Rückblick auf das 3. Quartal 2025: 150 Millionen, 120 Millionen US-Dollar... Hinter den enormen Finanzierungen steht die Bildungstechnologie am Anfang einer Ära von KI-Plattformen.

In the third quarter of 2025, a series of large-scale financing events in the global education technology sector not only demonstrated the return of market confidence but also clearly outlined the development profile of the industry. The core of investment and financing this quarter lies in: huge amounts of capital are flowing first to platform-based companies that can deeply integrate artificial intelligence into their product cores and have the ambition for global operations. Meanwhile, innovative models that solve key pain points in vertical and niche fields have also won wide favor in the market.

Leading Financing: Platformization and AI Strategies Attract Heavy Capital Investment

This quarter, several financings exceeding $100 million set the tone for the industry, highlighting that capital favors platform-based companies with economies of scale and ecosystem-building capabilities.

Lingokids: Building a Children's Interactive Content Ecosystem with $120 Million

Lingokids became one of the most watched companies this quarter with a financing of $120 million. This huge amount of financing not only consolidates its leading position as an interactive application for children aged 2 - 8 but also marks its strategic leap from a "single-IP application" to a "multi-IP platform". Its core features are as follows:

AI-driven Content Expansion: The company will use Generative AI to significantly increase the speed and diversity of content production, aiming to become children's "ultimate digital destination".

Ecosystem-based Content Integration: By integrating well-known third-party brand characters such as Pocoyo and Blippi into its "Playlearning™" world, it creates a safe and attractive content ecosystem.

Enhanced Trust through Authoritative Endorsement: Collaborations with top institutions such as NASA and Stanford University provide strong professional credibility for its educational content, winning the trust of over 185 million families globally.

Eruditus, a Giant in Corporate Learning and Higher Education: Raising $150 Million in Refinancing to Expand Global Reach

Eruditus, a unicorn supported by SoftBank, completed a refinancing of up to $150 million, indicating that in a volatile market, late-stage enterprises with stable cash flows and strong partner networks can still receive strong support. Its characteristics are:

Dual Drives of "High-end" and "Globalization": Collaborations with over 80 top universities globally, including MIT, Harvard University, and the Wharton School, have established extremely high brand barriers and global influence for it, serving over one million learners in more than 80 countries.

Clear Path to Profitable Growth: This refinancing aims to support its "profitable expansion in the international market", reflecting capital's support for financial health and sustainable growth capabilities.

European K12 Expansion: MyEdSpace Receives €12.8 Million in Investment, Aiming at the UK and US Markets

MyEdSpace in London raised €12.8 million in Series A financing, one of the largest mid-stage financings in Europe this quarter. It is a model of the hybrid model:

The Ternary Model of "Top Teachers + Scalable Technology + Social Media": By combining teachers from the top 1% in the UK with the influence of over 4 million followers on social media, it offers high-quality live courses at a low price of £5 per hour, challenging the high-price model of traditional online tutoring.

Clear Cross-border Replication Strategy: Immediately after the financing, it launched an expansion plan in the US, with the first batch of courses starting in October, demonstrating the determination of European education technology companies to export their proven models to the world's largest education market.

Deep Integration of AI: A Full-chain Transformation from Personalized Tutoring to Teaching Efficiency Improvement

Led by leading platforms, the application of AI shows diverse and in-depth characteristics, becoming the most core driving force in this round of financing.

1. Practitioners of Scaled Personalized Tutoring

In addition to platform-based companies, startups focusing on AI personalized tutoring have also received considerable funds. Arivihan in India (raising $4.17 million) and Edumentors in the UK (raising $2 million) are both committed to creating fully automated or highly interactive AI tutors. Taking the former as an example, its feature lies in deep localization, providing precise tutoring for Hindi students by fine-tuning large models, with a claimed accuracy rate of 97%, and precisely serving the markets in second- and third-tier cities. The latter provides students with personalized online teaching support from real teachers.

2. Empowering Educators (B2B Tools)

Another clear path is to use AI to empower teachers and institutions. Paddy in Germany (raising €1 million) helps teachers automate lesson preparation and assessment, directly addressing the pain point of teachers' heavy workload. Meanwhile, The Invigilator in South Africa (raising $11 million) and Cyberhare Solutions in the UK (receiving a £250,000 grant) focus on using AI to solve academic integrity issues. Their feature is developing lightweight solutions suitable for low-bandwidth environments and having AI text detection capabilities, demonstrating the inclusiveness and forward-looking nature of technology.

Simultaneous Global Expansion and Deep Dive into Vertical Fields

This quarter, many companies that received financing have internationalization as their core strategy. At the same time, refined innovation in vertical fields has also won capital support.

Globalization has Become the Norm: From MyEdSpace's entry into the US market, to Evulpo's (raising $10.74 million) business spanning 7 countries, and BeeSpeaker's (raising €2 million) plan to expand into 16 markets, globalization has become an inevitable choice for medium-sized and larger education technology companies.

Emergence of Innovation in Vertical Tracks:

Corporate Learning: Honor Education (raising $38 million) and Evolve (raising $1 million) have significantly improved the completion rate and effectiveness of training through AI and social learning.

Short-video Learning: Seekho in India (raising $28 million) entered the career and self-growth track with 3 - 5 minute localized short videos, with a monthly active user base of 25 million, demonstrating the huge potential of fragmented learning.

Education Fintech: EduFund in India (raising $6 million) provides a comprehensive education finance platform from savings, investment to loans, solving the deep-seated pain points of education payment.

Trends in the Capital Market: Rationality and Focus

Behind the financing data is a more rational and focused attitude of the capital market.

Capital Concentration towards Leading Companies: Whether it is the huge financings of Lingokids and Eruditus, or the situation in the Indian market where the financing amount has increased significantly but the number of transactions is small, it shows that capital is flowing first to leading enterprises with proven business models and market positions.

Measurable Indicators are Crucial: Investors are paying more and more attention to the actual impact of products, such as user engagement (Evulpo's average session length of over 30 minutes), financial health (Vedantu announced positive cash flow and received $11 million in investment), and scalable profitability.

The global education technology investment and financing landscape in the third quarter of 2025 is defined by huge amounts of capital betting on platform-based AI companies. Cases such as Lingokids, Eruditus, and MyEdSpace show that more and more enterprises receiving capital investment need to have both technological depth, ecosystem-building capabilities, and a global perspective. Meanwhile, AI is penetrating every aspect of teaching, from personalized tutoring to teacher empowerment and academic integrity maintenance, driving the entire industry towards a more efficient, fair, and personalized direction.

In the future, the competition in the industry will no longer be about a single technology or product but a comprehensive competition of "AI Core × Globalization Ability × Depth in Vertical Fields". Companies that can establish sustainable advantages in these three dimensions will occupy a more favorable position in reshaping the global education process.

This article is from the WeChat official account "Edu Guide" (ID: EduZhiNan), author: Edu Guide, published by 36Kr with authorization.