Mark Cannice’s Post

The Q1 2024 Silicon Valley Venture Capitalist Confidence Index™ (Bloomberg Professional Services Ticker: SVVCCI) surged higher, registering 3.93 on a 5-point scale (with 5 indicating high confidence and 1 indicating low confidence), up from the previous quarter's reading of 3.63. The Q1 Index reading is also well above its 20-year average of 3.66 and at nearly a 3-year high. High expectations on the broad impact of generative AI applications along with an improving exit market and plenty of dry powder for new investments powered confidence higher.  Please see Bloomberg Professional Services for quarterly trend data since Q1 2004. Many thanks to the venture capitalists who contributed their insight to this on-going quarterly research (20+ years and running) as well as to Bloomberg LP Professional Services for including The Silicon Valley Venture Capitalist Confidence Index™ (Bloomberg LP Ticker: SVVCCI) across its global platform in 160 countries. Look for the full Q1 research report soon. #usfca, #siliconvalley, #entrepreneurshipeducation, https://lnkd.in/gCd_hmM

🚀 Want to know more about the state of venture in Emerging Venture Markets (EVM) in H1 2024 from the best? 🚀 📅 Date: July 17, 2024 🕒 Time: 3:00pm GST 📍 Location: https://lnkd.in/dihXNfqV MAGNiTT's CEO, Philip Bahoshy, will be diving deep into the latest insights and trends shaping the EVM landscape. From funding shifts to investor activity and sector-specific trends, this is your chance to gain valuable knowledge on what’s driving the momentum in these dynamic markets. Some Key topics to be covered: 🌍 Regional funding trends and shifts 💼 Investor landscape and activity 📊 Sector performance and emerging opportunities 📈 Exit trends and market outlook Don't miss out on this opportunity to stay ahead of the curve in the venture capital world. Register now and be part of the conversation! 🔗https://lnkd.in/dihXNfqV #MAGNiTT #Webinar #EmergingMarkets #VentureCapital #StartupEcosystem #EVM2024 #PhilipBahoshy #VCInsights

Our 2023 Unicorn Market Monitor is now available!🦄 Download it here: https://lnkd.in/gp8srVRE Our Q4 report shows that despite challenges in fundraising and exit opportunities, late-stage venture markets have shown remarkable resilience. This is due to a positive economic environment and strong performance in public markets. The Morningstar PitchBook Global Unicorn Index saw a 12.77% increase in 2023, though it didn't match the 22.13% gains of the Morningstar Global Markets Index. We noticed a significant drop in the number of new unicorns created from 330 to 81 in 2023. However, the AI sector stands out, accounting for 32% of all new unicorn formations.

Interesting analysis about Unicorn market in US.

🔎 In H1 2023, we saw a -42% YoY retreat in funding and a -49% decline in transactions in the MENA region, closely mirroring global venture trends. 📥 Join our newsletter and stay up-to-date with more funding trends and in-depth analysis of the VC ecosystem. #newsletter #vc #data #funding #fundingtrends #investortips

If you invest in a VC fund sub 30m in AUM, you'll have 50% chances of outperforming the markets 🤯💥💣 I was reflecting on the meaning of data published by MFO investor James Heath: Basically great news for #LPs in new, microfunds like ours! The MEDIAN GP achieves 20% IRR. The top half goes as high as 60%+ Think something like 3X and above cash on cash returns. Not bad, isn't it? 😎 Basically with a portfolio of 10-25 nano funds, you'll probably beat all the top-tier Funds of Funds squabbling to get allocations into big brand names. And that's if you do an OK selection, not even the best. Not surprising then that our LPs over at Molten Ventures, with a kickass FoF team in place, are now literally killing it with their strategy heavily geared towards emerging managers! (I've seen some numbers, they are insane, and I'm long LSE:GROW myself on a personal basis 🎯👌🙌) Now, I just need to take this fact as a resetting of my personal goal: to land in that top quartile box and demonstrate that #Deeptech in Europe is the future of grand-slam tech investing 🚀 And that it's through a strong #community and a product-driven #VC that an outsider to the industry can actually outperform 💪 See you in 10 years for the ending? 😅🏃🏆 You can like ❤️ and follow now 🔔 if you're interested in seeing it unfold live 🙏

Despite backing the next tech unicorn, VCs and LPs are increasingly focused on liquidity, measured by Distributions to Paid-In Capital (DPI). The influx of capital into venture capital from 2018-2023, driven by low interest rates, has shifted preferences towards funds demonstrating both performance and liquidity. With IPO windows closed and M&A muted, GPs face pressure to create liquidity, often opting for strategies like secondary markets, continuation funds, and private equity buyouts. This trend affects fund strategy, deployment pace, and the overall venture capital landscape, pushing funds to navigate tough market conditions and deliver returns efficiently. Read Reference Capital's Edouard Lingjaerde's take on the situation on the EUVC Insights Platform together with a whole new set of submissions by revered firms like Elaia, Foundamental, Notion Capital, byFounders, Antler, Revent VC 🔥 Read it here: https://lnkd.in/dma6qj3J

CTech by Calcalist's 2024 VC Survey - Today featuring insightful commentary from Amplefields Investments Managing Partner Moran Chamsi on investing in Israeli high tech during wartime, the liquidity crisis, and internal political turmoil. Thanks to James Spiro and Elihay Vidal! #IsraelInnovation #nomatterwhat #IsraeliTech #TechInvestment #VentureCapital #secondaryinvestment #secondaries #privateequity

According to Space Capital, over the past 10 years, $283.9B has been invested in 1,796 unique space companies. While the space ecosystem remains an emerging industry, investor appetites are primed for a niche tech sector with a long-term horizon. If you’re in an emerging industry where public sentiment is still being established but don’t know where to turn, we’ve got you covered! EVP, #InvestorRelations Heather Crowell and SVP Katie Kennedy are giving you a roadmap for capital markets success: https://lnkd.in/gjqbnnJ4