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SV | E506 | Andre de Haes, Backed VC — Building the Davos for Founders, Redefining VC Edge & Embracing Authenticity

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Manage episode 491310133 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode, David Cruz e Silva sits down with Andre de Haes, founder of Backed VC, live from SuperVenture 2025 in Berlin.
Backed is one of Europe’s boldest early-stage funds, known not just for investing in frontier tech but for pioneering a new model of VC community. In this conversation, Andre unpacks the philosophical and practical foundations of their work—from turning a value-add into a moat to why “edge” in venture is mostly a myth—unless you build your own rules.
Who should listen:
  • Emerging managers figuring out how to build true differentiation
  • LPs trying to evaluate durable edge in a saturated VC market
  • Founders deciding what kind of capital partner they want long-term
Here what’s covered:
  • 00:00 Who is Andre de Haes & What is Backed VC?
  • 00:32 Frontier Tech Focus: Fintech, Bio, and Manufacturing Software
  • 01:30 Why Community is a Core Offering—Not a Side Show
  • 02:15 Behind the Scenes: The SuperVenture Speaker Dinner & Rooftop Surprise
  • 04:00 Playing the Long Game: Trust Built Over 20-Year Cycles
  • 05:08 Stage Preview: What it Means to Build VC Edge
  • 07:50 Advice for LPs on Identifying Real Differentiation
  • 10:50 Biggest Learnings: Humility, Leverage & Contrarian Courage
  • 15:00 Investing at the Frontier: Computational Bio, Optics & Non-Invasive Brain Tech
  • 16:00 What Munger & Buffett Teach Us About Capital Efficiency in VC
  continue reading

507 episodes

Artwork
iconShare
 
Manage episode 491310133 series 2968392
Content provided by The European VC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The European VC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
In this episode, David Cruz e Silva sits down with Andre de Haes, founder of Backed VC, live from SuperVenture 2025 in Berlin.
Backed is one of Europe’s boldest early-stage funds, known not just for investing in frontier tech but for pioneering a new model of VC community. In this conversation, Andre unpacks the philosophical and practical foundations of their work—from turning a value-add into a moat to why “edge” in venture is mostly a myth—unless you build your own rules.
Who should listen:
  • Emerging managers figuring out how to build true differentiation
  • LPs trying to evaluate durable edge in a saturated VC market
  • Founders deciding what kind of capital partner they want long-term
Here what’s covered:
  • 00:00 Who is Andre de Haes & What is Backed VC?
  • 00:32 Frontier Tech Focus: Fintech, Bio, and Manufacturing Software
  • 01:30 Why Community is a Core Offering—Not a Side Show
  • 02:15 Behind the Scenes: The SuperVenture Speaker Dinner & Rooftop Surprise
  • 04:00 Playing the Long Game: Trust Built Over 20-Year Cycles
  • 05:08 Stage Preview: What it Means to Build VC Edge
  • 07:50 Advice for LPs on Identifying Real Differentiation
  • 10:50 Biggest Learnings: Humility, Leverage & Contrarian Courage
  • 15:00 Investing at the Frontier: Computational Bio, Optics & Non-Invasive Brain Tech
  • 16:00 What Munger & Buffett Teach Us About Capital Efficiency in VC
  continue reading

507 episodes

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