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The complete analysis is summarized below.
Venture Capital Fund Competitive Positioning Landscape — Baltics (February 2026)
Analysis of BADideas.fund by THEO Growth — positioning intelligence for brand strategists.
Methodology
This report uses the THEO Competitive Positioning Analysis (CPA) methodology — a structured 7-step framework that maps competitive landscapes across multiple dimensions: positioning territories, credibility archetypes, messaging convergence, go-to-market motions, and strategic forks. Data is sourced from competitor websites, public filings, market research, and proprietary intelligence extraction. Each competitor is scored on a 20-point scale measuring alignment intensity, market overlap, and strategic threat level. The analysis identifies owned, contested, and unoccupied positioning territories, then recommends specific strategic actions (OWN, AMPLIFY, NEUTRALIZE, MONITOR) to strengthen the client's competitive position.
Landscape Summary
8 of 16 competitors score Critical (16-19), with DEPO Ventures the most dangerous at 19/20 due to identical hybrid model and CEE focus. The remaining 8 score High (12-15). Zero competitors score Medium or Low — every analyzed fund poses significant competitive pressure.
Competitor Analysis (16 competitors)
Selected from 57 category stakeholders identified in the market.
Positioning Territories
- Owned: Pan-Baltic Institutional Pioneer, Largest Baltic Seed Fund, Europe's Leading B2B Accelerator, Transatlantic Bridge to US Market
- Contested: Operator-Led Smart Money, Fastest Fund in the Region, CEE-to-Global Launchpad, Founder-Friendly Terms Champion
- Unoccupied: Community-Powered Investment Platform, Contrarian Thesis Investor (BAD Ideas), Latvia's Anchor VC Fund, Founder Lifecycle Partner
Positioning North Star
From: Another operator-led CEE VC fund claiming 'smart money' and 'hands-on support'
To: The community-powered investment platform where 250 operators bet on the ideas others pass on
Strategic Pillars:
- Community-Powered Capital: 250+ operators co-invest deal-by-deal — not advisory
- Contrarian Conviction: Built for founders whose ideas sound bad to conventional VCs — until they work.
- Operator Matching at Scale: Systematic matching of founders to specific operators for specific challenges.
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