Propellant Ventures is pleased to provide an engaging virtual discussion to talk about the 2025 outlook of the investment and startup landscape. We will kick-off the event with a Breakout Room so attendees can get to know one another. Make sure to dial-in at 4pm CST. Zoom dial-in instructions below.
Agenda
4:00-4:20pm: Check-In / Breakout Room
4:20-5:00pm: Panel Discussion
5:00-5:30pm: Open Discussion
As we enter 2025, the investment landscape presents a mix of opportunities and challenges for investors and startups. Here are some considerations:
Stock Market Performance
The U.S. stock market has experienced significant growth, with the S&P 500 rising by 23% in 2024. Analysts project a further 10% increase in 2025, though concerns about the sustainability of this bull run persist. High asset valuations and potential policy shifts under the incoming administration contribute to anticipated market volatility. (Financial Times)
Artificial Intelligence (AI) Investments
AI startups have been a major driver of venture capital funding, capturing 46.4% of total U.S. venture capital investments in 2024, amounting to a record $209 billion. This surge reflects strong investor enthusiasm for AI technologies. However, sustaining this momentum may be challenging due to the substantial capital required for AI development. (Reuters)
Economic Growth and Inflation
Economists forecast a "goldilocks" scenario for the global economy in 2025, with 3.25% GDP growth and 2.5% inflation. This balanced environment could support continued market expansion. (Bloomberg)
Policy and Regulatory Environment
The return of the President introduces uncertainties regarding economic policies, including potential tax cuts, regulatory changes, and trade policies. These factors could significantly influence market dynamics, contributing to potential volatility. (Financial Times)
Cryptocurrency Market
The cryptocurrency market faces potential instability due to anticipated deregulation under the new administration. Experts warn that increased investments in volatile crypto assets could lead to significant financial instability, with potential widespread economic impacts. (The Atlantic)
Sector Specific Trends
Industries to pay attention to include: Renewable Energy, Healthcare and Biotech, Web3 and Blockchain, and Climate Tech.
Resurgence in Fundraising and Investment Activity
After a period of subdued activity, 2025 is expected to witness a rebound in VC fundraising and investments. Analysts project capital raised to reach approximately $90 billion, up from $71 billion in 2024. (Pitchbook) This resurgence is anticipated to be driven by advancements in artificial intelligence (AI) and a recovering initial public offering (IPO) market. (Wellington)
Investor Considerations
Given the current high valuations and potential policy shifts, investors are advised to exercise caution and prepare for a volatile market environment in 2025. Diversification and a focus on sectors demonstrating resilience and growth potential may be prudent strategies. (Financial Times)
Join us for an engaging discussion with experts, entrepreneurs, and investors to discuss the outlook of the investment and startup landscape for 2025.
Zane Carmean, Lead Research Analyst, Quantitative and Funds Research at PitchBook
Zane is a quantitative research analyst at PitchBook, where he conducts data analysis, creates financial models, and authors research reports and thematic analyst notes covering private markets. Carmean helped launch PitchBook’s Quantitative Perspectives series, a new report style that provides a fully quantitatively-driven narrative of the current and future states of private markets. In addition, he helped build PitchBook’s proprietary valuation models to analyze the GP stakes market as well as cash flow forecasting tools to assist allocators in estimating future cash flow and commitment pacing needs. Carmean also helps build new capabilities for clients to leverage PitchBook data sets. Prior to PitchBook, he was a senior associate at Green Street Advisors where he conducted the research and analytics behind many of the firm’s strategic research reports in the commercial real estate industry. He is also a CFA charterholder and CAIA charterholder.
Chris Clepp, Founder & President of Building Towards Wealth
Boasting 23 years of experience in financial services, Chris is the founder of Building Towards Wealth, a wealth management practice specializing in serving Gen X & Gen Y business owners. His unique approach to wealth management goes beyond asset management; it's about enriching lives through strategic planning, aimed at achieving financial security and personal fulfillment for his clients. Chris has achieved the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations. His perspective on market and economic conditions is grounded in a pragmatic and data-driven approach. He regularly engages with resources like the JP Morgan Guide to the Markets and the Schwab Quarterly Chartbook, ensuring he stays informed with up-to-date and relevant economic data. Consciously avoiding sensationalist financial news, Chris focuses on data and insights from professionals who prioritize wealth creation, regardless of the broader market sentiment. Chris is not just a wealth management advisor; he is a seasoned analyst of market and economic trends, making him an ideal candidate for discussions on current market conditions. His blend of practical experience, academic knowledge, and a balanced lifestyle positions him as a credible and insightful voice on any panel addressing financial markets and economic conditions.
Ashley Martis, Co-Founder & CEO, StartupFuel
As a seasoned venture capital expert with a proven track record, 7x Founder. Ashley has actively engaged in the global VC community by attending over 900 venture capital events across more than 30 cities in North America, South America, Europe, and Asia. His deep expertise in VC valuations has been honed through years of hands-on experience and a robust educational background. Currently, he runs StartupFuel, known as the Moodys/Equifax for Venture Capital. At StartupFuel, his firm builds patented AI engines that reduce time and subjective bias in due diligence. The firm collaborates with family offices, accelerators, angels, and venture fund managers to enhance due diligence using AI, driving more informed and efficient investment decisions. Ashley is passionate about identifying and nurturing high-potential startups, leveraging his extensive network and industry knowledge to drive growth and innovation.
Zoom Dial-In Details
https://us06web.zoom.us/j/81985387273?pwd=bgEGU1mEoa6drgOWz2bqofkGrEuQiu.1
Meeting ID: 819 8538 7273
Passcode: 436493
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