venture capital trends in the us – q1 2015

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Venture capital trends Q1 2015

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V e n t u r e c a p i ta l t r e n d s – Q 1 2 0 1 5

Summary

Introduction & Sources I.  General Trends II.  Trends by sectors III. Key players by topics

2  

Introduction

«  In  god  we  trust,  all  others  must  bring  data  »    W.  Edward  Deming  

 -­‐  No  one  can  pretend  to  be  objec8ve  so  the  best  is  to  look  at  figures  

-­‐  Don’t  forget  that  investors  are  not  the  innovators,  most  of  them  follow  the  trends…  

-­‐  We  will  not  try  to  make  ambi8ous  assump8ons  of  the  future  but  just  to  see  the  highlights  of  the  Q1  of  2015  

3  

Long term trend of US VC

4  

-­‐  Regular  increase  of  total  investments  -­‐  Less  deals  but  higher  rounds  

2014  was  the  best  year  since  2000!  

BOOM  ?  BOOM!  

SOURCE

 All  the  data  comes  from  a  great  report  from  

     

Q1  2015  –  Venture  Capital  Report  www.cbinsights.com  

5  

GENERAL TRENDS IN VC FUNDING Q1 - 2015

Part I

6  

7  

-­‐  Regular  increase  of  total  investments  -­‐  Lots  of  new  players  in  the  VC  space:  hedge  funds,  corporate  funds,  crowdfunding  etc.  

Less Deals, Higher rounds

8  

Big  VCs  

Corporate  VC  

Accelerator  

New active players in VC

9  

A  Few  states  focus    on  specific  fields  

 e.g.  Colorado  is  big  for  

CleanTech  

The  Big  3  concentrates  almost  all  the  deals  and  the  money  

10  

Less  tech  exits…  and  that  is  the  most  important  difference  with  the  internet  bubble  

IPO  soon?  

M&A  

IPO  

11  More  Unicorns  than  ever!!  

h^ps://www.cbinsights.com/research-­‐unicorn-­‐companies  

VC FUNDING BY SECTORS Q1 - 2015

Part II

12  

13  

INTERNET

Pinterest  raised  a  Serie  G  of  $367  M  with  Andressen  Horrowitz  and  Bessemer  Venture  Partners  as  Lead  investors.  

75%  NYC  and  Cali  

Dataminr  raised  $130  M  to  become  a  leader  in  real-­‐8me  informa8on  data  analysis  

14  

MOBILE

Cyanogen  raised  $80  M  to  reimagine  the  mobile  opera8ng  system  Big  corporates  involved:  Qualcomm,  Twi^er,  Microsof,  Foxconn  etc.  

Postmates  raised  $35  M  to  allow  users  to  ship  any  Item  within  the  city  in  less  than  an  hour  

Healthcare

15  

10X  Genomics  raised  $56  M  to  develop  an  innova8ve  genomics  plagorm  Lead  investors:  Paladin  Capital  Group,  Venrock,  Foresite  Capital  

Stem  raised  $27  M  to  develop  an  integrated  cloud  energy  op8miza8on  solu8on  Lead  investors:  Total  Energy  Ventures,  GE  Ventures  

CLEantech

Blu  Homes  raised  $35  M  to  be  the  leading  provider  of  clean  premium  prefab  homes  in  North  America.  

KEY PLAYERS BY TOPICS Part III

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Tech

Symbol -->Firm Name -->

VC firms Micro VCs Accelerators/Venture StudiosCorp VC firms Angel groups Tech AcquirersGrowth/Late-Stage Angels

7

‡ 5f

† 5d

‡ 6d

6s

The Periodic Table of TechAn overview of the key players in tech investing and M&A

5

4sAccel New Enterprise

Partners

5sCRV

3d

6

Period

1

2

3

Ac

1s

2s

3s

Sq

4

YcY

6p

Floodgate

TsTechStars

Sv

7s

Crv Bvp

Perkins Ventures

Combinator

Usv 2p

VC

FlAndreessen

Horowitz

Union Square

Bc GlBenchmark

5p

Sfv GeGE

Ventures

SivNea

Associates

KhKhosla

Ventures

Partners

Fv

NrNaval

Ravikant

GpGil

Penchina

An

SequoiaCapital

Ventures

AhSV

Angel

SoSoftTech

Greylock

Startups

3p500

SalesforceVentures

GeneralCatalyst Ventures

Cisco BertelsmannCapital Investments Investments Digital Media

Nokia Growth ITOCHU Insight TechnologyVentures Ventures

† 4f

Bv

Kp RdKleiner Redpoint

IxBattery Index

Ventures Ventures

Capital Ventures Partners

BessemerVP

SiemensVC

TgTiger Global

Management

GaGeneralAtlantic

Ff Ls

Group

GvGoogleVentures

FyFoundry

AlAtlas

Venture

Em

Gc

Lowercase O'Reilly Joshua Elad AngelPadLc Js Eg

4pLerer-Hippeau

AlphaTech

Tc RiMax

Schachter Gil

Ml

Or

Capital

PbRocket

Lhv Hm

Metal Angels BuchheitHarrison Tech Coast

Levchin Internet

Collective Ventures Harbor Angels Kutcher

Paul

Founder BaselineFc Bs

Jason

Gs ShFelicis Launch Golden Sand Hill

Dt Sb

Bh Ak Jc Bw

CalacanisBoston Ashton Betaworks

Ventures Angels Tech Angels Ferriss Dyson

David ScottTisch Banister

New York AtlantaNy At

Tim Esther

Ventures Capital Seeds Angels

Tf EdCf FrCrunchFund Forerunner

Bcv Ct TpgIc Ti Ci BmBain Capital

Fe La

Coatue TPG

Qv Tv Nk It Is Tcv

Intel Time WarnerManagement Growth

Spark RRE Greycroft TRUE Qualcomm T-Venture

SuFirst Round Foundation Thrive Upfront Comcast Samsung

Partners Tech Ventures VP Crossover

Frc Fo Th Up Cm Smv

Twitter Cisco

Cs

Motorola SingTelVentures

Mo St Ivp

Tw Ms

VPVentures Solutions VC Innov8 PartnersInstitutional Summit

Ybytterbium

ApOcOracle

InIntel

AdAutodesk

EbeBayApple

La

Iu

Go Yh IbIBM

TdTn RkSiIntuit VMWareSalesforce Siemens

BaTencent Rakuten

SmAlibaba

QcSf Vm AoAmazon Samsung 3D Systems

NonobeliumQualcomm

Capital

AOLactinium

lanthanum

Ac

Google MicrosoftYahoo

VenturesCapital Capital

TrSp Rre Gy

Fund VP Capital Partners Ventures

Founders Lightspeed Emergence4d

NwNorwest

SqSequoiaCapital

VnVenrock

FbFacebook

Am

VP

IwInterwestPartners

SapSAP

Ventures

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