Insights

Perspectives on seed investing, technology, and company building

Research and perspectives

Our team shares frameworks, market analysis, and observations from working alongside exceptional founders at the earliest stage of their companies.

Seed stage conviction framework
Investment Thesis

The Seed Stage Conviction Framework: How We Evaluate Founders Before Revenue

 |  Maximilian Weil  |  9 min read

Before a product ships and before revenue accumulates, what signals matter most? We share the proprietary framework KnownWeil uses to evaluate founders at the earliest stage, covering the dimensions of insight, edge, grit, and co-founder dynamics that we weight most heavily in pre-revenue investments.

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European deep tech
Market Analysis

European Deep Tech in 2025: Why the Continent's Moment Has Arrived

 |  Isabelle Dubois-Laurent  |  11 min read

A convergence of talent, capital, and regulatory clarity is creating conditions for European deep tech to compete directly with Silicon Valley for the first time. This analysis examines the structural shifts in the European technology ecosystem and where we see the most compelling investment opportunities over the next three years.

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AI enterprise adoption
Technology

AI Enterprise Adoption Patterns: What Separates the Winners from the Hype

 |  Tobias Fleischer  |  8 min read

Eighteen months into the enterprise AI wave, clear patterns are emerging. We analyze what distinguishes companies seeing genuine ROI from those stuck in pilot purgatory, drawing on conversations with over 40 enterprise buyers and observations from our portfolio companies delivering AI-powered products.

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Seed round term sheet
Founder Resources

Navigating Your First Seed Term Sheet: A Founder's Practical Guide

 |  Sophie Marchand  |  12 min read

Receiving your first term sheet is exhilarating and disorienting in equal measure. This practical guide covers the ten terms that matter most in a seed round, how to think about valuation versus dilution, and the red flags in investor behavior that signal a difficult relationship ahead.

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Developer-led growth
Go-to-Market

The Developer-Led Growth Playbook: Building Community Before Company

 |  Isabelle Dubois-Laurent  |  10 min read

The most successful developer tool companies in our portfolio did not win by hiring a large sales team. They won by becoming genuinely useful to developers before asking for money. This piece traces the common architecture of successful developer-led growth strategies and the mistakes we have seen founders make when attempting to replicate the model.

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