NGE · Investment Letter · Issue 59 · June 2026

Belgium:
Beyond the
Chocolate Box.

Belgium gave the world chocolate, waffles, Trappist beer, and Art Nouveau architecture. What it hasn't been given credit for: five unicorns, a Flanders startup ecosystem growing 2.9× faster than Amsterdam or Paris, 70% of all Belgian startup capital flowing into AI, and two brand-new unicorns minted in the first three months of 2026 alone. KU Leuven — Europe's most prolific research university for startup creation. Ghent — the "Pentacorn" city. Antwerp — biotech and maritime technology. The chocolate box is just the cover. What's inside is considerably more interesting.

Not investment advice. Not a recommendation to buy or sell. Research and long-horizon thinking only. Figures cited are sourced from Tracxn, EU-Startups, Scalable, StartupBlink, FindNStart, State of Belgian Tech Report 2024, and Startup Genome, current as of June 2026.

Why Nobody Talks About It

The most overlooked startup economy
in Western Europe.

Belgium suffers from a peculiar brand problem in the global investment conversation. It is simultaneously one of the wealthiest countries per capita in the world, the headquarters of NATO and major EU institutions, the home of some of the most extraordinary research universities in Europe — and almost entirely invisible in the startup coverage that drives investor attention toward London, Berlin, Paris, Amsterdam, and Stockholm. The conversation jumps straight from the Netherlands to France without pausing in between. Which is a mistake.

The numbers tell a different story. Belgium's startup ecosystem has been rapidly evolving, with the "State of Belgian Tech Report 2024" revealing the country was on track to break investment records, with AI securing 70% of all capital raised — establishing Belgium as a leader in the rapidly advancing field of artificial intelligence. The total enterprise value of the startup ecosystem in Flanders alone has surpassed €74 billion, with a growth rate since 2020 that is 2.9 times faster than comparable European hubs like Amsterdam or Paris. Three established unicorns. Two new ones minted in January and March 2026. A research infrastructure — anchored by KU Leuven — that is the most productive startup spinout engine in Europe. And an ecosystem that most global investors have not looked at closely enough to have an opinion about.

"Deep tech and life sciences represent 17% of all startups in Flanders but account for 73% of the total startup enterprise value." — FindNStart, 2026

5
Unicorns — including 2 minted in Q1 2026 alone
€74B+
Flanders startup ecosystem enterprise value — growing 2.9× faster than Amsterdam or Paris
70%
Of all Belgian startup capital going into AI — the highest concentration in Europe
The Five Unicorns

Three established. Two brand new.
All B2B. All serious.

$5.3B · Enterprise Software

Odoo

Open-source ERP and business management suite — the most successful open-source enterprise software company in Europe. Founded in 2002 by Fabien Pinckaers in a Ghent garage. Now used by over 12 million users globally across 70+ integrated applications covering accounting, CRM, e-commerce, inventory, and HR. The SME alternative to SAP that actually works for small companies. Profitable. Global. Still Belgian.

$5.25B · Data Governance

Collibra

Data intelligence platform — governance, cataloguing, lineage, and quality for large enterprises. Born from VUB research in 2008, now headquartered in New York with engineering depth in Brussels. Used by major banks, healthcare systems, and technology companies to manage data compliance, GDPR adherence, and AI governance. The AI governance wave documented in Letter 47 is a structural tailwind for Collibra specifically.

$1.4B · Restaurant Tech

Deliverect

SaaS platform integrating online ordering channels with restaurant POS systems — the operational backbone of the food delivery economy. Founded in Ghent in 2018, unicorn by 2022, now serving over 48,000 food businesses worldwide including global chains and independent restaurants. The Ghent ecosystem's most recent unicorn before 2026 — and a signal that the city produces category-defining companies across sectors.

New Unicorn · January 2026 · Cybersecurity

Aikido Security

Developer-first cybersecurity platform — unified vulnerability scanning, code leak detection, and dependency monitoring in a single dashboard. Reached unicorn status in January 2026 through a massive Series B. Solves "security fatigue" — the phenomenon where developers are overwhelmed by too many separate security tools producing too many alerts. Built for the developer workflow, not the security team. Precisely the kind of B2B infrastructure company Belgium consistently produces.

New Unicorn · March 2026 · Crypto Finance

Keyrock

Institutional crypto market making, OTC trading, options, and asset management. Brussels-based, crossed the unicorn threshold in March 2026 after a Series C led by SC Ventures. Operates at the intersection of traditional institutional finance and digital asset markets — providing the liquidity infrastructure that makes professional crypto trading possible. A sign that Belgium's financial services sophistication extends into the next generation of capital markets.

Emerging · Holographic AR · Leuven

Swave Photonics

Holographic chips for next-generation augmented reality — NanoPixel technology creating compact, lightweight, high-resolution displays. Raised €43 million, growing rapidly, positioned as a global leader in the AR display hardware layer. Founded 2022, out of KU Leuven research. The kind of deep physics company that Belgium's research infrastructure uniquely enables — one that could not have emerged without the KU Leuven photonics research group behind it.

The Secret Weapon — KU Leuven

KU Leuven — Europe's Most Prolific Research-to-Startup Engine

Founded 1425 · Consistently ranked top 5 in Europe for research output · 1,000+ spinouts created

KU Leuven is the single most important structural fact about Belgium's startup ecosystem. Founded in 1425 — one of the oldest universities in the world — it has in the modern era become the most productive European university for translating research into commercial companies. Its spinout and technology transfer record exceeds Oxford, Cambridge, ETH Zurich, and every other European research institution on a per-research-euro basis.

The mechanism is specific and worth understanding: KU Leuven Research & Development (LRD) has been systematically translating fundamental research into commercial spinouts since the 1970s — longer than most European ecosystems have existed. The result is a flywheel: successful spinouts produce successful founders who reinvest in the next generation of startups, creating the "multiplier effect" where former Odoo, Collibra, and Deliverect employees become the founders of the next wave. The Ghent ecosystem is unique for its "Pentacorn" status — hosting companies like Odoo and Collibra valued at over €5 billion — where former unicorn employees transition into new entrepreneurial roles, a trend also observed in Central and Eastern Europe.

Leuven is not alone. Ghent University's biotech spinout track record rivals any institution in Europe. VUB Brussels produced Collibra. The University of Liège has a specific heritage in aerospace (Techspace Aero, now Safran). Each Belgian university city has a distinct specialisation — and together they form a national research infrastructure that punches far above the country's population weight of 11.5 million people.

The Five Cities — Each With a Distinct Character

Not one ecosystem.
Five distinct innovation corridors.

🏛️ Leuven
KU Leuven · Deeptech · Life Sciences · Spinouts

The university city 25km from Brussels that produces more startup spinouts per capita than anywhere in Europe. IMEC — the world's leading semiconductor and nanotech research centre is here. Swave Photonics, Vertical Compute, and dozens of deeptech companies emerge from its research infrastructure annually. The least glamorous city in this letter and the most important one for the long term.

🌊 Ghent
Pentacorn City · Odoo · Collibra · Deliverect · Biotech

The most productive startup city in Belgium by unicorn output. Odoo, Collibra, and Deliverect are all Ghent companies. AgomAb Therapeutics raised $88.8M in its Series D in 2024-2025. Ghent University's biotech research is feeding a growing life sciences cluster. The multiplier effect of three unicorn alumni networks creating the next wave of founders is already visible.

🏙️ Brussels
EU Institutions · Collibra · Keyrock · Impact Tech

The EU capital creates unique demand for regulatory technology, policy software, and impact-oriented ventures that other cities don't have. Proximity to the European Parliament and Commission creates a natural customer base for govtech, compliance, and sustainability reporting software. Keyrock's institutional crypto operation reflects Brussels' financial sophistication. VUB and ULB both feed the ecosystem.

💎 Antwerp
Port · Biotech · Logistics · Maritime Circularity

Europe's second-largest port and the global centre of the diamond trade. Spica Therapeutics and a growing biotech cluster are emerging alongside maritime technology and logistics innovation. The port creates natural demand for supply chain, logistics optimisation, and sustainability technology. Antwerp's maritime circularity focus is one of the most specific and distinctive specialisations in this list.

✈️ Liège
Aerospace · University Science Parks · Wallonia

Wallonia's largest city and a traditional aerospace hub. The abolition of the business management certificate in October 2025 triggered a 42% spike in new business registrations in Wallonia in Q4. Aerospacelab and the university science park ecosystem are driving a Walloon startup resurgence that began to show clearly in H2 2025 deal flow.

🔬 Louvain-la-Neuve
UCLouvain · Deeptech · Vertical Compute · Climate

A purpose-built university town housing UCLouvain — the French-speaking equivalent of KU Leuven in research productivity. Vertical Compute (next-generation computing hardware, €20M raised in 2025) and Sirona Technologies (direct air capture, €6.37M raised) are both here. The smallest city in this list and the least covered — which historically is a signal worth paying attention to.

The Investment Themes

What Belgium actually produces.
And why it persists.

🧬
Life Sciences and Biotech — The Heritage Advantage
Belgium has been a global pharmaceutical hub for over a century — UCB, Janssen Pharmaceuticals (now J&J Belgium), and Solvay are all Belgian. This industrial heritage creates a talent pipeline, regulatory expertise, and corporate partnership network that startup biotechs cannot find at the same depth anywhere else in Europe outside the UK. AgomAb Therapeutics (macrophage biology), Spica Therapeutics (immune cell therapies), and a growing cluster of spinouts from Ghent and KU Leuven's life sciences departments are the current generation building on this foundation.
🤖
AI and Data — The 70% Signal
The fact that 70% of all Belgian startup capital went into AI in 2024 is not a coincidence or a trend — it reflects the specific research strengths of KU Leuven, VUB, and Ghent University in machine learning, natural language processing, and data science. Collibra's data governance platform is now directly positioned as AI governance infrastructure — the mechanism by which large enterprises manage their AI models' data provenance, quality, and compliance. As the EU AI Act (Letter 47) rolls out through 2026, demand for exactly this category of software is structural rather than cyclical.
🔒
Cybersecurity — Aikido and the Developer-First Wave
Aikido Security's January 2026 unicorn achievement reflects a broader wave of developer-first security tools emerging from Belgium's strong software engineering tradition. Belgium's enterprise software heritage — Odoo serving 12 million users, Collibra serving major bank compliance teams — has produced a generation of engineers who understand enterprise security requirements at a depth that consumer-tech-first ecosystems don't match. Jscrambler (client-side web security, Porto-linked but Belgian-co-founded) and the Aikido cohort are the visible tip of this wave.
🌱
Climate and Deep Tech — The IMEC Advantage
IMEC — the Leuven-based semiconductor and nanotech research centre — is one of the most important technology institutions in the world. TSMC, Samsung, Intel, and every major chipmaker works with IMEC for next-generation process development. The spinout pipeline from IMEC alone creates a category of deeptech companies — photonics, semiconductor manufacturing, advanced materials — that few ecosystems outside Taiwan, South Korea, and the Netherlands can match. Swave Photonics' holographic chip technology and AlixLabs' atomic layer etch technology both trace back to IMEC's research lineage. Sirona Technologies on direct air capture, Vertical Compute on specialised computing hardware — Belgium's climate and deeptech pipeline is real and growing.
The EU Proximity Advantage — A Moat Nobody Mentions
Belgium hosts the European Commission, the European Parliament, NATO headquarters, and the majority of European regulatory agencies within a 30-minute drive of Brussels. For companies building in regulatory technology, compliance software, sustainability reporting, defence technology, or any sector where EU policy shapes the market, this proximity is a genuine competitive advantage — not just for lobbying access, but for the density of senior policy professionals, ex-Commission staff, and regulatory experts available as advisors, employees, and customers. No other startup ecosystem in Europe has this institutional proximity in the same concentration. It is the Belgian equivalent of Washington DC's proximity advantage for US govtech startups — and it is systematically undervalued in the coverage of Belgium's innovation credentials.
The Honest Challenges — Belgium Is Complex
Belgium's political complexity — three official languages, three regional governments (Flanders, Wallonia, Brussels-Capital), and a federal system that produces some of the longest government formation periods in democratic history — creates regulatory fragmentation and bureaucratic complexity that founders consistently cite as the ecosystem's primary friction point. The funding gap between early-stage (where Belgium is strong — nearly 50% increase in seed rounds in early 2025) and late-stage (where capital is thin) remains a structural challenge: the most successful Belgian companies have consistently needed to raise late-stage capital internationally or relocate their headquarters. Odoo, Collibra, and Deliverect all have significant US operations. The ecosystem produces excellent companies — retaining them is harder.
The Honest Read

Belgium's startup ecosystem is genuinely world-class in two specific areas — research translation and B2B enterprise software — and genuinely weak in two others: late-stage capital and consumer tech. The combination of IMEC, KU Leuven, Ghent University, and VUB creates a research-to-commercial pipeline that produces category-defining deeptech and enterprise software companies at a rate that its 11.5 million population does not predict. Odoo at $5.3 billion and Collibra at $5.25 billion are not accidents — they are outputs of a specific institutional infrastructure that has been building for decades.

The comparison to the Netherlands is instructive and often missed. The Netherlands — with a similar population, similar geographic position, and stronger international brand as a startup ecosystem — has produced ASML (Letter 44's picks-and-shovels champion of the semiconductor world), Booking.com, and Adyen. Belgium has produced Odoo, Collibra, and now Aikido Security. Both are producing serious B2B companies in data, enterprise software, and deep technology. The difference is that Amsterdam has better self-marketing. Which means Belgium's companies are, on a relative basis, more attractively valued at equivalent stages — because less of their valuation reflects brand premium and more reflects actual product and market position.

The NGE View

The verdict.

What We Believe
KU Leuven and IMEC together constitute the most undervalued research-to-startup infrastructure in Europe. An investor who understands what IMEC produces in semiconductor and photonics research — and can identify the spinout companies emerging from its pipeline — has access to a category of deeptech deals that is genuinely difficult to find at comparable quality anywhere outside Taiwan and South Korea.
The two new 2026 unicorns — Aikido Security and Keyrock — signal acceleration, not continuation. Two unicorns in three months, in cybersecurity and institutional crypto respectively, from companies that did not exist five years ago, in an ecosystem that most investors classify as "small and quiet." The multiplier effect from Odoo, Collibra, and Deliverect alumni creating the next generation is now visibly producing results.
Collibra is the highest-conviction single company in this letter for the next five years. Data governance, AI governance, and EU AI Act compliance are converging into a single enterprise requirement category. Collibra is the category leader. Every large European enterprise implementing AI under the EU AI Act's requirements needs exactly what Collibra provides. This is not a product looking for a market — it is a product arriving precisely as its market becomes legally mandatory.
Belgium will never be the startup story people talk about at conferences — and that is the investment opportunity. The attention gap between what Belgium produces and what the global investment community believes it produces is wider here than anywhere else in Western Europe. Companies that are building quietly, with serious research foundations, in a country that most investors walk through on the way to Amsterdam or Berlin, deserve more attention than they receive. The chocolate box has better contents than the packaging suggests.

Belgium is the country that taught the world to make chocolate and then quietly got on with building serious technology companies while everyone else was distracted by the flavour. Odoo serves 12 million users and most people outside enterprise software have never heard of it. Collibra is the infrastructure that major banks use to manage their data compliance and most fintech coverage ignores it. Aikido Security went from founding to unicorn in a few years with barely a headline outside developer circles. This is not modesty — it is the character of a country that builds things that work rather than things that trend. In a world where Letter 53 argued that the most durable value lies in cognitive monopolies built on decades of R&D and user lock-in, Belgium's B2B software companies — sitting on research foundations that predate most of their competitors — are exactly that. The chocolate is excellent. The companies building inside the box are more interesting.

NGE · A Futuristic Investment Letter

Long-horizon thinking on capital, technology, and the forces shaping the next decade of wealth creation. Written from first principles. Not consensus. Not noise.

— Pawan Bhatia · NextGen Economics · Bangalore, India