KOMPAS VC

What KOMPAS VC does

KOMPAS VC (legal entity: Kompas Management ApS, registered in Hørsholm, Denmark) is an early-stage venture capital firm founded in 2021 by Sebastian Peck, Talia Rafaeli, and Andreas Winter-Extra. The firm manages €300 million across two fund generations and invests Seed-to-Series B with initial cheques of €1.0m–€5.0m into founders building enabling technologies for physical industries across Europe, North America, and Israel. Its investment thesis is structured around eight industrial transformation domains — Agentic Industrial Stack, Physical AI, Next-Generation Compute, Low-Carbon Energy & Grid Resilience, Pre-emptive Cybersecurity, Bio-based Materials & Circularity, Optimising the Trades, and Auditable AI Governance — and is operationally organised across four vertical focus areas (industrial decarbonisation; manufacturing, supply chain and logistics technology; real estate and construction technology; enterprise risk management).

The portfolio comprises 25+ active companies spanning enterprise AI (Timefold scheduling optimisation, Backslash AI-native application security, Prewave supply-chain risk, Beamup AI supply-chain agents, Arvist Vision-AI), industrial data infrastructure (United Manufacturing Hub), advanced materials (Epoch Biodesign enzymatic recycling, Tynt electronic tinting, Material Evolution low-carbon cement, Helios sodium-iron extraction, Again CO₂-to-chemicals), semiconductors (Neologic energy-efficient CPUs), space-based radar (Array Labs), carbon capture (CyanoCapture), energy (Found Energy, Tibo Energy), robotics (Fruitcore Robotics), and construction/PropTech (StructShare, Ecoworks, Vizcab, Findable, Minut, Treble, Optiml). Distribution channels are partner-led direct investment, a self-serve founder pitch intake (kompas.vc/form), and co-investment in rounds led by other VCs and strategics.

The firm generates revenue through standard VC fund management fees on committed and invested capital, performance-based carried interest from portfolio exits (notably the 2024 Sustain.Life exit to Workiva for $100 million), and value-added platform services — Strategic Value, Portfolio Development – Manufacturing, Strategic Partnerships & Insights, and Marketing — that support portfolio companies from early traction to commercial scale. Limited partners include VKR Holding (anchor LP since Fund I, sharing the Hørsholm registered address) and Realdania (new LP in Fund II). The firm is supported by memberships in Venture Climate Alliance and Proptech Denmark, operates four European offices (Amsterdam, Barcelona, Berlin, Copenhagen), and reaches founders and LPs through content marketing, conference presence, and earned media in tier-one tech press.

Name

KOMPAS VC

Legal name

Kompas Management ApS

Website

https://kompas.vc

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

KOMPAS VC is an early-stage venture capital firm managing €300 million across two funds, investing Seed-to-Series B (€1m–€5m tickets) into founders building enabling technologies for physical industries — industrial AI, manufacturing, energy, built environment, and advanced materials — across Europe, North America, and Israel.

Ownership category

akta.pro rank

Product category

Early-Stage Venture Capital

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Venture Capital Fund-of-Funds (FSANAGAC)

akta.pro secondary industries

Corporate Fintech / Insurtech CVC (Financial-services-led CVC) (FSANAHAK), Sustainable Private Markets (Impact PE/VC, Private Credit, Infrastructure) (FSAAALAG), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG)

Keywords

• Early-stage venture capital
• Industrial technology investing
• Climate tech venture capital
• Seed to series B funding
• Physical industries investing

Headquarters

HQ city

Copenhagen

HQ country

Denmark

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund management fees: Recurring management fees earned on assets under management (€300M AUM across two fund generations as of 2026). Standard venture capital management fee model on committed/invested capital across Fund I and Fund II.
2. Carried interest / fund performance returns: Performance-based economics from Fund I and Fund II investments in portfolio companies, including realized exits (e.g., Sustain.Life acquired by Workiva). Returns driven by long-horizon appreciation of early-stage industrial tech investments.
3. Value-added platform services (incl. portfolio development, strategic value, marketing): Internal Platform team (Head of Strategic Value, Portfolio Development Manager — Manufacturing, Head of Marketing, Strategic Partnerships & Insights) provides portfolio support as part of the value proposition to founders, supporting retention and follow-on fundraising that ultimately drives fund performance.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

KOMPAS VC is an early-stage venture capital firm that invests Seed to Series B with €1.0M–€5.0M initial cheques into founders building enabling technologies for physical industries — including manufacturing, energy, logistics, infrastructure, and the built environment. The firm manages €300M in AUM across Fund I and Fund II (final close €160M in April 2026), backed by LPs including VKR Holding and Realdania, and applies a proprietary eight-domain industrial investment thesis to portfolio construction across Europe, North America, and Israel.

Product overview

KOMPAS VC (legal entity: Kompas Management ApS, registered in Denmark with VAT DK-42558249) is an early-stage venture capital firm — not a single software product — whose core 'offerings' are its investment vehicles plus a curated portfolio of 25+ portfolio companies. The platform-plus-funds architecture is: (1) Kompas VC Fund II (the current €160m vehicle, closed April 2026, investing Seed to Series B at €1.0m–€5.0m tickets across Europe, North America, and Israel) and (2) Kompas VC Fund I (predecessor vehicle launched in 2021). These funds back a portfolio of named industrial-technology companies grouped across four investment focus pillars: Industrial Decarbonisation, Manufacturing/Supply Chain/Logistics Tech, Real Estate & Construction Tech, and Enterprise Risk Management. The portfolio spans enterprise AI products (Timefold scheduling optimisation API, Backslash vibe-coding security platform, Prewave supply chain risk, Beamup AI supply chain agents, Arvist Vision-AI warehouse automation, AZX AI transformation partner for critical industries), industrial data infrastructure (United Manufacturing Hub's Unified Namespace), real estate decision intelligence (Optiml REDI), advanced materials (Epoch Biodesign enzymatic recycling, Tynt electronic tinting, Material Evolution low-carbon cement, Helios sodium-iron extraction, Again CO₂-to-chemicals biomanufacturing), semiconductors (Neologic energy-efficient CPUs), space (Array Labs formation-flying radar satellites), carbon capture (CyanoCapture), energy (Found Energy, Tibo Energy), robotics (Fruitcore Robotics), construction procurement (StructShare, Ecoworks, Vizcab, Findable), property IoT (Minut), acoustic simulation (Treble), and ESG software (Sustain.Life, exited to Workiva). The firm's own website (kompas.vc) acts as the supporting platform surfacing portfolio details, team, news, events, and a pitch intake form, with offices in Amsterdam, Barcelona, Berlin, and Copenhagen.

Differentiator

Problem solved

Functional benefit

Quantifiable outcome

• €300 million total assets under management across Fund I and Fund II
• +4 more outcomes

Named customers15 records

Segments7 records

Ideal customer profiles2 records

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• Y CombinatorcoreStrategic or Co-development Partner · 1 January 2026Co-investor in Array Labs' $20M Series A since Array Labs emerged from Y Combinator. YC continues to participate in subsequent rounds, representing an ongoing strategic alignment around space-based radar and dual-use technologies.
• Venture Climate AlliancecoreOthersIndustry association membership signalling leadership in climate-aligned venture capital; reinforces positioning to LPs and founders operating at the intersection of climate and industrial technology.
• Proptech DenmarkcoreOthersIndustry association membership supporting the PropTech Symposium and Nordic Proptech Awards; provides deal-flow access and visibility across the Nordic PropTech ecosystem.

Scale indicators11 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Planet A Ventures: German-based science-driven sustainability and industrial-tech VC. Direct peer: KOMPAS and Planet A co-led Optiml's €8M Seed round and both invest Seed-to-Series B into European climate/industrial startups with sector-specialist theses.
• Energy Impact Partners: US/Europe-based VC investing across the energy transition and industrial decarbonisation spectrum. Directly comparable to KOMPAS in thesis (energy, decarbonization, industrial software) and stage (early to growth), with a similar LP base of utilities and corporates.
• 2150 (formerly Atomico's urban-tech spin-out): European VC investing exclusively in technologies for the built environment and urban infrastructure. Closely comparable thesis to KOMPAS's "Real Estate & Construction Technology" pillar, with similar ticket sizes and stage focus.
• Alstin Capital: European early-growth VC investing in B2B SaaS and enterprise software. Led Timefold's $13M Series A with KOMPAS participation; comparable European enterprise-AI thesis and Seed-to-Series B ticket sizing.
• Closed Loop Partners: US-based investment firm focused on circular economy, advanced materials, and sustainable manufacturing. Comparable to KOMPAS's bio-based materials, circularity, and advanced-materials portfolio companies (Epoch Biodesign, Material Evolution, Helios, Again).
• A/O PropTech: European PropTech-focused VC investing across the built environment value chain. Directly comparable to KOMPAS's Real Estate & Construction Technology pillar, with overlapping portfolio themes in decarbonization, building documentation, and energy retrofits.

Broad incumbents

• Breakthrough Energy Ventures: Bill Gates-backed climate-tech fund deploying >$1B across industrial decarbonization, energy, and advanced materials. Overlaps with KOMPAS on the industrial-decarbonization thesis but operates at much larger cheque sizes and later stages.
• Earlybird Venture Capital: Established European early-stage VC with deep industrial-tech and sustainability exposure. Comparable in European Seed-to-Series B ticket sizes and industrial-tech orientation but operates as a generalist across multiple sectors including fintech and digital health.

Emerging players

• Hitachi Ventures: Corporate venture arm of Hitachi investing in industrial-tech, energy, and digital transformation. KOMPAS and Hitachi Ventures co-invested in Tibo Energy's €6M Seed round; both back AI-driven industrial/energy startups across Europe.
• Maniv (Mobility): Israel/global VC focused on mobility and adjacent industrial technologies. KOMPAS and Maniv co-invested in Backslash Security's $19M Series A; both invest from Israel into enterprise/industrial software with European reach.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/kompasvc
• Xx.com/kompas_vc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments41 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about KOMPAS VC