Tom Revis’ Post

💡 European VC Valuations Show Strong Recovery in Q3 2024! 💡 Optimistic news from the Q3 2024 European VC Valuations Report! 📈 Here are some takeaways: 🔹 Valuation Rebound: Median deal values are outpacing 2023 across all stages. Larger rounds signal growing investor confidence. 🔹 Sector Highlights: Fintech leads the pack with high valuations across stages. SaaS sees exceptional growth, while AI & ML shows resilience in early-stage rounds. 🔹 Investor Dynamics: Nontraditional investors (CVCs, PEs) play a crucial role, participating in larger, higher-valued deals. 🔹 Exit Environment: Improved IPO and buyout valuations mark a recovery, but the challenge of European firms listing outside Europe continues. This signals a promising trajectory for 2025, as the ecosystem adapts to stabilizing interest rates and slowing inflation. 🌍 https://lnkd.in/dBmx8Gtf #VCInsights #EuropeanStartups #InvestmentOpportunities #Innovation

Private markets in the EMEA region faced a tough road in 2024, but PitchBook analysts see signs of cautious optimism ahead. A rebound in European PE middle-market fundraising, a concentrated recovery in VC-backed IPOs, and record AI investment are just some of the predictions in this 2025 EMEA Private Capital Outlook.

🎤 More than 130 companies from 25 countries gathered at the 8th Annual BNP Paribas Initial Public Offerings (#IPO) and Private Placement Conference.   As the IPO market is coming back to life, our conference was a unique opportunity to hear the latest insights from recently listed companies, experts and private and public #investors in #Europe and the #US.   The right conditions are in place for new issuers, with top-tier investors willing to invest in equities in all types of sectors. Three topics are at the forefront: size and liquidity, adequate capital structure and a persuasive story with visibility on the earnings baseline.   #AI was a recurring theme throughout the conference, with former UK Minister for Science, Technology & Innovation, George Freeman MP, discussing disruptive #innovation and #regulation.     ▶ Read the key takeaways from our experts: https://bnpp.lk/oeLjaE   #venturecapital #privateequity #equity Yannick Jung, Andreas Bernstorff, Dennis Jose, San Dhillon, Evan Riley, Roger Barb

Valuations take the #4 spot this week with a report from PitchBook. Despite the economic doom and gloom and VC challenges, early-stage companies are seeing high valuations driven by strong investor interest, especially with AI still frothy (but also in the biotech sector). https://lnkd.in/gxVMAEET #earlystage #valuations #venturecapital

Is the future bright for secondaries?🌟 With private tech companies delaying IPOs and increasing liquidity needs, secondary markets are reshaping the investment landscape Watch the highlights of our #SaaSLounge panel with Roman Kalyuzhny, Michael Szalontay, Edward Wales , Alan Vaksman! Test our new Valuation Tool 👉 https://lnkd.in/dYjkZMnz

There is a huge amount of liquidity in private markets, which also offer more flexibility on a range of issues. So how do you make IPOs attractive? asks Lucy Fitzgeorge-Parker Per Einar Ellefsen says companies that have raised capital in very high multiple environments are often founder-led and at some point, founders want to get their value out. That continues to be attractive as a potential IPO and companies then have their opportunity to prove themselves in the public markets. Jenn-Hui Tan comments there are both cyclical and structural elements to this. "Is there a broader governance concern with the health of the public markets?" he asks and notes and there isn't necessarily a clear answer to that. Can public markets promote long-term value better than private markets? Lucy says that brings us to an elephant in the room - US markets and whether Europe can ever 'beat' the US. https://lnkd.in/djgjGzrH #ICGN2024 #conference #governance #corpgov #stewardship #sustainability #investors #assetmanagers #assetowners #AI #listings #IPO #assurance

The mood at this year´s The Venture event was not optimistic for the capital markets according to the Pitchbook #venturecapital deal count and volume. The global M&A market has begun to recover after experiencing a substantial downturn, with a striking 34.7% decline in deal value reported in 2023. However, by the third quarter of 2024, we've witnessed a resurgence, with a 13.2% increase in deal count and a remarkable 26.8% rise in deal value year-over-year. Ertan Can at the #LP gathering appointed that the market need deals to restore the capital flow. #GP and portfolio managers should allocate some time on exit plans to promote liquidity in the market The capital market must diggest the post-pandemic valuations and capital deployed but there are also options beyond IPOs through M&A to build value. #AI #Deeptech #Liquidity #Mergersandacquisitions

How does the pipeline of IPOs in Europe look currently? And which European sectors and regions will see the most activity from the current backlog? PitchBook has answers to these questions and more in their latest analyst note titled, "2024 - Year of the IPO Window or Vent?". Stay informed and read about the latest insights in The Times. Check it out here 👇 https://lnkd.in/eqxhphgh

How do VCs make decisions? 📊 This 64-page study by Paul Gompers, Will Gornall, Stephen Kaplan, and Ilya Strebulaev surveyed 885 VCs to explore how they evaluate opportunities and create value across eight critical areas: - Deal sourcing: Leveraging networks for proprietary deal flow. - Investment selection: Prioritizing team quality over business metrics. - Valuation: Using multiples and IRR instead of DCF models. - Post-investment value-add: Active involvement in hiring, strategy, and customer connections. - Exits: Balancing IPOs, M&As, and failed investments. A must-read for VCs aiming to refine their strategy and decision-making.

📊 USA VC Investment Trends by Stage: Insights from 2019-2024 💡 Key takeaways from the latest data: 1. Mega Rounds Decline seems over. After peaking in Q4 2021, mega-round investments ($250M+) have dropped significantly by Q4 2023. At the moment we are surely growing here. 2. Market Stabilization: By Q2 2024, VC investment appears to be normalizing at $46.2B, with almost balanced growth across funding stages. What do you think is next? source: dealroom #VentureCapital #StartupFunding #VCTrends #InvestmentInsights