Market trends - Newfund Capital

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Market trends

A collection of 15 posts

The Grid Is the Front

The Grid Is the Front

A $2,000 fiber-optic drone now defeats the concrete built to protect a $3.5 million transformer. Ukraine got through the worst winter of the war by decentralizing its networks; Europe, already under hybrid attack, meets none of the standards Ukraine set under fire.

What happens to the secondary market when the top 5 names IPO?

What happens to the secondary market when the top 5 names IPO?

The secondary market that has been building over the past few years is about to reset. It is time to assess what worked, what didn't, and what strategy best captures the durable value of the market.

Shenzhen on Both Sides of the Front

Shenzhen on Both Sides of the Front

Both camps of the drone war run on the same Chinese supply chain. The Royal Navy spent fifty years rigged in Russian hemp: history says the winners are those who build the substitution layer before the tap closes.

After the shell

After the shell

On the Ukrainian front, casualties are now inflicted by drones. The forge, the cost-plus contract, and the billion-euro production site belong to the last war.

The Largest Hidden Cost for Private Companies

The Largest Hidden Cost for Private Companies

European scale-ups pay the full cost of equity compensation and capture almost none of its retention value. Equity retains people only when they believe it will convert to cash within a reasonable timeframe, and in Europe, that conversion has no reliable infrastructure.

Europa, drone de combat européen, en présentation sur scène

Defense Tech: Who Owns Europe's Next Arsenal?

Defense Tech is booming, but Europe is losing the sovereignty race to US capital and slow-motion bureaucracy. The window to build independent giants is closing: it’s time to trade red tape for Ukrainian-style speed.

Belgium: The small country quietly redefining European innovation

Belgium: The small country quietly redefining European innovation

Belgium is emerging as a key European innovation hub. With growing VC activity, a strong HealthTech and biotech ecosystem, and a healthcare system built for digital innovation, the country offers fertile ground for globally minded founders.

Global Braintech Funding: Key Trends and Insights, 2023-2025

Brain Capital Featured

Global Braintech Funding: Key Trends and Insights, 2023-2025

This report maps how capital has been allocated from 2023 to 2025, as BrainTech is a core vertical of Newfund’s health strategy with Heka.

Reprendre et transformer : la nouvelle énergie entrepreneuriale

Reprendre et transformer : la nouvelle énergie entrepreneuriale

L’IA : un saut de productivité accessible aux TPE/PME En seulement deux ans, l’accès à l’intelligence artificielle s’est radicalement simplifié. Ce qui nécessitait autrefois une équipe d’ingénieurs en machine learning peut désormais être réalisé par un responsable métier, en décrivant simplement son besoin en langage

The collapsing French fundraising market and the AI hope: Time to invest or time to wait?

The collapsing French fundraising market and the AI hope: Time to invest or time to wait?

I’ve been struggling for months to understand what’s happening in the venture market. It feels like we’re in both the coldest and hottest fundraising markets ever, simultaneously. Here’s what we know: the liquidity crisis is severe, with fewer IPOs and exits than we saw even during

Skills enhancement startups: an investor point of view

Skills enhancement startups: an investor point of view

We have decided to dedicate a series of articles on the BrainTech market to show our investor perspective. After discussing the Brain Technology Revolution, Brain and Nutrition, BCI, Psychedelics and Sleep tech, this new article deals with Skills Enhancement. Introduction Skills are defined as cleverness at doing something, resulting either

The SleepTech Industry: an Investor Perspective

The SleepTech Industry: an Investor Perspective

Introduction We have decided to dedicate a series of articles on the BrainTech market to show our investor perspective. After discussing the Brain Technology Revolution, Brain and Nutrition, BCI, and Psychedelics, this fifth article deals with the SleepTech industry. The SleepTech industry is defined as ‘the sector of technology and

Fundraising trends of French startups in Q3 2023: The VC market saved by deeptech

Fundraising trends of French startups in Q3 2023: The VC market saved by deeptech

Following the studies on the financing of French startups for the two quarters of 2023, Newfund now reveals the trends observed at the end of the third quarter. The downward gap compared to the third quarter of 2022 is now only 21%, compared to 48% when comparing the first three

Empowering women entrepreneurs

Empowering women entrepreneurs

Newfund 2023 Action Plan Every year, Newfund analyzes the gender diversity in our dealflow at each stage of the investment process. This serves the purpose to ensure that there is no bias in our selection method. As the Newfund report shows, startups co-founded by at least one woman saw

The withdrawal of American funds and its impact on French startup investments

The withdrawal of American funds and its impact on French startup investments

French startups are facing a 68% decline in funding during Q1 2023 compared to Q1 2022. In light of this historic shift in the French startup ecosystem, Newfund has published a study highlighting the link between fundraising amounts and the decrease of US funds’ activity in France. American funds are