jacob houlberg

T2 · manager / operator

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.

4 calls·4 names·25% bull·last heard 2 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

$EVERTRACEEvertraceposition

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 expands coverage quickly without VC pressure for unicorn outcomes.

Scaling Europe2026-06→

2ndmedium conviction

$HARMONICHarmonic

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 deal timelines.

Scaling Europe2026-06→

3rdlow conviction

$EARLYBIRDEarlybird

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.

Scaling Europe2026-06→

most discussed · click a bar to filter

recurring themes

4 total

$HARMONIC

Harmonic

MEDjacob houlberg·Scaling Europe·2 months ago

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 deal timelines.

"Uh first of all I think Harmonic is a great product and I see us and harmonic basically I mean obviously there's some overlap right? one we sell to VC funds both of us but we have…"

15:19

$EARLYBIRD

Earlybird

LOWjacob houlberg·Scaling Europe·2 months ago

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.

"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 and a third kind of like datadriven fund doing…"

8:55

$ATOMICO

Atomico

LOWjacob houlberg·Scaling Europe·2 months ago

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 criteria on top.

"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…"

8:55

$EVERTRACE

Evertrace

HIGHjacob houlberg·Scaling Europe·2 months ago· position

Evertrace scales to 200+ VC funds with 3-person team, stays angel-funded

"So first of all it's it's a very good question right and something we also continue internally evaluate. Um so if we just start with kind of like our funding journey we're very de…"

13:29