Overview
- Atomico estimates European venture investment will increase 7% to $44 billion in 2025, with Germany projected at about $7.4 billion and ranking second behind the UK.
- A guest analysis on deutsche-startups.de disputes that trajectory for Germany, citing just €1.1 billion invested this year and calling it a five-year low.
- Funding is heavily concentrated in AI, with nearly half of global VC going to AI startups, about one‑third of capital funneled to only 18 companies, and U.S. AI investment reported at roughly $146 billion.
- DefenseTech has accelerated in Europe, up 55% to $1.6 billion, highlighted by Munich-based Helsing raising around $660 million, alongside active players such as Quantum Systems.
- Exit activity has revived, with Q3 global exits near $150 billion and European companies including Klarna choosing New York listings, reflecting the ongoing draw of U.S. markets.