When we first learned of Nelly’s mission, we were intrigued: Revolutionizing the administration of medical practices – and thus disrupting the healthcare industry for the better. After we met the team, we knew: We believe in them.

First, we went deep: together with Nelly’s founders and across every question that mattered.

Then, we brought them together with a household name in European healthcare, owned within our ecosystem, creating a mutually beneficial connection. This arc helped Nelly grow into one of the most exciting stories in European Healthtech. To be continued.

What drew us to Claroty is that we’re in the same business. Well, technically, we aren’t: arc is an investment firm while Claroty builds security solutions for cyber-physical systems.

But we’re both in the business of building bridges: between the physical and the digital world, between industry and tech.

Today, Claroty is a category leader in their sector. We joined earlier – and helped them scale across Europe. Through our industrial network, they won household-name European clients fast.

One of our firmest beliefs is also one of the simplest: Being a good partner pays off. For everyone involved. While we could pick almost anyone from our ecosystem as an example, let us talk about our close partner Team8: We’re from different countries and cultures, have different histories and backgrounds.

But over years of working together, we’ve built a fundamental trust: in each other’s expertise, in each other’s opinion and in each other’s methods of validating, derisking and acceleration. In other words: It’s a match.

For both of us – and for all companies that we decide to back together.

Everyone talks about community, but few do it right. Our friends at Zero Prime Ventures, however, have always understood what it takes: sincerity. For over a decade, they’ve been bringing together the brightest minds in AI for their annual AI Council conference.

From OpenAI, Anthropic, NVIDIA, and Google to Sequoia, Founders Fund, Menlo Ventures and Andreessen Horowitz: the AI Council community are the people who shape the future of tech and AI. And Zero Prime Ventures have been part of this frontier community from day one.

When we joined their journey, we quickly realized that we share a common philosophy: creating meaningful connections is the central value that investors can generate for founders. That’s why we’re glad to be partners and regular co-investors alongside Zero Prime Ventures.

We love new technology, and yet we know: every new era comes with new risks. Which is why we were immediately intrigued by Frame Security’s idea when our partner fund Team8 introduced us.

The team behind Frame did not only have impressive track records – which included leading roles at Wiz, Bionic, and Team8 –, they had a fundamental insight: where novel threats arise, old defense mechanisms are no longer effective. So they set out to change the way organizations train their people in security awareness – adapted to the age of AI.

This, for us, is what being on the frontier of technology truly means.

Investing in a company that doesn’t exist: What may sound absurd is exactly the reason why Lucid Capital is one of our closest partners.

The Berlin-based fund has a concentrated portfolio and a simple thesis: backing European AI-first companies from day zero. Which sometimes means: backing founders before they have even created the company itself. This level of conviction takes a lot of expertise, a strong operator mindset and excellent connections – all of which Lucid has.

After multiple co-investments, including Conduct AI, we can confidently say: when you’re sure about something, „too early“ does not exist.