Matteo Leonardi

🚀 *Venture Capital in 2024: The Game Has Changed!* Carta’s latest report on Q1 2024 VC fund performance reveals a major shift in the landscape: With capital deployment slowing down and seed-to-Series A graduation rates dropping, the VC world is entering a new era of caution. Only 43% of capital from 2022 vintage funds has been deployed—talk about tightening the purse strings! Plus, early distributions to LPs are few and far between. Is this the new normal? Time to adapt and innovate! #VentureCapital #Startups #InvestmentTrends #Q12024 #Innovation

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June 9 2024 – 5 Notable Articles To Read Article: More VC money than ever is going into impact-driven start-ups Takeaway: Europe's VC sector is dedicating a growing portion of its investments to companies developing products or services that support sustainable development goals. The proportion of total VC funding directed towards these "impact start-ups" has risen from 18% in 2019 to 37% in 2023, during which European VCs raised €53B. Source: Science|Business Link: https://lnkd.in/dfZ5Mihm Article: Mena AuM rises by 13% to $2.3T Takeaway: According to Boston Consulting Group (BCG), the asset management sector experienced a 12% increase in assets under management (AuM), reaching $120T, recovering from the previous year’s decline. Source: Funds Europe Link: https://lnkd.in/d8nDjkmm Article: High-Flyer Capital Management: the Chinese quant fund-turned-AI pioneer Takeaway: Since its launch in 2015, it has grown into an asset manager with approximately Rmb60B ($8B) under management, utilizing AI and algorithms to identify patterns or variables that could impact stock prices. Source: Financial Times Link: https://lnkd.in/djrXTBUP Article: Billionaires Mittal and Ambani take on Musk in India’s internet space race Takeaway: India’s largest telecom companies are set to launch satellite internet services, positioning themselves to compete with Elon Musk’s efforts to introduce Starlink in the country. Source: Financial Times Link: https://lnkd.in/dyn2arfU Article: Charities create fund to invest in spinal cord injury companies Takeaway: SCI Ventures has begun with $27M in commitments and aims to raise $40M by year-end. Five spinal cord injury charities have collaborated to establish this investment vehicle, which will support companies developing innovative treatments for those affected by the condition. Source: Financial Times Link: https://lnkd.in/du8eZHJe #news #business #research

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REFASHIOND Ventures: The Industrial Transformation Fund is open for business. If you are a startup founder building a startup that fits our thesis, please visit our website and pitch us. We are not your average fund. We are #ObsessivelyEnthusiastic about what we do. Our Investment Thesis: REFASHIOND Ventures: The Industrial Transformation Fund invests in early stage startups refashioning legacy industries through Data & AI, Advanced Materials, Advanced Manufacturing, & Next Generation Supply Chains; Defensible through economic moats. We have backed 54 startups since July 1, 2021. Pitch us: https://lnkd.in/eZ2K5Ry2 #IndustrialTransformation #SupplyChainTechnology #VentureCapital #Startups

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We are also exploring the nuances of VC in USA vs Europe at Treeo VC with founders and investors experienced in both markets. An emerging tip of the iceberg perspective - it seems that both VCs and potential startup customers in Europe might benefit from subtle paradigm shifts that could lead to great success stories. From the VC perspective, European VCs tend to rely on static business plan projections whereas US VCs tend to give growth metrics such as Customer Acquisition Costs, Lifetime Customer Value, Business Development Life Cycles more weight... While looking solely at business plan projections seems to be a rather hygienic and low energy exercise, other growth metrics lead to more realistic and robust due diligence plus a more dynamic approach to risk taking. We are also in awe of how many US customers are willing to engage in paid pilot projects with startups. It seems to be both an innovation best practice and something akin to "Corporate Entrepreneurship Responsibility" (akin to Corporate Social Responsibility). Such interactive product development and validation opportunities also seem to be lacking in European markets which might be why European VCs are more prudish regarding startup growth projections.

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