2023-05-06-毕马威-2023年第一季度全球风险投资报告_95页_2mb

报告摘要

VC Investment: Global VC investment dropped significantly to $57.3 billion in Q1 2023, a sharp decline from $200+ billion in Q1 2022.
Deals: Total deals numbered 6,030, down from 5,139 in Q1 2022.
Macro Factors: Key drivers include rising interest rates, geopolitical tensions, high inflation, and banking system instability.

Americas: Investment fell to $33.1 billion across 2,542 deals. US investment declined for the 5th consecutive quarter, with the largest deal being $880.6M in alternative energy.
Europe: Investment sank to $9.8 billion, its lowest since Q1 2019. London saw subdued activity, with deal value returning to pre-2021 levels.
Asia: Investment decreased to $13.5 billion, the lowest since Q2 2015. China's COVID wave significantly impacted activity.

Alternative Energy & EVs: Dominated Q1 funding, with deals like Generate ($880.6M) and ZEK r ($750M).
Cybersecurity: Robust due to ongoing risks, with firms like Netskope ($401M) and Wiz ($300M) securing funding.
Generative AI: High interest following ChatGPT launch, but deals still nascent.
Healthcare: Post-pandemic focus on health system modernization, with Monogram Health ($375M) raising capital.

Stage-wise Decline: Late-stage valuations plummeted from $800M to $250M.
Down Rounds: Increased year-on-year, signaling cautious investor sentiment.
Efficiency Focus: Startups prioritized cost-cutting and operational efficiencies.

Continued Caution: VC investment expected to remain soft globally.
Resilient Areas: Alternative energy, defense tech, cybersecurity, and B2B services likely lead.
Generative AI & Drone Tech: Potential for growth, driven by long-term trends.
IPO Window: Expected to remain closed, though signs of recovery possible by Q4.

This summary reflects the key findings from the KPMG Private Enterprise Q1 2023 Venture Pulse report.

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