Infrastructure for venture deals: how to earn on the wave of investments | News Idea

The venture market is growing not only because of startups, but also because of services around deals. How can you build B2B revenue in USD on due diligence and integrations?

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What happened

The first quarter of 2026 was a record one for the venture market: $285–331 billion was invested in startups, which is comparable to 70% of the entire 2025 volume. However, behind the impressive figures lies severe concentration. Five funds received 73.1% of all funds from LP investors.

Five companies — OpenAI ($122 billion), Anthropic ($30.6 billion), xAI ($20 billion), Waymo ($16 billion), and Databricks ($7 billion) — absorbed $195.6 billion, or 75% of the total deal volume. At the same time, the number of deals fell by 15% quarter over quarter, to the lowest level since 2016. Rounds starting at $100 million account for 86% of all money invested. The market has split into the “elite” and everyone else.

How this is useful for business

When 11.5% of the market is left for thousands of funds and tens of thousands of startups, a systemic demand emerges for tools that help “invisible” projects get into investors’ field of view. Funds with AUM below $500 million are losing LP support, their portfolio companies cannot close bridge rounds, and entrepreneurs are forced to look for money in a compressed market. This creates a niche for products and services that solve a specific problem: how to be noticed when 75% of investors’ attention is occupied by five companies.

Consulting, analytics, pitching platforms, due diligence tools — demand for all of this is growing in proportion to concentration.

How to make money from this

Unit economics is built on three models. The first is subscription SaaS for the founder community: $99–299 per month for access to an investor database, round analytics, and pitch templates. With a 3% conversion from 100 000 active entrepreneurs — $300 000–900 000 ARR. The second is a consulting block: one-off projects for preparing for a round costing $5 000–25 000. With 4 deals per month — $240 000–1 200 000 per year. The third is white-label analytics for corporations and government funds: contracts from $50 000 per quarter.

Sales channels — direct sales through LinkedIn, partnerships with accelerators and founder communities. The average deal cycle for SaaS is 2 weeks, for consulting — 1–2 months.

Business ideas

1. A round aggregator platform by niche. Collects data on closed deals in segments that do not make it into the top-5 (vertical SaaS, dev tools, marketplaces). Sells subscriptions to funds and corporations that want to see the “next wave.” Subscription $199–499 per month, target segment — 500+ early-stage funds.

2. An “investor concierge” service for Series A–B rounds. Helps founders find funds with confirmed interest in their stage and niche. Charges a success fee of 2–5% of the amount raised or a fixed commission of $15 000–50 000 per deal. With 2 closed rounds per month at $5 million each — $200 000–500 000 in revenue.

3. Analytics dashboard for LP investors. Shows capital distribution by stage, niche, and geography in real time. Sells subscriptions to family offices and corporate venture funds. Price $1 000–3 000 per month, target base — 200–300 clients, potential $2.4–10.8 million ARR.

4. Educational product “How to attract an investor in the era of concentration.” Online course or workshop focused on alternative financing channels (corporate venture, government programs, SPV). Price $500–2 000 per participant, with 50 participants per month — $25 000–100 000.

5. Tool for automating pitching and preparing a data room. SaaS that generates investor presentations based on company data and analyzes fit with a specific fund’s portfolio. Subscription $149–399 per month, target audience — 50 000+ startups looking for a round.

Risks and limitations

The venture financing market is cyclical: after the record Q1 2026, a correction is possible. Concentration may intensify or, conversely, regulatory pressure on the largest funds may change the balance of power. Competition from existing analytics platforms (PitchBook, Crunchbase) is another risk: they already occupy the niche, and differentiation requires narrow specialization. Finally, dependence on venture market activity means that a decline in the number of deals will hit demand for related services.

7-day action plan

Day 1–2: Define the niche and target audience. Choose one segment (for example, Series A B2B SaaS or deeptech), study 20–30 funds that work in it, collect data on their portfolios. Day 3–4: Assemble an MVP of the minimal product — a spreadsheet or Notion database with information about funds, their criteria, and recent deals. Test

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