The $360M Exit & The Digital Banking Revolution

While Silicon Valley obsesses over AI, two mavericks are quietly DOMINATING Europe’s most overlooked tech ecosystems. John Tsioris sold Instashop for a staggering $360M. Nate Clarke scaled Tyme into a global banking powerhouse. Now they’re revealing their playbook.

“The real opportunities aren’t where everyone’s looking – they’re in the markets most investors ignore.”

John Tsioris at StrictlyVC Athens

3 Reasons Smart Money Is Flowing to Underdog Markets

• Talent Goldmines: “In Athens, we found engineers as good as Silicon Valley at 1/3 the cost,” Tsioris reveals
• First-Mover Advantage: Clarke explains: “When we entered South Africa, digital banking was wide open”
• Government Incentives: Tax breaks and grants that make California look stingy

The Next Big Bets

Their investment thesis? Follow the infrastructure gaps. While Tsioris is backing Eastern European logistics tech, Clarke is pouring millions into African payment solutions. “Where others see problems, we see billion-dollar opportunities,” Clarke states.

Why This Matters NOW

With US valuations at all-time highs, European startups offer:

• 2-3x lower customer acquisition costs
• Faster regulatory approval timelines
• Less saturated markets primed for disruption

“The next decade belongs to founders who see what others miss.”

Nate Clarke