EUVC #198 Stefan Walter from Cavalry 🤠 on leveraging a 250+ LP base & investing with conviction

Today we’re excited to introduce you to Stefan Walter, Co-Founder and Managing Partner at Cavalry Ventures, one of Europe’s leading early stage funds or as they say themselves:"Rather than focusing on a particular vertical, we focus on a specific stage, which is the “as early as it makes sense for the company” stage. We invest early, often pre-product and pre-revenue."And the Cavalry stable is full of champions, counting the likes of Afilio, Aleph Alpha, AMPECO, Anyone, BRYTER, Charm, Clarisights, Flip, Forto, Kinnu, Lhotse, Loctax, McMakler, Nory, Oblivious, Origin, Patronus, PlanRadar, Plantura, Planetly (acq. by OneTrust), REKKI, Rouvia, SERA Intelligence, ShowHeroes, Sofía, SPREAD, Upper, Usercentrics, WhenThen (acq. by Mangopay), and many more incredible companies. Check out their Crunchbase profile for a full overview.Dive in for an episode covering:Stefan’s Journey into VentureThe Birth of Cavalry: A New Kind of Fund Taking a stance on "VC is a people's business, and it's not scalable"The Deep DiveThe Origins of the Cavalry name & how to turn your LP base into a CavalryThe Cavalry SystemStefan’s shout-out to some special people in the ecosystem 💌Stefan’s Three Biggest LearningsTeam Beats Idea.Conviction Over Hype.If It Seems Too Good to Be True, It Probably IsThe Quickfire Round 🔫Think about the difference between urgent and importantEmbark on your fundraise with eyes open and realistic expectationsVC can be a surprisingly tough balancing actVertical consumer software is super exciting.