Ep. 110 is our quarterly Investor Vibe Check, where we chat with 3 industry investors to get their perspective on the landscape from their side of the table.

The vibe check for Q1 features Connor Williams (Velo Partners), Andrew Ehrenberg (Eberg Capital) and Robin Reed (HappyHour.io).

Hear them discuss:

• What they make of the uptick in 2024 Q1 funding announcements, and whether they expect to see that pace persist
• Why Q1 saw several notable strategic investments into B2B startups by industry incumbents
• DraftKings’ and Fanduels’ Q1 acquisitions of Jackpocket and BeyondPlay, respectively, and the future outlook for more operator M&A at the earlier stage
• The state of integration roadmaps with operators, and whether frustrations expressed by some B2B startups are overblown
• The disconnect between early-stage funding and revenue generation from funded companies, as cited in the recent Game Changers report (Download here Free!)
• What continued consolidation at the operator level means for startups, and to best prepare for future shifts in the landscape
• Rapid fire predictions for notable M&A deals to watch for in 2024

Learn more 👇

➡️ Connor Williams on Linkedin

➡️ Andrew Ehrenberg on Linkedin

➡️ Robin Reed on Linkedin

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This podcast is presented by Optimove, the #1 CRM Marketing solution for the iGaming industry. Since 2012, Optimove has served iGaming Operators from startups to industry leaders. Today, 4 out of the Top 5 US Operators Personalize Player Experiences with Optimove. iGaming operators know their growth journey begins and continues with Optimove, the #1 CRM Marketing solution for the iGaming industry.