
← The Knowledge Capital with Hedi Mesme | Family Office, AI & The New Economy3 juin · 17 min
Build or Buy: The $100M Fund Thesis I Let's Talk Business
<p>What I look for when I invest — and what kills deals before they start</p><p></p><p>Most venture capital funds are built for fund managers. This one is built for founders—and for LPs who are tired of 10-year lockups, opaque structures, and misaligned incentives.</p><p>In this episode of Let's Talk Business, I reveal the complete thesis behind my $100M fund: how it's structured, what industries I'm backing, what makes me invest, and what kills a deal in the first five minutes.</p><p></p><p>After 15 years, 18 countries, and more than $50M deployed across startups, real estate, and private markets, I built the fund I wish had existed when I was raising capital.</p><p></p><p>In this episode, we cover:</p><p></p><p>✅ Why traditional VC is broken<br />✅ The 50/50 Debt-Equity Model that de-risks investments<br />✅ How our Matched Capital Strategy leverages co-investors and external due diligence<br />✅ Why the fund is tokenized and designed around liquidity<br />✅ VARA-regulated fund structures and what they mean for investors<br />✅ Fixed yield distributions in stablecoins<br />✅ Smart contract-based carried interest and transparency<br />✅ The 7 sectors we're backing in 2026:</p><p></p><ul><li>Applied AI</li><li>Robotics & Automation</li><li>3D Printing</li><li>Fintech</li><li>HealthTech</li><li>PropTech</li><li>EdTech</li><li></li></ul><p>You'll also discover:</p><p></p><p>🎯 The 5 mistakes that kill a fundraising pitch within minutes<br />🎯 The 3 qualities that make me write a cheque fast<br />🎯 What founders need to know before approaching investors<br />🎯 Why Dubai is becoming one of the most attractive </p><p>investment hubs in the world</p><p></p><p>This isn't another venture capital discussion.</p><p></p><p>It's a blueprint for how capital, technology, and ownership are evolving in the new economy.</p><p></p><p>Whether you're:</p><p><br />• A founder raising capital<br />• A family office or LP exploring alternative structures<br />• An investor looking for opportunities in AI, fintech, and emerging technologies<br />• An entrepreneur building in the UAE or MENA region</p><p>...this episode is for you.</p><p></p><p></p><p>📅 Book a Private Advisory Call:<br /><a rel="noopener noreferrer nofollow" href="https://hedimesme.com/book" target="_blank">https://hedimesme.com/book</a></p><p>🌐 Learn More:<br /><a rel="noopener noreferrer nofollow" href="https://hedimesme.com" target="_blank">https://hedimesme.com</a></p><p></p><p></p><p>⏱ CHAPTERS</p><p