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PARC took advantage of the expansion in the software market and created a new business (PARC Informatics), which launched the first successful crowdfunding platform in Europe (
We are currently at the beginning of a new cycle, from startups to late-stage venture capital, and the general pattern so far is that the “late-stage” capital is not very late in the game. It represents an accumulation of capital that has been used to ‘match’ investments of the first stage of the cycle. In 2017 we started noticing that the capital raised by one-hit wonders such as Canary, Outscale, Coo, Cruise and many others has exceeded the capital in the bank and that the likely ‘exit’ is acquisition at a premium to their market multiple. We expect this trend to continue in the first half of 2019. For example, in the last week and a half it has become clear that the valuations of some of the companies offered on our platform have exceeded the market average multiple.
As the technology companies on our platform reach the end of their life, we expect that the most promising technology companies will also attempt to exit. On one hand, this is just the natural end of a business and we will see the same for others such as the ones acquired in 2016 or the five that had their IPO in Q3 2018. On the other hand, some of the cash is likely to continue to accumulate as fund managers become very
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