Redpoint Ventures recently shared some presentation slides with their Limited Partners (investors), which can be viewed here.
Among the data presented, one slide particularly caught my attention for its clear presentation compared to other sources.
It highlights that while Seed stage investing remains strong, Series A investments have not seen a significant recovery.
Although there is some improvement at the Series B and C stages, the focus for most founders is on the challenge of raising subsequent rounds after a seed investment.
Raising a Series A remains as difficult as it has been since 2018, showing no signs of easing up.
This trend aligns with the overall market conditions, where public SaaS company growth has slowed despite the rise in public markets.
Redpoint’s data also indicates that high-valued late-stage “AI” deals are priced at three times the value of non-AI deals.
Furthermore, while investors seek 2.5 times growth in AI deals, no shortcuts are available in the process.
For further insights and analysis of the data, additional information can be found here.
For a detailed breakdown of the data and other related topics, watch my video: