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▶ 8:55 · $ATOMICO · $EARLYBIRD · Evertrace helps early stage funds identify new investment opportunities: Jacob Houlberg, Evertrace
episode briefing
Scaling Europe

Evertrace helps early stage funds identify new investment opportunities: Jacob Houlberg, Evertrace

2026-06-18 · 4 company · 3 thematic
sentiment
1 bull0 bear3 neu
speakers
jacob houlberg

Co-founder of Evertrace, a founder detection platform for early-stage VCs. Former Bain consultant working with private equity clients. Built Evertrace to 200+ VC fund customers with a 3-person team, angel-funded only, profitable.

quote
“Um which which I still think makes sense because what we're supplying is still to some degree a commodity. Um so this makes sense that there's like a centralized player that does this instead of um Atomico doing it and early bird doing it…”
—jacob houlberg
now playing · $ATOMICO · $EARLYBIRD
$ATOMICOneutral· lowjacob houlberg
Atomico exemplifies data-driven funds buying commoditized sourcing data
Even sophisticated data-driven funds like Atomico prefer purchasing centralized sourcing data rather than building/maintaining internal pipelines, applying their own evaluation cr…
$EARLYBIRDneutral· lowjacob houlberg
Earlybird cited as data-driven fund outsourcing sourcing infrastructure
Earlybird represents the class of data-driven VC funds that benefit from centralized sourcing infrastructure rather than duplicative internal builds.
$EVERTRACEbullish· high· posjacob houlberg
Evertrace scales to 200+ VC funds with 3-person team, stays angel-funded
Focus on pre-seed founder detection via trade registries, domains, GitHub, and patents; deliberate angel-only funding avoids conflicts with VC customers; acquisition strategy expa…
$HARMONICneutral· mediumjacob houlberg
Harmonic complements Evertrace for later-stage VC sourcing
Harmonic focuses on later-stage companies with fundraising trajectories; Evertrace specializes in pre-seed/seed; many funds use both for full-funnel coverage as AI accelerates dea…