The firm emphasizes themes like decarbonization, productivity, and risk management.
- Kompas VC leads early-stage rounds with checks ranging from €3 million to €5 million.
- Cultural conditioning and market fragmentation can limit the scalability of even intuitive solutions, impacting potential venture returns.
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