siltadixit

[siltadixit]

Los hallazgos del informe revelan que el 76% de las empresas industriales están dispuestas a implementar los últimos avances tecnológicos, destacando la adopción de IA, con un 34% de organizaciones logrando un retorno de inversión (ROI) en múltiples casos de uso. Sin embargo, el informe también identifica brechas significativas de madurez en áreas como la cadena de suministro, adquisiciones y funciones financieras. 

[siltadixit]

Some companies, like the New York Life Insurance Co, told the magazine that they've purchased both to see which employees prefer. For the drugmaker Amgen, which bought Copilot software for 20,000 of its staffers only for them to ignore it in favor of ChatGPT, the winner is clear.

[siltadixit]

El enfoque ESD emerge precisamente como respuesta. No se trata de sustituir al ESG (Emerging, Strategic, Disruptive), sino de ampliarlo y actualizarlo en clave estratégica. La E de ‘emergente’ hace referencia a la necesidad de identificar y actuar sobre riesgos y oportunidades ante temes intensos ahora como el cambio climático extremo hasta el gap regulatorio ante el avance exponencial de la tecnología. Las empresas deben anticiparse y construir como abordar los cambios desde la vigilancia activa del entorno.

[siltadixit]

En este informe, descubrirás algunos datos globales clave como:

• El 78 % de las organizaciones aumentará su inversión en IA este año • Solo el 69 % cuenta con una estrategia clara para convertir esa inversión en una ventaja competitiva • El 31 % reconoce que no dispone del talento necesario para aplicarla con éxito

[siltadixit]

This report reveals:

Why capital access remains the biggest blocker in Europe – and what that means for entry valuations

How founders are increasingly building transatlantic from day one – and where they’re running into friction

Where European startups are gaining traction: AI, deeptech, fintech – often with less capital and more efficiency

Why geopolitical shifts including tariffs and tech sovereignty are redrawing the map for expansion and IPOs

What the rise of AI, political uncertainty and new tech policies mean for startups in both regions

Key highlights

[siltadixit]

for the first time in five years, the total value of global startup ecosystems has experienced a sharp decline. This marks a significant break from years of sustained growth, and the shift is closely linked to a downturn in major exits and IPOs. Early insights furthermore suggest unexpected ranking movements in key ecosystems, with a particularly notable trend — the resurgence of multiple Asian ecosystems, driven by unprecedented funding levels and a spike in large-scale exits. 

Additionally, while AI-driven innovation continues to secure massive investment, its impact on exits remains limited, with much of the capital concentrated in large corporations rather than startups. 

Meanwhile, the number of newly-minted unicorns has hit its lowest level in years, reflecting a challenging investment landscape for high-growth companies.

[siltadixit]

Some of those takeaways:

There are not enough good companies out there to justify the amount of venture funds in existence.

The best founders spend the least time fundraising. If you make your diligence process a burden on the founder, you’ll have to settle for bottom-tier deals.

You'll constantly hear the line "Where can I be helpful?" Most people cannot offer you help. Accept this, and move on.

The most interesting people have side projects and do not tie their identity to their job. If you want to be more interesting, do interesting stuff outside of work.

It is way easier to 3x your money at a $10mm fund than it is at a $100mm fund.

*The VC tech stack for nearly every fund is ironically horrible.*Spreadsheets and email are the standard.

Building an audience is overrated. Building a skillset is underrated.

Spray-and-pray seed funds do more harm than good to companies that require large amounts of capital. If a fund isn’t able to follow on into your next round of funding, it sends a bad signal to other investors.

There are very few contrarians left in VC because almost everybody is scared to say what they actually think.

Most inbound deal flow is worth ignoring, but if somebody is smart enough to break the mold and capture your attention in email, meet with them.

Venture teaches you to pattern match, but by definition, you are supposed to invest in companies that break patterns. Following the same mental heuristics as your peers will get you nowhere.

“Don’t talk politics” only applies if you have conservative values.

[siltadixit]

The global venture capital industry has undergone a distinct bifurcation between AI and everything else. OpenAI closed a remarkable $40 billion funding round on the last day of Q1, pushed AI’s quarterly deal value past 57.9% of the total capital deployed into VC globally. In contrast, activity and deal value in sectors outside of AI have been weaker. The number of deals has continued to decline, with the Q1 figures indicating the lowest deal count for non-AI companies in the past decade. In terms of deal value, the amount invested in all non-AI companies was nearly surpassed by the seven AI investments of $1 billion or more.

[siltadixit]

…the boundaries between learning and working have become increasingly fluid. As the pace of innovation increased in a tight labor market, platforms have extended across training, job placement, and productivity to augment talent on a "just-in-time" basis. The rise of co-pilots and agent solutions, among other changes, saw the advent of a broader "Edtech 2.0" spanning learning and future of work with ~3x more funding in 2024 than traditional edtech alone.

Here are some of the headlines!

Global Edtech funding and deal count rises in 2024, relative to 2023

A sharp rise in the number and portion of deals done under $15M, reflecting a strengthening early ecosystem

European funding and deal count slows, but a sharp uptick in Q4 suggests this is temporary

Sweden and Italy enter the top 5 European markets for the first time

A wave of productivity and ‘just-in-time’ learning solutions is coming!

The rising wave of companies operating at this 'Train', 'Place', 'Enhance' junction secured $15.4B in 2024

93 exits occurred within Q1-Q3 in European Edtech-  47% were PE-sponsored

[siltadixit]

CHALLENGES & RECOMMENDATIONS – Some of the biggest challenges that remain in Europe are to encourage more entrepreneurs to move into Deep Tech, to harmonise university spinout terms, to form more dense talent / excellence clusters, to increase the LP base and involvement of institutional investors, to stress the importance of governments & corporations as customers, to strengthen the exit channels, and to promote diversity across founders & investors.

– Progress on these issues has been limited; Europe must cultivate a sense of urgency to avoid falling further behind amid escalating geopolitical tensions, an inward-turning US, increasing pressure from China, and Russia's ongoing threat.

[siltadixit]

What are the most impactful AI trends and where to focus your efforts

How to transition AI projects from proof-of-concept and testing to production

Why AI is massively underhyped, and the specific opportunities where it can create immediate value

What areas investors are actually prioritizing for AI startups in 2025

How you can use AI to leapfrog the competition and create a defensible position

[siltadixit]

Published 2024, December…  Scaleups, which are the ultimate drivers of industrial transformation, remain heavily concentrated in select global hubs such as Silicon Valley, New York, London, Paris, and a few others. These hubs consistently capture the attention of “innovation hunters” – investors and corporates – further reinforcing their dominance. To stay relevant and compete in this increasingly fierce landscape, Spain can leverage several key advantages and opportunities. Notably, Spain is among the few countries worldwide with a relatively distributed concentration of scaleups, particularly between its two leading ecosystems: Barcelona and Madrid. Beyond these hubs, other regions such as Valencia, Seville, and Malaga are making significant strides toward global prominence.

[siltadixit]

interesante estudio sobre los rasgos comunes en startups exitosas y fallidas en fases iniciales y las razones detrás de sus resultados. 

[siltadixit]

La captación de fondos del mercado medio de PE europeo volverá a crecer.

Las salidas secundarias lideradas por GP de PE crecerán en dos dígitos.

El valor de las transacciones de deuda de riesgo europeas no igualará al de 2024, pero seguirá siendo un tema importante.

Las IPO respaldadas por VC tendrán una recuperación concentrada.

La inversión en IA seguirá siendo el centro de atención en toda Europa y es probable que se alcancen nuevos récords.

La captación de fondos del mercado privado de MENA se desarrollará a medida que los flujos de capital hacia la región sigan siendo fuertes.

[siltadixit]

Key findings

Despite a still challenging market environment, the developments of the past two years reflect a normalisation away from the crisis mode seen in 2022, when PE Mid-Market fund managers’ key concerns had been geopolitical uncertainty and market volatility. 

Fundraising and geopolitical uncertainty remain the two biggest challenges for the PE Mid-Market business, followed by portfolio company performance and the exit environment. General difficulties in finding potential buyers and a thin M&A market are mentioned as key challenges for exits. 

Approximately 2 in 5 PE Mid-Market fund managers state that the scale-up financing conditions have worsened in the last year. 

Recruiting high-quality professionals, the costs of production and labour and geopolitical uncertainty (and related consequences) have remained the three most important challenges for PE Mid-Market portfolio companies. 

PE Mid-Market fund managers report, on balance, a higher number of incoming investment proposals as well as of new investments undertaken. Respondents see promising investment opportunities in several sectors, particularly in the areas of Healthcare, ICT and the transition to greener and more efficient energy sources. 

With regard to respondents’ expectations for future developments, for many market sentiment indicators the level of optimism expressed for the next 12 months has almost recovered to or even surpassed that observed in 2021– which was a record year for the PE/VC markets in Europe.