At a time when venture capital is being reshaped by higher capital costs, longer exit timelines, and increasing specialization, building an institutional-quality venture portfolio has become both more critical—and more complex. When we sat down with Sion Evans, Managing Director at VenCap, in Vienna during 0100 DACH a few weeks ago, he made it clear that the answer lies not in overengineering portfolio construction, but in mastering its fundamentals.
As private equity adapts to a prolonged high-cost environment, investors are being forced to rethink how they source deals, create value, and deploy capital. Ahead of her appearance at 0100 Europe (April 21–23), we spoke with Geraldine O’Keeffe, Partner at EQT Healthcare Growth, about how one of Europe’s leading investment platforms is transiting today’s market dynamics—across healthcare, technology, and beyond.
