2022 Accel The Reset

Accel
arc beats above · slides in the middle · loops below · scroll → 8 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Slide inventory

51
every slide · same image gating as the playbook
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Slide 1
The visual is a voxel-based representation of the European continent.front_matter
03
Data shows a significant contraction in market valuation and revenue multiples, alongside a slight decline in growth rates.analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
04
The chart illustrates a significant market correction following the 2021 COVID-era valuation peak.analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
05
The slide uses a grouped bar chart approach to show market cap erosion across three tiers of decline (10-40%, 40-60%, 70%+).analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
06
The chart uses red boxes to highlight the decline in value for specific sectors, with percentages listed below each column.analyze_data
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
07
The slide uses two side-by-side tables to illustrate the market shift from growth-at-all-costs to profitability.compare_peers
Open slide detailBeat · The Facts (What)Loop · Tale Two Worlds
08
Includes logos of representative companies for each trend.summarize
Open slide detailBeat · The Facts (What)
09
The slide uses a map-based visualization to demonstrate the global reach of the firm's SaaS investments.establish_context
Open slide detailBeat · The Facts (What)
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front_matter
Open slide detailBeat · The Facts (What)
11
The chart uses callouts to annotate specific points in time with the number of companies and NTM revenue multiples.analyze_data
Open slide detailBeat · The Facts (What)Loop · The Reveal
12
The slide uses a line chart to visualize market performance divergence and quantifies the 'value gap' between current index performance and a historical growth analyze_data
Open slide detailBeat · The Facts (What)Loop · The Reveal
13
The slide uses two line charts to illustrate the macroeconomic trend of rising inflation and interest rates.establish_context
Open slide detailBeat · The Facts (What)Loop · Domino Effect
14
The slide uses a combination of a stacked bar chart and news clippings to illustrate market sentiment.establish_context
Open slide detailBeat · The Facts (What)Loop · Domino Effect
15
The slide uses a scatter plot to visualize the 'Rule of 40' performance metric against valuation multiples.compare_peers
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
16
The 2022 bar is highlighted with a teal border to emphasize the closure of the IPO window.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
17
The chart uses a stacked bar format to distinguish between 'Take Privates' and 'Other Software M&A', with 2022 YTD showing an annualised projection.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
18
The slide uses a 'money bag' icon to represent the $770B total, with a breakdown of its components.size_opportunity
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
19
Includes a list of logos for EU/IL unicorns.size_opportunity
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
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Note: Unicorns founded before 2005 are excluded. Source: Accel Analysis, Dealroom, Pitchbook, Crunchbase.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
21
quantify_impact
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
22
The slide highlights high-value private funding rounds, suggesting continued market activity despite potential headwinds.size_opportunity
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
23
Data shows a consistent upward trend in average round sizes across all three stages for both regions.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
24
The slide highlights a -12% year-over-year change in YTD funding and a -42% drop in Q3 2022 compared to the previous quarter.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
25
The slide uses a grouped bar chart to compare two regions over time.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
26
The slide highlights a decline in unicorn creation rates in Q3 2022 compared to the peak in 2021.analyze_data
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
27
The slide uses a donut chart for total counts and a stacked bar chart for 2022 new unicorns, complemented by a list of selected companies.summarize
Open slide detailBeat · The Facts (What)Loop · Pattern Hunter
28
The slide uses a 3D pyramid-like graphic as a visual element.front_matter
29
The pyramid uses a vertical split to distinguish between established unicorns and those added in the last 12 months.size_opportunity
Open slide detailBeat · The Implications (So What)Loop · Segmentation Split
30
The slide highlights that approximately half of the unicorns in the dataset have less than $100m in ARR.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Segmentation Split
31
The chart illustrates a clear trend where lower ARR bands command significantly higher valuation multiples.compare_peers
Open slide detailBeat · The Implications (So What)Loop · Segmentation Split
32
The slide provides a 'Health Check' framework for evaluating unicorn performance and valuation requirements.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Segmentation Split
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The slide uses a color-coded table to contrast 'Flat Round' requirements against '2X mark-up' requirements, highlighting feasibility.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Segmentation Split
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summarize
Open slide detailBeat · The Implications (So What)
35
The slide uses a 'Who' and 'How' structure to define the research parameters.establish_context
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The slide uses a grid-based layout to segment companies into 13 distinct categories.present_framework
Open slide detailBeat · The Implications (So What)Loop · Zoom In
37
The slide uses a color gradient for the circles to represent different categories of metrics.summarize
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The chart displays funding in millions of dollars ($M) for 12 distinct categories.quantify_impact
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The chart shows a median founding age of 5 years for both 2021 and 2022.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Zoom In
40
The slide title seems to be a fragment of a larger narrative, focusing on smaller companies.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The slide uses G2 data to benchmark Euroscape companies against smaller EU counterparts.analyze_data
Open slide detailBeat · The Implications (So What)Loop · Zoom In
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The slide features a 3D isometric graphic of an arrow composed of blocks, likely representing growth or progress.front_matter
43
state_next_steps
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
44
The slide highlights a transition in security focus as cloud migration matures.analyze_data
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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Includes logos of major hybrid work/HR tech companies.present_solution
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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Includes logos of key players in the space: commercetools, charles, algolia, commerce layer, yotpo, contentful.summarize
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
47
Includes logos of key players and a hierarchical segmentation of financial services.present_framework
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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Includes a logo grid of relevant companies and Gartner predictions.summarize
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
49
The slide uses a logo-grid to categorize key players in the Web3 stack.summarize
Open slide detailBeat · The Action (Now What)Loop · Pattern Hunter
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The background is a 3D voxel-style map of Europe.summarize
51
The slide serves as an appendix reference for the composition of the Accel Euroscape indices.summarize