Investor data: 66% of 370 early AI deals rejected over market competition
dunkhippo33 · x · 2026-11-05
Investor dunkhippo33 shared internal analysis of 370 early-stage deals. Among those passed on at that stage, the reasons were: market competition (66%), valuation (14%), and unit economics (12%).
Among deals that listed a valuation (self-reported, take with a grain of salt): 36% were under $5M, 31% were $5–10M, 17% were $10–15M, 9% were $15–25M, and only 6% were $25M+.
Related event: Investor reveals why 66% of evaluated deals were rejected: competition(4 posts)→
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