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Dawn Capital

LondonDAWN-CAPITAL
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Dossier Summary

London-based B2B software venture firm backing European enterprise software companies from Series A.

Classification
Slugdawn-capital
HQLondon
Stage FocusSeries A to Series C B2B SaaS, with sweet spot around €5-…
Intel StatusAccepting submissions
🔥 BERNIE'S HOT TAKE

Dawn is one of the more operationally-focused European funds that actually delivers on their promises to help with international expansion. Haakon's entrepreneurial credibility opens doors, and they're genuinely useful for European companies trying to crack the US market. They move fast when they want a deal and don't play games with term sheets. The downside? They can be pretty demanding post-investment and expect you to hit aggressive international growth targets. If you're not ready to scale globally quickly, they might not be the right fit.

KEY TAKEAWAYS
  • Best for: European B2B SaaS companies ready for aggressive international expansion
  • Watch out for: High expectations on global scaling timelines and metrics
  • Known for: Actually useful operational support and US market entry expertise
Investment Thesis

Dawn Capital focuses on European B2B software companies, particularly those targeting enterprise markets with strong product-market fit. They emphasize backing teams building category-defining companies that can scale globally from Europe.

Stage & Sector Focus

Series A to Series C B2B SaaS, with sweet spot around €5-20M checks. Heavy focus on enterprise software, particularly in areas like cybersecurity, fintech infrastructure, and vertical SaaS. Almost exclusively European companies looking to expand internationally.

Notable Portfolio
MimecastMalwarebytesTray.ioCollibraSeismicEigen TechnologiesSysdigDataiku
Key Partners
Haakon Overli
Co-Founder & Managing Partner

Former entrepreneur who built and sold multiple companies including Fast Search & Transfer (sold to Microsoft for $1.2B). Known for his operational experience and ability to help founders scale internationally. Founders respect his been-there-done-that credibility.

Norman Fiore
Co-Founder & Managing Partner

Investment banking background from Goldman Sachs and Credit Suisse, then moved into venture. Brings the financial structuring expertise and has a reputation for being analytically rigorous but founder-friendly in negotiations.

Tamara Rajah
Partner

Former McKinsey consultant who joined Dawn relatively early in her career. Known for her work with portfolio companies on go-to-market strategy and international expansion, particularly helping European companies crack the US market.

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