{"id":3489634,"date":"2026-04-29T03:00:00","date_gmt":"2026-04-29T03:00:00","guid":{"rendered":"https:\/\/techingeek.com\/index.php\/2026\/04\/29\/how-a-particular-investment-firm-is-placing-its-bets-in-a-progressively-fragmented-environment\/"},"modified":"2026-04-29T03:00:00","modified_gmt":"2026-04-29T03:00:00","slug":"how-a-particular-investment-firm-is-placing-its-bets-in-a-progressively-fragmented-environment","status":"publish","type":"post","link":"https:\/\/techingeek.com\/index.php\/2026\/04\/29\/how-a-particular-investment-firm-is-placing-its-bets-in-a-progressively-fragmented-environment\/","title":{"rendered":"How a particular investment firm is placing its bets in a progressively fragmented environment"},"content":{"rendered":"
\n

The current world is marked by cultural disparities, political schisms, and international conflicts \u2014 creating a complex landscape for any investor seeking startups capable of scaling up to produce venture-level returns.<\/p>\n

Kompas VC, which has its offices in Amsterdam, Copenhagen, Berlin, and Tel Aviv, has crafted a regionally conscious strategy to adeptly navigate and invest in this disordered world. The firm has announced to TechCrunch that it\u2019s injecting fresh funds into this strategy with a new \u20ac160 million fund ($187.5 million).<\/p>\n

\u201cWe observe the world essentially dividing into three primary economic and political spheres \u2014 the U.S., Europe, and China,\u201d said Sebastian Peck, a partner at Kompas VC, during his conversation with TechCrunch. \u201cWe definitely recognize that these three areas are on very different paths today.\u201d<\/p>\n

Kompas has built its reputation on supporting startups that address fundamental industrial competitiveness issues, spanning areas like manufacturing, supply chains, critical infrastructure, and sustainability. While these themes remain relevant, their prominence varies across different regions.<\/p>\n

\u201cBack in 2021, there was considerable excitement regarding these themes,\u201d Peck reflected on the year Kompas was established. \u201cIn 2026, we find ourselves in a much altered paradigm. It\u2019s centered on AI and rapid, explosive growth. There are numerous significant topics we are partially engaged with, yet they do not fully represent our core mission.\u201d<\/p>\n

\u201cOur concentration is on the physical realm, particularly in the production of tangible goods,\u201d he mentioned, stating that Kompas is focused on startups involved in decarbonization, enhancing productivity, and managing risks. \u201cWe\u2019ve discovered our niche.\u201d<\/p>\n

\"Three
Kompas VC partners, from left: Talia Rafaeli, Andreas Winter-Extra, and Sebastian Peck<\/span>Image Credits:<\/strong>Kompas VC \/<\/span><\/figcaption><\/figure>\n

That niche is surprisingly extensive. Reshoring has become fashionable<\/em> in nearly all markets, and depending on the startup, these markets generally provide sufficient scale for an entity like Kompas.<\/p>\n

\n
\n

Techcrunch event<\/p>\n

\n

\n\t\t\t\t\t\t\t\t\tSan Francisco, CA<\/span>
\n\t\t\t\t\t\t\t\t\t\t\t\t\t|<\/span>
\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 13-15, 2026<\/span>\n\t\t\t\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n

While overshadowed by some larger venture capital funds these days, Kompas\u2019s newly established second fund should provide plenty of opportunity to take the lead in early-stage rounds with investments ranging from \u20ac3 million to \u20ac5 million.\u00a0<\/p>\n

As a fund based in Europe, Kompas has access to a diverse range of founders and startups in the area. However, it must consider how global fragmentation could restrict the potential for some to yield venture-level returns. Peck references prefab housing as an illustration. This approach is widely adopted in Scandinavian countries, but is less common in Germany or elsewhere in Europe, let alone in the U.S.<\/p>\n

\u201cIt seems like such an intuitive solution. It\u2019s essentially an industrial product. It should be easily scalable,\u201d he expressed. Ultimately, the reason it doesn’t gain traction outside Scandinavia is more linked to \u201ccultural conditioning\u201d than to the technology itself, he added. \u201cIn that sector, if the U.S. is not the market you can penetrate, you must consider very carefully whether there is a sufficiently large addressable market.\u201d<\/p>\n

The fragmentation encompasses more than just housing. For instance, in Europe, sustainability remains broadly appealing, unlike in the U.S., where this theme has lost some of its earlier allure.\u00a0<\/p>\n

Nonetheless, Peck acknowledges that rapid changes are possible. \u201cWe are investing over 10 to 15-year horizons. That covers several legislative terms, and sometimes developments take unexpected turns.\u201d<\/p>\n

This evolving landscape presents challenges, but also opportunities for smaller investors like Kompas. \u201cI believe there\u2019s significant potential for highly focused, specialized smaller funds like ours to be the first check-in and to address certain themes and specific founders,\u201d Peck remarked.\u00a0<\/p>\n<\/div>\n

When you purchase through links in our articles, we may earn a small commission. This doesn\u2019t affect our editorial independence.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

\n

The current world is marked by cultural disparities, political schisms, and international conflicts \u2014 creating a complex landscape for any investor seeking startups capable of scaling up to produce venture-level returns.<\/p>\n

Kompas VC, which has its offices in Amsterdam, Copenhagen, Berlin, and Tel Aviv, has crafted a regionally conscious strategy to adeptly navigate and invest in this disordered world. The firm has announced to TechCrunch that it\u2019s injecting fresh funds into this strategy with a new \u20ac160 million fund ($187.5 million).<\/p>\n

\u201cWe observe the world essentially dividing into three primary economic and political spheres \u2014 the U.S., Europe, and China,\u201d said Sebastian Peck, a partner at Kompas VC, during his conversation with TechCrunch. \u201cWe definitely recognize that these three areas are on very different paths today.\u201d<\/p>\n

Kompas has built its reputation on supporting startups that address fundamental industrial competitiveness issues, spanning areas like manufacturing, supply chains, critical infrastructure, and sustainability. While these themes remain relevant, their prominence varies across different regions.<\/p>\n

\u201cBack in 2021, there was considerable excitement regarding these themes,\u201d Peck reflected on the year Kompas was established. \u201cIn 2026, we find ourselves in a much altered paradigm. It\u2019s centered on AI and rapid, explosive growth. There are numerous significant topics we are partially engaged with, yet they do not fully represent our core mission.\u201d<\/p>\n

\u201cOur concentration is on the physical realm, particularly in the production of tangible goods,\u201d he mentioned, stating that Kompas is focused on startups involved in decarbonization, enhancing productivity, and managing risks. \u201cWe\u2019ve discovered our niche.\u201d<\/p>\n

\"Three
Kompas VC partners, from left: Talia Rafaeli, Andreas Winter-Extra, and Sebastian Peck<\/span>Image Credits:<\/strong>Kompas VC \/<\/span><\/figcaption><\/figure>\n

That niche is surprisingly extensive. Reshoring has become fashionable<\/em> in nearly all markets, and depending on the startup, these markets generally provide sufficient scale for an entity like Kompas.<\/p>\n

\n
\n

Techcrunch event<\/p>\n

\n

\n\t\t\t\t\t\t\t\t\tSan Francisco, CA<\/span>
\n\t\t\t\t\t\t\t\t\t\t\t\t\t|<\/span>
\n\t\t\t\t\t\t\t\t\t\t\t\t\tOctober 13-15, 2026<\/span>\n\t\t\t\t\t\t\t<\/p>\n<\/p><\/div>\n<\/p><\/div>\n<\/div>\n

While overshadowed by some larger venture capital funds these days, Kompas\u2019s newly established second fund should provide plenty of opportunity to take the lead in early-stage rounds with investments ranging from \u20ac3 million to \u20ac5 million.\u00a0<\/p>\n

As a fund based in Europe, Kompas has access to a diverse range of founders and startups in the area. However, it must consider how global fragmentation could restrict the potential for some to yield venture-level returns. Peck references prefab housing as an illustration. This approach is widely adopted in Scandinavian countries, but is less common in Germany or elsewhere in Europe, let alone in the U.S.<\/p>\n

\u201cIt seems like such an intuitive solution. It\u2019s essentially an industrial product. It should be easily scalable,\u201d he expressed. Ultimately, the reason it doesn’t gain traction outside Scandinavia is more linked to \u201ccultural conditioning\u201d than to the technology itself, he added. \u201cIn that sector, if the U.S. is not the market you can penetrate, you must consider very carefully whether there is a sufficiently large addressable market.\u201d<\/p>\n

The fragmentation encompasses more than just housing. For instance, in Europe, sustainability remains broadly appealing, unlike in the U.S., where this theme has lost some of its earlier allure.\u00a0<\/p>\n

Nonetheless, Peck acknowledges that rapid changes are possible. \u201cWe are investing over 10 to 15-year horizons. That covers several legislative terms, and sometimes developments take unexpected turns.\u201d<\/p>\n

This evolving landscape presents challenges, but also opportunities for smaller investors like Kompas. \u201cI believe there\u2019s significant potential for highly focused, specialized smaller funds like ours to be the first check-in and to address certain themes and specific founders,\u201d Peck remarked.\u00a0<\/p>\n<\/div>\n

When you purchase through links in our articles, we may earn a small commission. This doesn\u2019t affect our editorial independence.<\/em><\/p>\n","protected":false},"author":2,"featured_media":3489635,"comment_status":"open","ping_status":"closed","sticky":false,"template":"Default","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-3489634","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/posts\/3489634"}],"collection":[{"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/comments?post=3489634"}],"version-history":[{"count":0,"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/posts\/3489634\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/media\/3489635"}],"wp:attachment":[{"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/media?parent=3489634"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/categories?post=3489634"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/techingeek.com\/index.php\/wp-json\/wp\/v2\/tags?post=3489634"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}