Kompas VC bets on the physical world as geopolitics fractures venture investing

It shrinks risk by going offline and local first

Geopolitical turmoil is reshaping venture investing, making deals harder to underwrite and markets more unpredictable. Kompas VC is responding by carving a niche in startups focused on the physical world—where local execution and tangible infrastructure can offset broader volatility. The approach aims to find durable opportunities amid fragmentation, even as traditional tech patterns face growing uncertainty.