The future of online marketplaces - How the next generation of marketplaces are pushing boundaries and removing remaining barriers, to create ...
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The future of online marketplaces
How the next generation of marketplaces are pushing boundaries and removing
remaining barriers, to create seamless experiences for European consumers
Sponsored by:
November
12 December 2018
2018
Disclaimer
• This report (hereinafter referred to as the ”report") has been prepared by Dealroom.co
• The information in this report and all associated material, including but not limited to video, blog posts
and any other form of content that may be created based on the information included herein, was
created by Dealroom.co. The information herein reflects prevailing conditions and Dealroom.co's views
as of this date, all of which are accordingly subject to change. Dealroom.co's opinions and estimates
contitute Dealroom.co's judgment and should be regarded in such context. In preparing this Report,
Dealroom.co has relied upon and assumed, without independent verification, the acuracy and
completeness of all information available from public sources or which was provided to us by our
partners. Dealroom.co's analyses are not and do not purport to be appraisals of the assets, stock or
business of the companies mentioned herein. Neither Dealroom.co or any of its partners who have
provided information or have otherwise been involved in the preparation of this report, makes no
representation as to the opinions and estimates set forth herein.
• The report has been developed based based on Dealroom’s own research, expectations, estimates and
projections where relevant, and does not express the opinions of any other entities mentioned herein,
either as partners, sponsors, contributors or otherwise.
2 Sponsored by
Schibsted: a tangible track-record in building and scaling
marketplaces and digital services globally
Our brands Our reach
22
countries
30M+
daily users
€880M
revenues
3 Sponsored by
Source: Schibsted Group
Schibsted’s venture arm supports entrepreneurs beyond
money
How we contribute
Minimize CAC, Support with data and Knowledgeable partner and
Scale advisor
Maximize LTV tools
What we look for
Core verticals
(real-estate, mobility, jobs) Sign of product market-fit and
tangible traction Solid teams
4 Sponsored by
Source: Schibsted GroupContents 1. Evolution of marketplaces 2. Consumer trends and innovators 3. Corporate strategic landscape 4. Segment deep-dives
Emergence of global marketplaces, creating more value
than ever before
2000-2005 2005-2010 2010-2015 2015-2020
$150B Vertical focus leads to better user experience
(payments, engagement, logistics),
$100B
which has led to more value being created
$50B
$25B
$10B
Each valued $5-8B
$5B
Online % Classifieds, yellow pages Vertical marketplaces On-demand & location based New models: iBuying, AI, …
6 Sponsored by
Source: Dealroom.coThe unbundling continues: smaller markets, greater value
Unbundling of the OLD: The NEW:
Huge addressable market Vertical focus (superior UX)
Inefficient matching More efficient matching
Supply-driven Greater convenience (transactional)
Example: Vinted
7 Sponsored by
Image by David Haber, SupplyDemanded.comGreater transaction ownership: reduced friction, greater
convenience but also greater operational complexity
Customer Transaction incl. Logistics
Demand acquisition Listing payment & admin tools Inventory Supply
Asset light, profitable Homes, cars,
Classifieds jobs, products
Low revenue per user
Transactional Still asset light, higher take-rate Travel, delivery,
marketplaces Possible long-term strategic disadvantage gigs
Expand in ancillary markets
“Full-stack” Economies of scale vs. merchant Food, on-demand
High operational risk, requires market density
Ability to control own destiny Homes, cars,
Inventory risk jobs, products
High capital intensity
8 Sponsored by
Source: Dealroom.co. Inspired by this Point Nine article.Greater transaction ownership = higher % commission
(but market power is also an important factor)
% commission
70% Example of very high commission are
stock photo marketplaces. Explained by
60% zero marginal cost and opaque pricing.
50%
40%
30%
Fragmented supply
20%
15%
10%
5%
Concentrated
supplyOrder value x order frequency = customer life-time value:
another key success factor
Real Cars
Estate Jobs
High order value High order frequency
Average Order Value
x Low order frequency Hotels High order value
($200+)
Grocery
($100)
Meal
kits ($40)
Food
Delivery
($20)
Doctor’s
appointment
Challenging for supply & x Low order value
for customer acquisition High order frequency Mobility
($8)
Handy Car pooling
Wellness &
man
Beauty
Possible solution to low order
frequency problem: bundle low- Order frequency
frequency into one?
10 Sponsored by
Source: Fabrice Grinda (adapted by Dealroom).To summarise, Bill Gurley’s 10 factors: a robust framework
for evaluating marketplaces
#1 #2 #3 #4 #5 #6 #7 #8 #9
Enhanced user Economic Technology Fragmentation
Size of market Expand market Order frequency Payment flow Network effects
experience incentive unlocking value of supply
Creating a “wow” Buyer and supplier Being part of
Strong economic Important but can be The marketplace
moment with an fragmentation is a Opening up previously High frequency is good payment flow brings
gains by joining e.g. better utilization misleading e.g. food becomes stronger as
entirely new huge positive for an unavailable market for supplier more influence in
platform delivery, Airbnb it grows and matures
consumer experience online marketplace value-chain
= major success
factor
= neutral or
positive
(booking)
= major hurdle
to growth
(regulated)
/ (coming)
(airlines)
From Bill Gurley’s All Markets Are Not Created Equal with adaptation by Dealroom. 11 Sponsored by
Excludes #5: Friction of Supplier Sign-Up as it is an initial disadvantage but also barrier to entry.Contents 1. Evolution of marketplaces 2. Consumer trends and innovators 3. Corporate strategic landscape 4. Segment deep-dives
$9 trillion in consumer household spending: two-thirds is
spent on housing, food and transportation
Recreation, Healthcare &
Housing Food Mobility Services Holidays Clothing Communication Education
hobbies & culture insurance
$2.8tn $2.1tn $1.1tn $0.8tn $0.6tn $0.6t + $1.1tn $0.5tn $0.5tn $0.2tn $0.2tn + $0.7tn
3% 1% 100%
5%
5%
6% Plus $0.7n
government
7%
funding
9%
Plus $1.1tn
11% government
funding
23%
30%
Housing Food Transport Services Recreation, Healthcare and Holidays Clothing Communication Education Total
hobbies & culture insurance
premiums
Rent & mortgage Groceries Car purchase Personal care Private healthcare Flights Total household
65% ($1.8tn) 53% ($1.1tn) 34% ($0.4tn) (n.a.) 40% ($0.2tn) 2% ($0.2tn) spend of $9.4tn
Home interior & Alcohol & tobacco Fuel & Financial services Insurance Packaged = roughly 56% of
maintenance 30% ($0.6tn) maintenance (n.a.) premiums travel GDP of $17tn
16% ($0.5tn) 56% ($0.6tn) 60% ($0.4tn) 2% ($0.2tn)
Restaurants Other s
Energy 17% ($0.4tn) Bus, train other (n.a.) Government Hotel
18% ($0.5tn) 10% ($0.1tn) funded 2% ($0.2tn)
($1.1tn)
13 Sponsored by
Source: Eurostat data and Dealroom analysis.Real estate is the largest consumer market, but the furthest
away from being digitally unlocked
INCUMBENTS INNOVATORS THEMES
Ownership Marketplaces
Home ownership becoming financially out of reach
$1.8
trillion Investing and landlord iBuying (Opendoor)
Crowd-investing
Rent & mortgage
Interior Maintenance
Smart & connected home
$0.5
trillion
IKEA is a bit lost? Opportunity for startups
Interior & maintenance
Efficiency Solutions Marketplaces
$0.5 Push for sustainability
trillion
Sustainable energy nears economic viability
Energy
14 Sponsored by
Source: Dealroom.coAnticipated shift from ownership to mobility-as-a-service is
still in early stage: still only a fraction of consumer spending
INCUMBENTS INNOVATORS THEMES
Short Medium Long
IPOs for Uber ($150B) and Lyft ($15B)
$100
billion Uber and Lyft moving into micro-mobility & logistics
Lyft and Uber launched subscription service
Mobility
Subscription Marketplaces Hardware/
software
iBuying (“Auto1” model)
$0.4
trillion Car giants transforming into Mobility-as-a-service
AI-assisted driving
Car purchase
Fueling Maintenance
Electric cars gaining traction
$0.6
trillion Push for cleaner cities
BP investing in subscription model
Fuel & maintenance
15 Sponsored by
Source: Dealroom.coConsumers want more options; meanwhile cities are looking
to reduce congestion and create cleaner cities
SHORT (0-5km) MEDIUM (5-20km) LONG (20km+)
Trains, busses &
shuttle busses
Subscription
AI-assisted driving:
Scooters &
eBikes
Hailing
Renting &
sharing
Pooling
16 Sponsored by
Source: Dealroom.coFood delivery, groceries and dining are converging, driven
by innovators setting new consumer expectations
INCUMBENTS INNOVATORS THEMES
Big brands are doing direct-to-consumer via delivery platforms (Ben & Jerry’s)
$1.1
Online penetration is around 6% (10%+ in London, Beijing, Shanghai) (1)
trillion
Services like Amazon Prime and Glovo are re-setting consumer expectations
Groceries
Delivery is still just a fraction of total market
$50
More and more restaurants accept online orders
billion
Groceries are another huge market for delivery
Delivery
$0.6 Dark kitchens may redefine restaurant industry
trillion
Point-of-sale software and booking apps
Restaurants
Still a huge market, as evidenced by Juul ($16B!)
$0.4 Brewdog: innovated mass-market brand building
trillion Consumer focusing on health
$0.4tn still does not include cannabis!
Alcohol & Tobacco
Source: Eurostat data and Dealroom analysis. 17 Sponsored by
1. KANTAR.Contents 1. Evolution of marketplaces 2. Consumer trends and innovators 3. Corporate strategic landscape 4. Segment deep-dives
Leading investment themes by investor type: corporates and
venture capital firms are both betting on fundamental shifts
Venture capital Corporate Private equity
Investment focus: Investment focus:
frictionless marketplaces, unbundling, full-stack, fundamental changes in second-hand goods, real estate, cars
consumer behavior (mobility, food) (less in jobs)
19 Sponsored by
Source: Dealroom.coVenture capital investment in marketplaces has been
focused on mobility and food
Global venture capital investment ($B)
$ 20.0B $ 18.8B
$ 17.5B
$ 16.0B
$ 13.1B $ 13.3B $ 13.9B
$ 7.2B $ 7.3B
$ 5.8B
$ 3.7B $ 3.8B $ 2.9B $ 2.3B $ 1.8B $ 2.9B
$ 0.6B $ 1.2B $ 0.4B $ 0.6B
2015 2016 2017 2018E 2015 2016 2017 2018E 2015 2016 2017 2018E 2015 2016 2017 2018E 2015 2016 2017 2018E
Mobility Food Fintech Real estate Jobs
20 Sponsored by
Source: Dealroom.coCorporates are making big strategic bets in fintech, cars &
mobility, food, and jobs & recruitment
Mobility Food Jobs & Education Homes
Transaction
$ 27B $ 30B $ 5B $ 2B
value (’16-’18E)
€70M £175M $1.2B £125M
Notable €115M $400M
$335M $18.5M
corporate deals
$10M
in recent years $250M $429M £20M
(2016-2018E) $866M $200M €335M
$159M $26B
€1.0B
$300M $60M
$14B
$200M
£ 5.5M
$300M
$1.1B
$15.3B
£30M
21 Sponsored by
Source: Dealroom.coThe smart money: selected top-tier Venture Capital firms
Cars & Mobility Homes Jobs & Reschooling Fintech Health Food
Iziwork (aggregator)
Movinga (moving booking) Evtiko (online agent) Humanoo (wellness tracking) Lemoncat (catering marketplace)
Koru Kids (nanny hiring) theGuarantors
CarSpring (iBuying) Proprioo (online agent) Vaniday (wellness booking) Petsdeli (pet food market)
Helpling (on-demand hire) Spotcap
Happycar (search & book rentals) Lamudi (online aggregator) EatFirst (delivery)
Cowboy (e-bike) Culture Amp (HR software) CoverWallet (Insurance)
Bird (scooter) Beamery (HR software) Revolut (banking)
JustPark Adzuna (search) Alan (Insurance) Petsdeli (pet food market)
Property Partner(investing) KRY (video consultations)
Movinga (moving booking) Justworks (HR software) Robinhood (stock marketplace) Good Eggs
BlaBlaCar (ridesharing) Wayup (part-time hire) Wealthfront
Drivy (p2p rental) Qapa (on-demand hire) Raisin(savings marketplace)
Bird Job Today Deserve (banking)
Cogoport (freight search) Checkr (HR software) Wonga (online lending)
KRY (video consultations)
Carwow (car Search) Grovo (online learning) CoverFox (online insurance)
Doctolib (doctor booking)
BlaBlaCar (ridesharing) Knewton (online learning) Power2SME (online lending)
The Zebra (Insurance comparison)
Wonga (online lending)
MeinAuto.de (iBuying)
Exporo (crowdinvesting) Lendico (p2p loan) Ottonova (insurance)
Carmudi (iBuying) STUDITEMPS (temporary hiring)
Lamudi (online aggregator) BUX (trading) Care.com (care services) EatFirst (delivery)
Wind Mobility (e-scooter) Lecturio (teaching platform)
Spotcap (online lending) Moodpath
Wunder (ride sharing)
Caroobi (maintenance)
Medwing (on-demand hire)
Drover (car rental) Homelike (iBuying) Enmacc (trading)
Joblift (aggregator)
Auto1 Group
FreightHub (logistics marketplace)
Tier Mobility (e-scooter)
Preply (teaching platform) Lemoncat (catering marketplace)
Cargo One (freight search and Revolut (banking) docplanner (doctor booking)
Helpling (on-demand hire) Green Blender
booking) Finiata (online lending) Zentist (insurance)
Brainly.com (teaching platform)
OnTruck (trucking)
Wefox (insurance comparison)
Tier Mobility (e-scooter) Kodit Sunlight (online learning)
wikifolio
ParkJockey
Solaris Bank
Grab (ride sharing)
Opendoor PolicyBazaar (insurance DoorDash (delivery)
Ola (ride sharing) TalkSpace (online therapy)
Compass comparison) Ele.me (delivery)
Auto1 Group
Kabbage (online lending)
GetAround (ride sharing)
Source: Dealroom.co. Selected top-tier VCs with track record in marketplaces. 22 Sponsored by
Excludes buyouts, secondary transactions, debt, ICOs, lending capital, grants.The smart money: selected top-tier Venture Capital firms (2)
Cars & Mobility Homes Jobs & Reschooling Fintech Health Food
Lime (escooter) Jobandtalent (on-demand hiring)
LendInvest ZocDoc (doctor booking)
OnTruck (trucking) MasterClass (online learning) FarmDrop (online marketplace)
Habito (mortgage broker) Klarna (payments) Gympass (gym search)
Ofo (bike sharing) Knewton (online learning) Wolt (delivery)
Uniplaces (search) Hinge Health (digital health)
GoEuro (bus booking) Quipper (online learning)
OnTruck (trucking) Verifly (on demand insurance)
Adzuna (search)
JustPark (parking booking) Beautystack (wellness
Trussle (motgages) Beamery (HR software)
Citymapper booking) Taster (delivery)
Bricklane (investing) Jobbatical (on-demand hire) Robinhood (trading)
Motorway.co.uk (iBuying) Zego.com (on demand
Drivy (p2p car rental) insurance)
StepStone (search)
Tier Mobility (escooters) Crosslend (investing) Matsmart (delivery)
Aevy (job search)
FreightHub (logistics marketplace) Zopa (p2p loan) Lemoncat (catering marketplace)
Personio (HR software)
SpotHero (parking booking) Udemy (online Learning) Ritual.co
BlaBlaCar (ridesharing) SmartRecruiters (HR software) Freshly (delivery)
Harver (HR software)
Wefox (insurance comparison) Missbeez (on-demand
GoEuro (bus booking) Clark (insurance) wellness)
McMakler (online agent) HeavenHR (HR software)
Auto1 Group Prosper (p2p loan) docplanner (doctor booking) Lemoncat (catering marketplace)
MediQuo (online help)
Finiata (online lending)
Caroobi (maintenance) PurpleBricks (online broker) Joblift (aggregator) Vint (gym instructors
VouchedFor (comparison)
Auto1 Group McMakler (online agent) HeavenHR (HR software) marketplace)
Raisin (savings marketplace)
Voi Technology (escooter)
Zopa (p2p loan)
Frontier Car Group Peakon (HR software)
Wonga(online lending) Zego.com (on demand Simple Feast (meal kit delivery)
Carwow Nested Jobbio (job search)
Revolut (banking) insurance) Vivino (online wine marketplace)
Cars45 Workable (HR software)
Prodigy Finance
Virtuo
WorldRemit (payments)
Grupa Pracuj (jobs search and HR
Moneyexpert (comparison)
ParkWhiz (parking booking) software)
GoFundMe
Varsity tutors (online tutoring)
Source: Dealroom.co. Selected top-tier VCs with track record in marketplaces. 23 Sponsored by
Excludes buyouts, secondary transactions, debt, ICOs, lending capital, grants.Contents 1. Evolution of marketplaces 2. Consumer trends and innovators 3. Corporate strategic landscape 4. Segment deep-dives
Cars and mobility marketplaces – Investment in Europe
Invested capital Rounds $2M+ SELECTED COMPANIES 2018 ROUND
$ 1 $800M
1.8B 50 Auto1 Group € 460M
Provides consumers with access to thousands of used and Jan GROWTH
$1.6B new cars EQUITY
$ 1 $600M
1.6B 45
Taxify $ 175M
May
Leading ride-hailing app in Europe and Africa LATE VC
40
$ 1 $400M
1.4B Cabify $ 160M
Jan
Car booking web and mobile app SERIES E
35
$ 1 $200M
1.2B BlaBlaCar € 101M
Connecting drivers with empty seats to people looking for Nov GROWTH
a ride EQUITY
30
$ 1 $000M
1.0B Frontier Car Group $ 89.0M
Builds and runs marketplaces focused on emerging May
SERIES C
25 markets
$800M
$ 800M $761M $ 50.0M
Voi Technology Nov
20 Sharing service for electric vehicles SERIES A
$618M
$ 600M Cityscoot € 40.0M
15
Feb
Electric scooters rental EARLY VC
$422M
$ 400M Blacklane $ 40.0M
10 Jan
Driver booking platform SERIES D
$ 200M 5 OnTruck € 25.0M
May
Connects businesses with freight carriers SERIES B
0 Tier Mobility € 25.0M
Oct
2014 2015 2016 2017 2018E Electric scooters that can be rented on demand SERIES A
Click here to explore similar funding rounds on Dealroom.co
Source: Dealroom.co 25 Sponsored by
Note: Data from Europe. 2018 is based on Jan – Nov annualizedCars and mobility marketplaces to watch (1/2)
CATEGORY LEADERS RISING STARS AND ENTRANTS
Marketplace / Cazoo.co.uk, ReezoCar, CarPrice, Kyump, GoodBuyAuto, Valuecar, Autovisual, BrumBrum, GarajSepeti, Carizy,
Search Carsnip, Carnovo, Motorway, CarSpring
Autoscout24, CarGurus (US), Vroom (US)
New car MeinAuto.de, Autospot, Valuecar
Frontier Car Group, Tootle, Etachki
Auto1 Model Fallen angel: Dealer Direct
Car
Drover, Bipi, Cluno, Amber
subscription Tusker
Wunder, SnappCar, TravelCar, Koolicar, Drivy, Nabobil, SocialCar, Green Wheels, ecov, Share your Bicar, Carlili,
Car sharing BelkaCar, Bzzt
Ride sharing BeeRides, Get My Car, iGoOn, CityGo, Zify, Karos
GoMore
Parking
JustPark, llollo, ParkBee, Parkpnp, ParkCloud, ZenPark, ApParkingSpot, Parkimeter, Letmespace, Parclick
marketplaces Spot Hero
Fuel / Zebra Fuel, EO Charging, Caroobi, Fixico, Who Can Fix My Car, ClickMechanic, TALLERATOR, Daparto, Tyres on the
maintenance Drive, POMP
Source: Dealroom.co
26 Sponsored byCars and mobility marketplaces to watch (2/2)
CATEGORY LEADERS RISING STARS AND ENTRANTS
Short distance / VanMoof, Superpedestrian, Donkey Republic, Cowboy, Swapfiets, Cityscoot, Voi Technology, unu, ElectricMolo,
Scooter / eBike Silence, Etergo, Felyx, Yugo, Urbee, Sigo, Emmy, TIER Mobility, Wind Mobility, YEGO
Blacklane, Whim (MaaS Global), Talixo, Citymobil, inDriver, Citymapper, heetch, JoinUp, voltlines, Liftago, Eurecab,
Medium distance Mivai, My Sam, Cab Guru
Cabify, Taxify, Lyft
Long /
Busfor, Obilet, ComparaBUS, Bookingabus.com
Aggregators
GoEuro
Trucking Everoad, InstaFreight.de, OnTruck, Quicargo, PackBud, Shipvio, Utily.fr, Truckin, Deliver.ru
Shipping iContainers, FreightHub, Flexport, ParcelParcel.com, Zencargo, Cargo One, Chronotruck
ShipServ
Last mile
On the dot, Dostavista, Seven Senders, Packlink, Homerr, Eliport, Brenger, Koiki,
logistics
Moving services Trusk, Movinga, Furgo
Source: Dealroom.co
27 Sponsored byReal Estate marketplaces – Investment in Europe
Invested capital Rounds $2M+ SELECTED COMPANIES 2018 ROUND
$ 500M 30 Spotahome $ 40.0M
Medium-to-long term rentals for expats such as students Jun
SERIES B
and professionals
$444M
$ 450M
Yopa £ 20.0M
Aug
The affordable, quick & simple way to sell your home SERIES D
25
$ 400M
Nested £ 20.0M
Platform for homeowners to sell their homes within 90 Nov
SERIES C
days
$ 350M
20 € 20.0M
Homeday Oct
Finds the best real estate agent to sell your property SERIES B
$ 300M
$276M
$253M $255M Trussle £ 13.6M
May
Online mortgage broker SERIES B
$ 250M 15
$205M LendInvest £ 12.5M
Jan
$ 200M Online peer-to-peer lending platform for mortgages LATE VC
10 $ 14.0M
$ 150M
Homelike Aug
Marketplace for long-term furnished apartments SERIES B
$ 100M Adzuna £ 8.0M
May
5 The UK's search engine for Jobs, Property & Cars SERIES C
$ 50M Housing Anywhere € 6.0M
Allows students to sublet their rooms to exchange May
SERIES B
students
0 € 2.3M
2014 2015 2016 2017 2018E
Homepal Sep
Helps you to find a home EARLY VC
Click here to explore similar funding rounds on Dealroom.co
Source: Dealroom.co 28 Sponsored by
Note: Data from Europe. 2018 is based on Jan – Nov annualizedReal Estate marketplaces to watch
CATEGORY LEADERS RISING STARS AND ENTRANTS
iBuyers Nested, Homeloop, Dili, Evtiko, Kodit, ProntoPiso, We Buy Any Home
Homelike, Student.com, Uniplaces, Appear here, Sturents.com, Italianway, Flatlooker, Lyvly, Housy, Habiteo,
Home search homie.rent, Home HT, Wunderflats, Movebubble, Howsy (No Agent)
Adzuna, Spotahome, Zoopla, Zillow
easyProperty, emoov, McMakler, Blueground, Homeday, Proprioo, Hemverket, Mon Chasseur Immo, Housfy,
Online brokers Hosman, Ouistock, Home Made
Yopa
Ownership Lamudi, Ikimo9, Homepal, Vesta Property, Unmortgage, Realbest, Blok, thirdfort, Flatfox, Green-Acres.fr
LendInvest, Property Partner, Housers, Atlant.io, CapitalRise, iFunded, BrickVest, Exporo, geoblink, Tessin, Brickshare,
Investing Bricklane
Financing /
Trussle, Habito, MortgageGym, StoEr, Jungo
Mortgages
Source: Dealroom.co
29 Sponsored byJobs & reschooling – Investment in Europe
Invested capital Rounds $2M+ SELECTED COMPANIES 2018 ROUND
$ 350M 30 OpenClassRooms $ 60.0M
May
Online education platform in Europe SERIES B
$ 314M
Area9 $ 30.0M
$ 300M Jan
Personalized, adaptive online learning modules LATE VC
25
Unicaf $ 28.0M
$ 255M Nov
Online education platform SERIES B
$ 250M
20 Coople $ 21.0M
Oct
$ 206M On-demand marketplace for temporary staffing LATE VC
$ 200M
Gojob € 17.0M
Jan
Digital temporary work operations in Europe EARLY VC
$ 162M 15
ZenJob € 15.0M
$ 150M Nov
Automated, data-driven, full-service staffing platform SERIES B
$ 110M 10 $ 16.0M
Job Today Sep
$ 100M Online mobile centric recruitment marketplace SERIES B
comet € 11.0M
May
Marketplace for freelancer SERIES A
5
$ 50M
Goodwall $ 10.8M
Jul
Professional social network for students and graduates SERIES A
0 Comatch € 8.0M
2014 2015 2016 2017 2018E Matching companies looking for consultants with Apr
SERIES B
freelancers
Click here to explore similar funding rounds on Dealroom.co
Source: Dealroom.co 30 Sponsored by
Note: Data from Europe. 2018 is based on Jan – Nov annualizedJobs & reschooling companies to watch
CATEGORY LEADERS RISING STARS AND ENTRANTS
Job search Hosco, Adzuna, Graduateland, Joblift, Welcome to jungle, job.com, Debut, Techloop, Isivi, Truffls, BeWanted
Monster, PeoplePerHour, StepStone, Jobandtalent,
Grupa Pracuj
Reschooling Ornikar, SpeachMe, A Cloud Guru, Invivox, Imusic School, Nimbles, Obby, Area9, Lambda School
Udacity, OpenClassRooms, Coursera, Udemy
ZenJob, Brigad, Job Today, StaffMe, Side, Hopwork, Comatch, Gojob, Comet, Syft App, Helpling, YouDo, Coople, The
Gig-Economy Dots, Jobbatical, Medwing, Travauxlib
Fiverr, Shiftgig
Source: Dealroom.co
31 Sponsored byFinance marketplaces and platforms investment in Europe
Invested capital Rounds $2M+ SELECTED COMPANIES 2018 ROUND
$ 1 $400M
1.4B 60 Revolut $ 250M
Apr
Platform to use and manage money around the world SERIES C
$1.3B
Number26 $ 160M
$ 1 $200M
1.2B Bank account that can be managed entirely from a Mar
SERIES C
50 smartphone
Monzo £ 85.0M
Oct
London-based digital-only bank platform SERIES E
$ 1 $000M
1.0B
$ 918M € 100M
40
Prima.it Oct GROWTH
An insurance intermediary selling car insurance online
EQUITY
$ 800M
$ 709M Starling Bank £ 80.0M
May
30 Mobile-app based bank EARLY VC
$ 600M eToro $ 100M
$ 544M Trading network with easy access to the currency, Mar
SERIES E
commodity, and equity markets
20 $ 65.0M
Smava Jan
$ 400M Germany's largest online credit market LATE VC
$ 320M
October (Lendix) € 32.0M
Jun
P2P lending platform for SMEs SERIES C
10
$ 200M
Coya $ 30.0M
Jun
Simple, transparent, and personalized insurance cover SERIES A
0 Clark $ 29.0M
Apr
2014 2015 2016 2017 2018E Insurance robo-advisor SERIES B
Click here to explore similar funding rounds on Dealroom.co
Source: Dealroom.co 32 Sponsored by
Note: Data from Europe. 2018 is based on Jan – Nov annualizedFinance marketplaces and platforms to watch
CATEGORY LEADERS RISING STARS AND ENTRANTS
Challenger
Solaris Bank, Monese, Tandem, Qonto, Meniga, bunq, goHenry, Fiinu, Shine, Margo Bank
banks
Monzo, N26, Atom, Starling Bank
Lending Hypoteket, Spotcap, Future Finance, SalaryFinance, Bynk, Aprila Bank, WeShareBonds
Insurance Alan, Coya, Clark, Hellas Direct, Prima.it, Ottonova, Simple.fr, Honcho, Wrisk, Simplis, Cuvva, Zego
Product Lendo, Moneyexpert, TotallyMoney, Bankimia, Wefox, Funding Options, Topcompare.be, Fincompare, Samlino,
comparison Finanzchef24, Helpmycash, BNEXT
smava
Trading BUX, Bitstamp (acquired), Coinify, Raisin, Coinfloor, Pelican Trading, Lykke
eToro, DEGIRO
October (Lendix), Lendinvest, CurrencyFair, Lendico (acquired), Auxmoney, RateSetter, Lendify, Bondora,
Peer-to-peer LendingCrowd, Savelend, Lending Works
Zopa
Source: Dealroom.co
33 Sponsored byHealthcare marketplaces – Investment in Europe
Invested capital Rounds $2M+ SELECTED COMPANIES 2018 ROUND
$ 300M 20 Kry $ 66.0M
Jun
Connecting patients with doctors for video consultations SERIES B
18 € 33.5M
$ 249M Min Doktor Sep GROWTH
$ 247M Make appointments and consult with doctors online
$ 250M EQUITY
16
$ 217M Cera Care $ 17.0M
May
Professional home care for elderly people SERIES A
14
$ 200M $ 14.7M
Doktor.se May
Digital healthcare EARLY VC
12
$ 161M Care Sourcer £ 8.5M
Platform that connects those seeking care with those Jul
SERIES A
$ 150M 10 providing it
Doc Plus $ 9.0M
$ 114M Aug
8 On-demand doctor services SERIES B
$ 100M Doctena € 8.0M
6 Sep
Medical booking platform for doctors EARLY VC
TeleClinic € 7.0M
4 Nov
Digital health advice for individuals and employees SERIES A
$ 50M
2 Careship € 6.0M
Apr
Platform to find caregivers for seniors SERIES B
0 Qured £ 750K
Aug
2014 2015 2016 2017 2018E A doctor or physio to your door in under two hours SEED
Click here to explore similar funding rounds on Dealroom.co
Source: Dealroom.co 34 Sponsored by
Note: Data from Europe. 2018 is based on Jan – Nov annualizedHealthcare marketplaces to watch
CATEGORY LEADERS RISING STARS AND ENTRANTS
Doctors Doc Plus, Doctolib, docplanner, Top Doctors, Doctena, Doktor.se, FINDoC, Qunomedical, Now Healthcare Group,
appointments Doctoranytime, Doctify, Dottori
Practo
AI help Your.MD, Ada Health, Boost Thyroid, Emteq
Kry, PushDoctor, Min Doktor, BlueCall, Telemedi.co, MedicSpot, Competencer, Doctoconsult, Veyo Care, VideoDoc,
Online help MediQuo, Moodpath, Selfapy
Ping An Good Doctor
Care services Careship, Medigo, Cera Care, Noon Care, Qured, Pflege.de, Care Sourcer, Holm, SuperCarers
CareSource
Online
Echo, Farmaconfianza, Pharmasimple
pharmacy Jianke, NetMeds, Pharmacy2U (Chemist Direct)
Wellness
Vaniday , Booksy, Blow, Planity, Ruuby, Beautystack, Vint, Urban Massage
booking
Sports Entrenarme, Eversports, Urban Sports Club, Gymlib, Fitnessant, PayasUgym, Fitprime
Source: Dealroom.co
35 Sponsored byOther consumer marketplaces to watch
CATEGORY LEADERS RISING STARS AND ENTRANTS
Horizontal &
Sellpy, Trouva, LoveCrafts, Barnebys, Fyndiq, Used By, Gebraucht.de, Yroo
collectibles Jumia Market, ShopClues, 1stdibs, Catawiki,
Sahibinden.com (part of Aksoy Group)
GOAT, Videdressing, Watchmaster, Lesara, 21 Buttons, Lyst, Chronext, United Wardrobe, KupiVIP, SecretSales,
Fashion Vestiaire Collective, Vinted, Depop, Swap.com, Salery, Atterley, Lidyana.com, Rebelle, Seezona, The Next Closet,
Zappos, Poshmark Zadaa, Thrift+, Armadio Verde, Miller & Marc, Otrium, Findur, Trendday, StyleLounge, Gardrops
Furniture Home24, made.com, Swoon Editions, Selency, Beleco, Deesup, Hallfy, Auctionet.com
Home24, made.com
Pets ePetworld, Barkibu, Tailwise, Mascoteros, PetMe, HouseMyDog, Snau, Dogley
Barkbox
Source: Dealroom.co
36 Sponsored byIdentify promising companies before everyone else does
Intelligence, trusted by world-leading clients The most comprehensive European data source
■ Dealroom is a global company information database & research firm
Number of European VC rounds tracked in 2017 (1)
■ Its software, database and bespoke research enable its clients to stay at
the forefront of innovation, discover promising companies and identify
strategic opportunities
■ Among its clients are world-leading strategy consulting firms, investment
banks, multinationals, technology firms, venture capital & buyout firms and
governments
Not disclosed in official report
Selected publishers of Dealroom data
Europe’s most comprehensive database of promising
companies and investment
Growth metrics like product usage, funding and valuation
momentum (web, iOS, Android)
Selected Dealroom clients Track team size, background, composition and growth
Discover potential unicorns, long before others do
Industry taxonomy and database structure designed for
innovative technology startups & scaleups
Stay at forefront of innovation and investment trends
Source: Dealroom.co 37 Sponsored by
1. Verified rounds excluding secondary, ICOs, debt and other non-equity rounds.Identify promising companies before everyone else does.
Yoram Wijngaarde Ivan Draganov
Founder & CEO Research Analyst
yoram@dealroom.co Ivan.draganov@dealroom.co
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