Ke Zhang

🌍 Green business building often involves large-scale infrastructure and tangible assets. These are difficult to finance, especially in the early phase. 💸 If you want to hear from Gustav Bolin about McKinsey & Company's playbook on green tech scaling, with learnings from leading unicorns in Europe, as well as other thought leaders on de-risking hardware and their financing journeys, join us in Berlin on June 11. 👋 Link to apply in the comments

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We are at PEI London this week and let’s discuss how we create differentiated value for your portfolio companies, leveraging technology, and operations. #ebitdar #valuecreation #operatingpartners #technology #businesstransformation #digital #zerobasedesign

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Thanks to all the “Decoding Financing for Hardware Startups” panellists for the constructive discussion about the funding options and what the #hardtech founders need to consider in their entrepreneurial journeys. - Focus on the market opportunity (customer/distribution solution) - Focus on the IP and your team - Focus on improving your solutions and do not hesitate to reach your toughest potential customers. ventureLAB Garage&co HardTech Investor Network #hardtech

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Talal Attieh discusses the deployment of industrials technologies in KSA and how global venture investing at Steel Atlas fits into the ecosystem.

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Seraphim Space Ventures II (SSV II): Meet the companies 🛰 🌌 Following the same strategy as its original SpaceTech-focused venture fund, a top-performing fund for its vintage, SSV II aims to build a portfolio of c.30 companies. The Fund has already made nine investments aligned with some of our key themes via a warehouse portfolio. Hubble Network – Internet of Things satellite constellation for connecting directly to billions of Bluetooth-enabled devices Delos Insurance Solutions – Space data-powered wildfire home insurance provider ATMOS Space Cargo – Space cargo return service for life sciences Auriga Space – Novel electromagnetic launch system Array Labs - 3D satellite imagery on a global scale Privateer Space - constellation of small SATs for in-Space Situational Awareness (SSA) Ubotica Technologies - Live Earth Intelligence (Space: AI) Renoster - Deep Transparency for nature-based carbon projects constellr - Space data-powered high-precision smart farming services Take a look at our new page to find out more - https://lnkd.in/dau2tw2d

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According to government estimates, the U.S. Manufacturing sector loses well over $100B annually because so many companies remain over-dependent on outdated manual processes. For such companies, creating a more “eCommerce-like” buying experience for their suppliers is imperative.    That’s why today Cleo launched CIC ORCA (Order to Cash Automation), a new capability in our Cleo Integration Cloud platform that dramatically improves #B2B buying experiences by delivering seamless “eCommerce to EDI” workflows for businesses that don’t happen to have EDI capabilities.    CIC ORCA is intended for #manufacturers, #wholesalers, and #distributors who must cater to the modern B2B buyer’s preferences for ease-of-use, self-service, and efficiency when procuring goods, getting delivery updates, and receiving invoices from their suppliers.     In an era shaped by the “Amazon Effect,” suppliers are increasingly expected to emulate the B2C buying experience. Cleo's CIC ORCA gets everyone singing from the same song sheet. For the full story see today's Cleo Press Release or visit the CIC ORCA web page -- https://lnkd.in/gqFn4hCj

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What an extraordinary Venture Capital Conference. I gained powerful insights of the investment and entrepreneurial ecosystem in the netherlands and europe. 🚀🍀 It is also great to be member of the Financial Study association Rotterdam (FSR). #Slinghot #FinchCapital #NosuchVentures #venturecapital

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Seraphim Space Ventures II (SSV II) 🌌 By focusing on investing globally and at an early stage, SSV II will strengthens Seraphim's ability to support SpaceTech’s brightest stars through every step of their journey. Investors increasingly recognise SpaceTech’s outlier potential, with record numbers of VC investments being closed every quarter. This starkly contrasts the recent contraction in investment activity in the wider VC market. With a ten-fold increase in the number of satellites in orbit anticipated over the coming decade and the cost for both launching to and returning from orbit continuing to fall, we believe that the impact of SpaceTech will reshape much of the world as we know it. By helping to turn science fiction into science fact, the companies we are aiming to back with the new fund hold the promise of unlocking the future – and in the process, themselves becoming planetary-scale successes 🚀 Find out more information on the fund here -

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Welcome ecoLocked to the Climentum Capital portfolio! We are proud to have led the €4M funding round together with Matterwave Ventures, and delighted to have existing investors Counteract, Startup Family Office, Sabancı Building Solutions, and VOYAGERS.io joining the round. The investment will support ecoLocked’s mission to revolutionize the construction industry with carbon-negative building materials. Concrete production accounts for 8% of global CO2 emissions, making innovations in this field crucial for achieving net-zero goals. ecoLocked is leading the change by converting carbon captured from biomass into functional, carbon-negative building materials. This funding will accelerate ecolocked's efforts to turn buildings into carbon sinks, scaling their innovative biochar-based solutions and enabling 1Gt carbon removal by 2040. Doerte Hirschberg Morten Halborg Stefan Maard

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Do take a read of Jonathan Bean's thoughts as he spoke with MD One Ventures's Kelvin Au regards the fascinating work ongoing at Materials Nexus!

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📚 Holiday weekend reading: “Plurality.” This philosophical approach applies open technologies to foster diverse collaboration and coordination and solve our societal challenges. Technology can and will bring diverse viewpoints together with the transparent debates needed to come to coordinated solutions. These open technologies today encompass the powerful capabilities in our innovation systems today: open source #AI models, permissionless #blockchain, community #web3tokens, interoperable #metaverses, among the many public goods enabled by emerging technologies. Our social relationships provide the universal values and effective direction for such innovations to impact our world towards positive sum growth. “Plurality” is the central subject of a new book by Microsoft’s internal economist Glen Weyl and Taiwan’s former Minister of Digital Affairs Audrey Tang. That book collects ideas in a donation supported ebook.

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Icos Capital Innovation Summit is approaching. I am looking forward to once again meet with the Industry leaders and discuss #accelerating #sustainability!

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𝗟𝗲𝘁'𝘀 𝗻𝗼𝘁 𝗹𝗶𝗺𝗶𝘁 𝘁𝗵𝗲 𝗰𝗼𝗻𝗰𝗲𝗽𝘁 𝗼𝗳 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝘁𝗼 𝗱𝗲𝗳𝗲𝗻𝗰𝗲. Last week, we saw how a funding round like that of our portfolio company Black Semiconductor introduced a new element of technological sovereignty in Europe. €250m in public and private funding to launch a new #semiconductor industry, an industry that has long been neglected in Europe. The development of semiconductors takes place in the US, production in Asia. The result is 100% dependence on players there and zero resilience when supply chains are disrupted in times of crisis. This is evident in the case of the Covid-19 pandemic and the war in Ukraine. That’s why we need to understand #resilience in broader terms: not just independence in terms of #defence and security, but technological #sovereignty as a whole. We must invest in key enabling technologies like semiconductors. They are the foundation of everything we do now and will do in the future when it comes to #AI and high-performance computing. Read my two cents here: https://lnkd.in/eQRyQr-V

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Space tech-focused investment firm Seraphim Space Space launched its second VC fund, SSV II, to back early-stage startups in the global space tech market. The fund aims to build a portfolio of 30 startups, investing in seed and Series A stages. The latest fund's target size is larger than its predecessor's, which closed at £70M ($90M) in 2017. The fund's investment themes include AI applications for space data, in-orbit computing, space-enabled communications, and microgravity for science. Eutelsat is one of the limited partners that contributed to the latest fund. Seraphim Space aims to stand out with its track record, having returned three times the original investment from its first fund. The first fund's returns were driven by five exits, including Siemens' acquisition of UltraSOC and four IPOs of Arqit, AST SpaceMobile, Nightingale, and Spire Global. The British firm listed its growth fund Seraphim Space Investment Trust (SSIT) on the London Stock Exchange in July 2021, getting about £250M (~$300M) in gross proceeds. The fund's market cap touched an all-time low of £130M ($162M) in July 2023. The market for space tech is expected to grow significantly, with the World Economic Forum and McKinsey estimating it could be worth $1.8R by 2035.

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Amid the rapid innovation in PE portfolio monitoring technology, Holland Mountain and Chronograph hosted a panel discussion on how modern solutions are unlocking exciting new functionality that gives managers a competitive edge.   I was pleased to share my views on this topic alongside Charlie Tafoya, Sam Price and Billy Dix. If you missed the event, our recap article highlights opportunities with data warehousing and #AI and outlines the strategic approach firms must take for successful technology implementation.   Read it now 👉 https://lnkd.in/eGAz7j2s #privatemarkets #privateequity #portfoliomonitoring

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Congratulations to GrayMatter Robotics on their successful Series B! Ever since their Seed raise in 2021, we at B Capital have been convinced of the power of their AI solutions to solve big challenges in the manufacturing sector.   Global manufacturing is facing serious labor shortages—a US Chamber of Commerce report from earlier this year estimated 30% of jobs in the sector are currently unfilled, and that number is expected to grow.   The dominant automation solutions still rely heavily on human programmers and operators, which leads to slower production times, higher costs, more material waste, and less precision in the final product.   We're always looking for founders who have smart, scalable ideas that disrupt the status quo in critical industries, and that’s exactly what we found in Ariyan Kabir.   See GrayMatter's AI-powered Robotics-As-A-Service solutions in action: Gabe Greenbaum Anuj Varma

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𝗘𝗨 𝗔𝗰𝗰𝗲𝗹𝗲𝗿𝗮𝘁𝗲𝘀 𝗧𝗿𝗮𝗻𝘀𝗽𝗼𝗿𝘁 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 Last month, the EU Future Mobility Taskforce issued a joint call to action aimed at positioning Europe as a global leader in transport innovation. The Taskforce was established in January and consists of CEOs and founders of 18 of Europe’s most influential private mobility companies and start-ups. At its launch meeting, the Taskforce explored ground-breaking initiatives like Drone Strategy 2.0 and future Hyperloop regulatory frameworks.   The European Commissioner for Transport, Adina Vălean, stated that “Europe has the potential to become a global leader in mobility innovation, we owe this to our citizens and to our economy’s competitiveness.”   On 21st May Axis Tel Aviv will be hosting a dynamic panel discussion on the future of mobility. We will explore the latest trends in leveraging AI, sensors and big data to revolutionize transportation. Industry leaders will address challenges, predict future developments and showcase innovative solutions. Selected Israeli startups will pitch their mobility solutions, followed by an interactive Q&A session. There’s still time to register and join us in Tel Aviv on 21st May! Further details here: https://lnkd.in/dNsxUWfE #transport #mobility #smartmobility #innovation #AI #artificialintelligence #startups #telaviv

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I am having lenghty discussions with #investors and #assetmanagers over how you value a high-growth tech company these days? And then how do you value a great #IoT #cloud #platform with 5 year 68% revenue CAGR (2019-23) and expected 3 year 40+% revenue CAGR (2024-26) with 25+% EBIT margin (2024)? I am having this discussion over and over again in the last couple of years. With the help of Yoram Wijngaarde of Dealroom.co I found another answer to this question. Yoram Wijngaarde has recently presented Bessemer Venture Partners #valuation approach for high #growth companies, the Rule of X. They built a great visual and ploted different companies using this valuaton approach. If you apply the Rule of X to Shelly Group ($SLYG) then the company should be positioned far right on x axis at 145% which corresponds to 20x-25x '24 revenue, plotted on y axis. The company should be plotted far upside-right, just outside the graph. Applying Bessemer Venture Partners #valuation approach to this great company we arrive at €2.1B-2.6B #cap for Shelly Group ($SLYG) sometime 2H 2024, given their €105M revenue target (2024). It trades at €670M cap right now. $SLYG is a great stock with much upside potential. #public #soonicorn Undervalued. DISC LONG

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#apples Apple announced significant progress towards its goal to decarbonize its value chain, including revealing that more than 320 suppliers – representing 95% of the company’s direct manufacturing spend – have now committed to use 100% renewable energy for Apple production by 2030, up from around 250 suppliers last year. Emissions from the product manufacturing represents nearly two thirds of Apple’s carbon footprint, with electricity use as the single largest contributor. Addressing these emissions forms a major part of the company’s strategy to achieve its ambition to become carbon neutral across its entire business, manufacturing supply chain, and product life cycle by 2030, a goal set by the company in 2020. https://lnkd.in/dAKi8vXD

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