What do investors and potential acquirers really look for?
summary
Games are a liquid, cash‑efficient market worth ~$100–140B (mobile ~$46.1B) with exits from ~$20M up to ~$10B and repeatable hits like Supercell scaling from zero to $1.7B; investors demand concrete KPIs from soft launch (retention, LTV, CAC) and prefer teams that shipped together, ship fast, and avoid bloat hiring. Acquisition structures often use 50/50 cash and shares with majority or full buyouts, plus studio autonomy and clear post‑acquire integration plans.
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chapters (25)
- 0:00Intro
- 1:55European game investing
- 3:23Liquid game market
- 4:13Acquisitions
- 6:11Supercell
- 6:40Hitdriven games
- 7:39Deep European talent
- 8:33Where to get funding
- 10:52Audience reach
- 11:49rollout speed
- 12:27engagement potential
- 13:05modernization
- 16:13competition
- 16:50metrics
- 18:17team
- 20:02technical
- 21:12creativity
- 22:51the hard market
- 24:32QA
- 25:09How to raise money
- 29:07Catch22 situation
- 30:06When to approach VCs
- 32:22There is money out there
- 37:51What happened to Republic Labs
- 41:51What are the consequences for developers and teams
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