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VC Insights

Count Us In, Balderton: Built in Europe – 0100 Weekly Brief

Jun 9 • Patricia Borlovan and Laura Iriarte Zabalaga

14:02

You Can't Call Yourself a Global Investor and Leave India Out — Archana Jahagirdar, Rukam Capital

India's consumer market is heading for $7.3T by 2030 — and the biggest opportunity of the next decade isn't in Silicon Valley. It's in Mumbai…

Jun 9 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

42:30

Underfunded and Underestimated: The European Cybersecurity Gap — and the Fund Trying to Close It

Europe accounts for 30% of global cybersecurity spending — but barely 12% of VC money. Carlos Alberto Silva, Founding Partner of 33N Ventures, has spent…

Jun 4 • Zero One Hundred Conferences

From Interface to Infrastructure: Where European Fintech Capital Is Flowing Next – 0100 Weekly Brief

May 26 • Patricia Borlovan and Laura Iriarte Zabalaga

45:59

Eurazeo on Europe's Growth Funding Gap and the €35 Trillion in Pension and Retirement Capital Sitting on the Sidelines

Why the biggest threat to European tech isn’t talent or product — it’s where the pension money goes.

May 21 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

10:23

From Spreadsheets to AI Watchdogs: Vestberry’s Vision for the Data-Driven VC

The venture capital industry has always prided itself on pattern recognition and conviction.

May 13 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

Public Money, Private Capital: Can Europe Build a Venture Ecosystem — or Just Fund It? — 0100 Weekly Brief

May 12 • Patricia Borlovan and Laura Iriarte Zabalaga

Why Founders Are Choosing Investors Based on Trust — The New Currency in Venture Capital, According to Kibo Ventures

Venture capital has become far more competitive than it was a decade ago.

May 11 • Patricia Borlovan

PE Insights

Don't Mistake Activity for Abundance: Europe Still Has a Capital Problem — 0100 Weekly Brief

Jun 2 • Patricia Borlovan and Laura Iriarte Zabalaga

The IPO as a Beginning, Not an End: Viktor Manev on Rethinking Capital Formation in Central & Eastern Europe

Impetus Capital's Co-Founder and Managing Partner makes the case for small, disciplined IPOs as the missing infrastructure for growth-stage companies.

Jun 1 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

Europe’s Scaleup Challenge: How Europe Can Build Its Next Generation of Champions - 0100 Weekly Brief

May 20 • Patricia Borlovan and Laura Iriarte Zabalaga

Inside HPE Growth: Building Europe’s Next Generation of Global Tech Leaders

Across global technology markets, few areas have seen as much transformation over the past decade as growth-stage tech investing.

May 20 • Patricia Borlovan

From Value Creation to Value Preservation: When Good Businesses Become Difficult Investments for PE Firms — 0100 Weekly Brief

May 5 • Patricia Borlovan and Laura Iriarte Zabalaga

Beyond Endorsements: Celebrities Turn to Ownership as Real Investors - 0100 Weekly Brief

Apr 21 • Patricia Borlovan and Laura Iriarte Zabalaga

Private Credit Is Facing Its First Real Test - Will It Pass It? – 0100 Weekly Brief

Apr 7 • Patricia Borlovan

AI x Private Equity: The Race Between OpenAI and Anthropic for Enterprise AI Distribution – 0100 Weekly Brief

Mar 24 • Patricia Borlovan and Laura Iriarte Zabalaga

Secondaries

34:08

The 10-Year VC Myth Is Over

For decades, venture capital operated under a simple assumption: invest early, exit within five to seven years, and return capital within a 10-year fund…

Feb 19 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

Secondaries in 2026: What 2025 Taught European Investors

Hello there, and happy first week of January ✨

Jan 6 • Patricia Borlovan and Laura Iriarte Zabalaga

10:36

Why Discounts Don’t Predict Returns: VenCap’s Matt Russell on the Real Drivers of Venture Secondary Performance

The venture secondaries market is at an inflection point.

Dec 14, 2025 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

Why Liquidity Matters: Inside Europe’s Growing Secondary Market With Insights From Siena Secondary Fund — 0100 Weekly Brief

Nov 25, 2025 • Patricia Borlovan and Laura Iriarte Zabalaga

Siena Secondary Fund: Bridging The Liquidity Gap in Europe's Venture Ecosystem

Across Europe, startups and investors are waiting longer than ever for IPOs or acquisitions.

Nov 25, 2025 • Patricia Borlovan

From Last Round to Fair Value: Decoding VC Secondaries Valuation in a New Market Reality

An interview with Rafaël Le Saux, Director, Valuation & Modelling Advisory at PwC Luxembourg and Vice-Chairman at Luxembourg Valuation Professionals…

Sep 2, 2025 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

8:28

Fast-Track to the Top 1%: VenCap’s VC Secondaries Playbook

VenCap’s Investment Director Matt Russell sat down with Zero One Hundred Conferences to unpack how a four-decade venture fund-of-funds is leaning into…

Sep 1, 2025 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

8:07

Arcano Capital on the Rise of Secondaries: "The real opportunity is just beginning"

The private equity secondaries market has surged past $160 billion in annual volume, and Arcano Capital believes the wave is far from being over…

Jun 11, 2025 • Zero One Hundred Conferences and Laura Iriarte Zabalaga

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