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About a year and a half ago we teamed up with Adevinta, Point Nine Capital and Dealroom to publish a report about the future of online marketplaces. We had planned an update for early 2020, but then COVID-19 hit and the world changed dramatically.

Now, approximately 3 months into the pandemic, we have a better view on what this means for the broader tech startup ecosystem in general and, in particular, the global marketplace landscape. In this article, I would like to summarize and share my interpretations of the key takeaways from our 2020 Online Marketplaces report.

Before doing so, I would like to highlight that COVID-19 is, first and foremost, a tragic humanitarian health crisis that has led and, unfortunately, still is leading to an immense amount of global suffering and pain. There is no way to sugarcoat that fact, nor should it be. So this will not be forgotten when discussing the societal and economical shifts resulting from this crisis. …


Part 3: Fund Management

Last January, I took an in-depth look back at our first year at Speedinvest Network Effects. I received a lot of great feedback, so I decided to make the review an annual tradition. There’s a lot to cover, so I’ve split this year’s look back into three separate posts and changed the structure to better align with our day-to-day business operations.

The three-part series will follow the actual investment process in chronological order: from deal flow (Part 1) to portfolio management, i.e. new and follow-on investments (Part 2) and, without further ado, everything that is related to running the fund itself e.g. …


Part 2: Investments

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Last January, I took an in-depth look back at our first year at Speedinvest Network Effects. I received a lot of great feedback, so I decided to make the review an annual tradition. There’s a lot to cover, so I’ve split this year’s look back into three separate posts and changed the structure to better align with our day-to-day business operations.

The three-part series will follow the actual investment process in chronological order: from deal flow (Part 1) to portfolio management, i.e. new and follow-on investments (Part 2) and, eventually, everything that is related to running the fund itself — team, events and LPs (Part 3). …


Part 1: Deal Flow

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Last January, I took an in-depth look back at our first year at Speedinvest Network Effects. I received a lot of great feedback, so I decided to make the review an annual tradition. There’s a lot to cover, so I’ve split this year’s look back into three separate posts and changed the structure to better align with our day-to-day business operations.

The three-part series will follow the actual investment process in chronological order: from deal flow (Part 1) to portfolio management, i.e. new and follow-on investments (Part 2) and, eventually, everything that is related to running the fund itself — team, events and LPs (Part 3). …


Why I don’t care about your unpopular opinion anymore.

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#UnpopularOpinion (Source)

At the beginning of this year I stopped using facebook and instagram and promised myself to never touch it again. Thus far, I kept my promise, but ever since, I‘m compensating by increased Twitter usage. On Twitter I noticed a growing trend within the global community of tech VCs of so called “unpopular opinion”-tweets, tweet storms and, sometimes, related blogposts. While these opinions are labeled as “unpopular”, they are usually exactly the opposite: They are meant to fuel the author‘s popularity by addressing our basic urges and are aimed to appear “provocative“. …


Spoiler Alert: This is not about why micro-mobility is (still) a thing and has a bright future. This is my personal story and some lessons learned behind our investment in TIER Mobility; one of the craziest rides of my business life so far.

A 1 year old company 11 years in the making

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Our Berlin-based portfolio company TIER Mobility is barely one year old. But, for me, the history of the company starts 11 years ago. Back in 2008, when I made my first baby steps into the world of European Venture Capital, one of the first companies I was fortunate enough to work with, was a small but fast-growing, Berlin-based company called “trade-a-game” that was building a C2C marketplace for trading video games. Lawrence (Co-Founder & CEO of TIER), Tim and Marcus were the founders behind the company that later rebranded to reBuy, raised millions of Euros and became the leading re-commerce platform for used, refurbished electronics in Germany with over 500 employees generating more than 150M€ in annual revenues. …


Reviewing Speedinvest Network Effects first year by the numbers

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As 2018 comes to a close, it’s that time of the year again when everyone publishes annual reviews. I’m jumping on the bandwagon and take this as an opportunity to reflect on our first full year of Speedinvest Network Effects. In September 2017 I joined Speedinvest as a Partner to launch and run our Focus Fund Speedinvest Network Effects a.k.a. Speedinvest x. Thanks to our amazing LPs, we were able to do a first closing of the fund already in November 2017 and announced it to the public end of January 2018. Since then a lot has happened — not only for the growing Speedinvest x team, but also overall at Speedinvest. Following Speedinvest’s new focus fund strategy, we roughly doubled our total AUM to over €200M, set up and closed 3 new focus funds (shout out to my Partners Marie-Hélène of Speedinvest i, and Stefan of Speedinvest f, who run our Industry and Fintech Focus Funds), launched our operational support units Speedinvest Pirates (Growth Hacking) and Heroes (Recruiting) and, as a result, doubled the size of the overall Speedinvest-team to approx. 60 people. We also opened 3 new satellite offices bringing Speedinvest’s footprint to 6 cities in 5 countries across 2 continents (Vienna, San Francisco, Moscow, Munich, Berlin, London). As you can imagine, it has been quite a busy year for all of us at Speedinvest. In the following, I would like to share with you what this meant particularly for us at Speedinvest x. Hopefully, this also gives you a good impression of our “day to day” job i.e. …


An open-source guide to rate the viability, sustainability and overall attractiveness of your network effects-driven early stage startup

TL;DR: Click to access the Speedinvest x Marketplace Scorecard & get the detailed methodology from Philip. Join us for The Marketplace Conference to learn more about how investors assess early stage marketplace startups.

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Overarching segments of the Marketplace Scorecard (“excel-version”)

Recently, there has been a lot of discussion about a more systematic approach in (early stage) Venture Capital sparked by books such as “Principles” by Ray Dalio, “Platform Revolution” by Parker/van Alstyne/Choudary or Ryan Caldbeck’s (in)famous tweet-storms about the lack of (and need for) systematic VC funds.

Inspired by those as well as many others (more on that below), we’re releasing the Marketplace Scorecard in an attempt…


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We’re releasing the preliminary program of The Marketplace Conference on November 28th 2018 in Berlin. Be quick to secure one of the few remaining tickets. Get in touch to fill the remaining slot with an outstanding female speaker.

We’re very excited to share with you the agenda of the inaugural European Edition of The Marketplace Conference on November 28th 2018 in Berlin. Before diving into detail, on behalf of Speedinvest x and our partners Market One Capital, Point Nine Capital and Autotech Ventures, I would like to send special thanks to all speakers, panelists and sponsors (Nasdaq, Russmedia, Netguru, Orrick, Sharetribe, Besedo & Mangopay) who are helping to make this happen! Without you this event would not be possible and we`re incredibly excited to have all of you on board!

Above all, we´re extremely grateful and humbled that so many marketplace enthusiasts have already secured a ticket without even knowing the final agenda. A big shout out to all of you for paying it forward and sharing our passion for marketplaces! That puts a lot of pressure on us to deliver an amazing event and we’re pretty confident that the following line-up will not disappoint…


A Speedinvest x & Frontline collaboration: The German-speaking startup and VC ecosystem.

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DACH

For the 3rd edition (we started back in 2016) of our annual presentation of the German-speaking startup and venture capital landscape, we’ve extended our scope from Germany to factor in the increased importance of other hubs in the German-speaking ecosystem. We’ve also included Austria and Switzerland in our analysis, effectively broadening the scope of the presentation to include the entire DACH-region.

Main highlights from the presentation:

  • Swiss city Zug jumps into top 3 cities in terms of funding primarily driven by its growing crypto-community (Zug now also referred to as “Crypto…

About

Mathias Ockenfels

I ❤️ network effects @Speedinvest X | Alumni: @Uniplaces @PointNineCap @Naspers @ricardo_ch | Passion for startups, 🏍🥋🥊 ☕️🍫🏃 | VAMO

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