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eric liaw

T2 · manager / operator

Eric Liaw is a General Partner at IVP, a multi-stage venture firm. He has led IVP's London office for 2.5 years, covering Europe. His notable investments include Supercell, Datadog, and Whoop. He previously worked from the Bay Area for over 20 years.

7 calls·7 names·86% bull·last heard 6 months ago·Scaling Europe
track recordleaderboard →
hit rate
100%
avg alpha
+34.4pp
scored
3

top calls

best measured alpha vs SPY · one per company
1st+92.5pp vs SPY
$DDOGDatadogposition

Liaw highlights Datadog as disciplined compounder with European founders

Datadog exemplifies IVP's application-layer focus: French founders built in New York, added products methodically, and delivered sustained growth; IVP even corrected an early pass by entering later at 10x valuation.

Scaling Europe2026-02→
2nd+6.9pp vs SPY
$WISEWiseposition

Liaw cites Wise as European fintech born from cross-border pain

Wise emerged from a distinctly European problem (frequent currency conversion) that US founders rarely experience, illustrating how regional pain points can spawn global category leaders.

Scaling Europe2026-02→
3rd+3.7pp vs SPY
$PATHUiPathposition

Liaw lists UiPath among IVP's European winners

UiPath is named alongside Supercell and Wise as a flagship European portfolio success, validating IVP's long-term Europe thesis.

Scaling Europe2026-02→

most discussed · click a bar to filter

recurring themes

7 total
$HOOD
···
Robinhood
LOWeric liaw·Scaling Europe·6 months ago
Liaw admits missing Robinhood but later corrected via Datadog lesson
Robinhood represents an anti-portfolio lesson; Liaw emphasizes learning from misses and notes IVP often gets second chances (as with Datadog) to rectify early passes.
"Robin Hood's another one. So, um, I try to learn from my mistakes and I will keep making them, but hopefully the the ones that I get right will, uh, outweigh the the ones that I g…"
16:37
$PATH
···
UiPath
MEDeric liaw·Scaling Europe·6 months ago· position
Liaw lists UiPath among IVP's European winners
UiPath is named alongside Supercell and Wise as a flagship European portfolio success, validating IVP's long-term Europe thesis.
"we've had the good fortune to be involved with some of the most successful startups have come out of Europe, whether that's Supercell or CLA or Wise or UiPath."
2:23
$CRADLE
Cradle
MEDeric liaw·Scaling Europe·6 months ago· position
IVP backs Cradle's AI drug-discovery platform with pharma anchors
Cradle leverages Europe's dense biopharma cluster (Novo Nordisk, Roche as early customers) to accelerate drug discovery via AI application layer — a strategic geographic advantage.
"We invested in a company called Cradle based in Zurich. Uh it is an AI application layer company that helps biotech and pharma companies accelerate their drug discovery process. W…"
4:49
$SUPERCELL
Supercell
HIGHeric liaw·Scaling Europe·6 months ago· position
Liaw cites Supercell as career-defining IVP investment
Supercell was one of Liaw's first deals at IVP and remains a flagship success; the firm's deep engagement (mandated site visits) underscores long-term conviction.
"Supercell was one of the first ones I did at my current firm. Uh, it's based here in Helsinki, so we're in their hometown. It's a big part of the reason I come to Slush. You know,…"
15:09
$WISE
···
Wise
MEDeric liaw·Scaling Europe·6 months ago· position
Liaw cites Wise as European fintech born from cross-border pain
Wise emerged from a distinctly European problem (frequent currency conversion) that US founders rarely experience, illustrating how regional pain points can spawn global category leaders.
"Wise, for example, was born out of a local pain point. Most Americans don't travel outside the country and therefore don't need to change currencies, but that's very common in Eur…"
7:35
$DDOG
···
Datadog
HIGHeric liaw·Scaling Europe·6 months ago· position
Liaw highlights Datadog as disciplined compounder with European founders
Datadog exemplifies IVP's application-layer focus: French founders built in New York, added products methodically, and delivered sustained growth; IVP even corrected an early pass by entering later at 10x valuation.
"another one that I'm really proud of is being involved with Data Dog. It's a great company. Uh, actually two European founders as well. They were originally French but uh built th…"
15:26
$WHOOP
Whoop
HIGHeric liaw·Scaling Europe·6 months ago· position
Liaw sees Whoop impacting hundreds of millions' health outcomes
After five years of involvement, Liaw believes Whoop can fundamentally improve global health outcomes at scale while delivering strong returns — a rare dual-impact opportunity.
"one that isn't uh is still on the journey but I'm really proud of is Whoop which I've been involved with um for about 5 years now and I think they have a real opportunity to this…"
15:41