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D2 Fund

GBDEFRNLSEIEESITPTNOBECHDKB2B SaaSAI/MLFintechCybersecurityHealthtechClimateEnterprise

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Investment thesis

D2 Fund backs capital-efficient B2B software businesses in the UK and Europe, investing up to £2M via primary and secondary transactions. The firm looks for companies demonstrating 'efficient entrepreneurship' — staying lean, obsessing over customers and longevity rather than the next funding round — and mission-critical products that deliver a tangible, measurable ROI directly to customers' top or bottom lines. D2 offers a hybrid financing model (including its 'HERO' — Hybrid Equity or Revenue Option) that gives founders an off-ramp from the traditional VC treadmill. Rather than targeting a single outsized winner, D2 aims for a portfolio mortality rate of ~10% (vs. the 50–60% typical of seed funds), prioritising sustainable compounding growth and never pushing founders to raise capital simply to mark up D2's own books.

Notable quotes

The reality is that the standard venture capital model doesn't work for the majority of early venture-backed businesses. To qualify for VC, new startups are increasingly expected to spin a story about how they're going to be the next decacorn.

Amory Poulden · Sifted, 'A new fund for founders who want to get off the fundraising treadmill' · 2022-04-12

We're aiming for a mortality rate of 10% vs the 50-60% of most seed-stage funds. If half the portfolio makes 1-2x the original investment rather than going to zero, we don't need to invest in the next Google.

Amory Poulden · Sifted, 'A new fund for founders who want to get off the fundraising treadmill' · 2022-04-12

Understanding who you are doing business with is a time-consuming and uncertain undertaking. Xapien's solution delivers clarity amongst the noise, allowing companies to perform radically faster and more accurate searches on individuals and companies.

Amory Poulden · PR Newswire, Xapien £4.5M funding round announcement · 2023-04-01

Team

Amory Poulden

Recent investments

CompanyRoundSizeDate
Asterix HealthSeed2026-05-07
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XapienSeed2023-04-01
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AdsumSeed
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FloatSeed

Frequent co-investors

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