I am working on my fund thesis - What feedback would you have? Be highly critical if you can...
Nexus Capital is a €XM early-stage fund investing in European consumer technology companies with unfair technological advantages.
We back founders building proprietary systems using cutting-edge technology to reinvent traditional consumer categories, not just improve them, through vertical integration, network effects & AI-driven competitive advantages.
Our contrarian thesis targets overlooked opportunities where technology can create category-defining companies with strong competitive moats and increasing returns.
By focusing exclusively on companies with increasing returns characteristics, proprietary technology, and monopolistic potential, we aim to generate extraordinary returns through a concentrated portfolio of high-conviction investments.
“We believe the most valuable companies of the future will own both the consumer relationship and the production capability, eliminating intermediaries and capturing unprecedented value”