Mobile interconnected large data or hot "investment circle" gradually

Since 2011, domestic venture capital has experienced a near-madness "wave", and in 2012 it seemed to be "chill". In an interview, the economic reference newspaper reporter found that the wave could return to rationality in the beginning of 2013. The future mobile Internet and large data or become a hot investment, and in the finished of the call of "investment circle" also gradually rise, by the industry attention.

Mobile Internet and big data or 2013 investment hotspots

In the past 2012, China's venture capital "Chill" is full. According to the latest statistics of the China Investment Association's equity and venture capital Professional Committee, the number of companies that disclosed access to venture capital in the first three quarters fell sharply, by as much as 41.14%, compared with a year earlier.

In the economic environment is not very "positive" conditions, the 2013 investment boom can be restored, which hot spots will continue to lead the development of venture investment has attracted the attention of the industry.

In an interview with Angel investor Ning, who founded Chinaren and the Air network at the inauguration ceremony of the "Young Angel's Meeting" on 5th, he said that although the economic situation is not good enough to slow down investment, hot spots still exist. First of all, the current biggest hot spot is still the mobile internet, now the traditional Internet projects like to do a website has few people to invest, but the mobile Internet investment is very active, the global trend is this.

According to the data, in the field of investment, nearly half of the 176 companies that were exposed to investment in the 2012 China market are in the TMT sector, accounting for up to 42.61%. Among them, the network industry is the first, the number of investment cases 45, followed by IT services, the number of investment cases 25.

Cai, a well-known angel investor, said that when he explored Android 2.5 ago, there was no bottom, but now it is clear that the mobile internet has changed many of our things. Now in addition to work need to turn on the computer, usually mobile phone can solve all the problems, so mobile Internet is a big direction.

Another point is that the more popular data now, there may be a lot of money, many people choose to invest in this area. "In fact, I am not particularly optimistic about large data, big data concept is a bit like web2.0, anything can be installed, and finally found that it is nothing." "Ning said.

"Entrepreneur" magazine President New Wengwen that 2008 mobile Internet, E-commerce, cultural and creative industries, financial services industry four major areas are hot. Now it seems that the electronic business and mobile Internet has made relatively rapid progress, but the financial services industry is not progressing so fast, so there may be huge investment opportunities in this area. In addition, many well-known investors are also optimistic about education and training, biomedicine and health areas.

On the ground of investment, Cai pointed out that future investment may not be crowded in Beijing, Shanghai, Shenzhen and other major cities. When the acquisition of Storm audio and video, the original author is only a person in Harbin, and then a good 123 of the founder is not a plane, not out of the county seat. Venture capital can take more account of the two or three-line urban development.

"Investment Circle" is highly praised

In addition to the investment hot spot has become the topic of venture capital outside "Investment circle" now also obtains many investors ' attention. 5th, by Ning, New Wengwen, such as the launch of the "Young Angel will" set up in Beijing, Kai-Fu Lee, Shire, Baofan, Xiaoping, Cai and other angel investment all the scene to become a consultant, and comments on the "investment circle" of importance.

Industry insiders pointed out that most angel investors need to start from their own development, with resources to do business, need a resource can be successfully imported into the project to the circle. In the era of rapid information development, the Community function and mission of the circle is focused and worth looking forward to.

Whether it was March 2011 by Kai-Fu Lee, Lei, such as the finished of the Angels, or the 5th set up the so-called "low threshold" of the young Angel will, all stressed the "circle" for the importance of the venture industry.

"For angel investors who have invested in projects, the biggest problem now is not finding new projects but how to exit them," Ning said. "For Angels who already have project investments, there is an urgent need for capital to be withdrawn and joint investment to reduce risk, and for resource integration, Investors also need to import resources into the project in a timely manner. If these problems can not be solved or resolved, will affect the whole angel investment industry in the domestic development. ”

Industry insiders pointed out that at present, the Angel investment funds only VC, large companies, such as the acquisition of a very limited exit channels, but in the 2012 investment areas together, many angels and VC and large companies in the investment sector is not stable, so that the market also needs a help angel investors and VC to establish a solid relationship between the coordinating body, Avoid many areas of investment to become hardest hit.

Lee Kai-fu, chairman and chief executive of Innovation, said the emergence of these organizations is very meaningful not only to help entrepreneurs in the most difficult times, but also to help entrepreneurs reduce their chances of failure.

Angel Investment Rising

Compared with foreign countries, China's venture capital has been developing some deformity, that is, the investment focus on the pre-IPO (IPO) stage, eager to obtain returns, and neglect the early support of entrepreneurs and enterprises.

Zeng Jun, vice president of Zhongguancun venture Capital and Equity Investment Fund Association, said that at present, in addition to the general high valuations of enterprises, will be listed in the Enterprise premium phenomenon is serious, some people in the industry also strongly feel the investment in seed and early small and medium technology or innovative enterprises of relatively scarce funds.

However, this phenomenon may change slowly. In the past, since the investment discourse was more concentrated in the hands of a few elites, it was generally accepted that Angel investment was an elite industry. But the fact is, with the upsurge of domestic entrepreneurship, angels have been more and more in the vicinity of entrepreneurs, more and more become a normal investment behavior, angels not only have to have investment vision, need to share the risks with entrepreneurs, but also need to win the firm confidence.

Now in the mobile internet age, angel investment in entrepreneurial Ventures has become standard for startups, New Wengwen said. Roughly 2011 years ago China had more than 1000 real angel investors, compared with 100,000 in the United States. Today, our angel investors are growing, and many successful industrialists are starting to make Angel investments. Ning also said that many recent late-stage investors have started to say that early, early investment has a clear trend.

However, in 2011, the country experienced a frenzied investment boom, some areas due to over-investment, there have been hard-hit. In the coming year, especially in the TMT area represented by E-commerce, SNS and mobile internet, many investors ' money are in doubt, which will also be the challenge of angel investment.

(Responsible editor: The good of the Legacy)