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Molly Alter

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  1. Sourcery with Molly O'Shea51 min

    Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases

    Molly Alter, Molly O'Shea

    North Zone partners Molly Alter and colleagues outlined the firm's $4 billion strategy to capitalize on Europe's 12% year-over-year VC growth and its emerging status as a hub for vertical AI and hybrid SaaS. The discussion detailed how the firm leverages cross-regional insights to target capital-efficient startups in sectors ranging from government automation to software-defined hardware, prioritizing founders with extreme intensity and a customer-centric ego. By framing strict European regulations as innovation drivers and maintaining a meritocratic culture focused on long-term returns, the panel argued that the region offers superior risk-adjusted outcomes compared to the hype-driven US market.