Dynamics Of Gaming Deals

We partnered with my favorite analytical platform, InvestGame, to analyze the trends in video game investments over the past five years and created an internal presentation for The Games Fund.

I decided to share this report with the community and held a seminar earlier this year in Belgrade, Serbia.

Now, I’m excited to present this updated and enhanced analysis to you, which I believe will be useful for gaming company founders and investors to reflect on investment dynamics and their underlying causes.

The key takeaway is that the real challenge lies not in securing the initial round of funding but in achieving full funding and successfully delivering the product. While competition for promising early-stage startups remains intense, many struggle to secure follow-on rounds. Early-stage investors are a part of the ecosystem and should work in sync with larger partners. Saying so, I am happy to see a high rate of follow-on rounds within our portfolio.

The market is rapidly evolving, with increasing numbers of early-stage-focused VCs, but less attention is given to the next steps.

UPD: I made a small mistake on slide 2. The correct deal volume for 2023 is $874M (-51%).
I reviewed and improved the data in the chart, correcting some of the deals, but I did not update the deal volume on slide 2. Trust the chart.
The corrected PDF can be found here: https://lnkd.in/eSKn3QmD

I invite you to take a look at my understanding of the situation and share your thoughts.

Thank you Sergei Evdokimov, Grigory Bortnik 🔜 gamescom, Roman Ilyutkin, and Maria Kochmola for your contribution to this analysis and presentation.