Frederik Haase

Analyst at a Munich-based fund-of-funds allocating to European early-stage managers, and the author of Allocation Notes — a Substack covering LP perspectives on VC fund selection and portfolio construction.

2 articles by Frederik Haase.

• AI Deal Intelligence

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  AI Quantitative Trading: What VC Analysts Need to Know

  August 5, 2026

  What VC analysts and LPs need to understand about AI quantitative trading: the real strategy stack, genuine returns, and red flags in a pitch deck.

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  Paper Trading: Practice Before You Risk Real Capital

  June 29, 2026

  Paper trading simulates live market conditions with virtual money. Used well, it builds execution discipline. Used poorly, it builds false confidence. Here is how to tell the difference.