Latest fund size
$187M
Announced
April 30, 2026
Global HQ
Netherlands
Members only
Check size
$3M – $5M
Members only
Stage focus
Pre-Seed, Seed
Members only
Regions of investment
Europe
Members only
KOMPAS VC is an early-stage venture capital firm founded in 2021 with offices in Amsterdam, Copenhagen, Berlin, and Barcelona. The firm backs founders building technologies that improve productivity, resilience, and decarbonization across physical industries including manufacturing, energy, logistics, and the built environment.
Members only
Names, roles, emails and LinkedIn profiles for the team, plus the fund's website.
KOMPAS focuses on industrial tech companies addressing three converging pressures on the physical economy: CO₂ emissions and decarbonization mandates, productivity gaps in legacy manufacturing and construction, and supply chain fragmentation driven by geopolitical shifts. Specific sectors include advanced materials, energy optimization, bio-based manufacturing, AI-driven supply chain intelligence, and modular construction technology.
The firm applies a geopolitical lens to every investment, evaluating not just a startup’s technology but whether its home market is large enough to deliver standalone venture returns as the U.S., Europe, and China increasingly diverge into separate economic spheres.
Members only
What the fund looks for in founders and which sectors it backs.
KOMPAS VC Fund II closed at €160 million in April 2026, following a first close at €150 million. The fund will invest in up to 25 early-stage companies across Europe. Fund II attracted support from existing backer VKR Holding and new institutional investors including Realdania, a Danish philanthropic investor focused on the built environment. The fund has already deployed into seven companies across bio-manufacturing, energy simulation, space intelligence, AI supply chain tools, and construction technology.
Members only
Fund size, LPs and track record.
Leadership
Sebastian Peck is a Founding Partner overseeing the Amsterdam office, with a focus on the Nordics, UK, France, and Benelux. He previously managed BMW’s venture arm InMotion Ventures from 2016 to 2021, and before that was co-founder and CFO/COO of Digital Science, a scientific software company. He began his career at Boston Consulting Group and UBS Investment Bank’s TMT advisory team. Andreas Winter-Extra is a Founding Partner based in Berlin. Talia Rafaeli is a co-founder of the firm.
Investment Strategy
KOMPAS writes early-stage checks between €3 million and €5 million into European startups. The firm evaluates not just a company’s technology but whether its home market is large enough to generate standalone venture returns, an increasingly relevant lens as global economic fragmentation deepens. Fund II targets up to 25 investments across its four geographies.
Notable Investments
The KOMPAS portfolio includes companies across industrial AI, energy, and construction:
Other
The firm focuses exclusively on European founders and applies a geopolitical lens to its investment thesis, assessing whether target markets are large enough to generate returns independently of U.S. or Chinese market access. KOMPAS views the physical economy’s transition as a multi-decade opportunity driven by regulation, energy costs, and global trade restructuring.
Members only
Leadership, investment strategy, notable investments and exits.
