Dawn Capital

“...The CEO logs in as usual, and gathers daily updates from the team. The Chief Technology Officer is suggesting a new feature to ship. The Chief Product Officer wants to redesign the ERP integration. The Chief Revenue Officer is showing off the new pipeline. The CCO is discussing the latest customer health and product feedback. The CISO has found a new privacy conflict, which they are addressing with a newly-revised infrastructure set-up. This sounds like every software business you’ve ever heard of. But the difference is that the CEO’s teammates are entirely AI, not human.” 💡 Our latest deep dive looks at the potential of AI agents and its impact on software development and beyond. Our investors Shamillah, Nils and Zoe interviewed leaders at five of the most exciting companies in the space: Ben Peters at Cogna, Anton Osika at Lovable, Dimitri Masin at Gradient Labs, Hasan Sukkar from 11x.ai, and Iván Martínez Toro at Zylon by PrivateGPT. Thanks also to Owen, our former colleague and Meryem Arik CEO of TitanML for their input to the article. 🔗 Read it here: https://lnkd.in/ey3AfG5E

🎧 Part 2 of IMD’s podcast series, Capital Conversations is now live: Specialisation in Action: Inside a Specialist VC's Playbook for Success. 💡 In this episode, Evgenia shares Dawn’s strategy for becoming Europe's leading specialist B2B software investor. She discusses the role of diversity in building a strong team, the advantages of a specialised investment approach, insights into our investments in companies like Dataiku and FLOWX.AI - and much more!  🔗 Listen here: https://lnkd.in/eDChbxjK

🎙️ Yesterday, we hosted Boardwave and its community of female founders and investors at the Dawn office for a breakfast discussion on investment journeys. A huge thank you to our panellists: our very own, Shamillah Bankiya; Andrea McKinnon of Crowdcube, Ayesha Ofori of Propelle, Saasha Celestial-One of Olio • Share More, Waste Less, Sarah McVittie of Dressipi, Victoria Peppiatt of Savi, and Yee Mun T. of Angel Academe - increasing female investment, for sharing tips on funding, pitch decks, angel investing and attracting VC attention. Special thanks to Dawn Marriott of Hg and Hephzi Pemberton of Honordex for moderating the panels. The event ended with a matchmaking service to connect members with those who can provide help with their current business challenges. Stay tuned for the next event at Dawn! 👀👋

📣 We are happy and very proud to announce our nomination for the prestigious EY Entrepreneur of the Year award in the Startup/Scale-up category 🚀 This recognition is due to our status as a young company with a dynamic team full of drive and high potential. Our product and go-to-market strategy have proven to be solid with over 10,000 merchants and achieving €20,000,000 ARR. We owe this success to our customers, and we want to thank each and every one of you for your trust in us as business owners in your everyday life 🫶 EY #startup #scaleup

If successful, the Federal Trade Commission's action to ban non-compete agreements across the US means teams will have to work out new, tailored approaches. That’s why Chloe, our Portfolio & Talent Associate, hosted a DawnTalks session alongside Ann Bevitt and Ryan Vann, Partners at global law firm Cooley LLP, to share their insights on the future of non-competes with our portfolio companies. Key tips from the session included: 💡 Founders and legal teams should stay informed and prepare for potential restrictions or bans on non-compete agreements by implementing positive, incentivising approaches 💡 To retain talent in the absence of non-competes, companies could consider implementing different incentives, such as equity stakes, or restrictions like garden leave 💡 Look to add robust confidentiality clauses into offer letters 💡 For now, in the UK and the EU, it can work well to implement shorter non-competes and longer restrictions preventing dealmaking and poaching Stay tuned for the next DawnTalks session. 🎤

Earlier this week, we announced our participation in Omi's $13M Series A funding round. Omi's platform aids marketing teams in creating engaging, cost-effective content with 3D-designed, AI-generated product visuals, all at the speed of modern e-commerce. Omi is seeing a huge surge in customer demand since its Seed round - and we’re excited to support Hugo, Paul, and their fantastic team on their journey to leveling up. 📈 🔗 Read more on why we are reinvesting in Omi: https://lnkd.in/e4TzUEbW

👋 Join us at our London office on Tuesday 9th July, 6pm alongside LifeX Ventures for ‘AI x Bio: Scaling in Techbio Today’! This event will feature fireside chats and panels with Meri Beckwith, co-founder of Lindus Health, Mostafa ElSayed, co-founder and CEO of Automata, Darius Meadon, CMO of Owkin and Judy Boniface-Chang, Chief Customer Officer of Birdie. Get an insider look of how AI is changing the game in bio and what really works to scale up in health. 💬 Come along to meet techbio founders and individuals serving scientists, doctors, patients and those powering advancements in: GLP1, stem cell, clinical trials and more. Plus your favourite investors and collaborators in the space. 🎟 Space is limited so confirm your place by registering here: https://lnkd.in/exCianKT

Dataiku has been named a Leader in the 2024 Gartner Magic Quadrant for Data Science and Machine Learning Platforms for the third time running and has been placed furthest on the "Completeness of Vision" axis! 🚀 We couldn't be prouder of their continued success. Congratulations to Florian and the team! 👏 Dataiku has showcased the strengths highlighted by Gartner in their report. Read more here: https://lnkd.in/e93xXEF4

Bondaval, a leading London-based insurtech, has announced the release of its first trade credit insurance product, designed to provide greater certainty over credit risk cover while reducing administrative burdens. The news follows on from the recent funding announcement that saw Bondaval raise £15 million led by the seasoned investor Dawn Capital, who was an early backer of iZettle, Quantexa and Tink. “One of Bondaval’s core principles has been to give our customers certainty in the cover we provide to them. We first achieved that through our on-demand, surety-based instrument, the MicroBond,” said Tom Powell, CEO, Bondaval. Sandy Forster, VP Product also stated: “We’re doing that by giving our end-users powerful tools within a clear, elegant user experience that mirrors the consumer-grade software they use in their personal lives.” Read the full story here: 👉 https://lnkd.in/eNVkh2_t #insurtechinsights #insurancenews #creditinsurance #bondaval

Our GP Evgenia was featured in IMD’s podcast series, ‘Capital Conversations’, in the episode, ‘Specialisation in Action: Inside a Specialist VC’s Playbook for Success’. In Part One, Evgenia speaks to .Raphael G. about the ‘Dawn Map’ and insights as a specialist investor. Part 2 to follow! 👀 🔗 You can listen to Part 1 on the following platforms…👇 🎧 IMD Website: https://lnkd.in/eTmRKvUv 🎧 Apple Podcast: https://lnkd.in/evFBx42v 🎧 Spotify: https://lnkd.in/esHm33nA