About this episode

Nils Eiteneyer discusses the advantages of vertical SaaS in the context of AI and early-stage investing.

Episode 106: Capnamic: Nils Eiteneyer on Spotting "Unsexy" Multi-Decade Themes and Why Vertical SaaS Still Rules in the Era of AI In this episode, I sit down with Nils Eiteneyer , Partner at Capnamic , a premier early-stage venture capital firm based in Germany. Nils brings his background as an ex-operator and McKinsey advisor to explain Capnamic's rigorous approach to early-stage investing through their fourth fund . He shares a masterclass on navigating the intersection of deep tech and structural pressure, explaining why "unsexy" agricultural problems offer the biggest market opportunities, how to build a defensible data moat against big tech, and why the current AgriFood funding winter is actually creating the highest-quality, economically resilient companies we've seen in years. 🎧 Listen to the full episode to hear Nils break down the mechanics of vertical software integrations, why horizontal SaaS is exposed to AI democratization, and how Capnamic collaborates intensely with a select handful of founders each year to build the next generation of category leaders. Key Facts: Capnamic Nils Eiteneyer: https://www.linkedin.com/in/dr-nils-eiteneyer/ Website: capnamic.com…

People in this episode

Host: Alex Shandrovsky

Guest: Nils Eiteneyer

Topics covered

• Vertical SaaS
• AI
• AgriFood
• early-stage investing
• deep tech
• B2B tech

Keywords

• Vertical SaaS
• AI democratization
• AgriFood funding
• deep tech
• early-stage venture capital

Mentioned in this episode

Organizations: Capnamic, McKinsey

Places: Germany, Cologne, Berlin, Munich

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