VCs | Jeremiah Owyang

Collaborative Economy, VCs, Venture Capital November 21, 2014November 27, 2014

Massive Spreadsheet: Collaborative Economy Funding

Click on the above image, or you can advance to the Spreadsheet of the Collaborative Economy Funding, to see a multi-tab analysis of funding, which I update on a regular basis. Caveat: This sheet is incomplete: People continually submit new data to me, and early stage funding is often not reported in public. The Collaborative Economy continues to be a darling of tech investors. In a few short years, these companies have received incredible amounts of funding, totaling nearly $7 billion across 169 startups, with no signs of it slowing. Startups continue to seek investors to raise more funds, and investors are pressured by their own partners to get into the sharing and collaboration space. Here’s a few previews of what you’ll find in … Continue readingMassive Spreadsheet: Collaborative Economy Funding

Collaborative Economy, Funding, VCs, Venture Capital November 14, 2014November 14, 2014

Funding Comparison: Social Networks vs Collaborative Economy

Social networks were the first phase of digital P2P. They enabled anyone to create media and then share it. The Collaborative Economy is the second phase. It enables anyone to create goods and share what they already own. So, how similar or different are the funding amounts for these two movements? This post provides some insight. There are many ways to compare industries. I’ve conducted analysis on: adoption rates, attitudes, growth rates, and, in tech-heavy industry, funding rates. While investors have often known to be wrong, funding indicates bullish attitudes based on financial analysis and gut reaction to new markets. It’s a metric we must analyze. If you want to see the full perspective of funding, advance to the Google Sheet of … Continue readingFunding Comparison: Social Networks vs Collaborative Economy

Collaborative Economy, VCs, Venture Capital September 20, 2014September 20, 2014

Even More Money Funnels into the Collaborative Economy (Part 3)

Investors are doling out money by the fistful, $241 million deployed in less than three months. See the Google Sheet that has all this data, broken down by industry, amount, and date. You can read part 1: Meet the investors, and part 2: The investors are in love with this market. Since my last analysis on July 3rd, 2014, there’s been continued funding into the Collaborative Economy market –where the crowd gets what they need from each other. Investors are infatuated in this market as it provides new supply, disrupts incumbents, using faster technology powered by mobile, social, and internet of things, the Phoenix Business Journal did a recent write-up of my keynote at a business conference, highlighting the market … Continue readingEven More Money Funnels into the Collaborative Economy (Part 3)

Collaborative Economy, VCs, Venture Capital July 3, 2014July 7, 2014

Why Investors are in Love with the Collaborative Economy

Continued analysis of market funding in the Collaborative Economy. Yesterday’s stunning news of European ridesharing company, BlaBlaCar prompted me to tally up the funding in 2014. Along with help from industry experts Lisa Gansky of Mesh Labs, Neal Gorenflo of Shareable, Mike Walsh of Structure VC and Michelle Regner of Near-Me. I tallied funding if the startup was over $1 million and there was a public record of the funding. I’ve published my analysis of funding in this movement before, from the banner funding month in April, the frequency of top VCs and my larger body of work looking at funding in the Collaborative Economy and Social Business. [2014 funding has increased 350% in deal size mainly due to large investments in Uber, Airbnb, Lyft, Lending Club, and BlaBlaCar] Exactly … Continue readingWhy Investors are in Love with the Collaborative Economy

Collaborative Economy, VCs April 29, 2014July 3, 2014

The Collaborative Economy Raises Over $800m In One Month

Who says there’s no money in sharing? Data shows adoption rates by people will double in next year My recent post in the WSJ Accelerator series stated that adoption of the Collaborative Economy is going to double, according to 90,000 people surveyed from the general population from the US, the UK, and Canada. Also, Bazzarvoice’s CMO, Lisa Pearson, points out that the peer-to-peer commerce movement is growing as people are now able to get goods, services, space, transportation, and money from each other. All of this information is well-known to VCs already. Their access to the startups they invest in allows them to see raw growth numbers from the startups themselves. Over the past year I’ve chronicled funding in this space, analyzed the investors, and broken … Continue readingThe Collaborative Economy Raises Over $800m In One Month

Collaborative Economy, VCs September 30, 2013April 2, 2014

The Money Flows in the Collaborative Economy

A series of significant monetary events have occurred. In prior posts, I’ve covered the investment leaders by frequency and looked at funding in a category of 200 startups. I found that 37% had been funded, with some receiving very large cash injections. In the recent past, there have been some significant material events in the Collaborative Economy, including the following: VCs inject capital into startups. Lyft raised $60m in March, and Airbnb has raised $120m. Airbnb has made at least six acquisitions, and opened a large HQ at 888 Brannan in San Francisco this quarter. Google bets big on Uber to take down Amazon. Google funded Uber with $258 million in September 2013, which is the largest investment ever by Google Ventures. This money will be … Continue readingThe Money Flows in the Collaborative Economy

Collaborative Economy, VCs, Venture Capital July 11, 2013September 29, 2013

Meet the Investors of the Collaborative Economy

Update: The sample for the 200 startups was collected in February 2013, and does not, therefore, include a few startups that have since been launched. I’ve added a fourth graph at end of the article showing some additional Angel investors who have supports startups not in the original sampling. As part of my ongoing research as an Industry Analyst on the Collaborative Economy (read all the posts), I have talked about market drivers, the market challenges, corporations who have jumped in, provided a list of startups, and published a definitive report called The Collaborative Economy. I will now help you to better understand the funding aspect of this growing movement. We obtained a list of 200 startups (appropriately using a Taskrabbit, I might add) … Continue readingMeet the Investors of the Collaborative Economy

Matrix, VCs, Venture Capital March 18, 2013March 22, 2013

Social Networks by Revenue and Employees, Facebook Stands Above All

Above: Facebook’s employees hard at work in the open working conditions As an Industry Analyst my role is to identify trends, market forecasts and publish my findings in research reports. As such, Industry Analysts are different than Financial Analysts, which I’m not. While I cite where I’ve found the data in the comments, I can’t ascertain the accuracy of some of these sometimes 3rd party data sources. Note that the 2012 revenues are reported at a different time from the employee headcount was likely reported (Q1, 2013) The following is not to be considered for investment purposes. With that caveat behind us, the following analysis takes into consideration the following consumer and public facing consumer social networks. To see enterprise … Continue readingSocial Networks by Revenue and Employees, Facebook Stands Above All

Trends, VCs March 7, 2013March 7, 2013

The Rhythm of The Software Industry Impacts Business Buyers

Above Photo: Like analyzing the rings on a tree stump, our natural environment gives us clues on where we’ve been, and where we’re going. Have you ever noticed a set of patterns in the industry that come in sequence? A series of startups getting funded, or acquired in rapid sequence? Or perhaps, a series of software suites that offer you the chance to be a lighthouse early adopter client with all the bells and whistles at a low cost? For the astute, you may be noticing a natural pattern that our industry goes through, every year. Just as our bodies, the planet, and weather go through natural rhythms and cycles, technology markets also have their own set of cadence and flows. … Continue readingThe Rhythm of The Software Industry Impacts Business Buyers