Data visualizations that help you easily understand an investor’s thesis, syndicate and whether they are a zombie.
How Does Investor Analytics Make you smarter?
What’s the smart money focused on?
Interactive heatmaps allow you to see the investment thesis of a VC, angel or PE investor.
You can also see how this has shifted over time.
In the example to the right, we are looking at Sequoia’s financings from 2014 to 2016 vs. 2011 to 2013. We see a shift to big data, marketing & sales tech, database management and cloud computing solutions from a prior focus on search, gaming, social and ad tech.
Clicking on any square in the heatmap reveals the underlying company/financing details.
See where VCs get dealflow from, who they co-invest with, and more syndicate insights
The quality of an investor’s syndicate network is an important driver of performance.
Using syndicate analysis can also help investors identify sources of dealflow that they do not have relationships with today.
In this Investment Syndicate dashboard of Greylock Partners, we see that the firm most often co-invests with Andreessen Horowitz and often sources deals from Accel Partners, SV Angel, and a number of other funds.
How do you spot Zombie VCs?
The new vs. follow-on graph highlights what percent of investments by a particular investor are into new companies versus just follow-on investments into existing portfolio companies.
When you see a lot of orange on these graphs consistently (follow-on deals) and if you see the VC has not raised a new fund in a while, you have a very high fidelity signal indicating the firm may be having difficulty fundraising (aka a potential Zombie).
For those looking for syndicate partners or potential investors, these Zombies are clearly worth avoiding as they do not appear to have a lot of dry powder, if any, to invest in new companies.
The visualization shown here is that of Union Square Ventures which has a very healthy mix of new and follow-on investments.
Consistent or schizophrenic deal sizes?
Quickly understand the average and median deal sizes over time of an investor.
Are their deal sizes increasing over time suggesting investment in more later-stage companies or vice versa?
Are they staying disciplined and investing in consistent size rounds over time? Or not? Consistency has been shown to be a driver of fund performance.
The visualization to the left is the deal size trend for Andreessen Horowitz.
See an investor's financing activity by stage and see where they are increasing and decreasing their investment focus.
See each deal they’ve done at each stage by just clicking on the interactive visualization (each bubble will reveal the underlying deal transactions).
This is the stage breakdown for Accel Partners over the last 2 years.
Who can shepherd portfolio companies to exits?
Quickly understand the M&A and IPO exit history for any investor.
And see who is generating exits and who isn’t.
Click on any point in the graph to see the underlying transaction data.
The attached visual is the exit activity of Sequoia Capital.