Nathalie WATINE

Feldhoff & Cie invests in Europe’s most promising female founders Yesterday, Auxxo announced the first closing of Auxxo Female Catalyst Fund II, raising €26 million to invest in early-stage European startups with female founding teams. We are proud to be part of this commitment to expanding access to capital and driving lasting change in the venture landscape. Congratulations to Bettine Schmitz, Dr. Gesa Miczaika, the whole Auxxo Female Catalyst Fund team and all fellow investors who share this vision. Excited to see what we can build together! 

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France is about to force millions of businesses into software. Not politely. Not gradually. By law. 📑 Starting in 2026, every French business — from the corner café to the design studio — will have to issue and receive invoices in a standard digital format. Each invoice will go automatically to the customer and to the tax authorities for VAT reporting. Think about all those shoeboxes full of receipts. The envelopes stuffed with slips. The PDFs buried in inboxes. A whole way of working disappears overnight. What a relief. 😮‍💨 For freelancers, maybe it’s just one less pile of paper on the desk. But for B2B companies, it changes everything. Because once invoices live in software, payments naturally follow. Reconciliation follows. Cash flow follows. Suddenly, accounting software isn’t just admin — it becomes the default financial hub. That’s why this will be a fierce battle for software companies. Everyone wants to be the tool SMBs pick for compliance. Because once you win invoicing, you can win everything else. But let’s be honest: there won’t be just one winner. SMBs are too diverse, too fragmented. There’s room for many players to succeed and they will. One regulation. Huge consequences. And…🍿 yes, a little drama. P.S. I’ll be at the Congrès de l’ordre des experts-comptables tomorrow, Swan’s booth #R551

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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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🎙️ 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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How AI Is Helping Us Understand Emotional Wellness View My Portfolio. Artificial intelligence isn’t just shaping productivity — it’s beginning to decode emotion. A 2025 Gartner study found that AI-driven wellness technologies improved emotional self-awareness by 38% among users who engaged with guided feedback systems for more than 30 days. From stress detection to behavioral pattern analysis, emotion-aware algorithms are helping people better understand how they feel — and why. This evolution in technology isn’t about replacing intuition, but enhancing reflection. By translating subtle biofeedback — heart rate shifts, micro-expressions, tone — AI can reveal patterns we often overlook in ourselves. In wellness design, this means creating products that don’t just measure data, but interpret it with empathy and insight. At V For Vibes, we believe the future of wellness technology lies not in tracking performance, but in understanding emotion — quietly, intelligently, and with respect for the human experience. #VForVibes #AI #WellnessTech #HealthInnovation #EmotionalIntelligence #DataEthics #FutureOfWellness #MindfulTechnology

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