Back
As a cross-stage investment group, it is important for us to analyze our investment theses over time and examine whether the areas we invest in during early stages matured into growth-stage, so we have used our extensive database on the Israeli tech ecosystem to explore this question.
When reviewing early stage investments in 2015 Vs Growth investment in 2018, we found the following:
| . | |||
| 1) | The key domains that were popular as early-stage investments and successfully matured into growth-stage, are Cyber, IT & DevOps and Analytics & Big Data. | ||
| . | |||
| . | |||
| 2) | Fintech continues to be attractive, and in 2018 conquered the growth-stage investment pool, signifying the sector’s maturity. | ||
| . | |||
| . | |||
| 3) | 2018 was dominated by growth rounds for Mobility and Digital Healthcare companies, although they were almost not-existent 3 years before. | ||
| . | |||
| . | |||
| 4) | Social Networks and Digital Media were important early stage categories in 2015, but have disappeared completely in the past year. It seems that this area is dominated by giants (Facebook, Google), which prevented the growth of new players in the past 3 years. | ||
| . | |||
* Cloud, AI / ML, SaaS, Transportation, App, Enterprise Software, InsurTech, Productivity, Medical Devices, IoT, Computer Vision and Biotech are excluded
