Hi there, 

Where does a16z (Andreessen Horowitz) see opportunities in fintech? 

We break its strategy down in this investment thesis map.

Of the 206 deals a16z participated in in 2022, almost a quarter went to fintech companies — more than any other vertical.

It's worth looking at where the firm is investing against the backdrop of fintech generally, which has seen funding and deals fall back significantly from 2021’s highs.

Across fintech venture, payments and wealth tech are the 2 biggest areas for investment (based on # of deals) among the areas we track.

The data shows a16z agrees on payments (its leading category for fintech investment), but it has significantly less investment into wealth tech.

For those who'd like to nerd out on 178 pages of fintech data and trends, grab the full report here.

And don’t miss our a16z fintech investment strategy analysis here.

148 retail fails

Following the first year of the pandemic, retail bankruptcies slowed down significantly.

But with macro pressures weighing heavily on retailers, could we see activity pick up once again this year?

We explore 148 retail bankruptcies from 2015 to present in this report.

CVC state of mind

CVC-backed funding fell from ​​$173.8B in 2021 to $98.9B in 2022 — a 43% drop year-over-year.

Deal count, on the other hand, fell less than 1% from 2021 — though this was driven in part by Q1’22’s record-high 1,494 deals.

Find out how fintech, retail tech, and other sectors performed in the CVC arena in our State of CVC 2022 Report.

Challenge accepted

Industrial robotics giant ABB has experienced significant growth on the heels of its efforts in automation tech.

But startups and rival incumbents are also keen to capitalize on the industrial automation opportunity.

in this report

The grass isn’t always greener

Amazon secured 40% of US e-commerce sales last year.

However, the retail giant is still running up against profitability issues, decreased Prime appetite, and lackluster physical retail bets.

Axios. Lucinda Shen (@ShenLucinda) covers the fintech unicorn slowdown using CB Insights data.

Becker’s Hospital Review. Noah Schwartz tackles digital health funding and cites CB Insights research.

MedCity News. Katie Adams dives into the digital health funding slowdown and mentions CB Insights research.
 

I love you.

Anand

@asanwal

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