Hi, it’s Nicolas from The Family. Today, I’m making the case for European tech, sharing a synthesis of what could become an investment thesis for asset allocators.
⚠️ I wrote a new column for Sifted about the industrial policy lessons we should draw from the success of so many European startups in the fintech space. Basically, you need two things: a supportive ecosystem at the local level (in fintech, that’s London); and the European Union enacting rules to ensure a level-playing field at the continental level and remove obstacles to scaling. It’s good that it worked in financial services—now we need the same thing in mobility, healthcare, education, agriculture, and more! Read the whole column here 👉 What European startups can learn from the success of the fintechs 👀
Also, last week I had the pleasure of speaking in front of a group of representatives of very large family offices from Europe and beyond, and the topic was European Startups: A New Asset Class. Below are the ideas I sha…