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Chronicles

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Inside venture capital market in Q1 2017: number of global equity funding rounds increased by 11.9% compared to Q4 2016, but was roughly flat year-over-year

The first quarter of 2017 was a period of transition for the global venture capital ecosystem.  —  There are signs that the slight downturn …

Crunchbase Jason Rowley

Context & Ripple Effects

Crunchbase's Q1 2017 tally marks a turn in the deal-count slump that defined 2016: the prior summer, global funding was propped up by mega deals while round volume fell to its lowest since 2013. An 11.9% quarter-over-quarter rebound in rounds, with dollars roughly flat year-over-year, suggests the correction was bottoming out rather than deepening.

The read matters because this volume-versus-dollars split keeps recurring in the coverage that follows — by mid-2019, deal volume was climbing again while dollar growth stayed stagnant — making Q1 2017 an early instance of the cycle's signature pattern.

First-order effects

  • Founders at seed and early stages regain a more active market: more rounds getting done than in Q4 2016, even though total capital deployed is not growing.

Second-order effects

  • With round counts rising faster than dollars, average check sizes compress, shifting bargaining power toward investors except in the mega-rounds that continue to carry the totals.

Third-order effects

The trend: Global venture funding moves in quarters-long waves where deal counts and dollar volumes decouple, leaving headline totals set by a shrinking pool of mega-rounds.