Berlin'den Bu Gözden Kaçan Firma, 2023'te Şimdiye Kadarki Yeni Tekboynuzlarda En Aktif Yatırımcı

Editor’s note: Data is from Crunchbase Tek Boynuzlu At Tahtası, 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 Sekoya Başkenti ve Küçük Perkins, or large New York firms like Tiger Global ve Insight Ortakları 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.

Erken aşama yatırım şirketi 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 Endeks Ventures, Google Ventures ve Andreessen Horowitz — all tied for the rank of second-most active, with eight investments each in the new unicorns that joined Crunchbase Tek Boynuzlu At Tahtası 2023'in ilk yarısında.

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 deeplfintech Kuru üzüm and sustainable energy company 1 puan 5°, with initial investment at seed or Series A and participation in follow-on funding rounds.

% 80 düşüş

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 son 12 ayda.

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 NMaceralar combined have participated in five investments in newly minted AI unicorn companies this year. Another corporate investor, Salesforce Girişimleri 1, participated in funding three of these AI unicorn companies in 2023.

Consistent investors

Other consistent investors include Index Ventures in tutarlı and Raisin; Google Ventures in iyiliksever ve harf karakteri; Andreessen in KoBold Metal ve tekrarla; A.CapitalVentures in Karakter.ai; Ceket in Sıradaki Enerjimiz; MMC Girişimleri in Sintezi, Serbest Fon in mavi; Aqua Spark in eBalıkçılık; AlbionVC ve HSBC in Quantexa; Ve Valor Equity Ortakları ve S3 Girişimleri in Atmosfer.

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.

Büyük bahisler

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.

İlgili Crunchbase unicorn sorguları

metodoloji

Crunchbase Tek Boynuzlu At Tahtası 1 milyar dolar veya daha fazla para sonrası değerlemelere sahip özel tek boynuzlu at şirketlerini içeren ve Crunchbase verilerine dayanan küratörlüğünde bir listedir. Yeni şirketler Unicorn Board'a eklendi fonlama turunun bir parçası olarak 1 milyar dolarlık değerleme işaretine ulaştıklarında.

Tek boynuzlu at yönetim kurulu, çalışan hisse senedi opsiyonları için 409a süreci aracılığıyla belirlenenler gibi şirket içi değerlemeleri yansıtmaz çünkü bunlar, fiyatlandırılmış bir fonlama turundan farklıdır ve muhtemelen daha düşüktür. Ayrıca, farklı yatırımcılar aynı şirkete aynı çeyrek içinde tutarlı bir şekilde değer vermeyeceğinden, üç ayda bir değişen yatırımcı zararlarına dayalı olarak değerlemelerde düzeltme yapmıyoruz.

Tek boynuzlu at şirketlerine yapılan finansman, tek boynuzlu at olarak etiketlenen şirketlere ve o zamandan beri mezun olan şirketlere yönelik tüm özel finansmanları içerir. Çıkan Tek Boynuzlu At Tahtası.

Lütfen aksi belirtilmedikçe tüm finansman değerlerinin ABD doları cinsinden verildiğini unutmayın. Crunchbase, yabancı para birimlerini fonlama turları, satın almalar, halka arzlar ve diğer finansal olayların rapor edildiği tarihten itibaren geçerli spot kur üzerinden ABD dolarına çevirir. Bu olaylar, olay duyurulduktan çok sonra Crunchbase'e eklense bile, döviz işlemleri tarihi spot fiyat üzerinden dönüştürülür.

İllüstrasyon: Dom Guzman