Axios’ Post

Principal Spencer Hurst recently spoke with Claire Coe Smith at Buyouts to discuss current trends in tech investing, including what makes the sector attractive and applying AI strategies across a portfolio.   “If you’re a management team, you want a partner that brings more than just capital to the table. You want a partner that knows your end-market extremely well, is a long-term believer in the end-market and not just a visitor to the space, a partner who can align with you and break down doors to help achieve the growth strategy and a partner who can surround the management team with the right industry executives and experience to increase the overall probability of success.”   Read more by clicking the link below. #PrivateEquity #Investing #Tech

🚀 Private Markets Q2 Report (so far)🚀 We announce the release of our Private Markets Q2 Update for April and May 📊✨ Dive into the latest insights on secondary market trading for large, growth-stage US private companies and discover key trends driving investor interest. 🧐💡 This report covers everything from increased trading activity to narrowing valuation gaps. 📈 Don't miss out on the hottest updates in the private market sector! Companies mentioned: SpaceX xAI ScaleAI Databricks Monzo Bank Inflection AI Anthropic Circle Klarna Addepar 👉 Read the full report here https://lnkd.in/gCv-SnRr #PrivateMarkets #GrowthStage #SecondaryMarket #InvestorInsights #IPOClub #Q22024 #MarketTrends #PrivateEquity #markets #VentureCapital #vc #PreIPO #IPO #investing #familyoffice #wealthmanagement #venture #privatemarkets #shareprice #valuations #growth #secondaries #liquidity #savings #savingforretirement #compounding #startups #stockmarkets #capitalmarkets

From due diligence to funding stages, VCs are taking various steps to de-risk their investments, while positioning strategically for turn in conditions. Read Private Equity Wire's latest Insight Report, 'Staging a Return: Venture Capital's AI Fuelled Rejuvenation' here https://zurl.co/aUty, examining the most pressing challenges facing managers, the resurgence of tech as the dominant source of returns, and strategies to build more secure and better performing portfolios for the long term. #privateequity #ai #venturecapital

AI is Driving the VC Market https://buff.ly/3LkgFva @thefundcfo AI accounted for over 40% of new private U.S. "unicorns" in the first half of this year and contributed +60% to total increase in venture-backed valuation. Overall U.S. unicorn value has risen by $162B this year!

Just came across a fascinating report by Earlybird Venture Capital that dives into a growing trend of data and AI influencing venture capital decisions. For VCs, this means relying on more tangible information irrespective of the stage of the company that they are evaluating. But what does this mean for founders? > Building data muscle early is key. Understanding your customer data and tracking key metrics will increase your likelihood of a positive investment outcome. > Transparency is your friend. Tracking progress and presenting clear data is essential even if it isn’t perfect—it will save you compliance hurdles in the future. > Data is king, but the story is queen. Don't forget to communicate the story behind the numbers. As VCs increasingly become data-driven, founders need to keep up and realize that just a grand vision or a massive TAM will not cut it any longer. On the bright side, I believe that this will make the entire ecosystem more robust and we will see more successful start-ups than not.

Big congrats to Dr. Andre Retterath and team on releasing the Data-Driven VC Landscape 2024! My key takeaways are: - There are about 200 Datadriven VCs now, the numbers are growing quickly. - The use of AI and modern tools has decreased the time to perform tasks by 0.8 standard deviations while the quality of output has increased by 0.4! - 80% of DDVCs use a combination of a self-developed and external tech stack. I'm 100% convinced that funds can only hold their position in or get into the top quartile by adopting these practices rather quickly. https://lnkd.in/e79FBXnU

In our recent newsletter, COO Megan Thorp, MBA highlighted the advantages of investing in AI through a Fund of Funds (FoF) approach. This strategy, ideal for accredited investors, offers: - Risk Diversification: Spread risks by investing in multiple VC funds, each supporting several AI startups. - Exclusive Deal Flow: Gain access to quality, in-demand AI investments. - Beyond Capital: VC funds provide strategic guidance and industry connections crucial for AI ventures. - Efficiency & Potential Returns: Save time and amplify potential returns through strategic VC fund investments. A FoF approach in AI investment balances high-return potential with risk mitigation, perfect for investors seeking strategic, yet cautious entry into the AI sector. ------------------------------------------------------------------------------------ Stay informed in '24 Subscribe to our weekly newsletter 👇

The average VC often lacks essential automation, data analytics, and KPIs, let alone AI. The primary assets of a VC today are essentially their brand and the personnel they have on board. Negative publicity tarnishing their brand or key personnel departing can significantly impact their operations. I strongly believe that now is the perfect time to pioneer the next generation of VCs, driven by technology and data. Additionally, I foresee a future where a select few major players emerge to dominate and consolidate their position in the VC market. These key players may include: - VCs with extensive portfolios, like HV Capital or Speedinvest, which possess abundant data and merely require a swift utilization of their potential by enhancing their in-house tech capabilities and expediting their strategies. - Platforms such as Dealroom.co or even Affinity.co (although compliance might pose a challenge), which possess invaluable data and are already technology-enabled. For instance, platforms like Affinity are adept at understanding the decisions of numerous VCs and could potentially extract further insights from the web regarding investment outcomes measured by metrics like MOIC. Early movers in this arena will establish a solid defensibility, while those lagging behind risk seeing their funds dwindle over time. Although this realization might not immediately dawn, as it typically takes over a decade to materialize, the repercussions will be significant once it does. Thanks Dr. Andre Retterath for shedding light on this landscape and raising awareness of the pivotal role of data and technology in the VC arena. #vcs #datadriven #startups

"Pivot And Go Find God" - #VC Explains How Founders Can Deal #ai change Discover why some top VCs are holding back on their investments until the paradigm shift occurs. Learn about the impact of AI and innovative middleware tools that bridge the gap between old and modern industrial systems. Stay ahead of the game with this insightful discussion on the future of venture capital. #FutureOfInvestments #AIRevolution #IndustrialInnovation #VentureCapitalInsights #TechInvestments #VCStrategy #ParadigmShift #VentureCapitalists #AIInnovation #BusinessInvestments

👉 Beyond the AI Hype Cycle - The Quest to Finally Unlock Real Value Creation! There is a major gap emerging between the flood of investment into AI infrastructure and the revenue being generated from actual AI products and services. While billions are being poured into GPUs, data centers, and AI research, the hard question remains - how will all this infrastructure translate into real value for end users? The time is NOW for bold startups to innovate using AI to create products users desperately want and value. 🌟 The infrastructure buildout has happened 🚀 AI R&D costs are plummeting. 💸 The core technology is here. 🤖 The biggest puzzle remains developing creative applications of AI that radically improve people's lives. 💡 Cogniphy is keen to back the next generation of Indian AI startups purpose-built to address this gap. 🤝 We want to partner with audacious founding teams combining AI wizardry 🔮 with creative thinking around wicked problems worth solving. 💪 If you're working on an AI solution delivering 10x more value to customers than current options, we want to hear from you! ✉️ Specifically, we are looking for AI startups in sectors like healthcare, manufacturing, logistics, transportation, and enterprise services. 🏥🏭🏫👩💼🚘💼 Technology for its own sake is not our focus - we want to see you leverage AI to revolutionize how businesses operate and people live. 🌎 If this mission excites you, reach out via our application link: https://lnkd.in/grFcX2-N ✅ Now is the time to build category-defining companies solving problems that matter. 📈 The revenue potential is enormous for those who crack the code on delivering meaningful AI tailored to human needs. 💖 Let's connect if you're ready to capture the upside of this gap. 🤝 #AI #machinelearning #startupindia #venturecapital #technology #innovation #entrepreneurship #VC #funding