Kompas VC Adapts Investment Strategy to Regional Differences and Long-Term Industrial Opportunities

Wed, 29 Apr 2026 05:58:00 +0200

Kompas VC, a European venture capital firm, is addressing the complexities of investing in a world increasingly divided by cultural, political, and economic differences. The firm has launched a new €160 million ($187.5 million) fund to support startups focused on industrial competitiveness, sustainability, and physical goods production. According to partner Sebastian Peck, the global economy now largely revolves around three key spheres: the U.S., Europe, and China, each following distinct trajectories. Kompas aims to back companies that enhance decarbonization, productivity, and risk management, avoiding the current hype around AI and fast-growth tech. The firm emphasizes regional sensitivity, noting that solutions like prefab housing may succeed in Scandinavia but face cultural and market limitations elsewhere. Despite these challenges, Kompas sees opportunities for smaller, specialized funds to identify niche markets and provide early-stage support. Their strategy relies on long-ter