Big exits and big raises have brought big changes to the ninth annual Midas List Europe, which ranks the top 25 startup investors in Europe and the Middle East.Leading the pack: Index Venture’s Danny Rimer returns to the top of the list after Figma finally went public with a $19 billion valuation in July.The initial public offerings of Klarna and BillionToOne, combined with billion-dollar fundraises from private startups like digital bank Revolut, French AI lab Mistral and defence startup Helsing, also drov ...

Partners Barend Van den Brande and Firat Ileri at low-profile London fund Hummingbird both won spots on the Midas List Europe for tearing up the venture rulebook and backing “outlier” founders. #ForbesMidas https://t.co/b5SP3vdzZ4 ...

Port raises $100M at $800M valuation to take on Spotify’s Backstage https://t.co/Z8XYQ1kUqD ...

Industry Trend - Startups and venture capital are participating in the national effort to develop new metal sources that the US urgently needs [1]

He's kind of the antithesis of what you would usually imagine a VC to be which is like PCs love to make strong simplistic statements. You know, you tweet something like the way to win is like have a great team and like Alfred's answer to everything is this sort of very nuanced in the gray uninteresting uninspiring answer but it tends to be the right answer and most investors like simple kind of like structures and frames like oh you know the margins not going to get compressed so the business is not going t ...

Tiger Global's venture capital business is reverting back to an earlier strategy: debuting smaller funds with paced investing, which it says produce its strongest returns https://t.co/2MFPOCdSnh ...

Tiger Global plans cautious venture future with a new $2.2B fund https://t.co/puvFfeC6Ph ...

Tiger Global, the investor that spurred the VC bull market of 2020-2021, is reportedly raising a fresh $2.2 billion fund. The firm sent a letter to potential limited partners, according to a copy obtained by CNBC, seeking to raise the cash for a vehicle called Private Investment Partners 17 (PIP 17). The letter also promises a more humble approach than during the 2021 bull-market madness. During that time, Tiger Global was moving fast and investing abundantly, a method the venture industry calls “spray ...

Market Bubble & Potential Weakness - The market may experience pressure as wealth is sold to provide necessary funds, regardless of a bubble [1] - Dislocations are expected in private equity and venture capital due to firms needing to support existing positions that may no longer be feasible [3] - Weakness may emerge in SAS and other software companies if their functions are replaced by AI or other technologies [4] - Issues have already surfaced in the private credit space [4] Earnings Growth & Market Safety - Strong double-digit earnings growth could safeguard the market [4] - The peak impact of physical and monetary stimulus from the previous year is expected to continue through the end of next year, potentially driving double-digit earnings growth into 2026 and beyond [4] - Continued strong tailwinds behind topline and double-digit earnings growth could mitigate the impact of dislocations [5] - The firm has a bullish S&P price target of 7,500, indicating confidence in strong earnings [6] Consumer & Consumption Dynamics - The firm is bullish on consumption but mixed on the consumer [7] - The top 10% of earners account for 50% of consumption [8] - The bottom third of earners account for only 15% of consumption [9] Inflation & Political Issues - Inflation is anticipated to be more of a political issue than an economic one in 2026 [9][11] - The affordability crisis will be intertwined with inflation and will be a central issue as the midterms approach [11] - The affordability crisis affects a plurality of people, particularly the bottom half of earners, making it a key political concern [12]

Industry Focus - Venture capital industry is focusing on young investors who are funding the future of climate, software, and AI [1] - The young venture capitalists are transforming the world of investing with big bets in cutting-edge software, fintech, and AI [1] Investment Themes - Key investment areas include climate technology, software, and artificial intelligence [1] - Fintech is also a significant area of investment [1]