GamingVC

𝗡𝗘𝗪 𝗣𝗢𝗞𝗘𝗠𝗢𝗡 𝗧𝗖𝗚 𝗪𝗜𝗟𝗟 𝗚𝗢 𝗡𝗢𝗪𝗛𝗘𝗥𝗘• Prior mobile Pokemon CCG 𝘥𝘪𝘥𝘯’𝘵 𝘩𝘢𝘷𝘦 𝘐𝘈𝘗. Yes, that’s right.• The new game is polished but revolves around timer-based pack openings.• 𝗬𝗼𝘂 𝗱𝗼𝗻’𝘁 𝗯𝘂𝘆 𝗽𝗮𝗰𝗸𝘀 𝘆𝗼𝘂 𝗯𝘂𝘆 𝘁𝗶𝗺𝗲𝗿𝘀 𝘁𝗼 𝘂𝗻𝗹𝗼𝗰𝗸 𝘁𝗵𝗲𝗺.• Over $20M so far, but downloads 𝗳𝗮𝗹𝗹𝗶𝗻𝗴 𝗳𝗮𝘀𝘁.• Japan dominates ($26/download; U.S.: $4.36).• Strong collection loops with Codex moments at pack openings but a weaker version of physical CCG.• And yes, 𝘁𝗵𝗲𝗿𝗲’𝘀 𝗮𝘂𝘁𝗼𝗽𝗹𝗮𝘆.• 𝗠𝗼𝗯𝗶𝗹𝗲 𝗖𝗖𝗚𝘀 𝗵𝗮𝘃𝗲 𝗹𝗶𝗺𝗶𝘁𝗲𝗱 𝗰𝗲𝗶𝗹𝗶𝗻𝗴𝘀, far from Pokemon Go’s $800M annual revenue.• Failure to evolve beyond Snap’s lukewarm success, weak meta, or UGC adoption. Markets failed, too (Artifact).• Inability to build strong meta loops or explore UGC. 𝗦𝗣𝗔𝗖𝗘 𝗔𝗣𝗘 𝗚𝗔𝗠𝗘𝗦 𝗗𝗘𝗖𝗟𝗜𝗡𝗘𝗗; 𝗠𝗢𝗩𝗘 𝗧𝗢 𝗦𝗨𝗣𝗘𝗥𝗖𝗘𝗟𝗟 𝗧𝗜𝗧𝗟𝗘𝗦?• Turning into 𝗦𝘂𝗽𝗲𝗿𝗰𝗲𝗹𝗹 𝗟𝗼𝗻𝗱𝗼𝗻 (Space Ape brand dead), but games have declined the last year.• They’ve been working on Boom Beach and Hayday, so they […]

How to find investors? Especially in gaming/mobile gaming, which are much more challenging industries than they used to be 1-2 years ago? I saw a lot of articles/discussions about a deck having “x” or “y” slides with “z” font numbers that could be presented during “a” minutes. I thought it could be useful for some people. From my personal experience (I was working with gaming startups and investors quite a lot, was connecting startups with investors, investors with startups, and was an Angel investor in a few investments), those pieces of advice are useful but they miss the main point. I thought it could be useful for some people/startups, not only from the gaming space (although by my experience I am focusing on that industry). Potential and risk It seems to me that investors (at early stage) consciously or unconsciously […]