Deck
Investor deck — Q2 2026
Latest LP-grade presentation of the thesis, team and pipeline.
- 8.4 MB
- Updated 2026-04-12
- Watermarked
Fund IVintage 2025RAIF · LuxembourgBy invitation only
YADAY Capital I
An independent early-growth VC fund, backed by a €120M fundraise, targeting category-defining founders across Europe, the US, and Israel.
Target fund size
€120M
Target net IRR
22%
10-year horizon
Strategy
Early growth
Geography
EU · US · IL
Quick links
Curated shortcuts · 6Chapter 01 of 07
Presentation & Strategy
Fund thesis, market positioning and the strategic rationale behind YADAY Capital I.
YADAY Capital I is an independent early-growth VC fund targeting a €120M fundraise, incorporated in Luxembourg.
The fund is the next stage of a decade-long track record in VC (direct and fund-of-funds) through the Affinitas family office (AOAOA) across Europe, the US, and Israel.
A focused, anchored thesis
Across direct deals and fund-of-funds positions, the partners have built a decade-long track record of supporting category-defining founders.
- Includes our investment focus, global mindset and three-office footprint (Paris · Miami · Tel Aviv).
- Highlights the importance of our team and operating-partner network.
- Outlines our strategic positioning and the type of conviction that drives our ticket sizing.
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Documents in this chapter
2 files- PDF
One-pager — Fund overview
High-level summary card for first-look conversations.
- 640 KB
- Updated 2026-04-12
- Watermarked
Chapter 02 of 07
Investor Deck
Read the latest briefing directly in this page — no download needed.
Featured document
Investor briefing — Q2 2026
4-page institutional briefing covering thesis, KPIs, strategy and next steps. Confidential, addressee-only.
4 pages · updated April 2026
Chapter 03 of 07
Fund Materials
Constitutional documents, subscription pack and key terms of the vehicle.
Documents in this chapter
4 files- PDF
Private Placement Memorandum
Constitutional disclosure document. Investment objectives, strategy, risks, fees and fund governance.
- 3.1 MB
- Updated 2026-04-01
- Watermarked
- PDF
Subscription Agreement
Signature pack for investors committing to the fund. Includes representations, warranties and AML disclosures.
- 1.2 MB
- Updated 2026-04-01
- Watermarked
- PDF
Limited Partnership Agreement
Governance terms between the GP and the LPs: rights, distributions waterfall, vesting and side-letter posture.
- 2.4 MB
- Updated 2026-03-22
- Watermarked
- PDF
KYC / AML checklist
Documents to gather ahead of onboarding. Tailored per investor type (individual, family office, institutional).
- 180 KB
- Updated 2026-03-22
Chapter 04 of 07
Team
Core team members, backgrounds across family-office management, corporate finance and go-to-market.
- ROMAIN DRYJSKI
Founding Partner
20 years of experience in strategy, business, marketing and investment, with a rare background at the intersection of corporate management and operational deep-tech ventures. Romain has led 40+ transactions across Europe and led the Affinitas family-office digital strategy for a decade before founding YADAY.
Discover Romain - ANANYA MARION
Founding Partner
Digital pioneer and serial innovator. Ananya has been building from the start, as Head of Digital Strategy at the Affinitas group, scaling e-commerce platforms from the ground up. She brings a deep operator background to every conviction we take.
Discover Ananya - TAREK BOUHASSOUN
Head of Investment
Former M&A and growth-equity lead. Sourced and executed 30+ transactions across consumer-tech and B2B SaaS in Europe and the US. Tarek leads sourcing, diligence and portfolio construction with a focus on capital efficiency.
Discover Tarek
Chapter 05 of 07
Track Record
Performance across realised, partially-realised and current holdings of the underlying programs.
Across direct deals and fund-of-funds positions, the team has produced top-quartile performance on a vintage-by-vintage basis since 2014.
Realised DPI on the 2014–2018 cohort stands at 1.8x; net TVPI on the same cohort is 3.4x as of Q4 2025.
For your information
Detailed J-curves and cohort attribution are available on request to qualified investors.
Documents in this chapter
2 files- PDF
Track record summary
DPI, RVPI and TVPI by vintage for the underlying programs. Q1 2026 cut.
- 1.7 MB
- Updated 2026-04-08
- Watermarked
- XLSX
Cohort attribution (2014–2024)
Cohort attribution (2014–2024)
Cohort-level performance attribution spreadsheet. Available on request to qualified investors only.
- 320 KB
- Updated 2026-04-08
- On-request only
Available on request
Chapter 06 of 07
Ecosystem
How YADAY supports its portfolio and connects founders to a global network of operators and capital partners.
Chapter 07 of 07
Warehousing
Pre-close warehoused deals, anchored on the GP balance sheet and rolled into the fund at first close.
Documents in this chapter
2 files- PDF
Warehoused deals — overview
Pre-close deals anchored on the GP balance sheet, rolled into the fund at first close.
- 920 KB
- Updated 2026-04-15
- Watermarked
- XLSX
Anchored co-investments — Q1 2026
Anchored co-investments — Q1 2026
Live co-investment opportunities open to LPs during the warehouse window.
- 210 KB
- Updated 2026-04-15
- On-request only
Available on request
Chapter 08 of 07
First Deal — AMI Labs
Deep dive on the inaugural investment, the rationale, the team and the path to value.
AMI Labs is the inaugural investment of YADAY Capital I, led at seed with a participation of €4M alongside two top-quartile co-investors.
The company builds AI-native infrastructure for industrial quality control, with deployments already underway in two top-3 European industrial groups.
Why we backed AMI Labs
Three signals aligned at the same time, which is rare at this stage:
- A repeat technical founding team out of EPFL and ETH, with two prior exits in machine vision.
- A defensible data moat from real-world deployments at two top-3 European industrial groups.
- An LOI book covering 4× the seed valuation, signed within the 60 days following first commercial pilots.
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Documents in this chapter
1 files- PDF
Investment memo — AMI Labs
Full investment memo: thesis, market sizing, technical due diligence, financial model and reserve plan.
- 2.6 MB
- Updated 2026-04-20
- Watermarked