Julie Ravillon

I was delighted to participate in two panels at IPEM this year—one on “How AI is rewriting the PE playbooks” alongside Gaël Gibert from Advent and Guillaume Princen from Anthropic, and another on “Investing in the AI revolution” with Lauriane Requena from KKR and Astrid Moullé-Berteaux from Headline. At Seven2, we see AI not as a buzzword, but as a true industrial revolution—akin to electricity in its transformative potential. The real opportunity for private equity isn’t in chasing the next unicorn, but mostly in helping established companies harness AI to drive operational excellence and margin expansion. Our focus is on the “boring” but powerful applications of AI: automating repetitive tasks, optimizing processes, and leveraging proprietary data to revisit business models and create defensible advantages. The question for investors is not whether AI will change the landscape, but whether you want to own the companies before or after that transformation. We’re building the next generation of AI-enabled market leaders and keep an eye on AI-native companies that combine robust AI applications with high-value services. These businesses are particularly attractive for LBO: they already generate EBITDA, have a clear and growing role in supporting traditional companies to adopt AI, and are resilient against being displaced by hyperscalers. Stay tuned for more on how we’re putting this vision into action. #IPEM #PrivateEquity #AI #ValueCreation #Seven2

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We are genuinely excited to join WaterEquity in celebrating a major milestone — the first investment from the Water & Climate Resilience Fund in SunCulture. This is a big step forward and it’s only possible because of the incredible partnerships behind it. Through our Climate Innovation Fund, and together with Starbucks, Xylem, Ecolab, Reckitt, Gap Inc., and others, we’re helping scale climate-smart solutions that expand access to water and build resilience in vulnerable communities. This is more than an investment—it’s a testament to the power of partnership and collective action. It’s especially meaningful to see this investment go to SunCulture, a long-time Microsoft collaborator. Building on our work to expand digital access across rural areas of Africa, we've worked together to bring solar-powered irrigation systems online using IoT and Microsoft Azure. These systems are helping farmers increase yields, conserve water, and grow their incomes, proving that pairing connectivity with practical tools drives economic opportunity and resilient communities. This is collective action in practice: capital, connectivity, and innovation coming together to build a more water-secure future. https://msft.it/6040siPlq

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Excited to welcoming Dr. Florent Erbar to Cloover as our new Head of Energy & Operations ⚡ Energy is becoming a core pillar of Cloover and Florent will build it from the ground up. With a PhD in Sustainability & Decarbonization and six years in renewable energy at McKinsey & Company, he’ll shape our Energy stack: a Home Energy Management System (HEMS) plus a dynamic electricity tariff that lets installers sell a full energy service package right at the point of sale. Together with Cloover’s checkout and financing flows, this gives more households easy access to renewables from day one and helps installers reach more customers with less friction - from technical offer to digital signature in under 3 minutes. Our platform is AI-optimized end to end, supporting installers and homeowners with smarter sizing & eligibility, demand and generation forecasting, and automated plan selection. So quotes are faster, decisions are clearer, and systems perform better over time. On operations, Florent will ensure this Energy stack scales predictably across markets with the right activation, quality controls, and monitoring. Why the dual role matters: uniting Energy and Operations shortens the loop from installer feedback → product decisions, reduces handoffs, and ensures we ship what the market needs - reliably and at scale. As Florent put it “Off to new horizons… After 6 years with McKinsey, I’m joining Cloover to lead operations and drive our energy product. I’m excited to work with this team on electrification in 🇪🇺.” Cloover is live with hundreds of installers across 4 markets—and with Florent’s leadership, Energy becomes a foundation for everything we build. Welcome aboard, Florent—let’s build the Shopify for the energy transition. 💙 #Energy #HEMS #DynamicTariff #AI #EnergyTransition #Operations #Product #Solar #HeatPumps #SaaS #Fintech

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Good to see my colleague at AniVC , Vlad Cernouţan, featured in The Woof newsletter 🐾, sharing some sharp insights on what’s shaping investor decisions in the pet space 🔥. 😎 ☕ 🐾 💡 Vlad makes a strong case for what continues to matter: real defensibility — whether through IP, data, or brand equity, and the importance of teams that can go beyond just building products, but also being able to execute and scale business models. He also emphasizes that customer acquisition means little without long-term retention and trust, especially in regulated or care-driven parts of the market. He also highlights a few areas with strong return potential: 👉 Longevity and preventive health are moving from human to pet care, driven by tech and streamlined regulation. 👉 Functional nutrition (“Nutrition 2.0”) is evolving — no longer just about affordability, but about proven, evidence-backed benefits. 👉 AI-powered infrastructure is finally solving some of the stubborn problems in vet ops, insurance, and other fragmented parts of the ecosystem. 👉 Human biotech crossovers and integrated health platforms could reshape the next wave of innovation. 🐾 I am inspired about being able to move a needle in the pet industry, via our work at AniVC and for those who don’t know, our cofounder and partner Anna Skaya is a stellar founder herself—she built Basepaws, one of the first at-home DNA testing startups for pets, and led it all the way to acquisition 😎. Now she’s channeling that same passion into AniVC, helping back the next wave of innovators in the animal space 🚀. So, if you’re building something exciting in pet tech or animal health 🔬, or investing in it 💰, reach out. We’d love to connect! ☕ Last but not least, kudos to the Roy Ben-Tzvi from The Woof Newsletter for the article, link in the comments 👇 Image credit: The Woof.

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🎙️ Special IBC 2025 Episode – Retention Zone One of the most interesting conversations I had at IBC this year was with Gilles Domartini, CEO of Cleeng, right after the second edition of Retention Zone Live. We talked about how innovation in subscriptions is shifting — becoming more accessible and more intelligent. 👉 The big headline: Cleeng Pro. ➡️ A simplified way for any mid-sized publisher to launch a subscription service in under 60 minutes. ➡️ With just a few clicks you can create offers, set up a subscription page, consolidate app store data, and enable customer care. ➡️ And the real game changer? The first 10,000 monthly subscribers are free. ➡️ No contracts, no upfront cost — just the freedom to experiment, learn, and grow. For Vimeo users and smaller publishers frustrated by limited analytics, this could open entirely new doors. 👉 The second big announcement: ChurnIQ AI-ssistant. ➡️ Imagine a retention super-expert on demand. You ask: who’s at risk of churning, on which platform, and what’s the revenue impact? You get the answer instantly. ➡️ But more importantly, it doesn’t stop at insights. It suggests proven remedies, integrates with tools like Braze or Mailchimp, and can trigger campaigns automatically. It’s agentic AI in action — analytics flowing directly into decisions and execution. 📲 Finally, Gilles reminded me why we started Retention Zone in the first place: to create a space where the industry can share real challenges and shape better solutions together. That dialogue has already influenced Cleeng’s roadmap, and it shows the power of community in innovation. A guy with a scarf Benedicte Guichard Alexis Gaï Kirstin White Hjalmar Koedijker Joachim Bergman Kamila Palka Enzo Bermond Kübra Güven Chris Welsh #IBC2025 #RetentionZone #Subscriptions #AI #Streaming

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🇪🇺 2 new Large-Scale Pilots are starting this fall: APTITUDE for citizens on the move, WE BUILD Consortium for business trust. 𝗪𝗵𝗮𝘁’𝘀 𝗶𝗻𝘀𝗶𝗱𝗲 • 𝗔𝗣𝗧𝗜𝗧𝗨𝗗𝗘 = 𝗖𝗶𝘁𝗶𝘇𝗲𝗻 & 𝗧𝗿𝗮𝘃𝗲𝗹: Coordinated by France, 110+ partners across 11 countries. Tests Digital Travel Credentials (DTC), a secure, app-based travel document, plus hotel check-ins and wallet payments. • 𝗪𝗘 𝗕𝗨𝗜𝗟𝗗 = 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲: Led by the Netherlands & Sweden, ~200 organisations in 27 countries. Focus on Organizational Identity, Know Your Business (KYB), and digital Power of Attorney. • 𝗪𝗵𝘆 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀: Final 24-month phase → 2026 wallets → 2027 obligations. Longer-term target: 80% citizen adoption by 2030. Which path do you expect to scale faster first: citizen mobility or B2B identity? 👇 #EUDIWallet #eIDAS2 #DigitalTravelCredentials #OrganizationalIdentity

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