SF-based VC investor: thesis-driven investing led her to Zurich's Namespace, regional funds have trade-offs
maddiehfaulkner · x · 2026-11-05
Responding to a debate on whether regionalizing venture capital holds VCs back, Maddie Faulkner of a large SF-based fund defends a thesis-partner model: a year ago she had a CI/CD thesis, met every SF-based company in the space, and ended up investing in Namespace — which is based in Zurich, a bet she says would have been harder from London. She acknowledges localized funds and strategies have their own merits and have been valuable to her fund's GTM expansion.
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