[PreMoney SF 2016] Anand Sanwal: "CB Insights on Tech, VC and Emerging Trends"

TL;DR

CB Insights presents data-driven insights on global financing trends and technology industries, highlighting the rise and fall of various sectors.

Transcript

so Dave kind of just stole my thunder so thanks so I have 58 slides in 15 minutes so let's see how this goes all right how many of you know CB insights oh that's not good how many of you know that how many of you get the newsletter all right if you don't get the newsletter please go to CB insights calm / newsletter and subscribe now having a clicke... Read More

Key Insights

• ❓ The on-demand economy is dominated by a few companies such as Uber and Airbnb, with little competition.
• 😃 Artificial intelligence (AI) and big data are buzzwords that attract investment, even if investors may not fully understand the technology.
• 😅 Digital health, fintech, and cybersecurity are hot industries attracting significant investment.
• 🙈 Asset-intensive industries, such as mining and construction, are seeing increased digitization and investment.
• 👨‍💼 Business fundamentals and profitability are gaining importance in the investment community.

Questions & Answers

Q: How does CB Insights use data to predict technology trends?

CB Insights collects and analyzes data on venture-backed companies, including investments from various sources, to identify trends and make predictions.

Q: What is the current state of the global financing trend for venture-backed companies?

While 2015 was a year of record investments, there has been a slight pullback since then. However, the current level is still significantly higher than historical trends.

Q: Which stages of funding have seen the most changes in deal sizes?

Deal sizes in the seed stage have decreased, while late-stage deals have seen significant growth. Early-stage funds are now writing larger checks and investing more in their winners.

Q: How has the market leverage shifted between investors and companies?

Investors are leaning into their winners, leading to shorter times between financing rounds. This shows a shift of leverage back to the investors, potentially increasing the time between rounds in the future.

Summary & Key Takeaways

• CB Insights provides data to predict technology trends and offers a newsletter subscribed by almost 170,000 people.

• The global financing trend for venture-backed companies saw a peak in 2015, although it has slightly pulled back since then.

• Deal sizes have decreased in the seed stage, while late-stage deals have seen significant growth.