Această firmă sub radar din Berlin este cel mai activ investitor în Unicorni noi până acum în 2023

Editor’s note: Data is from Tabla Crunchbase Unicorn, a curated list that includes private unicorn companies with post-money valuations of $1 billion or more, based on disclosed fundings in Crunchbase. 

When you consider the investors putting money into new unicorn startups, maybe you think of storied Silicon Valley names like Capitala Sequoia și Perkins mai mici, or large New York firms like Tiger Global și Insight Partners that in recent years have dominated startup investment.

But in another sign of how much the market tides have shifted, the top investor leading rounds for new unicorn startups so far this year is none of those. Instead, it’s a relatively small, under-the-radar investor based in Berlin.

Firma de investiții în stadiu incipient b2venture was the most active investor in new unicorn startups in the first half of 2023, Crunchbase data shows. The firm participated in nine funding rounds across three new unicorn startups — a significant portion of the only 44 total new unicorns minted in H1 2023.

B2venture is followed by multistage venture firms Venturi index, Google Ventures și Andreessen Horowitz — all tied for the rank of second-most active, with eight investments each in the new unicorns that joined Tabla Crunchbase Unicorn în prima jumătate a anului 2023.

This lineup looks very different from the firms that amassed a huge portfolio of unicorn companies in the last few years — namely Tiger Global, Accel, Andreessen Horowitz and Sequoia.

Of these four firms, Andreessen Horowitz still made the leading H1 2023 list, with three portfolio companies and eight investments in this batch.

B2venture also stands out on this list for investing in all three of the newly anointed unicorns from Germany so far this year. It has also been a consistent investor in these new unicorn companies. The firm started investing as early as 2009 and continued into 2023 in translation company DeepL, Fintech Stafidă and sustainable energy company 1 punct 5°, with initial investment at seed or Series A and participation in follow-on funding rounds.

Scădere cu 80%

New unicorn counts fell 80% year over year in the first half of 2023, with just 44 companies earning that title — a far cry from the 251 companies that joined the Unicorn Board in H1 2022 and the 295 in H1 2021. The decline in new unicorns underscores the precipitous decline in late-stage financings în ultimele 12 luni.

The U.S. remains the largest market for new unicorns. Of this year’s new unicorn companies, half are headquartered in the U.S., a quarter are in China, and six are based in Europe.

The AI moment

For the new batch of unicorns the leading sector was — no surprise — AI. Companies in the sector make up 25% of new unicorns this year.

Corporate investors have been actively investing in AI. Nvidia and its venture arm NVentures combined have participated in five investments in newly minted AI unicorn companies this year. Another corporate investor, Ventilarea forței de muncă 1, participated in funding three of these AI unicorn companies in 2023.

Consistent investors

Other consistent investors include Index Ventures in fi legat and Raisin; Google Ventures in Amabil și Fontul; Andreessen in KoBold Metal și Replică; A.CapitalVentures in Personaj.ai; Acoperit in Următoarea noastră energie; MMC Ventures in Synthesia, Fondul eliberează in Bluepha; Aqua Spark in eFishery; AlbionVC și HSBC in QuantexaŞi Parteneri Valor Equity și S3 Ventures in Atmosfera.

These investors stand to gain the most from potential future exits as they continue to invest to maintain their equity stakes in some of their most highly valued companies.

Mize mari

Despite their more recent pullback in unicorn investing, lead investors who have built a large portfolio of highly valued private companies won’t lose their perch as the most active investors anytime soon. Consider that Tiger Global still has the highest count of current unicorn portfolio companies with more than 220 (though it’s reportedly working to offload some of its stakes.)

While Tiger Global has a much larger unicorn count in highly valued private companies when compared to other leading investors, those firms still have massive unicorn portfolios of their own. Andreessen Horowitz, for example, has 108 unicorn portfolio companies, per Crunchbase. Insight Partners has 107. And Sequoia Capital and Accel each have around 100 current unicorn portfolio companies.

These companies’ rankings likely will not shift anytime soon, as a smaller number of new unicorns join the herd in the current market. But each of these firms still has a lot of value tied up in private markets — and each is no doubt eagerly waiting for the IPO market to open once again.

Interogări legate de unicorn Crunchbase

Metodologie

Tabla Crunchbase Unicorn este o listă organizată care include companii private de unicorn cu evaluări post-bani de 1 miliard USD sau mai mult și se bazează pe datele Crunchbase. Companiile noi sunt adăugat la tabla Unicorn pe măsură ce ating pragul de evaluare a 1 miliard USD ca parte a unei runde de finanțare.

Tabloul unicorn nu reflectă evaluările interne ale companiei - cum ar fi cele stabilite printr-un proces 409a pentru opțiunile pe acțiuni ale angajaților - deoarece acestea diferă de și este mai probabil să fie mai mici decât o rundă de finanțare cu preț. De asemenea, nu ajustăm evaluările pe baza reducerilor de valoare ale investitorilor, care se modifică trimestrial, deoarece diferiți investitori nu vor evalua aceeași companie în mod constant în același trimestru.

Finanțarea companiilor unicorn include toate finanțările private către companiile care sunt etichetate drept unicorni, precum și cele care de atunci au absolvit Tabla Unicorn Ieșită.

Vă rugăm să rețineți că toate valorile finanțării sunt exprimate în dolari SUA, dacă nu se specifică altfel. Crunchbase convertește valutele străine în dolari americani la cursul spot predominant de la data la care sunt raportate rundele de finanțare, achizițiile, IPO-urile și alte evenimente financiare. Chiar dacă acele evenimente au fost adăugate la Crunchbase mult timp după anunțarea evenimentului, tranzacțiile în valută sunt convertite la prețul spot istoric.

Ilustrare: Dom Guzman