Jörn "Joe" Menninger

speaker
1,749 appearances 8 recordings 1 series first heard May 2026 last heard 13 Aug

Jörn "Joe" Menninger’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
3 · Jun OctJan 26AprJulnow

Recordings per month over the last 12 months — 8 in all, peaking in Jun 2026 with 3.

Appearances

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It is matched
A capital efficient unicorn round moss reached the billion Euro line at a much better capital efficiency ratio than the 2021 class of European fintechs, and it did it after a downturn, reset that, um, and we'll come back to this. matched
That's part of why this round is interesting, even before you get the II thesis. matched
Why portage matters more than the size? matched
Here's the piece I think most coverage will underweight. matched
The identity of lead investor is a bigger signal than the size of the round. matched
Portage is Sagat's FinTech specialist investment arm. matched
Sagat is a Canadian asset manager. matched
Portage's FinTech portfolio is not generalist like Roku. matched
growth equity money looking for the next big thing. matched
It is people who spend all day looking at financial services businesses. matched
Their prior investments include, for example, with simple matched
in Canadian retail retail brokerage, Fint de Munich Vehicle Subscription Unicorn, also for my guest, on this side of the Atlantic. matched
This is the fund that gets caught when a fintech business is a real fintech business with a license, with unit economics that behave like financial services rather than like SaaS. matched
And with a strategic thesis. matched
that specialists want to expose to. matched
Portage leading a European FinTech round in 2026 is a data point about which European fintech thesis are still investable at the specialist level. matched
Spend management as a standalone category at a unicorn space scale in 2026? matched
Probably not. matched
Finance AI on a specific control first thesis backed by real customer survey data from an incumbent with about 50%. matched
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