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Analyzes venture capital, investment trends, funding rounds, investor strategies, M&A activity, and funding patterns in specific markets or industries. Use when the user requests funding analysis, VC landscape research, investment trend analysis, or wants to understand investor activity and funding dynamics.
npx skill4agent add jesseotremblay/claude-skills analyzing-funding-landscape# Funding Landscape Analysis: [Industry/Market]
## Market Scope
- Industry: [Specific category]
- Geography: [Region or global]
- Time period: [Date range analyzed]
- Data sources: [Crunchbase, PitchBook, news, etc.]
## Funding Volume & Deal Activity
**Overall Funding (Last 12 Months):**
- Total funding: $XXB
- Number of deals: XXX
- Average deal size: $XXM
- Median deal size: $XXM
**Year-over-Year Comparison:**
- Total funding: [+/- XX%]
- Deal count: [+/- XX%]
- Average deal size: [+/- XX%]
**Trend:** [Increasing/Stable/Decreasing]
**Quarterly Breakdown:**
| Quarter | Funding ($M) | Deals | Avg Size ($M) |
|---------|--------------|-------|---------------|
| Q1 YYYY | XXX | XX | XX |
| Q2 YYYY | XXX | XX | XX |
| Q3 YYYY | XXX | XX | XX |
| Q4 YYYY | XXX | XX | XX |
## Funding by Stage
**Stage Distribution (Last 12 Months):**
- Seed: $XXM (XX%) - XXX deals
- Series A: $XXM (XX%) - XX deals
- Series B: $XXM (XX%) - XX deals
- Series C+: $XXM (XX%) - XX deals
- Growth/Late: $XXM (XX%) - XX deals
**Stage Trends:**
- Most active stage: [Stage name]
- Growing stages: [Which stages seeing increased activity]
- Declining stages: [Which stages cooling off]
**Average Round Sizes by Stage:**
- Seed: $XXM
- Series A: $XXM
- Series B: $XXM
- Series C: $XXM
**Trend:** [Commentary on stage mix shifts]
## Top Funded Companies
**Largest Rounds (Last 12 Months):**
1. **[Company Name]** - $XXM Series [X]
- Investors: [Lead and participants]
- Valuation: $XXM (if public)
- Use of funds: [If disclosed]
- Date: [Month Year]
2. **[Company Name]** - $XXM Series [X]
[Same structure]
3. **[Company Name]** - $XXM Series [X]
[Same structure]
**Emerging Winners:**
- [Company]: [Why notable]
## Hot Sub-Sectors
**Most Funded Categories:**
1. **[Sub-sector 1]** - $XXM total
- Deal count: XX
- Notable companies: [List]
- Why hot: [Investment thesis/trend]
2. **[Sub-sector 2]** - $XXM total
[Same structure]
**Emerging Categories:**
- [New category attracting attention]
**Declining Categories:**
- [Categories seeing reduced funding]
## Valuation Trends
**Valuation Multiples (if available):**
- Median revenue multiple: [Xx]
- Stage: [Trend by stage]
- Comparison to prior year: [+/- X%]
**Notable Valuations:**
- Highest valuation: [Company at $XXB]
- Fastest to unicorn: [Company in XX months]
**Valuation Environment:** [Frothy/Rational/Conservative]
## Funding Environment Assessment
**Current State:** [Hot/Moderate/Cold]
**Indicators:**
- Deal velocity: [Fast/Normal/Slow]
- Oversubscription: [Common/Rare]
- Down rounds: [XX% of deals]
- Extension rounds: [XX% of deals]
- Time to raise: [XX months average]
**Fundraising Difficulty:** [Easy/Moderate/Challenging]
**Outlook (Next 12 Months):**
[Projection based on trends and macro factors]# Investor Landscape: [Industry/Market]
## Most Active Investors (Last 12 Months)
### Tier 1: Most Active Investors
**1. [VC Firm Name]**
- **Deals in space:** XX
- **Total invested:** $XXM
- **Stage focus:** [Seed/Series A/Growth/All stages]
- **Recent investments:**
- [Company 1] - $XXM Series [X] (Date)
- [Company 2] - $XXM Series [X] (Date)
- **Investment thesis:** [What they look for in this space]
- **Notable portfolio:** [Key companies]
- **Value-add reputation:** [What they're known for]
- **Geographic focus:** [Regions]
**2. [VC Firm Name]**
[Same structure]
**3. [VC Firm Name]**
[Same structure]
### Tier 2: Moderately Active Investors
- [Firm name]: XX deals, $XXM invested
- [Firm name]: XX deals, $XXM invested
### Emerging Investors
**New entrants to watch:**
- [Firm name]: [Why notable]
## Investor Segmentation
**By Stage:**
- Seed specialists: [List]
- Series A focused: [List]
- Growth investors: [List]
- Multi-stage: [List]
**By Geography:**
- US-focused: [List]
- Europe-focused: [List]
- Asia-focused: [List]
- Global: [List]
**By Thesis:**
- Generalist: [List]
- Vertical-specific: [List]
- Technology-specific: [List]
## Co-Investment Networks
**Frequent Co-Investors:**
- [Firm A] + [Firm B]: Co-invested in XX deals
- [Firm C] + [Firm D]: Co-invested in XX deals
**Syndicate Patterns:**
[Common lead/follow relationships]
## Investor Thesis & Preferences
**What investors are looking for:**
**Common Investment Criteria:**
- Market size: [Minimum TAM]
- Revenue stage: [ARR thresholds]
- Growth rate: [Minimum growth %]
- Business model: [Preferences]
- Defensibility: [What moats they want]
**Recent Thesis Shifts:**
- [Thesis change 1]: [From → To]
- [Thesis change 2]: [From → To]
**Red Flags for Investors:**
- [What they're avoiding]
## Strategic Investors & Corporates
**Active Corporate VCs:**
1. [Company Name] Ventures
- Focus: [Strategic areas]
- Recent deals: [Examples]
**Acquisition Interest:**
- [Company]: [Known to acquire in this space]
## Investor Target List
**For Seed Funding:**
1. [Firm name] - [Why good fit]
2. [Firm name] - [Why good fit]
**For Series A:**
1. [Firm name] - [Why good fit]
2. [Firm name] - [Why good fit]
**For Growth:**
1. [Firm name] - [Why good fit]
2. [Firm name] - [Why good fit]
**Warm Introduction Paths:**
- [Firm name]: [How to get intro]# M&A Activity Analysis: [Industry/Market]
## M&A Volume & Trends
**Recent Activity (Last 12 Months):**
- Total M&A transactions: XXX
- Total disclosed value: $XXB
- Average deal size: $XXM
- Median deal size: $XXM
**Year-over-Year:**
- Transaction count: [+/- XX%]
- Deal value: [+/- XX%]
**Trend:** [Active/Moderate/Quiet M&A market]
## Notable Acquisitions
**Largest/Most Significant Deals:**
1. **[Acquirer] acquires [Target]** - $XXM
- Date: [Month Year]
- Rationale: [Strategic fit, consolidation, etc.]
- Multiple: [Xx revenue or other metric]
- Target metrics: [ARR, users, etc.]
2. **[Acquirer] acquires [Target]** - $XXM
[Same structure]
**Strategic Acquisitions:**
- [Notable strategic deals and why]
**Acqui-hires:**
- [Talent acquisition deals]
## Acquirer Analysis
**Most Active Acquirers:**
**1. [Company Name]** - XX acquisitions
- Strategy: [Why they're acquiring]
- Targets: [What they look for]
- Integration: [Track record]
- Recent deals: [List]
**2. [Company Name]** - XX acquisitions
[Same structure]
**Acquirer Types:**
**Strategic Buyers:**
- [Large incumbents acquiring for]: [Strategy]
- Examples: [Companies]
**Financial Buyers:**
- Private equity firms active: [List]
- Typical targets: [Profile]
**Consolidation Plays:**
- Roll-up strategies: [Who's consolidating]
## Acquisition Multiples
**Valuation Benchmarks:**
- Revenue multiple range: [Xx - Xx]
- Median: [Xx]
- Premium for: [What drives higher multiples]
**By Company Stage:**
- Early-stage: [Xx revenue multiple]
- Growth-stage: [Xx revenue multiple]
- Mature: [Xx revenue multiple]
**Trend:** [Multiples expanding/contracting]
## Exit Landscape
**Exit Types (Last 3 Years):**
- M&A exits: XX (XX%)
- IPOs: X (X%)
- Remain private: XXX (XX%)
**Median Time to Exit:**
- Years from founding: XX years
- Years from last funding: XX years
**Exit Multiples by Outcome:**
- Successful exits: [Xx invested capital returned]
- Moderate exits: [Xx returned]
- Disappointing exits: [<Xx returned]
## Potential Acquirers for [Your Company]
**Strategic Buyers:**
1. **[Company Name]**
- Why they'd acquire: [Strategic fit]
- Acquisition history: [Track record]
- Likelihood: High/Medium/Low
2. **[Company Name]**
[Same structure]
**Financial Buyers:**
- [PE firms that might be interested]
**Timing Considerations:**
- Optimal exit timing: [When and why]# Funding Round Benchmarks: [Stage] in [Industry]
## [Stage] Round Benchmarks
**Typical Round Size:**
- 25th percentile: $XXM
- Median: $XXM
- 75th percentile: $XXM
- Top deals: $XX-XXM
**Your Target:** $XXM
**Positioning:** [Below/At/Above market]
## Valuation Benchmarks
**Pre-Money Valuation:**
- 25th percentile: $XXM
- Median: $XXM
- 75th percentile: $XXM
**Valuation Metrics:**
- Revenue multiple: [Median Xx]
- ARR required for $XXM valuation: $XXM
- Growth rate premium: [High-growth companies get Xx higher]
## Dilution Benchmarks
**Equity Given Up:**
- Typical dilution: XX-XX%
- Median: XX%
- With option pool: XX-XX%
**Your Expected Dilution:** XX%
**Assessment:** [Reasonable/High/Low]
## Company Milestones at This Stage
**Typical Metrics:**
- ARR: $X-XXM
- Growth rate: XX-XX% MoM/YoY
- Customers: XXX-XXX
- Team size: XX-XX
- Burn rate: $XXX-XXXK/mo
- Runway: XX-XX months
**Your Metrics:**
- ARR: $XXM
- Growth: XX%
- Customers: XXX
- Team: XX
- [Comparison to benchmarks]
## Investor Expectations
**What [Stage] investors expect:**
- Traction: [Specific metrics]
- Product: [Maturity level]
- Team: [Composition]
- Market: [TAM size]
- Unit economics: [LTV/CAC ratio]
**Deal Terms:**
- Board seat: [Yes/No typically]
- Protective provisions: [Standard]
- Liquidation preference: [Xx typical]
## Fundraising Timeline
**Typical Process:**
- Preparation: XX weeks
- Fundraising: XX weeks
- Due diligence & close: XX weeks
- **Total:** XX weeks/months
**Success Factors:**
- [Factor 1]
- [Factor 2]
## Peer Company Comparisons
**Similar companies that raised [Stage] recently:**
**[Company 1]:**
- Round: $XXM at $XXM valuation
- Metrics: $XXM ARR, XX% growth
- Date: [Month Year]
**[Company 2]:**
[Same structure]
**Your Positioning:**
[How you compare]