Recent Trends in the Venture Capital Community

Recently, I attended a Venture Capital Conference inshould expect ample rewards.
which one of the speakers predicted we would seeGlobalization
technology change in the next 15 years that wouldThe big challenge in the U.S. labor market begins in
rival advancements similar to the past 100 years.the year 2008 when the first of the baby boomers
That is a bold prediction, but as new technologieswill reach age 62. Over the following 15 years, we will
continue to emerge we are seeing some of the sosee a mass exodus from the U.S. workforce. All
called “Star Trek” and “Star Wars”industries will be affected. One poll predicts that
technologies are now becoming reality.200,000 engineers will be left to replace jobs vacated
I suggest that if you are interested in capitalizing onby 2 million engineers retiring from the US workforce.
these changes, just look to the trends in the VentureThe current attention is placed on healthcare,
Capital community. Current trends in the Venturehowever, the retirement of the workforce will also
Capital community outline three areas that will be theimpact logistics. Companies like Federal express may
center of focus in the short term: Cleantech,place a higher value on the employees who actually
Globalization, and Web 2.0.get the goods delivered to the office, versus the
Cleantechpilots that fly the plane. Part of the answer to the
The high energy costs are creating interest forworkforce is to bring better technologies through
alternative sources of energy. The government isglobalization to the business community.
currently putting in place several initiativesWeb 2.0
encouraging moving the American consumer awayThe way we see the web today will also change.
from our dependency on oil. The subject ofWeb 2.0, sometimes called the “New Internet,”
cleantech is permeating the VC world. Cleantechis an umbrella concept that suggests a Web-centric
offers broad applications in energy, agriculture, water,source for all data. We are seeing more companies
transportation and manufacturing, and promises manypreparing for disaster recovery solutions as
advantages, such as more efficient uses of rawdependence on technology increases. With “thin
materials, less waste, better performance, andclient computing”, users access data from any
potential to drive up the bottom line. Many alsocomputer via the Web browser, be it news,
embrace cleantech for its social good beyond theweather, reference information or even application
returns.software, whereas the computer itself has nothing
The prospects for technology advances in this areasstored on it. Web 2.0 has contributed to the rapid
are improving as more resources and human capital isgrowth in blogging, tagging, browsers, streaming
entering the field. We expect more companies tomedia, and other creative services for the mass
show revenue generation in this area creating futherinternet user (search, movie reviews, event listings,
interest.etc.). We expect the internet use to continue to
Recently, several cleantech funds have appeared orimprove.
funds with cleantech as a focus. Even thoughWe really do live is exciting times and will participate
cleantech does not have an established track recordin the creation of some remarkable technological
like IT or life sciences, we expect to see increasedadvancements. Following the trends of the Venture
interest and continued deal flow in this area over theCapital community can help us predict where the
next five years. Early investors into this marketchanges are apt to occur first.