AnyVision Raises $235 Million

By John Honovich, Published Jul 08, 2021, 10:54am EDT

AnyVision has raised one of the largest rounds ever in physical security, $235 million.

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Inside this note, we examine the fund raising, risks with AnyVision's business model compared to e.g., Verkada, and the pressure this will put on competitors in the space.

For background, see IPVM's Interview with Anyvision's CEO that explains his strategic focus:

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Reversal **** ********* ********

**** ****, **** ****, a **** **** ***** have **** **** **** AnyVision *** ******* **** and ***. ** **** and ****, ********* ************ ramped ** ************* ***** and ********* ********, **** to ******** **** ****** sales. ****, *** ******* was ****** **** ******** into ****** / ********* activities, ********** ***** ****** ***'* ********* remarks, ******* *********** ************* *** *******. ****,********* *********** ******* ****** recognition********* **********. *******, **** COVID-19 *********, ****** *** facial *********** **** *******, leading *********** **** *******.

New ******* *** *** *** - ********

*******, ** *** **** year, * *** *** who ********** ****** ** mega-investment **** ******** *** now * *** ******* investment **** ** ******** has ************* *** *******. Anyvision's *** *** ****** at ******** *** * years, **** ********* **:

*** ****** ******** ****** Fund ** ** ********* Partner ********** *** **** and ******** ********** ** well ** ******* *** deal ***** ** ******** potential ***********.

***, *** **** ** he *** ** *********, he ********* ****** *** deal **** ** ****** in *********.

**** *** $*** ********* ******* ****** $** ******* **** than * **** ******$**+ ******* * *** years ***.

Focus - *** *** ********

*** *********** ********************* * ******* ******** of *** *** ******** focus ** **** *********'* CEO********* ** **** ******* this ****:

***** ********** *** ***** that ********* *** *** historically ******** - ** embedded '********* ******' ******** and * ******** *** apps ** *** ** top ** ****.

*** '********* ******' ********, akin ** ** '***** Inside', ***** *** ********* embed ****** **** ******* smart ******* *** ********** for ******** *** ******. Golan **** **** ** would ******* **** *** voltage **** ************ *** the ****** ******** **** an **** ******.

********, ***** ********* * platform ******** ********* ** more ************. *** **** is ** **** ** more **** * ******* SDK **** * **** layer *** ************, ** watchlist, ******* *****, ***. that ***** **** ** easier *** ******* ********* to ******* *** ********* into *** *********.

Softbank - ** ***

******** ** ****** *** going *** *** **** a *** ********** ** a ******* ******* **** AnyVision ** ********* ******* in **** **** *** investment ****'* **********. **** is **** ****** ** by *********** ************ ********* ********* Matt ****** ******** ********'* *******'* ******** investments **** ******:

***:*** * ****** ** visionary **** *****, **** doesn’t ****** ***** **** my *****.

Neumann: Did I mention we are a ***** ** *************. * ********** ** interconnected *********** *********** *************.

***:**** **** ****’* **** like—

Neumann: The world’s first ******** ****** *******. *********** *** ********* ******’* *****, ** both ******** *** ******* worlds.

***:***’** *****! * **** it! *** ***** *** be, ***, *** ***** crazier?

*******:***’** ***** ** ****** $10 ******* ** ** company, ***** * **** use ** ******** ** light *** ***** ******* on ****, *** **** when ** *** **** standing ** *** ***** you **** *** ** another ******* ******* ** walk **** ***** * laugh ** ***.

***:*** ** **** * have ******* ** ******* someone ** ***** ** you, *** * ***** really ******** **** *** would ****.

********* **** ********** **** any *********** **** ***** fail ** ********** *** daring ******** ** ********.

********* ***** ** * rocketship ** ** ***** implode *** ** **** not **** **** **** this *******.

Competitive **** *********

***** ***** ********* ** ******** ******** video ********* **********, **** ** **** are ***** ** ** within ** ***** ** magnitude ** *** ******* that ********* *** ********. This ***** ********* ** going ** ** **** to ****** *** **** both ** ***** ** development *** ** ******** out * ******* ***** and ********* ****.

** ****, *********'* ******** of ************* ** *** deals ** ** *** platform ** ****** *** global ******. *******, **** does *** **** ** is ***** ** ****.

Downside - **** ******** *****

*** ******* ***** ** that *********, ** ****, has ** ******* ******** model ***, ** *****, a ******** ***** **** is ****** ********** ** smaller *********** ** ********* doing ** **********.

********* ******* ***** ** sell ********* **** ** a ******** *******, ***** is ***** ** **. This ******** ******* ****** rivals ******** ******* *** recorders ** **** ***** cameras, ********* *** ********* included (*.*., ******** *** Verkada). ***** ****** **** existing ************* *** *** effectively ********* *** **** of ********* ***** ** selling ***** *****, ***** Anyvision ******.

*** **** ** *** sales *** ******** ******** is *** ****** *** historically *** *** *********** business **********. *** '********* Inside' ******** ** **** to *** '*********** ******' approach * ****** ***. If *** *** ******* become *** ******** **** is ******* **** (**** the '***** ******' ********) it *** ** * winning ******** *** ** can ** **** ** do ** ********* **** AnyVision ***** ** **** direct *********** *** **** customers *** *** ** competitors (*.*., ********* **** Axis, ******, *** ********* may **** ** ******* their *** **********, ****** than *** ********* ***********). That *****, ********* *** has *** **** ******* to ******* **** **** in * *** ****** market **** *********** ** perhaps **** **** ****** will ** *********.

Verkada **********

**** * ****** ********* basis, *******'* ******** ***** is **** ****** *********** and **** ******* ***** close ** *********'* ******* (plus **** ** ********* new ******* ***** ***** this **** **** **** likely **** *****). *******'* closed ***-**-*** ***** ** simpler ** **** **** and *** * ****-*********** sales ******* (****** *****).

** ********, ***** **** SDK / ******** ******** from ******* ** ** new, ** ** *** clear *** **** ** will ****, *** ***** on *** ******** ********** above, ** ** * high-risk ********.

Outlook - ********* **** ***** *****, **** **** ****?

*** *** ***** **** is ***** ** ****, with ** **** *****, and *** ********* ******* of ********, ********* ** going ** ** ****** major ***** **** ******** security **** *** **** few *****.

*******, ******* ** *** it ***** ******* ** be ****.

Vote / ****

Comments (13)

******** ** *** ***** version ** ********* ***** is, ** *** ****, depending ** ***** **** of *** **** *** are **. **** ** an ****** ****** ** money *** * ****** business ***** *** * product **** ** *** very **** ******* *** will **** ********** ********** as ******* ******* * bigger *****.

Agree: 5
Disagree
Informative
Unhelpful
Funny: 2

***. * ****** *** this ***** * **** investment. **** *** ********* will ******** ******** ******** software **** ** ******* of ***** ******** ******** of ******* *** ***** VMS.

* ***** **** ** know ** ***** *********** are ****** *** ******* with ********* ** *** similar **** ** ******** company. ** *** *******, you **** ** ****-******* to *** **** **** a ******** **** ****, but ** **** *** a **** **** **** a ******** **** ** interested ** * **** or * *****.

Agree: 4
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Funny

*** ***** ** ********* is **** *** ******* business ***** *** **** selling **** ** ********* to '*************' ****** **** to ***********/***-*****. *** *******, AnyVision ***** ************* *** AT&T ** **** ** Cisco ** ******** ** embed *********'* ******** ** part ** ***** ******** and **** *********** *** end-users ***** *** ** as **** ** * package **** ******** *********.

** ********* ** *** expecting ** ******** ****** analytic ***** ** ***********/***-*****, in **** **** **** experience ** *** ********** in ***** ****.

Agree: 1
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********* ***** ************* *** AT&T ** **** ** Cisco ** ******** ** embed *********'* ******** ** part ** ***** ********

****, *********, *** ** ***** be *** ***** **** that ******** *** ******. This ********** **** *** their ********* ** * minimum ** $****, ***** seems **** ** ******** high ****** *** ** analytics *******. *** ** course ****'* *** **** taking **** ******* *** expected *** ******* ****** behind * ******* ** investment.

* ** *** *** AnyVision ** * **** to * $** *********.

** ***** ** **** they **** ******* **** money **** * *** of ****** ********, **'* just *** *** ** an **********, ** ** going ** ****** ***** hunger *** ***** *** early, ***.

Agree: 2
Disagree
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Funny

****, *********, *** ** ***** be *** ***** **** that ******** *** ******

***, ** *********, * am *** ****** **'* definitely ** **** ****** going ** ****, **** that ** ** * different ***** **** ***** to *** ******** ** sell *** ******** ** them *** ***** ** to * ********, ***.

** *** ***** **** to *******, *** ******, the **** ** *** approach ** *** **** they ****** *** **** big ********* ** ***** their *********, **'* **** they ****** *** * critical **** ******** ** their ***** ** *****.

*****'* * ****** ** smaller ********* **** **** done *** ******** ******** for *****, *.*.,****** ******** *************, *** ** **** point **'* ***** **** the ***** ** **** a ********** *****-******* ******* dollar ****, **** **** a *****-******* ****** ***.

Agree
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Funny

***'* *****, **** **** plenty ** ***** ***** slides **** * **** to $**. **** ******* to **** ** **.

Agree
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Unhelpful
Funny: 5

******, *******, ******** *****'* have *** ******** ***** record ***** *** ********** with ******* ********* *** applications. **** ***** ** full ** ***** *** and *** **** **** have ** ***** **** is ******* ** *****. Other ********** ******* *** out ***** ******* ***** this ****** *** ****** anyways. * ** *** see **** ***** **** in *** **** ***. They *** ******** ***** up ******* **** **** giants **** **** *** the **********. *** **** of *** *******.

Agree: 6
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Funny

********* ***** ************* *** AT&T ** **** ** Cisco ** ******** ** embed *********'* ******** ** part ** ***** ********

* *****. * *** Softbank ********** ** ****** becoming * **** ***** days.

Agree: 1
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Funny

**** ******* ** ******* about *** ********** ****** and ***** ************ ********!

Agree: 5
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Funny: 5

****** **** ** *** over *****. **** *** is ****.

Agree: 2
Disagree: 1
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Funny

**** *** ** *** from ****. ************ ****** control ***** **** *** is *** *** **** topic ******* *** ******* 500's *'** *** **** recently. * ** ***** this **** **** ********* though ***** ** **** dealings **** *********.

Agree: 4
Disagree: 1
Informative: 1
Unhelpful
Funny

************ ****** ******* ***** face *** ** *** big **** ***** ******* the ******* ***'* *'** met **** ********.

***, *** *** *** actually************** **** **** * pilot? ** **** *** many, **** ****** ** frictionless ******** **** *** past *-* ***** ***** various ***** ********* *********. I **** *** ** see ******** **** **** dipping **** ** *** water.

** ** **********, *** companies *** ********** ****** to **** *** *** forward **** ** ***** to*** ************ ****** ******* *** the ********* *** **** still ** ****** ******** 125Khz ******* *** *** next ** *****. *** only ****** **** ****** forward ****** ** ******* 500 ***** *** *) the ******* ******* ***** EoL, *) **********, ** 3) * ***** ******. Even *** **** #* these ***** *** **** large ********** **** *** manufacturers **** ******** ** unofficially ******* *** *** product ***** ******** *** knows ******** ***** ** has *******.

Agree: 1
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*** **** **** ****** me ** ******** ********* in **? ******** **** money ***** ***.

Agree
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