November 2018
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:




12 December 218
2
Sponsored by
•
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.
Disclaimer
3
Sponsored by
Schibsted: a tangible track-record in building and scaling
marketplaces and digital services globally


Our brands
22
countries

30M+
daily users

€880M
revenues
Our reach
Source: Schibsted Group
4
Sponsored by
Schibsted’s venture arm supports entrepreneurs beyond
money
Minimize CAC,
Maximize LTV
Support with data and
tools
Scale
Knowledgeable partner and
advisor
How we contribute
What we look for
Core verticals
(real-estate, mobility, jobs)
Sign of product market-fit and
tangible traction
Solid teams
Source: Schibsted Group
1.
Evolution of marketplaces
2.
Consumer trends and innovators
3.
Corporate strategic landscape
4.
Segment deep-dives
Contents
6
Sponsored by
Emergence of global marketplaces, creating more value
than ever before
2000-2005
2005-2010
2010-2015
2015-2020
$150B
$100B
$50B
$25B
$10B
$5B
Online %
Classifieds, yellow pages
Vertical marketplaces
On-demand & location based
New models: iBuying, AI, …
Each valued $5-8B
Source: Dealroom.co
Vertical focus leads to better user experience
(payments, engagement, logistics),
which has led to more value being created
7
Sponsored by
The unbundling continues: smaller markets, greater value
Image by David Haber, SupplyDemanded.com
Unbundling of the OLD:
Huge addressable market
Inefficient matching
Supply-driven
The NEW:
Vertical focus (superior UX)
More efficient matching
Greater convenience (transactional)
Example: Vinted
8
Sponsored by
Greater transaction ownership: reduced friction, greater
convenience but also greater operational complexity
Demand


Customer
acquisition


Listing


Transaction incl.
payment


Logistics
& admin tools


Inventory


Supply


Classifieds
Homes, cars,
jobs, products
Transactional
marketplaces
Travel, delivery,
gigs
“Full-stack”
Food, on-demand
Inventory risk
Homes, cars,
jobs, products
 Asset light, profitable
 Low revenue per user
 Still asset light, higher take-rate
 Possible long-term strategic disadvantage
 Expand in ancillary markets
 Economies of scale vs. merchant
 High operational risk, requires market density
 Ability to control own destiny
 High capital intensity
Source: Dealroom.co. Inspired by this Point Nine article.
9
Sponsored by
70%
60%
50%
40%
30%
20%
15%
10%
5%
<5%
Online classifieds
Transactional marketplaces
Full-stack marketplace
Greater transaction ownership = higher % commission
(but market power is also an important factor)
Source: Dealroom.co. Inspired by Point Nine article.
1. Typical eCommerce gross product margin.
Example of very high commission are
stock photo marketplaces. Explained by
zero marginal cost and opaque pricing.
Fragmented supply
Concentrated
supply
% commission
10
Sponsored by


 High order value
x Low order frequency


 High order frequency
 High order value

Challenging for supply &
for customer acquisition


x Low order value
 High order frequency

Order value x order frequency = customer life-time value:
another key success factor
Order frequency
Average Order Value Source: Fabrice Grinda (adapted by Dealroom).
Hotels
($200+)
Real
Estate
Handy
man
Mobility
($8)
Grocery
($100)
Food
Delivery
($20)
Cars
Meal
kits ($40)
Jobs
Wellness &
Beauty
Doctor’s
appointment
Car pooling
Possible solution to low order
frequency problem: bundle low-
frequency into one?
11
Sponsored by
To summarise, Bill Gurley’s 10 factors: a robust framework
for evaluating marketplaces
From Bill Gurley’s All Markets Are Not Created Equal with adaptation by Dealroom.
Excludes #5: Friction of Supplier Sign-Up as it is an initial disadvantage but also barrier to entry.
#1
#2
#3
#4
#5
#6
#7
#8
#9
Enhanced user
experience
Economic
incentive
Technology
unlocking value
Fragmentation
of supply
Size of market
Expand market Order frequency
Payment flow
Network effects
Creating a “wow”
moment with an
entirely new
consumer experience
Strong economic
gains by joining
platform
e.g. better utilization
Buyer and supplier
fragmentation is a
huge positive for an
online marketplace
Important but can be
misleading e.g. food
delivery, Airbnb
Opening up previously
unavailable market
High frequency is good
for supplier
Being part of
payment flow brings
more influence in
value-chain
The marketplace
becomes stronger as
it grows and matures
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= major success
factor
= neutral or
positive
= major hurdle
to growth
1.
Evolution of marketplaces
2.
Consumer trends and innovators
3.
Corporate strategic landscape
4.
Segment deep-dives
Contents
13
Sponsored by
Housing
Food
Mobility
Services
Recreation,
hobbies & culture
Healthcare &
insurance
Holidays
Clothing
Communication
Education
$2.8tn
$2.1tn
$1.1tn
$0.8tn
$0.6tn
$0.6t + $1.1tn
$0.5tn
$0.5tn
$0.2tn
$0.2tn + $0.7tn
Rent & mortgage
65% ($1.8tn)

Home interior &
maintenance
16% ($0.5tn)

Energy
18% ($0.5tn)
Groceries
53% ($1.1tn)

Alcohol & tobacco
30% ($0.6tn)

Restaurants
17% ($0.4tn)
Car purchase
34% ($0.4tn)

Fuel &
maintenance
56% ($0.6tn)

Bus, train other
10% ($0.1tn)
Personal care
(n.a.)

Financial services
(n.a.)

Other
(n.a.)

Private healthcare
40% ($0.2tn)

Insurance
premiums
60% ($0.4tn)
s
Government
funded
($1.1tn)
Flights
2% ($0.2tn)

Packaged
travel
2% ($0.2tn)

Hotel
2% ($0.2tn)
Total household
spend of $9.4tn

= roughly 56% of
GDP of $17tn
$9 trillion in consumer household spending: two-thirds is
spent on housing, food and transportation
Source: Eurostat data and Dealroom analysis.
Plus $1.1tn
government
funding
Plus $0.7n
government
funding
30%
23%
11%
9%
7%
6%
5%
5%
3%
1%
100%
Housing
Food
Transport
Services
Recreation,
hobbies & culture
Healthcare and
insurance
premiums
Holidays
Clothing
Communication
Education
Total
14
Sponsored by
Real estate is the largest consumer market, but the furthest
away from being digitally unlocked
Source: Dealroom.co
INCUMBENTS
INNOVATORS
THEMES
Rent & mortgage


Home ownership becoming financially out of reach

iBuying (Opendoor)

Crowd-investing
Interior & maintenance



Smart & connected home

IKEA is a bit lost? Opportunity for startups
Energy



Push for sustainability

Sustainable energy nears economic viability
Ownership
Marketplaces
Investing and landlord
Interior
Maintenance
Solutions
Marketplaces
Efficiency
$1.8
trillion
$0.5
trillion
$0.5
trillion
15
Sponsored by
INCUMBENTS
INNOVATORS
THEMES
Mobility


IPOs for Uber ($150B) and Lyft ($15B)

Uber and Lyft moving into micro-mobility & logistics

Lyft and Uber launched subscription service


Car purchase



iBuying (“Auto1” model)

Car giants transforming into Mobility-as-a-service

AI-assisted driving
Fuel & maintenance



Electric cars gaining traction

Push for cleaner cities

BP investing in subscription model
Anticipated shift from ownership to mobility-as-a-service is
still in early stage: still only a fraction of consumer spending

Source: Dealroom.co
Short
Medium
Long
Subscription
Marketplaces
Hardware/
software
Fueling
Maintenance
$100
billion
$0.4
trillion
$0.6
trillion
16
Sponsored by
SHORT (0-5km)
MEDIUM (5-20km)
LONG (20km+)
Trains, busses &
shuttle busses


Subscription



Scooters &
eBikes



Hailing



Renting &
sharing



Pooling



Consumers want more options; meanwhile cities are looking
to reduce congestion and create cleaner cities
Source: Dealroom.co
AI-assisted driving:
17
Sponsored by
Food delivery, groceries and dining are converging, driven
by innovators setting new consumer expectations
INCUMBENTS
INNOVATORS
THEMES
Groceries


Big brands are doing direct-to-consumer via delivery platforms (Ben & Jerry’s)
 Online penetration is around 6% (10%+ in London, Beijing, Shanghai) (1)

Services like Amazon Prime and Glovo are re-setting consumer expectations
Delivery



Delivery is still just a fraction of total market
 More and more restaurants accept online orders

Groceries are another huge market for delivery
Restaurants



Dark kitchens may redefine restaurant industry

Point-of-sale software and booking apps

Alcohol & Tobacco



Still a huge market, as evidenced by Juul ($16B!)

Brewdog: innovated mass-market brand building

Consumer focusing on health

$0.4tn still does not include cannabis!
Source: Eurostat data and Dealroom analysis.
1. KANTAR.
$1.1
trillion
$50
billion
$0.6
trillion
$0.4
trillion
1.
Evolution of marketplaces
2.
Consumer trends and innovators
3.
Corporate strategic landscape
4.
Segment deep-dives
Contents
19
Sponsored by
Source: Dealroom.co
Leading investment themes by investor type: corporates and
venture capital firms are both betting on fundamental shifts
Venture capital
Corporate
Investment focus:
frictionless marketplaces, unbundling, full-stack, fundamental changes in
consumer behavior (mobility, food)
Investment focus:
second-hand goods, real estate, cars
(less in jobs)
Private equity
20
Sponsored by
Venture capital investment in marketplaces has been
focused on mobility and food
Mobility
Food
Fintech
Real estate
Jobs
Source: Dealroom.co
$ 16.0B
$ 13.1B
$ 20.0B
$ 17.5B
$ 7.2B
$ 13.3B
$ 18.8B
$ 13.9B
$ 5.8B
$ 3.7B $ 3.8B
$ 7.3B
$ 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
Global venture capital investment ($B)
21
Sponsored by
$400M
Corporates are making big strategic bets in fintech, cars &
mobility, food, and jobs & recruitment
Source: Dealroom.co
Mobility
Food
Jobs & Education
Homes
Transaction
value (’16-’18E)
$ 27B
$ 30B
$ 5B
$ 2B

Notable
corporate deals
in recent years
(2016-2018E)
€70M
£125M
$335M
$250M
$866M
$159M
$300M
$200M
£ 5.5M
$1.2B
$429M
$18.5M
€335M
£175M
€115M
$10M
€1.0B
$200M
$300M
$1.1B
$26B
$60M
$15.3B
£20M
$14B
£30M
22
Sponsored by
The smart money: selected top-tier Venture Capital firms
Source: Dealroom.co. Selected top-tier VCs with track record in marketplaces.
Excludes buyouts, secondary transactions, debt, ICOs, lending capital, grants.

Cars & Mobility
Homes
Jobs & Reschooling
Fintech
Health
Food
Movinga (moving booking)
CarSpring (iBuying)
Happycar (search & book rentals)
Evtiko (online agent)
Proprioo (online agent)
Lamudi (online aggregator)
Iziwork (aggregator)
Koru Kids (nanny hiring)
Helpling (on-demand hire)

theGuarantors
Spotcap
Humanoo (wellness tracking)
Vaniday (wellness booking)

Lemoncat (catering marketplace)
Petsdeli (pet food market)
EatFirst (delivery)
Cowboy (e-bike)
Bird (scooter)
JustPark
Movinga (moving booking)
BlaBlaCar (ridesharing)
Drivy (p2p rental)
Property Partner(investing)
Culture Amp (HR software)
Beamery (HR software)
Adzuna (search)
Justworks (HR software)
Wayup (part-time hire)
Qapa (on-demand hire)
CoverWallet (Insurance)
Revolut (banking)
Alan (Insurance)
Robinhood (stock marketplace)
Wealthfront
Raisin(savings marketplace)
KRY (video consultations)
Petsdeli (pet food market)
Good Eggs
Bird
Cogoport (freight search)
Carwow (car Search)
BlaBlaCar (ridesharing)

Job Today
Checkr (HR software)
Grovo (online learning)
Knewton (online learning)

Deserve (banking)
Wonga (online lending)
CoverFox (online insurance)
Power2SME (online lending)
The Zebra (Insurance comparison)
KRY (video consultations)
Doctolib (doctor booking)
MeinAuto.de (iBuying)
Carmudi (iBuying)
Wind Mobility (e-scooter)

Exporo (crowdinvesting)
Lamudi (online aggregator)


STUDITEMPS (temporary hiring)
Lecturio (teaching platform)

Wonga (online lending)
Lendico (p2p loan)
BUX (trading)
Spotcap (online lending)


Ottonova (insurance)
Care.com (care services)
Moodpath


EatFirst (delivery)

Wunder (ride sharing)
Caroobi (maintenance)
Drover (car rental)
Auto1 Group
FreightHub (logistics marketplace)
Homelike (iBuying)
Medwing (on-demand hire)
Joblift (aggregator)
Enmacc (trading)
Tier Mobility (e-scooter)
Cargo One (freight search and
booking)
OnTruck (trucking)
Preply (teaching platform)
Helpling (on-demand hire)
Brainly.com (teaching platform)
Revolut (banking)
Finiata (online lending)
docplanner (doctor booking)
Zentist (insurance)
Lemoncat (catering marketplace)
Green Blender

Tier Mobility (e-scooter)
Kodit
Sunlight (online learning)
Wefox (insurance comparison)
wikifolio
ParkJockey
Grab (ride sharing)
Ola (ride sharing)
Auto1 Group
GetAround (ride sharing)
Opendoor
Compass
Solaris Bank
PolicyBazaar (insurance
comparison)
Kabbage (online lending)
TalkSpace (online therapy)
DoorDash (delivery)
Ele.me (delivery)
23
Sponsored by
The smart money: selected top-tier Venture Capital firms (2)
Cars & Mobility
Homes
Jobs & Reschooling
Fintech
Health
Food
Lime (escooter)
OnTruck (trucking)
Ofo (bike sharing)
GoEuro (bus booking)
LendInvest
Habito (mortgage broker)
Uniplaces (search)
Jobandtalent (on-demand hiring)
MasterClass (online learning)
Knewton (online learning)
Quipper (online learning)

Klarna (payments)

ZocDoc (doctor booking)
Gympass (gym search)
Hinge Health (digital health)
FarmDrop (online marketplace)
Wolt (delivery)
OnTruck (trucking)
JustPark (parking booking)
Citymapper
Motorway.co.uk (iBuying)
Drivy (p2p car rental)
Adzuna (search)
Trussle (motgages)
Bricklane (investing)

Beamery (HR software)
Jobbatical (on-demand hire)

Robinhood (trading)
Verifly (on demand insurance)
Beautystack (wellness
booking)
Zego.com (on demand
insurance)
Taster (delivery)
Tier Mobility (escooters)
FreightHub (logistics marketplace)
StepStone (search)
Aevy (job search)
Personio (HR software)
Crosslend (investing)
Zopa (p2p loan)
Matsmart (delivery)
Lemoncat (catering marketplace)
SpotHero (parking booking)
BlaBlaCar (ridesharing)

Udemy (online Learning)
SmartRecruiters (HR software)
Harver (HR software)
Ritual.co
Freshly (delivery)
GoEuro (bus booking)
Auto1 Group
McMakler (online agent)
HeavenHR (HR software)
Wefox (insurance comparison)
Clark (insurance)
Prosper (p2p loan)

Missbeez (on-demand
wellness)
docplanner (doctor booking)
MediQuo (online help)

Lemoncat (catering marketplace)
Caroobi (maintenance)
Auto1 Group
PurpleBricks (online broker)
McMakler (online agent)
Joblift (aggregator)
HeavenHR (HR software)
Finiata (online lending)
VouchedFor (comparison)
Raisin (savings marketplace)
Vint (gym instructors
marketplace)
Voi Technology (escooter)
Frontier Car Group
Carwow
Cars45
Virtuo
Nested
Peakon (HR software)
Jobbio (job search)
Workable (HR software)
Zopa (p2p loan)
Wonga(online lending)
Revolut (banking)
Prodigy Finance
Zego.com (on demand
insurance)
Simple Feast (meal kit delivery)
Vivino (online wine marketplace)
ParkWhiz (parking booking)
Grupa Pracuj (jobs search and HR
software)
Varsity tutors (online tutoring)
WorldRemit (payments)
Moneyexpert (comparison)
GoFundMe

Source: Dealroom.co. Selected top-tier VCs with track record in marketplaces.
Excludes buyouts, secondary transactions, debt, ICOs, lending capital, grants.

1.
Evolution of marketplaces
2.
Consumer trends and innovators
3.
Corporate strategic landscape
4.
Segment deep-dives
Contents
25
Sponsored by
SELECTED COMPANIES
2018
ROUND
Auto1 Group
Provides consumers with access to thousands of used and
new cars
Jan
€ 460M
GROWTH
EQUITY
Taxify
Leading ride-hailing app in Europe and Africa
May
$ 175M
LATE VC
Cabify
Car booking web and mobile app
Jan
$ 160M
SERIES E
BlaBlaCar
Connecting drivers with empty seats to people looking for
a ride
Nov
€ 101M
GROWTH
EQUITY
Frontier Car Group
Builds and runs marketplaces focused on emerging
markets
May
$ 89.0M
SERIES C
Voi Technology
Sharing service for electric vehicles
Nov
$ 50.0M
SERIES A
Cityscoot
Electric scooters rental
Feb
€ 40.0M
EARLY VC
Blacklane
Driver booking platform
Jan
$ 40.0M
SERIES D
OnTruck
Connects businesses with freight carriers
May
€ 25.0M
SERIES B
Tier Mobility
Electric scooters that can be rented on demand
Oct
€ 25.0M
SERIES A
Click here to explore similar funding rounds on Dealroom.co
Cars and mobility marketplaces – Investment in Europe
Source: Dealroom.co
Note: Data from Europe. 2018 is based on Jan – Nov annualized
$422M
$800M
$761M
$618M
$1.6B
0
5
10
15
20
25
30
35
40
45
50
$ 200M
$ 400M
$ 600M
$ 800M
$ 1 000M
$ 1 200M
$ 1 400M
$ 1 600M
$ 1 800M
2014
2015
2016
2017
2018E
Invested capital
Rounds $2M+
$ 1.8B
$ 1.6B
$ 1.2B
$ 1.0B
$ 1.4B
26
Sponsored by
Cars and mobility marketplaces to watch (1/2)
CATEGORY LEADERS
RISING STARS AND ENTRANTS
Marketplace /
Search


Autoscout24, CarGurus (US), Vroom (US)
Cazoo.co.uk, ReezoCar, CarPrice, Kyump, GoodBuyAuto, Valuecar, Autovisual, BrumBrum, GarajSepeti, Carizy,
Carsnip, Carnovo, Motorway, CarSpring
New car
MeinAuto.de, Autospot, Valuecar
Auto1 Model
Frontier Car Group, Tootle, Etachki
Fallen angel: Dealer Direct
Car
subscription


Tusker
Drover, Bipi, Cluno, Amber
Car sharing
Wunder, SnappCar, TravelCar, Koolicar, Drivy, Nabobil, SocialCar, Green Wheels, ecov, Share your Bicar, Carlili,
BelkaCar, Bzzt
Ride sharing


GoMore
BeeRides, Get My Car, iGoOn, CityGo, Zify, Karos
Parking
marketplaces


Spot Hero
JustPark, llollo, ParkBee, Parkpnp, ParkCloud, ZenPark, ApParkingSpot, Parkimeter, Letmespace, Parclick
Fuel /
maintenance



Zebra Fuel, EO Charging, Caroobi, Fixico, Who Can Fix My Car, ClickMechanic, TALLERATOR, Daparto, Tyres on the
Drive, POMP
Source: Dealroom.co
27
Sponsored by
Cars and mobility marketplaces to watch (2/2)
Source: Dealroom.co
CATEGORY LEADERS
RISING STARS AND ENTRANTS
Short distance /
Scooter / eBike
VanMoof, Superpedestrian, Donkey Republic, Cowboy, Swapfiets, Cityscoot, Voi Technology, unu, ElectricMolo,
Silence, Etergo, Felyx, Yugo, Urbee, Sigo, Emmy, TIER Mobility, Wind Mobility, YEGO
Medium distance



Cabify, Taxify, Lyft
Blacklane, Whim (MaaS Global), Talixo, Citymobil, inDriver, Citymapper, heetch, JoinUp, voltlines, Liftago, Eurecab,
Mivai, My Sam, Cab Guru
Long /
Aggregators



GoEuro
Busfor, Obilet, ComparaBUS, Bookingabus.com
Trucking
Everoad, InstaFreight.de, OnTruck, Quicargo, PackBud, Shipvio, Utily.fr, Truckin, Deliver.ru
Shipping



ShipServ
iContainers, FreightHub, Flexport, ParcelParcel.com, Zencargo, Cargo One, Chronotruck
Last mile
logistics
On the dot, Dostavista, Seven Senders, Packlink, Homerr, Eliport, Brenger, Koiki,
Moving services
Trusk, Movinga, Furgo
28
Sponsored by
SELECTED COMPANIES
2018
ROUND
Spotahome
Medium-to-long term rentals for expats such as students
and professionals
Jun
$ 40.0M
SERIES B
Yopa
The affordable, quick & simple way to sell your home
Aug
£ 20.0M
SERIES D
Nested
Platform for homeowners to sell their homes within 90
days
Nov
£ 20.0M
SERIES C
Homeday
Finds the best real estate agent to sell your property
Oct
€ 20.0M
SERIES B
Trussle
Online mortgage broker
May
£ 13.6M
SERIES B
LendInvest
Online peer-to-peer lending platform for mortgages
Jan
£ 12.5M
LATE VC
Homelike
Marketplace for long-term furnished apartments
Aug
$ 14.0M
SERIES B
Adzuna
The UK's search engine for Jobs, Property & Cars
May
£ 8.0M
SERIES C
Housing Anywhere
Allows students to sublet their rooms to exchange
students
May
€ 6.0M
SERIES B
Homepal
Helps you to find a home
Sep
€ 2.3M
EARLY VC
Click here to explore similar funding rounds on Dealroom.co
Real Estate marketplaces – Investment in Europe
$205M
$444M
$253M
$276M
$255M
0
5
10
15
20
25
30
$ 50M
$ 100M
$ 150M
$ 200M
$ 250M
$ 300M
$ 350M
$ 400M
$ 450M
$ 500M
2014
2015
2016
2017
2018E
Invested capital
Rounds $2M+
Source: Dealroom.co
Note: Data from Europe. 2018 is based on Jan – Nov annualized
29
Sponsored by
Real Estate marketplaces to watch
Source: Dealroom.co
CATEGORY LEADERS
RISING STARS AND ENTRANTS
iBuyers
Nested, Homeloop, Dili, Evtiko, Kodit, ProntoPiso, We Buy Any Home
Home search



Adzuna, Spotahome, Zoopla, Zillow
Homelike, Student.com, Uniplaces, Appear here, Sturents.com, Italianway, Flatlooker, Lyvly, Housy, Habiteo,
homie.rent, Home HT, Wunderflats, Movebubble, Howsy (No Agent)
Online brokers



Yopa
easyProperty, emoov, McMakler, Blueground, Homeday, Proprioo, Hemverket, Mon Chasseur Immo, Housfy,
Hosman, Ouistock, Home Made
Ownership
Lamudi, Ikimo9, Homepal, Vesta Property, Unmortgage, Realbest, Blok, thirdfort, Flatfox, Green-Acres.fr
Investing
LendInvest, Property Partner, Housers, Atlant.io, CapitalRise, iFunded, BrickVest, Exporo, geoblink, Tessin, Brickshare,
Bricklane
Financing /
Mortgages
Trussle, Habito, MortgageGym, StoEr, Jungo
30
Sponsored by
SELECTED COMPANIES
2018
ROUND
OpenClassRooms
Online education platform in Europe
May
$ 60.0M
SERIES B
Area9
Personalized, adaptive online learning modules
Jan
$ 30.0M
LATE VC
Unicaf
Online education platform
Nov
$ 28.0M
SERIES B
Coople
On-demand marketplace for temporary staffing
Oct
$ 21.0M
LATE VC
Gojob
Digital temporary work operations in Europe
Jan
€ 17.0M
EARLY VC
ZenJob
Automated, data-driven, full-service staffing platform
Nov
€ 15.0M
SERIES B
Job Today
Online mobile centric recruitment marketplace
Sep
$ 16.0M
SERIES B
comet
Marketplace for freelancer
May
€ 11.0M
SERIES A
Goodwall
Professional social network for students and graduates
Jul
$ 10.8M
SERIES A
Comatch
Matching companies looking for consultants with
freelancers
Apr
€ 8.0M
SERIES B
Click here to explore similar funding rounds on Dealroom.co
Jobs & reschooling – Investment in Europe
$ 110M
$ 162M
$ 314M
$ 255M
$ 206M
0
5
10
15
20
25
30
$ 50M
$ 100M
$ 150M
$ 200M
$ 250M
$ 300M
$ 350M
2014
2015
2016
2017
2018E
Invested capital
Rounds $2M+
Source: Dealroom.co
Note: Data from Europe. 2018 is based on Jan – Nov annualized
31
Sponsored by
Jobs & reschooling companies to watch
Source: Dealroom.co
CATEGORY LEADERS
RISING STARS AND ENTRANTS
Job search



Monster, PeoplePerHour, StepStone, Jobandtalent,
Grupa Pracuj
Hosco, Adzuna, Graduateland, Joblift, Welcome to jungle, job.com, Debut, Techloop, Isivi, Truffls, BeWanted
Reschooling



Udacity, OpenClassRooms, Coursera, Udemy
Ornikar, SpeachMe, A Cloud Guru, Invivox, Imusic School, Nimbles, Obby, Area9, Lambda School
Gig-Economy


Fiverr, Shiftgig
ZenJob, Brigad, Job Today, StaffMe, Side, Hopwork, Comatch, Gojob, Comet, Syft App, Helpling, YouDo, Coople, The
Dots, Jobbatical, Medwing, Travauxlib
32
Sponsored by
SELECTED COMPANIES
2018
ROUND
Revolut
Platform to use and manage money around the world
Apr
$ 250M
SERIES C
Number26
Bank account that can be managed entirely from a
smartphone
Mar
$ 160M
SERIES C
Monzo
London-based digital-only bank platform
Oct
£ 85.0M
SERIES E
Prima.it
An insurance intermediary selling car insurance online
Oct
€ 100M
GROWTH
EQUITY
Starling Bank
Mobile-app based bank
May
£ 80.0M
EARLY VC
eToro
Trading network with easy access to the currency,
commodity, and equity markets
Mar
$ 100M
SERIES E
Smava
Germany's largest online credit market
Jan
$ 65.0M
LATE VC
October (Lendix)
P2P lending platform for SMEs
Jun
€ 32.0M
SERIES C
Coya
Simple, transparent, and personalized insurance cover
Jun
$ 30.0M
SERIES A
Clark
Insurance robo-advisor
Apr
$ 29.0M
SERIES B
Click here to explore similar funding rounds on Dealroom.co
Finance marketplaces and platforms investment in Europe
$ 320M
$ 709M
$ 544M
$ 918M
$1.3B
0
10
20
30
40
50
60
$ 200M
$ 400M
$ 600M
$ 800M
$ 1 000M
$ 1 200M
$ 1 400M
2014
2015
2016
2017
2018E
Invested capital
Rounds $2M+
Source: Dealroom.co
Note: Data from Europe. 2018 is based on Jan – Nov annualized
$ 1.2B
$ 1.0B
$ 1.4B
33
Sponsored by
Finance marketplaces and platforms to watch
Source: Dealroom.co
CATEGORY LEADERS
RISING STARS AND ENTRANTS
Challenger
banks



Monzo, N26, Atom, Starling Bank
Solaris Bank, Monese, Tandem, Qonto, Meniga, bunq, goHenry, Fiinu, Shine, Margo 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
comparison


smava
Lendo, Moneyexpert, TotallyMoney, Bankimia, Wefox, Funding Options, Topcompare.be, Fincompare, Samlino,
Finanzchef24, Helpmycash, BNEXT
Trading


eToro, DEGIRO
BUX, Bitstamp (acquired), Coinify, Raisin, Coinfloor, Pelican Trading, Lykke
Peer-to-peer


Zopa
October (Lendix), Lendinvest, CurrencyFair, Lendico (acquired), Auxmoney, RateSetter, Lendify, Bondora,
LendingCrowd, Savelend, Lending Works
34
Sponsored by
SELECTED COMPANIES
2018
ROUND
Kry
Connecting patients with doctors for video consultations
Jun
$ 66.0M
SERIES B
Min Doktor
Make appointments and consult with doctors online
Sep
€ 33.5M
GROWTH
EQUITY
Cera Care
Professional home care for elderly people
May
$ 17.0M
SERIES A
Doktor.se
Digital healthcare
May
$ 14.7M
EARLY VC
Care Sourcer
Platform that connects those seeking care with those
providing it
Jul
£ 8.5M
SERIES A
Doc Plus
On-demand doctor services
Aug
$ 9.0M
SERIES B
Doctena
Medical booking platform for doctors
Sep
€ 8.0M
EARLY VC
TeleClinic
Digital health advice for individuals and employees
Nov
€ 7.0M
SERIES A
Careship
Platform to find caregivers for seniors
Apr
€ 6.0M
SERIES B
Qured
A doctor or physio to your door in under two hours
Aug
£ 750K
SEED
Click here to explore similar funding rounds on Dealroom.co
Healthcare marketplaces – Investment in Europe
$ 114M
$ 249M
$ 161M
$ 217M
$ 247M
0
2
4
6
8
10
12
14
16
18
20
$ 50M
$ 100M
$ 150M
$ 200M
$ 250M
$ 300M
2014
2015
2016
2017
2018E
Invested capital
Rounds $2M+
Source: Dealroom.co
Note: Data from Europe. 2018 is based on Jan – Nov annualized
35
Sponsored by
Healthcare marketplaces to watch
Source: Dealroom.co
CATEGORY LEADERS
RISING STARS AND ENTRANTS
Doctors
appointments


Practo
Doc Plus, Doctolib, docplanner, Top Doctors, Doctena, Doktor.se, FINDoC, Qunomedical, Now Healthcare Group,
Doctoranytime, Doctify, Dottori
AI help
Your.MD, Ada Health, Boost Thyroid, Emteq
Online help



Ping An Good Doctor
Kry, PushDoctor, Min Doktor, BlueCall, Telemedi.co, MedicSpot, Competencer, Doctoconsult, Veyo Care, VideoDoc,
MediQuo, Moodpath, Selfapy
Care services


CareSource
Careship, Medigo, Cera Care, Noon Care, Qured, Pflege.de, Care Sourcer, Holm, SuperCarers
Online
pharmacy


Jianke, NetMeds, Pharmacy2U (Chemist Direct)
Echo, Farmaconfianza, Pharmasimple
Wellness
booking



Vaniday , Booksy, Blow, Planity, Ruuby, Beautystack, Vint, Urban Massage
Sports
Entrenarme, Eversports, Urban Sports Club, Gymlib, Fitnessant, PayasUgym, Fitprime
36
Sponsored by
Other consumer marketplaces to watch
Source: Dealroom.co
CATEGORY LEADERS
RISING STARS AND ENTRANTS
Horizontal &
collectibles


Jumia Market, ShopClues, 1stdibs, Catawiki,
Sahibinden.com (part of Aksoy Group)
Sellpy, Trouva, LoveCrafts, Barnebys, Fyndiq, Used By, Gebraucht.de, Yroo
Fashion


Zappos, Poshmark
GOAT, Videdressing, Watchmaster, Lesara, 21 Buttons, Lyst, Chronext, United Wardrobe, KupiVIP, SecretSales,
Vestiaire Collective, Vinted, Depop, Swap.com, Salery, Atterley, Lidyana.com, Rebelle, Seezona, The Next Closet,
Zadaa, Thrift+, Armadio Verde, Miller & Marc, Otrium, Findur, Trendday, StyleLounge, Gardrops
Furniture


Home24, made.com
Home24, made.com, Swoon Editions, Selency, Beleco, Deesup, Hallfy, Auctionet.com
Pets


Barkbox
ePetworld, Barkibu, Tailwise, Mascoteros, PetMe, HouseMyDog, Snau, Dogley
37
Sponsored by
Identify promising companies before everyone else does
Source: Dealroom.co
1. Verified rounds excluding secondary, ICOs, debt and other non-equity rounds.
Intelligence, trusted by world-leading clients
■
Dealroom is a global company information database & research firm
■
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

Selected publishers of Dealroom data
Selected Dealroom clients
The most comprehensive European data source
Number of European VC rounds tracked in 2017 (1)
Europe’s most comprehensive database of promising
companies and investment
Growth metrics like product usage, funding and valuation
momentum (web, iOS, Android)
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
Not disclosed in official report
blog.dealroom.co
Yoram Wijngaarde
Founder & CEO
yoram@dealroom.co
Ivan Draganov
Research Analyst
Ivan.draganov@dealroom.co
Identify promising companies before everyone else does.