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Cem Sertoglu

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  1. 20VC with Harry Stebbings1h 5m

    Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228

    Cem Sertoglu, Harry Stebbings

    This event details the exceptional performance of Fund One, which achieved a 20x multiple on invested capital largely driven by a strategic $1 million seed entry into UiPath that eventually accounted for 85% of total proceeds. The speakers outline a distinct investment philosophy that prioritizes founder alignment over market traction, treating early-stage checks as long-term contracts rather than traditional trades. Furthermore, the discussion covers critical market insights, including warnings against current AI valuation bubbles and a critique of the "tourist capital" that inflated asset prices during 2021.