01
Sovereign infrastructure
Compute, energy grids, and industrial software that keep European supply chains independent and defensible against geopolitical shocks.
- Dual-use potential
- Regulated procurement paths
- Hardware / software convergence
/ Thesis
Europe doesn't need more capital. It needs sharper capital.
Effectus EU concentrates capital in categories where European strength — regulation, engineering depth, and an industrial base — becomes a durable moat rather than a drag. We fund fewer companies, harder.
02
Applied intelligence
AI systems embedded in regulated verticals — health, finance, mobility — where accuracy, provenance, and auditability are non-negotiable.
- Proprietary datasets
- Domain-native founders
- Enterprise design partners
03
Climate-positive economics
Businesses where every additional unit removes cost and carbon simultaneously. Unit economics before ideology.
- Positive gross margin at deployment
- Policy tailwind, not policy dependence
- Deployable across ≥3 EU markets
Ticket sizes
Seed through Series B.
We follow on aggressively into positions we already know, and reserve 50% of every fund for exactly that purpose.
Seed
€250K – €2M
Founding team + prototype in market
Series A
€2M – €10M
Repeatable GTM in ≥ 2 EU markets
Series B
€10M – €25M
Category-defining scale + operating leverage