For too long, healthcare has been built around treating people once something goes wrong. I think the bigger opportunity is in helping people understand their health earlier and take meaningful action before problems develop.
@InfinitasCap we invest in businesses that can make preventative healthcare more accessible and turn advances in longevity science into something people can benefit from in their everyday lives.
The ambition should not simply be to live longer, but to spend more of those years in good health.
Sweden is the standout exception to Europe’s weak capital markets, according to our Co-Founder @RobinLauber_ in an interview with @PEWireNews.
Other topics included family offices, biotech, defence, SPV structuring and exit dynamics in Europe.
https://t.co/CjXs5lMHTX
The next generation of family offices has a very different opportunity ahead of it.
Previous generations created extraordinary wealth. Our job is not simply to preserve it, but to take that capital and create what comes next.
For me, that means moving beyond traditional asset classes and backing ambitious founders in frontier industries, from biotech and defence to energy and the technologies that will reshape our world.
It also means rethinking what it means to be an investor. You need to bring ideas, expertise, connections and the ability to help companies move faster.
That requires family offices to be much more visible, entrepreneurial and willing to take risks.
I really enjoyed speaking with Jack Arrowsmith at @PEWireNews about how the next generation is changing the family office model, and why I believe this shift is only just beginning.
Link to full article in comment.
@Caleb_Crann The latest pull back in psychedelic stocks, mainly driven by rates and wider biotech pull back offers a great entry - $CMPS but also $HELP have near term inflection points!
Sweden treats public market investing as a national sport, which has resulted in Sweden having more public listings than any other country in Europe.
In Sweden, investing is taught early and practiced widely. That culture creates a thriving ecosystem where small, high-growth companies can access public capital much earlier in their journey than elsewhere in Europe.
When everyday people actively engage with public markets, two things happen:
• Growing companies get the capital they need to innovate and hire.
• Individuals get to share in the upside of value creation.
On a recent trip to Stockholm, @reverioncapital and @InfinitasCap invited a group of investors and founders to visit @Nasdaq and @__Spotlight___ to learn more about the ecosystem around the Swedish public markets.
This was only the start - we‘ll do it bigger and even better next year!
We had so much great feedback on the phenomenal speaker line-up and obviously the interesting thematics, which are most pressing in today‘s and tomorrow‘s world.
#MentalHealth#AI#psychedelic#energy
From psychedelic medicine and nuclear energy to fintech, telecoms and the future of retail, the infinitas capital Frontier Summit offered a snapshot of where some of the biggest opportunities are emerging.
Together with @C_Angermayer, we backed @ataibeckley long before psychedelic medicine was taken seriously by mainstream investors. Fast forward to 2026 and @EliLillyandCo agreed to acquire the business in a deal worth up to $3.8 billion. That is what backing a conviction early can look like.
@chrismaurX , who helped build @Roivant into a $30 billion biotech company, spoke about why nuclear energy has become one of the most important pieces of the AI build-out, and why power will decide who wins in AI.
Taig Khris won three world championships in vert skating and jumped from the Eiffel Tower before founding Onoff, which is now taking on the large telecom incumbents. We also heard from Josiah Senu (Zuba) and Alexis Vincent (K42), who are building new financial infrastructure for global businesses and retail.
The next generation of category-defining companies will be built by people who are slightly unreasonable about what is possible. That is my kind of crowd.
We have had a strong start to our Frontier Summit being held in East Sussex, UK. Big ideas, ambitious founders, and conversations about whats coming next.
The setting, a Georgian country house surrounded by woodland, is hard to beat. We have filled it with some of the most interesting people in tech, science and finance.
@InfinitasCap is always looking for those who see opportunities where others see problems. People prepared to challenge established industries and build things that have not existed before.
Yesterday was a good reminder of why getting the right people in the same room matters.
Looking forward to day two.
I am in the UK this week ahead of the @InfinitasCap Frontier Summit 2026, taking place next week in East Sussex.
Also great to be catching up with @anilkseth , Professor of Cognitive and Computational Neuroscience at the @SussexUni , whose work is challenging how we understand consciousness and the human brain.
Looking forward to introducing Anil at the summit next week, where we will be exploring interesting developments at the intersection of science, technology and investment.
When @ScottNolan , an early @SpaceX employee and partner at @peterthiel's @foundersfund, started looking into nuclear, advanced reactor companies kept telling him that their biggest obstacle was not regulation or technology. It was access to fuel.
We spend a lot of time talking about new reactors, and far less about the infrastructure and supply chains they depend on.
@generalmatter is taking on uranium enrichment, a less visible part of the industry, but one that could determine how quickly a new generation of nuclear capacity becomes a reality.
It is also why we have been looking beyond the reactors themselves, at the businesses solving the bottlenecks that could otherwise hold the industry back.
For an investor, understanding what could constrain growth is often a good place to start.
https://t.co/l0N5SZLgRo
Spending time in Stockholm last week was a strong reminder of why we keep coming back to Sweden.
Swedish households now have more wealth in equities than property. Retail participation is deep, smaller listed companies actually receive attention, and there is a much more natural relationship between venture capital and public markets.
That matters when so many European VCs are sitting on good companies but struggling to find exits.
We dont think the answer is simply to wait for the traditional IPO market to come back. Part of what we are building at @InfinitasCap and @reverioncapital is a route for good European growth companies to access the capital and liquidity that already exists in the Nordics.
There is a lot Europe can learn from this region.
We have backed Quartermaster through our partnership with @SteelAtlasVC , investing in a company building a new intelligence layer for the world’s oceans.
Quartermaster is creating a real-time ocean data network using commercial ships that are already at sea.
Thanks to @InfinitasCap, @Nasdaq and @__Spotlight___ for two amazing days, showing founders, investors, and capital markets professionals what the Swedish public ecosystem has to offer.
Sweden has built what has become the envy of many; a very strong market for public listings, vibrant ecosystem of advisors, and unusually many active retail and professional investors.
Thanks to the people who shared their views and showed the group what they can expect from this market.
@reverioncapital@RobinLauber_@Sanderandersenn
European family offices are coming to Stockholm to build public companies.
Yesterday Infinitas Capital a Swiss Family Office owned by @RobinLauber_ hosted international family offices and companies at Nasdaq, followed by a great dinner.
3.8 million Swedes in a country of 10 million hold an investment account. Sweden listed 501 companies in the past decade, more than France, Germany, the Netherlands and Spain combined.
What makes Sweden unique is the full ladder. Spotlight, NGM and Nasdaq First North for growth, Nasdaq main market at the top. A company can go from first listing to large cap without leaving the country supported by great a retail and institutional community.
We listed H100 on NGM in April 2025 with 0 BTC. Today we hold 3,506 BTC, and we are still on the same exchange, with the whole ladder above us.
That is why @RobinLauber_ and I are backing @KrisLippert to build @reverioncapital. So the rest of Europe can use it, international investor can join and Sweden becomes the place companies want to list and stay listed, even during hypergrowth. Its time to be Long Europe again.
Arrived in Stockholm today.
I’ve been quoted several times in the past by @Bloomberg on why I believe the Nordic capital markets - and Sweden in particular - offer the depth, flexibility and investor appetite that many of Europe’s other financial centres are lacking.
For ambitious, capital-efficient companies looking to scale, this is a smart place to be right now. The infrastructure is here, and there is real appetite to back growth.
Busy few days ahead. Looking forward to sharing more as the week unfolds.
The consensus view is that European public markets are broken. That is true of some of them. Sweden has retail participation, functioning small and mid-cap coverage, and a listing process a growth company can actually complete.
More shortly.
We have been very enthusiastic about Swedish capital markets for quite some time.
Earlier this year, @business had announced our plans to launch a new investment company, Aureon Capital, that will seek a listing on @Nasdaq in Stockholm. Aureon’s mission is to provide retail investors with access to private growth opportunities where compelling value creation is happening.
Building on this, @krislippert and I have assembled a team working on a project to take existing Nordic capital markets infrastructure and make it usable for European companies at scale. We will source and prepare targets, and put them on listing routes in Sweden.
Our confidence in Sweden is well placed. Bloomberg recently reported that Swedish households have more of their wealth tied up in stocks than in property, for the first time since records began. We are also encouraged by plans to create a pan-Nordic stock market. This clear momentum in Northern Europe is a welcome antidote to the negative sentiment surrounding public markets elsewhere, and our objective is to extend that dynamism across the continent.
The recent Bloomberg article can be read here:
https://t.co/d5ee8enxB1
The #psychedelics story got its mainstream write-up this weekend. I have been involved in this since it was unfashionable, so here is what I would add that the coverage tends to miss.
What the market is still discounting is commercialisation. The assumption is that this sector has to build a delivery network from nothing: certified sites, trained clinicians, monitored dosing, payers willing to reimburse chair time. That build-out is done. J&J spent six years and a great deal of money doing it for Spravato, and there is now a national network of certified centres running supervised psychiatric dosing as ordinary business. It did around $1.1bn in the first half of this year.
Those are the same rooms. The same staff, the same monitoring protocols, the same reimbursement plumbing, the same payer relationships. Psilocybin sessions run longer and the throughput maths is different, so it is not a straight copy-paste. But the genuinely hard part — persuading a health system to pay for a patient sitting in a clinic under supervision for most of a day — has been settled, by someone else, at their expense. Whatever gets approved next walks into infrastructure it did not have to fund.
So the sector is carrying a risk premium for a problem that is largely already solved. That is the gap, and it is why we were early here.
long $CMPS 🍄🍄🍄
The @FT puts numbers on the biotech M&A frenzy: 37 deals over $1bn this year — already past last year's full-year record — and $216bn total, nearly 2x on 2024.
The driver is the patent cliff. Lilly's $3.8bn @ataibeckley buy was no one-off.
https://t.co/3b8AJUJZxU