Key Takeaways
- • KOMPAS VC closes €150 million Fund II with strong support from existing limited partners, nearly doubling the firm's total assets under management to approximately €300 million across two funds.
- • Target deployment: 25 early-stage industrial tech startups globally, focusing on manufacturing and built environment sectors addressing CO₂ emissions reduction, productivity improvement, supply chain resilience, and geopolitical risk mitigation.
- • Portfolio companies already backed include Prewave (supplier risk management), Makersite (AI-driven product design and supply chain optimization), Again (CO₂ conversion to base chemicals), Ecowork (building retrofits), and Findable (AI property management automation).
- • Investor syndicate demonstrates confidence through LP commitment increases, with Fund I investors reinvesting at higher levels, signaling strong performance validation and continued conviction in KOMPAS VC's industrial technology thesis.
- • Expansion of platform and investment teams underway to support portfolio company scaling and deeper engagement with industry partners, leveraging the firm's four-office European footprint (Copenhagen, Amsterdam, Berlin, Barcelona).
Summary
The fund will deploy capital into approximately 25 early-stage companies developing industrial technology solutions across Europe, the United States, and Israel. KOMPAS VC's investment focus targets the manufacturing and built environment sectors, with emphasis on solving critical challenges including CO₂ emissions reduction, manufacturing productivity enhancement, supply chain disruption management, and geopolitical risk mitigation. Sebastian Peck articulated the firm's differentiated approach, stating: "We are doubling down on our strategy to work closely with industry partners to identify the most promising technology solutions. Our network gives us a real edge in understanding when new technologies are ready for adoption."
Fund II has already supported several portfolio companies reflecting this thesis. Prewave provides enterprise supplier risk management solutions; Makersite offers an AI platform enhancing product design and supply chain decision-making; Again, a green chemical company, converts CO₂ into acetate and other base chemicals; Ecowork enables large-scale building retrofit platforms; and Findable automates property management through artificial intelligence. These early investments demonstrate KOMPAS VC's execution capability across hardware, software, and climate-tech domains within the industrial sector.
The firm is concurrently expanding its investment and platform teams to support portfolio scaling and deeper partnership engagement with industry stakeholders. This organizational expansion, coupled with LP commitment increases, positions KOMPAS VC to intensify its thesis around the intersection of industrial transformation, sustainability, and enterprise resilience—a thesis gaining institutional capital allocation as traditional manufacturing and built environment sectors face regulatory, geopolitical, and climate-related pressures.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.