Sonali De Rycker

Investment thesis

Emphasises that European founders now build globally from day one, and that ambition and market framing are the constraint rather than talent.

Communication style

Composed, global in perspective, focused on ambition and competitive reality. Politely relentless.

Red flags

• •Thinking regionally when the market is global
• •Under-ambitious framing
• •No path out of the home market
• •Weak go-to-market for enterprise buyers
• •Unclear differentiation against US incumbents

Signature questions

1. 1.Why is this a global company and not a European one?
2. 2.Who wins this market if you do not?
3. 3.What is your wedge into the US, and when?
4. 4.How do you compete with a US company that raises three times what you do?
5. 5.What is the honest state of your pipeline?