Early-stage venture capital firm Kompas VC announced today the final close of its second fund, Fund II, raising €160 million (USD$187.5 million) to invest in startups focused on for solutions for physical industries that accelerate productivity, resilience and decarbonization.
Founded in 2021 by Sebastian Peck, Talia Rafaeli, and Andreas Winter-Extra, Denmark-based Kompas VC focuses on backing industrial technologies aimed at digital transformation and decarbonization, including industrial AI, robotics and cybersecurity, designed to improve the design, operation and efficiency of large-scale physical assets.
The new capital will support technologies aimed at accelerating productivity, resilience and decarbonization across sectors including manufacturing, the built environment, energy, advanced materials and logistics. These industries are characterized by large-scale physical assets and complex, often with outdated systems and fragmented data, with regulatory pressure and legacy infrastructure making transformation both critical and challenging, according to the company.
According to the company, Fund II is expected to invest in up to 25 early-stage companies. The fund has already backed seven companies, including bio-manufacturing platform Epoch Biodesign, AI-driven energy simulation and optimization platform Tibo Energy, and space-based 3D terrain intelligence company Array Labs.
The new fund attracted support from existing investor VKR Holding alongside new investors such as Realdania which joins the fund as a limited partner (LP).
Talia Rafaeli, Partner at KOMPAS VC said:
“The industry is moving into a period of deep structural change. By applying AI directly to core operations, companies are starting to see material gains that were previously out of reach. This shift has refined our strategy: we are looking for ‘execution-ready’ founders who understand that in today’s market, the value of a technology is defined by its ability to integrate and scale within a complex, real-world environment.”
