diyala d'aveni

T2 · manager / operator

CEO of Vento, an early-stage VC fund backed by Exor (Agnelli family) investing in Italian founders globally; founder and driving force behind Italian Tech Week, rebranded to Wave in 2025.

3 calls·3 names·100% bull·last heard 6 months ago·Scaling Europe
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$VENTOVentoposition

Vento stays early-stage, mirrors Kima Ventures model for power-law returns

Vento will remain an early-stage fund (Fund II €75M) because the Italian ecosystem is still nascent; the power-law distribution means missing one winner loses the vintage, so they prioritize comprehensive deal flow via founder diaspora networks over moving to later stages.

2ndhigh conviction
$LEXROOMLexroomposition

Lexroom expanding playbook from Italy to Spain and Germany, super bullish

Lexroom has cracked a repeatable playbook for legal tech targeting SMBs in Italy and is now replicating it in Spain and Germany; the founder believes this international expansion will succeed because the same dynamics exist in those markets.

3rdmedium conviction
$ANTHROPICAnthropic

Anthropic's rapid product velocity (Cloud Code) makes them headliner for Wave 2026

Anthropic's recent release cadence, especially Cloud Code, demonstrates exceptional product execution, justifying their selection as the headline speaker for the rebranded Wave conference in 2026.

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3 total
$ANTHROPIC
Anthropic
MEDdiyala d'aveni·Scaling Europe·6 months ago
Anthropic's rapid product velocity (Cloud Code) makes them headliner for Wave 2026
Anthropic's recent release cadence, especially Cloud Code, demonstrates exceptional product execution, justifying their selection as the headline speaker for the rebranded Wave conference in 2026.
"the headliner for the 2026 edition will be Dario Mday and we are super excited because we think it's the perfect here to have him on stage. Um what we are seeing in the last few w…"
1:24
$VENTO
Vento
HIGHdiyala d'aveni·Scaling Europe·6 months ago· position
Vento stays early-stage, mirrors Kima Ventures model for power-law returns
Vento will remain an early-stage fund (Fund II €75M) because the Italian ecosystem is still nascent; the power-law distribution means missing one winner loses the vintage, so they prioritize comprehensive deal flow via founder diaspora networks over moving to later stages.
"I think for now it makes sense to uh stay at the earliest stages and to have this uh power low distribution game. Yeah. Um, of course, if in a few years, um, the ecosystem will be…"
16:15
$LEXROOM
Lexroom
HIGHdiyala d'aveni·Scaling Europe·6 months ago· position
Lexroom expanding playbook from Italy to Spain and Germany, super bullish
Lexroom has cracked a repeatable playbook for legal tech targeting SMBs in Italy and is now replicating it in Spain and Germany; the founder believes this international expansion will succeed because the same dynamics exist in those markets.
"Some of them are starting to do that right now as we speak like Lex room is opening in Spain and Germany trying to use the same playbook. Um I think that there will be challenges…"
9:54