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89 posts
The Board Member Dilemma: Navigating the Founder Ceiling in 2026
An insider guide for European venture boards on recognising the founder ceiling, managing the CEO transition and avoiding the shadow executive trap.
The Talent Liquidity Crisis: Structuring Underwater Options in 2026
An advanced guide for European investors on repricing underwater options structuring option exchanges and managing EMI and VSOP tax frameworks.
Managing the Washout: The European Guide to Structuring Down Rounds
A comprehensive guide for European investors on structuring down rounds managing cap table washouts and utilizing pay to play provisions to retain founders.
The Series A Crunch Bridging European Portfolios Through the 2026 Bottleneck
A tactical guide for investors on navigating the European Series A crunch. Explore bridging mechanisms debt strategies and portfolio triage in 2026.
Direct Listings vs SPACs: A Post-Mortem on the Boom and the 2026 Reality
Deep dive of the SPAC crash and the 2026 reality. Discover which alternative listing vehicles remain viable for European scale-ups and why Direct Listings are a trap for the mid-market.
Navigating the “IPO Window”: Analysis of LSE vs Amsterdam vs NASDAQ for 2026
Technical analysis of the 2026 IPO landscape. Compare the new LSE Listing Rules against NASDAQ valuation premiums and Amsterdam's governance stability.
The Buy and Build Arbitrage: Why Vertical SaaS Consolidation is the New IPO
Analysis of why vertical SaaS consolidation is the new IPO for European Series B companies. Explore the mechanics of multiple arbitrage and the buy-and-build playbook.
The Rise of GP-Led Secondaries in Europe | 2026 Liquidity Guide
The traditional ten-year private equity cycle is facing a mathematical reckoning. For an investor in London, the 2026…
Solving the European Exit Problem: Why the Nasdaq dream is fading and how to engineer M&A exits to non-tech incumbents
The pitch is familiar: build in Europe, scale fast, then ring the bell on Nasdaq. For a small…
Investment Thesis: Why Sustainable Tourism Tech is the Next Big Wave in the UK and 5 Reasons to Invest Now
Sustainable Tourism Tech represents the most undervalued asset class in the current UK venture landscape. Climate investors have…