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Lots of competition on the ends. Missing in the middle..
It seems more and more startups are getting funded at the pre-seed and seed stage. Outside of AI, deep tech, and defense tech, there are still tons of funds, both generalists and specialized domain experts writing checks and at reasonable valuations.
What seems to be missing is the domain experts in the middle. If you are raising a Series A or B, it is very very hard to raise money right now. It is even harder if you aren’t growing over 300% YoY with a clear pipeline to continue growing 300%. It is also hard if you aren’t AI native or have a really strong AI story.
Where have the investors gone? It feels like many who were domain experts in areas like fintech, have started to branch out into AI or data centers, or alternative energy. Firms that were once very focused and would back the best winners in specific industries are now more diversified and investing in new hot trends. Many that would write a $10m-$20m check would prefer now to write a $50m-$100m check size.
In the end, this will leave more opportunities for the domain experts that are left, and the companies that can survive will eventually thrive. But it is also very clear that raising money right now is difficult.
As the fall approaches and VC investors come back from Summer vacations, endless companies are gearing up for the September fundraising season kickoff. This fall is shaping up to be a big one as every company I am talking to and hearing from is planning to raise.
The fundraising process, in my opinion, should never stop. You are always building the relationships and keeping good investors up to speed on where you are at and what you are doing, because when you do raise, you don’t want to start cold
