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Nvidia's earnings report means another big test for the chip giant
Business Insider· 2025-05-28 12:26
Hello there! The warmer weather might mean some post-work festivities. But just because you're off the clock doesn't mean anything goes. An etiquette expert offered tips on what not to order when you're out with work people. In today's big story, we're previewing what to expect from Nvidia's big earnings report after the bell. What's on deck Markets: BlackRock's bond chief shared some trades he's eyeing. Tech: General Catalyst's leader is taking the VC down the road less traveled. Business: Gen Z saw sex wo ...
今天,欧洲最大VC基金诞生
投资界· 2025-05-28 06:41
凯辉募集10亿美元。 作者 I 周佳丽 报道 I 投资界PEdaily 投资界获悉,今日(5月2 8日),凯辉基金正式宣布旗下凯辉创新基金三期圆满完成最终 关账,基金管理规模10亿美元,缔造了欧盟有史以来规模最大的AI专项基金,也是欧洲 最大风险投资基金。 印象中,这是今年为数不多的一笔大额外币募资,吸引了全球知名产业投资人及跨国集 团,将专注于推动人工智能在垂直领域的深度应用,重点聚焦数字医疗、金融科技、消费 以及出行与能源四大关键产业,投资则覆盖了中国及东南亚、欧洲与北美等主要区域。 "AI不是孤立的技术风口,而是新产业时代的基础设施。它将重塑行业底层逻辑,需要的 也不仅是资金,更是结构性的认知、产业落地场景和跨地域的执行力。"凯辉基金创始人 及董事长蔡明泼透露,依托遍布全球的团队架构与企业生态,新基金将帮助创业公司实 现"本地创新,全球落地"——例如助力中国企业拓展欧洲及北美市场,以及支持海外企 业进入中国。 凯辉完成10亿美元终关 LP阵容浮现 事情始于2 0 1 5年。 当全球同行仍沉浸在模式创新的投资主题时,凯辉团队已先一步洞察到AI技术的突破正 在全球范围内引发一场深刻变革。他们认为,这无异于第 ...
VC 开始做 Roll-up了,这个华人 AI 最新估值 40 亿 ARR 超 1 亿美金
投资实习所· 2025-05-26 05:37
目前网站就一个页面,几乎找不到详细介绍,显示是一家长期控股公司,与美国服务业领先的管理团队和 创始人合作应用前沿技术。 随着 AI 大模型能力越来越成熟,VC 们也越来越不满足于传统的投资,开始了各种新的玩法。 上个月,Benchmark 合伙人 Sarah 宣布将自己的角色从 GP 转向 Ventures Partner,希望通过 Vibe Coding 和写作的方式更深入研究 AI 后《 Benchmark 合伙人 Sarah 退出 GP,亲自上手 Vibe Coding 全力 押注 AI 》。 现在,越来越多的 VC 纷纷下场直接做孵化或者收购,自己上手利用 AI 以及资源整合能力来自动化改造传 统行业,也就是通过收购多个同类企业,利用 AI 对被收购企业进行升级改造、提升运营效率和客户体验、 整合资源实现规模效应和协同效应,这种策略被称为 AI 驱动的 Roll-up(合并整合)策略 。 具体做法包括: 其目标往往是那些类似呼叫中心,比方说我之前介绍过的《 创立 15 个月 ARR 超 9000 万美金,又一华人 参与的 AI 客服增长有点猛 》、会计师事务所等人力密集型传统企业。 主要投资于早期阶段 ...
静水湖创投首期FOF基金成功募集:VC投资机构在基金产品方面的又一创新
IPO早知道· 2025-05-26 01:58
继静水湖鼎辰S基金之后,静水湖创投在短时间内又成功募集的新一支基金。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 清川私募基金管理(无锡)有限公司(品牌名 "静水湖创投") 日前 正式对外 宣布新一支基金 ——无锡静水湖和光一号创业投资合伙企业(有限合伙)(以下简称"和光一号")成 功募集。 这是继静水湖鼎辰 S基金之后,静水湖创投在短时间内又成功募集的新一支基金。 与往期基金不同 的是,和光一号是静水湖创投完全基于财务投资人需求和风险偏好,以纯市场化的基金募集、投资和 运营管理策略所设立的第一支 FOF基金 。 值得一提的是, 和光一号以超高复投率和募集效率完成关闭,主要投资人为静水湖创投过去几期基 金服务的高净值企业家和财务投资人群体 。他们高度认可静水湖创投在硬科技领域的投资策略以及 过往的基金业绩回报,对静水湖创投的管理团队具有高度的信任感。所以 该支基金在募集过程中, 静水湖创投并未明确相关储备项目或其他指向性标的,是真正意义上的 "盲池的盲池"基金。此外, 与过去常规的七年基金期限不同,和光一号的基金期限为十年,这也是LP给予了 ...
MDB Capital (MDBH) - 2025 Q1 - Earnings Call Transcript
2025-05-21 21:32
MDB Capital Holdings (MDBH) Q1 2025 Earnings Call May 21, 2025 04:30 PM ET Company Participants Kevin Cotter - Head - Capital MarketsChristopher Marlett - Co-Founder, CEO & Chairman Kevin Cotter This conference call is being recorded. Before we begin the formal presentation, I'd like to remind everyone that statements made on this call and webcast may contain provisions, estimates or other information that might be considered forward looking. While these forward looking statements represent our current judg ...
MDB Capital Holdings Provides First Quarter 2025 Update
Globenewswire· 2025-05-21 13:00
Core Viewpoint - MDB Capital Holdings is focused on launching disruptive technology companies and is actively working on a robust pipeline of new opportunities despite market volatility [3][5]. Company Updates - MDB Capital Holdings closed a public offering of common stock for HeartBeam, Inc with gross proceeds of approximately $11.5 million [8]. - The company completed Letters of Intent (LOIs) for three new "Big Idea" companies to launch in 2025 [8]. - MDBH increased its shareholder base by 4.5% during the first quarter of 2025 [8]. - The company onboarded 111 new MDB Direct accounts in Q1 2025, marking a 26% increase since the end of 2024 [8]. - MDB Capital is exploring innovative approaches to leverage its self-clearing platform to broaden IPO offerings for early-stage and emerging companies beyond deep tech [8]. - The executive compensation plan for four top executives was revised to realign incentives with shareholder interests [8]. Operational Highlights - The company is seeing a steady flow of micro-cap companies with exciting technologies that are seeking to go public [3]. - MDB Capital is in the final stages of diligence for a robust pipeline of new opportunities, aiming to scale the number of disruptive technology ideas turned into valuable public companies this year [3].
四川创投新政出炉:4000亿+最高容亏100%,鼓励取消返投比例
3 6 Ke· 2025-05-21 02:57
四川发布创投新政, 4000亿基金管理规模目标,鼓励降低或取消返投比例, 单一国资出资 比例可提高至70%…… 2025年的中国创投市场,正经历着从 "寒冬" 到 "复苏" 的关键转折。 在募资难、退出难的双重压力下,政策驱动与市场自我调节的共振效应愈发显著。据FOFWEEKLY数据 显示,机构LP持续回升,4月的出资活跃度环比增长23%,较之去年同期增长38%。 与此同时,地方政府引导基金加速扩容,据我们观察,仅4月份就有江苏、湖北、贵州、浙江等多地母 基金宣布设立或招GP,涉及母基金数量超30支。 值得关注的是,各地政策层面也持续发力,密集探索国资容错。近期,四川也正式吹响西南地区创 投"集结号",围绕创业投资"募投管退"全链条,提出4000亿基金管理规模目标,取消注册地、鼓励降低 或取消返投比例等利好政策,打造全国创投高地。 四川省省委金融办有关负责人表示,《若干措施》惠及创业投资机构、天使投资个人及科技创新企业等 主体,为创业投资机构、天使投资个人等提供创业投资"募投管退"全生命周期服务,为科技创新企业等 被投企业提供投后赋能、落地服务保障及投、贷、保、担联动资金支持。 某经济研究人士评价称:"此举通 ...
创投新势力集结松山湖,科创企业装上“超级外挂”
Nan Fang Du Shi Bao· 2025-05-21 01:28
Core Viewpoint - Dongguan's Songshan Lake Technology Financial Cluster is being developed as a new highland for technology finance in the Guangdong-Hong Kong-Macao Greater Bay Area, aiming to attract quality investment projects and resources to drive high-quality development [2][5]. Group 1: Fund Development in Songshan Lake - Songshan Lake has registered 184 funds, accounting for 59% of the city's total, with a total subscribed capital of 96.2 billion yuan, representing 75% of the city's total, making it the leader in both number and scale of funds [5][6]. - The introduction of policies such as the "Implementation Measures for Promoting the Development of the Fund Industry in Dongguan" in 2018 has significantly boosted the fund industry in Songshan Lake, leading to a strategic focus on high-quality development [5][8]. - The establishment of a high-quality development fund system, supported by government and state-owned enterprises, aims to leverage social capital and create an industrial fund system with a total scale of no less than 200 billion yuan [6][24]. Group 2: Investment Ecosystem and Success Stories - Songshan Lake has attracted notable institutions like Sequoia Capital and Tencent Investment, enhancing its reputation in the investment community [8][9]. - The Songshan Lake Angel Fund, initiated in 2021 with a total scale of 1 billion yuan, has invested in 19 projects, including the high-tech startup Paibo Technology, which is expected to achieve significant revenue growth in the coming years [12][15]. - The success of local companies, such as those in the robotics sector, demonstrates the effectiveness of strategic investments and the role of funds in supporting various stages of business development [15][17]. Group 3: Future Development and Challenges - The establishment of the Songshan Lake Technology Financial Cluster aims to create a hub for investment institutions, with 14 leading organizations signing strategic cooperation agreements [18][20]. - The active participation of local private funds is crucial for the cluster's success, as they can better assess local projects and attract more investments [20][21]. - The development of a supportive ecosystem, including the recruitment of financial professionals and the establishment of favorable policies, is essential for retaining investment institutions and ensuring the cluster's growth [21][22][24].
广东出台促创投发展行动19条,明确省内及广深创投备案部门
Nan Fang Du Shi Bao· 2025-05-20 03:20
Core Viewpoint - The Guangdong Provincial Government has issued an "Action Plan" to promote high-quality development in venture capital, emphasizing government guidance and policy support to strengthen the venture capital ecosystem [2][3]. Group 1: Government Support and Policy Framework - The "Action Plan" consists of five chapters and 19 articles, with a focus on enhancing government guidance and policy support for venture capital development [2]. - It specifies the regulatory departments for venture capital enterprise registration in Guangdong Province, Guangzhou, and Shenzhen [2][7]. - The plan aims to cultivate high-quality venture capital institutions and encourages participation from various entities, including state-owned enterprises and research institutions [3]. Group 2: Funding Sources and Investment Mechanisms - The plan emphasizes broadening the sources of venture capital funding, particularly by encouraging insurance institutions to invest in venture capital funds [5]. - It introduces a "mother fund + sub-fund + direct investment" model for government-led venture capital funds to support strategic emerging industries [3]. - The plan also encourages the issuance of corporate bonds and debt financing tools by qualified venture capital institutions [5]. Group 3: Project Matching and Ecosystem Development - A mechanism will be established to connect venture capital with innovative projects, facilitating interactions between venture capital firms and startups [6]. - The plan highlights the importance of various platforms, such as the Guangdong-Hong Kong-Macao Greater Bay Area National Technology Innovation Center, to enhance project financing connections [6]. - It aims to implement a patent commercialization plan to support the growth of small and medium-sized enterprises [6].
广东:完善国有资金出资、考核、容错、退出相关政策措施
news flash· 2025-05-16 10:01
智通财经5月16日电,广东省人民政府办公厅近日印发《广东省进一步促进创业投资高质量发展行动方 案》,其中提出,落实和完善国资创业投资管理制度,完善国有资金出资、考核、容错、退出相关政策 措施。按照建立国有企业履行战略使命评价的要求,健全符合创业投资行业特点和发展规律的国资创业 投资管理制度,探索按照整个基金生命周期进行考核,建立健全尽职合规责任豁免和激励约束等机制。 广东:完善国有资金出资、考核、容错、退出相关政策措施 ...