With the worsening economic scenario, the market of startups is going through some change. During the pandemic, this type of investment “catch fire”, which led to the charging of unrealistic amounts by companies.
But with the economy returning to a certain normality, investing companies decided to “freeze” the values.
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This “freezing”, which is a static maintenance of values, causes the market to have a reality shock, which is promising for companies that want to invest in this type of segment.
According to Fernando Cirne, president of Locaweb, which has been a serial buyer since 2018, some companies continue to charge high prices, but investors are releasing few funds. Those who do not understand the new situation will end up going bankrupt, bringing new opportunities to those who want to adapt their brand.
This drop in investments is due to the increase in interest rates, both in Brazil and abroad, and this leads startups to seek alternatives to continue growing. Alternatives include cutting staff and costs, as well as hiring a sales manager.
In the second half of the year, the situation should improve for startups, as there will possibly be a slowdown in the recovery of the economy. And then, big companies go after startups that offer discounts. “For those with cash on hand, the crisis will present a great opportunity, and large companies must lead this movement using tools such as CVCs, or corporate venture capital (funds created by companies for acquisitions)”. Who explains this is the partner of consultancy F5, Renato Mendes.
Bradesco is one of the listed companies for these businesses, and this year it already acquired Digio, for half the amount – R$ 645 million.
This type of acquisition groups is growing more and more in the country, and jumped from nine to 73, from 2015 to 2021, when the survey was carried out by the consulting firm Bain & Company. And, according to the company's partner, Andre Fernandes, this year in the country, the CVCs should exceed 100.
With this optimistic forecast, many companies are creating funds to invest in the near future. This is the case of Stefanini, where its creator is creating an independent fund, so as not to have a direct connection with the company. “Our success with Stefanini Ventures has spurred us to invest in different formats.
the industry of venture capital there is room for growth in Brazil, and we are very optimistic about the new project”, said Stefanini, who is also looking for new partners for CVC.
The results of the companies that acquired the most startups last year were released, and Magazine Luiza ranked first, with 11 acquisitions. The company was followed by Locaweb and Méliuz, with 8 acquisitions each.
Although it drew attention last year, today, with the fall in values, Magazine Luiza is being seen as exaggerated, but it will continue investing in acquisitions, and through its own cash, with no funds independent.
