《Dealroom：2022年B2B市場報告（英文版）（31頁）.pdf》由會員分享，可在線閱讀，更多相關《Dealroom：2022年B2B市場報告（英文版）（31頁）.pdf（31頁珍藏版）》請在三個皮匠報告上搜索。

1、 B2B MarketplacesNovember 2022Page/2 Investing in the future of marketplaces.Adevinta Ventures is the VC arm of the Adevinta group,a global online classifieds specialist operating leading digital marketplaces 11 countries.We invest in fast-growing European startups(Series A and B rounds)that can sha

2、pe the future of mobility,real estate,work and fintech.We also foster collaboration opportunities between our portfolio companies and Adevinta brands.Global startup&venture capital intelligence platform.Dealroom.co is the foremost data provider on startup,early-stage and growth company ecosystems in

3、 Europe and around the globe.Founded in Amsterdam in 2013,we now work with many of the worlds most prominent investors,entrepreneurs and government organizations to provide transparency,analysis and insights on venture capital activity.Page/3 Key takeaways.B2B Marketplaces GMV globally20132020$5.8T$

4、12T+2.1xValue is focused on Consumer Goods,Logistics&Lending.Enterprise value is concentrated in Consumer Goods,Logistics&Lending.B2B Marketplaces have immense potential for growth.B2B Marketplace funding has remained relatively steady during market shakeups.By addressing complex value chain challen

5、ges,Logistics&Lending have joined Consumer Goods as the highest valued segments.Consumer GoodsLogisticsLendingTop Global 3 Segments by Combined Enterprise Value$23B$34B$34B2022VC funding has grown significantly in B2B marketplaces in the last 5 years,but funding levels are still only 19%of that of t

6、heir B2C counterparts.20172018201920205%10%20%6.3%12.6%12.6%14.0%15%8.6%202119.0%Compared with other industries such as Health or Transportation and consumer-focused categories,B2B marketplaces have not had such a reduction in inward investment in 2022.Total Share of Global Marketplace VC Funding in

7、 B2BMarketplace VC Funding by Semester H1 2021 H1 2022B2C$7.1B$6.4B$55.5B$33.2BB2B-10%-40%Consumer Goods,Logistics&Lending are the highest valued segments in B2B Marketplaces.Page/4 1.What is a B2B Marketplace?SaaS-enabled B2B marketplacesNot included in this report Two-sided marketplaces between bu

8、sinesses Two-sided marketplaces between companies and professionalsB2C marketplaces with big B2B segment as add-onSaaS-first with marketplace as add-onB2B software for B2C marketplacesB2B Marketplaces More details on Dealrooms methodology and what consists a B2B marketplace can be found in the“Metho

9、dology”segment at the end of the report.Page/6 Consumer GoodsFoodIndustrialHealthcareInsuranceInvestmentLendingLogisticsEducationTravelLegalRecruitmentCommoditiesReal EstateMatching wholesalers with businesses.Intermediating B2B financial asset transactions.Issuance of short and long-term debt for b

10、usinesses.Enabling Food&Agriculture activities and transactions between businesses.Enabling supply chain of B2B transactions.Connecting businesses with future employees and contractors.Materials sourcing,equipment purchasing and rental and manufacturing services.Course and education services aimed a

11、t professionals.Intermediating commodities trading between businesses.Connecting networks of pharmacies,therapists,nurses,doctors and hospitals.Enabling travel and hospitality for businesses.Providing insurance for businesses.Connecting businesses and legal services.Intermediary for commercial and i

12、ndustrial real estate transactions.The main B2B marketplace segments are:Consumer Goods,Logistics&Lending.Travel and Healthcare are the fastest growing segments analysed,both have grown more than 15x since 2015.On average,B2B Marketplaces grew 8x in the same period.Startup enterprise value generatio

13、n will come from marketplace verticalization as startups address complex value chains and markets.Weve identified 500+startups across 14 market segments.Page/7 Juan UrdialesCo-founder&Co-CEO jobandtalent“Our vision is that the whole hiring and workforce value chain for temporary workers is covered a

14、nd integrated by one platform to optimize the workers and companies hiring experience.“The expansion into the international markets is one of our main and most exciting challenges:we now have larger investment funds than we are used to,which raises the bar.We have an ambitious expansion plan and wer

15、e focused on growing in new regions(e.g.USA)while also strengthening our position in Europe.B2B marketplaces are expanding to cover more of their value chains and offering integrated,optimized experiences.Page/8 Verticalization of B2B Marketplaces.After the first wave in the early 2000s,B2B marketpl

16、aces have expanded to a larger portion of their industry value chain.This expansion occurred due to advances in 3 main high-level functions supply&demand aggregators,procurement tools and financing solutions.Looking ahead,vertical specialists and managed marketplaces are expected to generate and cap

17、ture more value in complex value chains.1990s-2000s2000s-2010s2010-20202020+Founding YearCompany ModelSupply&Demand AggregatorSaaS-EnabledVertical SpecialistsManaged Marketplaces+Page/9 B2B marketplaces need to focus on the needs of business buyers to unlock new clients.Pawel ChudzinskiGeneral Partn

18、erPoint Nine Capital“Financing solutions are definitely a factor that is attracting participants to B2B marketplaces and many are asking for them.B2B marketplaces can ideally fulfill 3 functions,supply and demand aggregation,workflow and transacting enablement,and financing solutions.Page/10 Market

19、Expansion in B2B Marketplaces.Value Chain Complexity1990s-2000s2000s-2010s2010s-20202020+Founding YearConsumer GoodsCommoditiesRecruitmentLogisticsIndustrialB2B Marketplaces are gaining ground thanks to increased adoption of digital solutions by decision makers,greater access to financing options an

20、d ability to manage more complex value chains.Deeper development in these areas will allow marketplaces to specialise in more complex niche industries,like commodities.These are mainly explored in Asia but with significant obstacles to overcome in managing market complexities,player concentration an

21、d price standardisation.Page/11 NOT FINAL DESIGN2.Growth and Funding of B2B MarketplacesPage/12$80B(16x growth since 2015)Combined enterprise value of B2B marketplaces by launch year view onlineSince 2015,online B2B marketplaces have grown 8.6x and have a combined enterprise value of$214B.$250BSourc

22、e:Dealroom.co.*Due to reporting lag,the last 12 months are systematically under reporting on rounds especially small rounds.8.6x$214B$10B(3x growth since 2015)$16B(10 x growth since 2015)$9B(2x growth since 2015)$200B$150B$100B$50B$25B202120202019201820172016201520142013201220112010 1995-1999 2000-2

23、004 2005-2009 2010-2014 2015-now$100B 2022 YTDPage/13 VC investment in B2B marketplaces has grown 4.5x and reached$6.4B from 2017 H1 to 2022 H1.Global VC investment in B2B Marketplaces by round size view onlineSource:dealroom.co.Selected fundraisings in 2022Logistics$935M Series EConsumer Goods$416M

24、 Series GLogistics$300M Series ELogistics$300M Growth EquityConsumer Goods$283M Series CLending$325M Series FLogistics$250M Series DLogistics$240M Late VCConsumer Goods$200M Convertible$6.4B$1.4B4.5x$0-1M(pre-seed)$1-4M(seed)$4-15M(Series A)$15-40M(Series B)$40-100M(Series C)$100-250M$250M+0$2B$4B$8

25、BH2H12017H2H12018H2H12019H2H12020H2H12021H12022$9.1B$6BPage/14 Corporate and CVC participation in funding rounds grew 44%since H1 2017.Number of Rounds Corporates and CVCs Participated by Semester view online 5425+44%Source:Dealroom.co.2021 was a record breaking year for startup funding,the fall in

26、number of rounds from H2 2021 to H1 2022 is a reflection of tech funding as a whole.Main corporate investors?(by sector?)XX604020$0-1M(pre-seed)$1-4M(seed)$4-15M(series A)$15-40M(series B)$40-100M(series C)$100-250M$250M+36H2H12017H2H12018H2H12019H2H12020H2H12021H12022Corporate and CVC participation

27、 in funding rounds grew 44%since H1 2017.Page/15 Source:Dealroom.co XXLogisticsConsumer GoodsRecruitmentIndustrialFoodLendingCommoditiesInvestmentHealthEducation70+Number Rounds Corporates and CVCs Participated since 2017by Segment.45+35+30+30+20+15+10+5+20+Number of corporate and CVC rounds are mos

28、tly focused in Logistics,Consumer Goods,Recruitment and Industrial segments.Page/16 Source:Dealroom.coChinaIndiaFranceThailandSpainGermanyUSSingaporeCanadaTotal Unicorns by CountryOver 60%of B2B marketplace unicorns are based in the US and China.Over 40%of B2B marketplace unicorns were created since

29、 2021.Cumulative number of B2B Marketplace Unicorns20152016201720182019202020212022204060245+556+493027161053United Kingdom11103221111Page/17 Eight B2B online marketplace unicorns in Europe,with 22 potential unicorns.Source:Dealroom.co.Funding Circle currently holds a valuation under$1B,but has reac

30、hed the unicorn status previously.United KingdomFranceSpainAustriaNetherlandsGermanyUnicorns&Potential Unicorns by Country in Europe view online Future Unicorn Unicorn8222GermanyFounded:2015.Valuation:1.2BDigital freight-forwarder platform for full truck loadsSpainFounded:2009.Valuation:$2.4B A acce

31、ssible digital temp staffing marketplace.FranceFounded:2019.Valuation:$2.0B Marketplace to connect brands and designers with boutiques.SpainFounded:2015.Valuation:$1.2BPlatform for managing travel policies,budgets and payment methods.FranceFounded:2016.Valuation:1.0BConnecting photographers and busi

32、nesses.GermanyFounded:2016.Valuation:2.1BDigital freight-forwarder for planes,ships and trucksEuropean Unicorns48111GermanyFounded:2018.Valuation:$1.2B Connects restaurants to sustainable suppliers.United KingdomFounded:2010.Valuation:50 people),grownups(500 people)and result in big companies.Only c

33、ompanies founded since 1990 are included in this report.What is a unicorn?Unicorns are(former)startups that reached US$1B valuation or exit at one point in time.What is a startup?What are B2B Marketplaces?Startups that enable transactions between 2 or more businesses.This report not only considers s

34、tartups that enable transactions between direct businesses,but also between companies&professionals and SaaS-enabled marketplaces.Companies that do not put businesses directly in touch with each other,but must indirectly make this connection to function are considered.What is not considered?Focus is

35、 a key term in the definition of this report.B2C focused marketplaces that have a B2B add-on&SaaS-businesses with a B2B marketplace add-on are not considered.What is a Unicorn?Underlying DataDealrooms proprietary database and software aggregate data from multiple sources:harvesting public information,user-submitted data verified by Dealroom,data engineering.All data is verified and curated with an extensive manual process.The data on which this report builds is available via app.dealroom.co.For more info please visit dealroom.co or contact supportdealroom.co.B2B MarketplaceBusinessBusiness