Investor Profile: KOMPAS VC — Thesis, Cheque Size & How to Apply

KOMPAS VC funding targets a gap most venture capital ignores: the physical industries that run the modern economy but still operate on ageing infrastructure and fragmented software. This profile explains how to get funding from KOMPAS VC, the Copenhagen-based investor backing enabling technologies for manufacturing, the built environment and other physical industries.

Thesis and investment focus

KOMPAS VC invests in enabling technologies for physical industries — tools that operate inside real industrial environments rather than software that asks a factory, building operator or logistics firm to rebuild its operations from scratch. Its thesis is that physical industries must do more with less: raise productivity, withstand operational and geopolitical risk, and decarbonise at speed, while the gap between what technology can enable and what industry can deploy stays wide. That gap is where KOMPAS invests.

Sectors, stages and cheque size

KOMPAS VC invests from seed through Series B across Europe, North America and Israel, with initial tickets of €1 million to €5 million. Sectors include manufacturing, the built environment, energy, advanced materials and logistics, with a focus on industrial software, robotics, cybersecurity, industrial AI and technologies improving the design, operation and maintenance of physical assets. A pitch promising only a carbon benefit, without a deployment path inside a live industrial setting, will struggle against this mandate.

Fund size and track record

Founded in 2021, KOMPAS VC now manages €300 million across two fund generations, according to its own site. Its second fund, Fund II, reached a final close of €160 million in April 2026, with existing investor VKR Holding joined by new limited partner Realdania. Fund II was expected to invest in up to 25 early-stage companies and had already backed seven at the time of its close. Its offices span Amsterdam, Berlin, Copenhagen and Tel Aviv.

Notable portfolio

Among the first Fund II companies were bio-manufacturing platform Epoch Biodesign, AI-driven energy simulation platform Tibo Energy and space-based 3D terrain intelligence company Array Labs. Earlier portfolio names include Material Evolution, StructShare and Sustain.Life, alongside companies featured on the firm's site such as supply-chain risk platform Prewave, construction technology company Beamup, retrofit specialist Ecoworks and construction software company Tynt Technologies. The common thread is technology that must work inside messy, regulated, real-world operations.

Partners and programmes

KOMPAS VC was founded by Sebastian Peck, Talia Rafaeli and Andreas Winter-Extra, and Rafaeli is a partner speaking for the firm on its second fund. Peck has described the firm's priority as understanding operational friction, from legacy infrastructure to complex buying cycles that stall transformation. KOMPAS runs no standalone accelerator; its value-add is specialist partnership — patient capital, sector expertise and a network of operators, corporates and partners helping companies move from early traction to commercial scale.

How to apply for funding from KOMPAS VC

Founders should approach KOMPAS VC through its website with a pitch built around deployment, not just invention. Lead with the industrial problem, the customer whose operations the technology improves, evidence from a real operating environment, and a credible path through procurement and scaling. Be ready to discuss adoption constraints in detail and to show why a €1 million to €5 million initial cheque is the right size for the next proof point. The firm's framing is execution-ready founders: teams that understand a technology's value is defined by its ability to integrate and scale in complex environments.