Alex R F.

Founder @ AF1.VC | Growth-Stage Direct Secondary Opportunities

Berlin, Berlin, Germany

About

I built the Direct Secondaries & Special Situations business at Lombard Odier from scratch to $1B+ AUM, sourcing, structuring, and executing 40+ transactions across late-stage European and US tech — including Revolut, Plaid, Shein, Duolingo, Back Market, SumUp, and StubHub. Today I’m doing it independently through AF1.VC. AF1 focuses on post-Series C secondary opportunities in technology — typically companies with $20M+ ARR in Europe or $50M+ ARR in the US, where early shareholders (founders, angels, early VCs) are seeking liquidity and the entry price reflects that dynamic. We typically write $1–5M tickets, and structure SPVs for larger opportunities. What we’re not: a passive fund waiting for inbound. We focus on strong but not dominant market positions — businesses that are attractive acquisition targets, where a clean cap table and a disciplined secondary investor can accelerate the outcome for everyone involved. If you are a founder, early investor, or advisor sitting on a position in a growth-stage technology company and exploring liquidity — or building a company that fits this profile — I’d be glad to connect.

Experience

  • Founder at AF1.VC
    Mar 2025 - Present · 1 yr 4 mos

    AF1.VC focuses on growth-stage direct secondary opportunities and special situations

  • Angel Investor at Angel Investor
    Dec 2024 - Present · 1 yr 7 mos

  • Co-Head - Secondaries / Special Sits (Growth) at Lombard Odier Investment Managers
    Sep 2015 - Dec 2024 · 9 yrs 4 mos

    Tech special situations and direct secondaries Scaled-up business 10x to $1bn+ of AUM

  • Board Member (Observer) at JOKR
    Jul 2023 - Nov 2024 · 1 yr 5 mos

  • Investor at Bloomreach
    Feb 2023 - Oct 2024 · 1 yr 9 mos