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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 3 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 Europe2026-06episode →
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 Europe2026-06episode →
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 Europe2026-06episode →

most discussed · click a bar to filter

  • $HARMONIC
  • $EARLYBIRD
  • $ATOMICO
  • $EVERTRACE

recurring themes

  • Venture Capital1
  • AI Applications1
  • Private Markets1
4 total
$HARMONIC
Harmonic
MEDjacob houlberg·Scaling Europe·3 months ago·Evertrace helps early stage funds identify new investment opportunities: Jacob Houlberg, Evertrace
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·3 months ago·Evertrace helps early stage funds identify new investment opportunities: Jacob Houlberg, Evertrace
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·3 months ago·Evertrace helps early stage funds identify new investment opportunities: Jacob Houlberg, Evertrace
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·3 months ago·Evertrace helps early stage funds identify new investment opportunities: Jacob Houlberg, Evertrace· position
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.
"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
8
Venture Capitaltailwind
Data-driven VC sourcing becomes table stakes as AI agents commoditize deal gathering
Sourcing tools are shifting from alpha to beta; VCs should focus capital and talent on evaluation not gathering; AI agents via MCP enable broader, deeper screening in natural language without technical expertise.
7
AI Applicationstailwind
AI agents via MCP transform how VCs consume deal data and build investment theses
Model Context Protocol lets non-technical VCs deploy AI agents for sourcing and evaluation in natural language; shifts work from data gathering to conviction-building on proprietary deal memos.
6
Private Marketstailwind
Lean angel-funded data businesses can scale profitably without VC capital in niche B2B markets
Evertrace proves a 3-person team can serve 200+ VC funds profitably; avoiding VC funding prevents conflicts of interest with customers and forced expansion into adjacent verticals for unicorn outcomes.