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Notion Capital

GBB2B SaaSAI/MLFintechEnterpriseCybersecurityDeep Tech

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Investment thesis

Notion Capital backs European business software founders from early traction to $100M+ in revenue, focusing on B2B SaaS, cloud, fintech, and AI-driven application-layer software. The firm operates dual venture and growth funds, leading Seed and Series A rounds and providing follow-on capital via dedicated growth vehicles. It targets four AI-era categories: Knowledge (AI-accelerated SaaS), Money (fintech), Labour (AI-as-services), and Machines (AI in the physical world), while also investing in cybersecurity, defense tech, and supply chain resilience aligned with European sovereignty priorities.

Recent investments

CompanyRoundSizeDate
UpcitiOctober 2025
Quantum SystemsNovember 2025
IsembardApril 2025

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