Kinetik

Partners Guy Sochovsky and Max Kufner make all investment decisions. The firm has no external investment committee or junior deal-lead structure. Both partners typically engage directly with founding teams from first meeting through term issuance, which allows for rapid decision-making without internal handoffs.

Sourcing runs through the partners' personal operator networks and a thematic research process. Kinetik does not accept cold inbound applications and does not attend large demo days as a primary sourcing channel. The firm maps specific enterprise software, fintech, and digital health sub-verticals internally, then proactively identifies founders working in those spaces across the UK, Germany, and the Nordics.

Kinetik prefers to lead or co-lead pre-seed and seed rounds as the first institutional check. The firm rarely participates in syndicates or follows multi-stage funds into deals where it cannot shape terms or board composition. This posture gives it concentrated ownership in its portfolio companies.

Kinetik generally does not co-invest alongside large multi-stage funds in competitive processes. The partners target deal environments where they are the only institutional investor at the point of commitment. When a portfolio company later raises a Series A or B, Kinetik will maintain its position but does not typically re-invest alongside the new lead.

The firm has stated no public exclusions, but its portfolio pattern suggests it avoids hardware-heavy deep tech, climate hardware, consumer social, and biotech. Partner commentary in public appearances has emphasized a preference for capital-efficient software businesses with near-term enterprise revenue paths, which implicitly excludes long-gestation science-heavy companies.