Thursday, February 26, 2009

China Venture Capital Performance Report 1994-2005

Source: China Venture Capital Association
The report is paid, but they provide the following highlights:

Highlights

This research is based on a survey of 62 domestic and foreign venture capital funds, and historical data collected by Zero2IPO in the past five years. The key findings are highlighted as follows:

- Seven venture capital funds of 62 surveyed achieved an IRR (internal rate of return) higher than 40%.

- Generally speaking, USD funds outperformed RMB funds. 17.5% of USD funds generated IRR of more than 40% while no signal RMB fund achieved such return.

- Up to Nov. 30, 2005, there were 108 recorded exits by VC-backed enterprises, 79 IPOs and 29 M&As respectively.

- IPOs on overseas stock exchanges were by far the most popular choice as all the exit options as demonstrated by the number of so-called red-chip shares (Chinese shares registered and listed on Hong Kong stock market) and Nasdaq-listed Chinese firms. In comparison, fewer VC funds realized exit through M&A.

- However, there's no significant difference between IPO and M&A in terms of the return achieved. The aggregated investment return multiples for IPOs and M&A were 8.19X (mean) and 3.55X (median) respectively.

- With more foreign venture capital funds entering China, the competition will surely pick up.

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