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Women in VC: The 2022 All In Report breaks down the data on female founders and investors' successes—and continued challenges—by US metro area, sector, and exit activity. Get it here.
Talking venture trends: We're hosting our Q3 Venture Monitor webinar Tuesday with Insperity and J.P. Morgan. The live discussion will cover the US VC market's current trajectory and what to expect in the future. Register here.
Big healthcare services news: Walgreens is reportedly in talks to acquire a network of medical practices that would bolster its push into value-based care and establish it as a peer, rather than a pursuer, of CVS' healthcare services bid. Read our analysis. | | | | | |
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| If the most enduring startups emerge during a downturn, we should be seeing them around...now | | We know how the sharing economy flowered during economic recession, producing Airbnb and Uber. The same is true for now-iconic information security (infosec) companies Cloudflare, Okta, and Duo Security, each of which was founded between 2009 and 2010 and defined separate segments of the market by leveraging a lower cost of cloud computing to bring security services to a wide swath of customers. In Q3, infosec investors wagered that the future of security lies within enterprise browsers with consolidated network, identity, data, and endpoint protection capabilities.  | | Key browser security deals from our new infosec research. | Enterprise browser companies Island and Talon both raised rounds of $100 million or more within two weeks of each other, showing that investors believe a new delivery mechanism for security controls can mitigate the rampant risks of distributed workforces. We have long covered the value of detecting threats at the endpoint level—as evidenced by the $13.7 billion market for endpoint protection platforms and outstanding exits of CrowdStrike and SentinelOne—and see disruption potential across many market segments from the secure browser trend. For more on this opportunity, along with compliance automation and exposure management, read a preview of our Q3 Information Security Report. Clients can access the full research here. Feel free to reach out to discuss any of these topics or companies further. | | | | | |
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Global markets found a second wind in October, with almost every major global index ending firmly in the green despite continued volatility in asset prices and foreign exchange markets.
Our latest Global Markets Snapshot breaks down a month of trends in the equity, debt, and commodities markets, tracking returns across a range of indexes and sectors.
It also features private markets activity, including major deals, fundraising, IPO performance, lending volumes, and unicorn creation: | | | | | | Market turmoil has caught up with European VC.
Deal value in Q3 fell 36% quarter-over-quarter to €18.4 billion, the lowest figure since Q4 2020—although annual totals are still on pace with 2021.
Our European Venture Report showcases the key trends that have shaped the continent's VC ecosystem: - Nontraditional investors remain active in Europe's startup scene.
- Exit count shows resilience but value falls sharply compared to last year.
- Fundraising activity remains healthy, with 145 closes worth €19.4 billion.
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VC funding for mobility tech companies continued its decline in Q3.
Deal count was down 44% from the five-year quarterly average; deal value was off 55% on a quarterly basis and 79% year-over-year.
Our Q3 Mobility Tech Report covers all the latest VC trends and dives into a pair of emerging opportunities within the vertical: - Connected cars are generating increasingly large volumes of data, but the market appears to be mixed on the value.
- Automotive semiconductors look to be one of the fastest-growing areas in chips over the next decade, but meeting the needs of the industry could precipitate significant changes.
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Mobility Tech Public Company Comp Sheet and Valuation Guide
But wait, there's more mobility tech research!
Here are some key takeaways from our latest look into public company valuation trends and what they could foretell for private market participants: - Mobility tech IPOs of the past couple of years have struggled in public markets.
- Shares of EV startups and incumbents have underperformed the broader market YTD.
- Massive volatility in used car prices has roiled new entrants in the auto commerce segment, while incumbents have held steady.
- Tesla's share price decline has likely set the tone for the market, but Mobileye's successful IPO offers promise for companies that can demonstrate revenue growth and earnings.
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Unpacking Money20/20 USA 2022
Fintech investors, experts, innovators, and regulators gathered last week at Money20/20 in Las Vegas to discuss their top priorities amid a more cautious economic environment.
Our analysts have compiled their key takeaways from one of the largest fintech conferences in the world, covering payments, cryptocurrency, and more: - The Consumer Financial Protection Bureau announced plans to explore open banking regulation, which should increase competition, benefit fintech companies and pressure traditional financial institutions.
- Investors spoke of the need to lessen risk amid pressure from LPs to limit losses. This caution was balanced by a predisposition to remain open to bold investments and an expectation that the markets will recover eventually.
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Are you interested in participating in the 2023 SXSW Pitch event?
This year's PitchBook report for SXSW 2023 explores industry categories and data on standout past participants, from the most VC capital raised to the most active investors in SXSW companies and more.
Get your applications in before November 13!
For more details and access to the report, click here. | | | | | |
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Our insights and data featured in the press: - Silicon Valley's share of startup deals drops below 20% for the first time. [WSJ]
- PE fundraising in Europe is on track for the lowest total in 10 years. [Bloomberg]
- "The Holy Grail among neobanks especially in Western markets is to become a financial superapp like Alipay in China. If you can build one that's much more convenient and faster for consumers, they'll use it—we just haven't seen it." [FT]
- Investors pour into venture capital funds even as markets cool. [WSJ]
If you're a journalist interested in interviewing our analysts or requesting data, contact our PR team. | | | | | |
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Highlights from our other recent research:
Market updates
Thematic research
Emerging Technology Research
Coming next week (subject to change) - US VC Valuations Report
- Global Fund Performance Report
- ETR: Foodtech
- ETR: Carbon & Emissions Tech
- Inferring the Future of AI Chips
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| | Since yesterday, the PitchBook Platform added: | | 403 Deals | 2090 People | 604 Companies | 26 Funds | | | | | | |
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