The Data Revolution - Serena Capital

J e a n - B a p t i s t e D u m o n t , @ j b d u m o n t – Pa r t n e r

E r i c G o s s a r t , @ E g o s s a r t – A s s o c i a t e

L é a Ve rd i l l o n , @ Lv e rd i l l o n – A s s o c i a t e

G a b r i e l d e V i n ze l l e s , @ Gv i n ze l l e s – A s s o c i a t e

THE DATA REVOLUTION

http://www.serenacapital.com/

1855: THE 1ST DATA SCIENTIST

In 1855, Matthew Fontaine Maury founded the first big data company

No smartphones, no internet, no computers

Just data



THE 1ST DATA CENTRIC COMPANY

Divided the Atlantic into small 5° lat/long blocks

Collected data about water temperature,

wind speed+direction,

waves speed+direction

Every month

Andrey_Kuzmin / Shutterstock



THE 1ST DATA CENTRIC COMPANY

1,200,000 data points

Statistical map with sailing directions

Reducing sailing time by up to 30%




LIKE WAZE BUT FOR SAILING

Sold the data (+1M data points)

With a discount for those who agreed

to share their own




WHAT ABOUT TODAY?

The datafication of the world

SueC / Shutterstock



DATA STARTUPS STUDY

We analyzed manually more than 3.000 tech rounds (<€100M in 2014-2015)

Looking for data centric startups disrupting the economy

We wanted to figure out:

How Big?

Why?Where?How

Much?Which

Sectors?Who?


AdTech Agriculture Analytics AutomotiveCustomer

InsightData

Distribution

Database e-Commerce Energy Environment FinTech Health

Horizontal Software

HospitalityHuman

ResourcesIoT IT Logistics

Processing Real Estate RetailSales &

MarketingSecurity Services Sport

26 SECTORSIDENTIFIED IN THE SERENA CAPITAL STUDY

BIG DATA IN EUROPE… IN A NUTSHELLI N E U R O P E

130 DATA STARTUPSFUNDED

2014 2015

€ 616 M

€ 625 M

€ 1 200 MINVESTED IN E.U. DATA STARTUPS



130 EU DATA CHAMPIONS (1/2)

130 EU DATA CHAMPIONS (2/2)

TOP SECTORS# F U N D E D S T A R T U P S

36%AdTech

E-Commerce

Health

Customer Insights

Sales & Marketing

Horizontal software

9

10

10

10

17

19


# FUNDED STARTUPS


THE REAL WORLD IS BEING "DATA-FIED" (#)

Digital sectors Traditional sectors


UK France Germany Benelux Nordiccountries

Spain Italy Rest of Europe

2642 16 11 9 411 11

130 EU data centric startups raised money in 2014 and 2015

UK, FRANCE & GERMANY LEAD THE GAME


G E R M A N Y

SECTORAL DISTRIBUTION (# OF STARTUPS)

Customer Insights E-Commerce Ad Tech

Customer InsightsAd Tech Horizontal software

DatabaseAd Tech Horizontal software

1 2 3

9 5 3

6 5 4

4 3 3

F R A N C E

U N I T E D K I N G D O M


UK Nordiccountries

Germany France Benelux Spain Italy Rest of Europe

M€ INVESTED

70M

176 M

84M

94M

29M

5 M50M

102 M

Excluding financing rounds > €20m

€1.241M invested by VCs (2014+2015): €611M in <= €20M rounds + €630M in > €20M rounds

INVESTED AMOUNTS GEOGRAPHIC DISTRIBUTION


M€ INVESTEDINVESTED AMOUNTS PER ROUND SIZE

26

74

22 17 15

€ 0-1 M € 1-5 M € 5-10 M € 10-20 M > € 20 M

Number of fundraising rounds per round size

13

195 155

248

630

€ 0-1 M € 1-5 M € 5-10 M € 10-20 M > € 20 M

Amount raised (in €M) per round size


PATTERNS

We analyzed data on data companies

First trying (painfully) to define what a data company is

Then looking at our data, some patterns became obvious

DamienGeso / Shutterstock



DATA STARTUPS ARE ALL INVOLVED IN (AT LEAST) ONE OF THESE FUNCTIONS:

- Non-trivial data collection (~ source aggregation, data transformation)- Interpretation (= extracting meaning from data)- Producing actionable data (~ inputs for a secondary system)

- Data Storage- Data Processing (~ databases)

Creative Mood / Shutterstock

Physical Layer

DigitalLayer



THE "DATA CHAIN"

Collection Interpretation Actionable data

Storage Processing

Digital Layer

Physical Layer


THE "DATA CHAIN"

In other words:

Software data startups’ role is

to collect and interpret huge amounts of information

turning it into decisions and actions

Want some concrete examples?


Beddit collects health data (heartrate, breathing, snoringmovement) thanks to a very-thinfilm sensor placed under yourbed sheet.

Ballistocardiography (1) andmachine learning enable Bedditto discover breathing, sleepingand heart beat rhythm patterns.

Users learn about their sleepquality (sleep cycles, efficiency,etc.) and how to improve theirrecovery.

(1) A measure of ballistic forces on the heart

Raised $3.5m


Measures and collects data to improve sleep with analytics and recommendations

AdasWorks software for self-driving cars has 6 cameras andprocesses their images in realtime.

Detection of cars’ immediateenvironment thanks to deeplearning techniques andconvolutional neural network.

4 major uses:

1. Automation of lane changes& maneuvers;

2. Emergency braking(pedestrian detection);

3. Smart reverse camera;4. Full self-driving car thanks

to an embedded processor.

Raised $2.65m


Software for self driving cars

Metrica Sports analyzes footballgame video recordings.

Pattern-recognition analysis(machine learning) on footballgames.

Unknown stats are gathered intoa single dashboard, enablingtrainers to dig deep into theirteam’s strategy.

Raised $100k


Video and data analysis for football teams

Wireless & ultrasonic sensorscollect fill-level data fromwaste containers.

Drivers receive on a daily basis optimized routes on cloud-based applications.

Sensor placed into waste containersEnevo analyzes sensors’ log inreal time, enriches it withexternal data, and deliversoptimized collection routes.

Raised $26.75m


Leverages on big data to optimize waste collection

Collects industrial drone’s data from the clouds

Algorithms extract meaningful informationabout productivity and safety of industrialoperations

Raised $3.2m

Collection Interpretation

Drone data collection and processing (network supervision, geospatial, agribusiness)

€202m invested - 33%

€6.7m / startup30 startups - 26%


€3.8m / startup25 startups - 22%


€5.3m / startup

11 startups - 9 %


€3.2m / startup

12 startups - 10%

€72.6m invested - 12%

€4m / startup18 startups - 16%

Any of the 155 studied rounds can be distributed amongst this "Data chain"

Collection Interpretation Actionable Data

Collection Interpretation

Collection

Interpretation

Interpretation Actionable Data

1

2

3

1

2

3

1

2

3

1

2

3

1

2

3

UNDERSTANDING THE IMPACT OF DATA

Andrey Armyagov / Shutterstock


45000 BCFire

4000 BCWriting

600 BCMoney

1000 ADCompass & Navigation

1100 ADGun Powder

Printing1454

Microscope1650

Steam machine1712

Electricity1750

Internet / Mobile

TECH REVOLUTIONS


TECH REVOLUTIONS

Nature Interaction Interaction Interaction Interaction

Interaction Perception Nature Nature Interaction


Galileo showing the satellites of Jupiter to Venetian senators

PERCEPTION DISRUPTION IS QUITE RARE IN HUMAN HISTORY



It changed our perception of

the universe

Leading to the Copernican Revolution:

Science & reason vs. dogma

THE TELESCOPE 1586

Vadim Sadovski / Shutterstock



THE MICROSCOPE 1650

It changed our perception of

the infinitely small world

For example:

Chemistry + Microscope = MicrobiologyHealth + Microscope = Immunology

Dreamerb / Shutterstock



Data is like a new kind of microscope, But for the whole physical world

Louis Pasteur, father of Germ Theory



010010100101001

A NEW KIND OF PERCEPTION FOR US

Collection

Interpretation

Actionable data


BUT THERE’S MORE


THE START OF MACHINE PERCEPTION


FEEDBACK LOOP IN THE "DATA CHAIN"…

The start of machine learning


Storage Processing


"DATAFICATION" IS "DATA AI FICATION"

Sensors allow machines to literally feel the real world,

Cloud enables them to share all together their own experience,

AI technics unlocked machine learning,

API turns machine decision making into concrete action.


MESURABILITY, INFERENCE, ACTIONABILITY

ADDRESSING

THE WORLD CHALLENGES


TRANSPORT

1.3m deaths on the road due to human drivers

vs

Smart Self Driving Cars

(assuming that computers will never get drunk)



TERRORISM & ORGANIZED CRIME

Money laundering represents €1600 billion per year (U.N. 2009)

Terrorism, Corruption, Drug, Crime …

vs

Data analysis and vizualization tools

Like Linkurious which enabled ICIJ to investigate the Panama Papers

Credit Photo : Linkurious



HEALTH

Heart rate, respiration rate, temperature, blood pressure & oxygen levels…

Computerized medecine correlates data & detects patterns

i.e. IBM Watson can detect infection in premature babies

24hrs before symptoms appear

Francois Etienne du Plessis / Shutterstock



ENERGY

In the US, electricity production represents 30% of CO2 emissions

-

Smart Grid could reduce these by 18% (US Dept. of Energy)

Claudia Otte / Shutterstock



AGRICULTURE

There are 795 million undernourished people

-

Precision agriculture is improving crop yields

With fewer pesticides / fertilizers

Using sensors in the ground to monitor and address the soil’s needs

Alf Ribeiro / Shutterstock



DATA,

as a connection between

cloudified AI

&

the physical world,

is the starting point for tech to address the world challenges

Clement Kiragu / Shutterstock



READ THE FULL REPORT

https://www.serenacapital.com/reports/the-data-revolution





Scale

Growth enabler

Entrepreneur minded

Process orientedInternationalize

Supportive

Disruptive

About usSerena Capital is a Venture Capital firm,

Supporting disruptive startups across Europe

"Because we have built our own businesses and financed others as venture capitalists, we are able to act as a bridge between the worlds of

finance and entrepreneurship, turning investment money into smart money"

Clement Kiragu / Shutterstock

Portfol io Companies


ANNEX 1: THE 130 EU DATA CHAMPIONS


AD TECHSector Name What Added value Storage Processing Collection Interpretation

Actionable data

Ad Tech AdbrainData provider for the advertising industry, enabling cross-device tracking

Increases audience reach and allows cross device tracking

- -

Ad Tech AdelloSelf-optimizing advertising campaigns leveraging on data and deep learning

Optimizes ad spend / ROI - -

Ad Tech AdikteevOptimizes ad spend while choosing the right moment to target a user

Optimizes ad spend / ROI - -

Ad Tech AdjustMarketing performance tracking. Attribution and analytics across channels.

Optimizes ad spend / ROI, better understanding of performance

- - - -

Ad Tech ADmantX Audience dataOptimized match between ad placement, content and contextual data

- -

Ad Tech AdotMobProgrammatic platform for mobile, leveraging data and algorithm to segment audience and provide recommendations

Optimizes ad spend / ROI, better understanding of performance

- - - -

Ad Tech AdsquareEnables advertiser to rely on geolocation information (user's current position, past route and POI proximity) to set up new bidding strategies

Enables new bidding strategies - -

Ad Tech AlkemicsEnables retailers and CPG manufacturers to collect, activate, and share data

Enables retailers and CPG manufacturers to run smarter analytics, merchandizing, and shopper marketing thanks to always complete, up-to-date and actionable product data

- -

Ad Tech CampanjaPaid search bidding engine leveraging data tracking to save 10-30% on AdWords campaigns

Better ROI on AdWords - -

Ad Tech Captify Search retargeting, display advertisingEnsures users are shown relevant (context, social, etc.) ads for a better conversion

- -

Ad Tech Databerries Mobile predictive marketingRight ad for the right person at the right moment and at the right price; profiling the user based on their past locations

- -

Ad Tech LoopMe Mobile video DSP Allows better targeting - -

Ad Tech MOCA Mobile targeting platformEnables companies to relevantly engage and target its customers

- -

Ad Tech SirdataLeverages on traffic behavioral data to find and score new targets for ad buyers (pre-targeting)

Enables finding new ad targets with a higher conversion rate and at a better price

- - -

Ad Tech Tapvalue Omni channel data platform for retailers Enables cross device tracking and better ad targeting - -

Ad Tech The AdexData management platform for programmatic advertising with real-time access to data marketplace

Facilitates data aggregation and distribution - -

Ad Tech ZeotapMonetizes data from telecom operators by making it actionable and accessible to advertisers

Allows the use of telcos data for better targeting in advertising

- - -

Position in the Data Chain


Sector Name What Added value Storage Processing Collection InterpretationActionable

data

Agriculture Silent HerdsmanCollects live data from cattle (temperature, rumination or not, eating or not) to provide predictive analytics and prevent disease

Provides better health for animals and a deeper knowledge of cattle

- - -

Analytics AitoUnifies business, network, product and customer data for real-time analysis, discovery and reporting

Un-siloed data and real-time analysis - - - -

Analytics Analytics Engines Big data platform for complex analytics and real-time processing Enables faster, more in depth and real time analysis - - -

Analytics Meniscus Analytics platformEnables companies to manage a wide range of data from which to deduce calculations

- - - -

Analytics Semmle Data analytics platform for software engineering Gains insights into coding - - - -

Automotive AdasWorks Software for self driving carsEnables a computer to "read and understand the road" and to drive a car automatically

- -

Automotive AutomileCollects data from a car (fuel, position, maintenance, driver performance) and uploads this to the cloud

Enables data collection - - - -

AutomotiveGreenRoad

TechnologiesLeverages on data to measure, improve and sustain safe and fuel-efficient driving behavior

Results in safer fleets and lower fuel consumption - - -

AGRICULTURE – ANALYTICS – AUTOMOTIVEPosition in the Data Chain


CUSTOMER INSIGHT (1/2)


dataCustomer

insightbd4travel Personalizes the travel portal user-experience in real-time Enables relevant and personalized offers - -

Customer insight

Big Data For Humans

Analytics to better understand customersHelps companies manage/monetize their customers and save money using data science

- - -

Customer insight

Boxever Personalizes the travel portal user experience in real-time Enables relevant and personalized offers - -

Customer insight

Clarisite Behavioral analytics on web/mobileAllows marketing teams to instantly drill down into site usability and functionality by capturing, recording and indexing every single customer session in full

- - -

Customer insight

CustomermatrixBig data powered CRM leveraging on cognitive computing to provide high value recommendations

Higher value added CRM system - - - -

Customer insight

FeaturespaceAdaptive behavioral analytics for fraud management, responsible gambling and churn protection

Avoids fraud, allows more transactions from customers and detects gambling addiction

- - -

Customer insight

Innometrics Aggregates consumer data and allows for segmentationAllows centralized consumer data and better segmentation

- - - -

Customer insight

Intent HQCustomer segmentation based on traffic data matched with publisher data allowing for ad targeting

New kind of segmentation and targeting, for a better understanding of media audiences

- -

Customer insight

Intersec Extracts value from mobile network operators' big data Allows to gain knowledge from MNO networks - - -

Customer insight

NewsWhipDetects the web's top trending topics through social sharing analysis

Allows for trending contents discovery in real-time - - - -




dataCustomer

insightPredicsis Leverages on data to predict customer behavior (e.g. churn)

Makes it possible to predict behavior among customers

- - -

Customer insight

QubitLeverages on e-commerce customer and traffic data to customize experience and provides BI

Enables better experience, knowledge and decision for e-merchant

- - .

Customer insight

Ravelin Machine learning for fraud detection Prevents fraud - - -

Customer insight

Salviol Analytics software for fraud detection Detects fraud - - -

Customer insight

Search'XPRLeverages on traffic data and cognitive science to customize user-experience and improve e-commerce conversion

Enables better user experience and conversion in e-shops

- -

Customer insight

Sentiance SDK to collect contextual dataEnables a better understanding of interaction with mobile audience

- -

Customer insight

Shift Technology Leverages on data to detect insurance fraud Improves fraud detection - - - -

Customer insight

Signal Media Text analytics platform Identifies and analyzes trends - - - -

Customer insight

WebtrekkReal-time web analytics with raw data, aggregating different data source (CRM, Traffic,etc.) allowing RTB and customization

Allows automated advertising targeting and site customization based on individual user behavior

- -

CUSTOMER INSIGHT (2/2)Position in the Data Chain


DATA DISTRIBUTION – DATABASE


dataData

distributionPush Technology Cloud based infrastructure to provide reactive and fast data stream Enables scalability and speed to deliver data - - -

Database ArangoDB Distributed free and open-source NoSQL database Velocity - - -

Database CartoDB Maps and analyzes location dataMakes it easy to see and understand/explore location data

- - - -

Database Clusterpoint SaaS and distributed NoSQL database offering real-time processing Easier scalability for NoSQL database - - -

Database Crate Data SQL syntax database for big dataAllows making MySQL queries with a big data database - - -

Database Elastic Big data database software (Elastic search) Ability to process big data sets - - -

Database GeoSpockSearch Engine for the rapidly-changing, multi-dimensional, physical world

Scalable, real-time geospatial database - - -

Database Neo Technology Graph database Allows graph data modeling on big data sets - - -

Database Swarm64 Robust database solution Increases capacity of databases - - -




data

e-Commerce Cortexica Deep learning applied to fashion visual recognition Enables visual search for fashion - - -

e-Commerce EDITDLeverages on real-time analytics of pricing, assortment and deep product metrics to help fashion retailers structure their pricing competitively

Optimizes pricing and timing for e-merchants - - -

e-Commerce Flyr Predicts the future pricing of airfares to optimize booking Optimizes flight bookings - - -

e-Commerce Netwave Real-time personalized customization of e-commerce websites Improves conversion rates of e-commerce websites - - -

e-Commerce NostoProvides a personalized e-shopping experience, including Facebook advertising and post-visit triggered emailing

Allows automated e-shop conversion funnel management

- -

e-Commerce Ometria Predictive software for e-commerce marketingIncreases revenue by creating campaigns to suit customers' profiles

- - -

e-Commerce OrderDynamicsLeverages on retailers' data to recommend actions for products, customers, channels and marketing to improve their omnichannel operations

Allows retailers to provide an omnichannel customer-centric experience

- -

e-Commerce Profitero Price monitoring for e-retailersAllows optimal pricing within the competitive environment

- - -

e-Commerce WebData SolutionsPrice monitoring for e-retailersAllows optimal pricing within the competitive environment

- - -

e-Commerce YieldifyPredictive marketing abandonment solutions for e-commerce conversion

Increases conversion on e-commerce websites - -

E-COMMERCEPosition in the Data Chain


ENERGY – ENVIRONMENT


data

Energy Actility SmartGrid, M2M and Internet of Things (IoT) enablerOptimization of energy production and peak load management

- -

Energy Effigenie Leverages on real-time thermic data to control heating in a building Optimal heating and lower energy consumption - - -

Energy LimejumpProvides virtual electricity to the network by reducing the consumption of a group or user

Allows for efficient peak consumption management and lowers production capacity needs

- -

Energy OnzoMeasures electricity consumption per device and provides insights to customers and utilities

Provides a deeper knowledge of electricity consumption to provide advice to the consumer and allow utilities to improve network planning

- - -

Energy QwikSenseCollects energy indoor data (CO2, temperature, humidity, air pressure) to optimize energy consumption and improve well being

Reduces energy consumption and improves work conditions

- - - -

Environment Enevo Leverages on big data to optimize waste collection.

Improves waste collection efficiency by enabling more waste to be collected with the same fleet and on shorter routes. Able to measure individual waste production and price individual waste collection

- - -

Environment Inflowmatix Optimizes water utilities and IT systemsImproves the management of leaks, demand, energy and operational incidents

- - -



FINTECH – HEALTH


data

Fintech AireCredit scoring using machine-learning and statistical modelling, creating a fair and transparent credit score for consumers

Increases credit reach / reduce credit risk, improved transparency

- - -

Fintech Credit Benchmark Gathering credit risk informationProvides the market with better data on credit information

- - - -

Fintech KlarnaAllows online buyers to pay for ordered goods after receiving them thanks to credit and fraud risk algorithms

Makes for a better customer experience, higher conversion rates, and less risks

- - - -

Fintech Kreditech Innovative banking solutionsAllows for faster credit scoring of individuals based on 20.000 data points

- -

Health BedditMeasures and collects data to improve sleep with analytics and recommendations

Allows users to track their sleep - -

Health Big HealthUses tracked data to create highly personalized behavioral medicine programs (cognitive therapy) applied for instance to sleeping

Computer based behavioral therapy - -

Health Cortrium Body sensors and data collection Lets physicians remotely track patients' vital signs - - - -

Health CubeSensorsCollects data about home interior air and provides recommendation

Better air quality - - -

Health Lifesum Aggregates fitness apps' dataAllows healthier behavior, better knowledge of one's behavior and for a more efficient diet

- - -

Health LindaCare Simple integrated data platform for medical tele-monitoringImproves quality of care and patient safety with a simplified patient tele-monitoring

- - -

Health MySugr Aggregates and track diabetes dataAllows for a better understanding of one's health and a better behavior

- - - -

Health Sensovida Sensors for smart home and connected healthMakes it possible to detect emergency risks and abnormal behavior

- -

Health Sophia GeneticsProvides physicians with secure data storage and advanced genetic diagnostic / analytics software

Lets physicians provide personalized, predictive, preventive and participatory healthcare - -



HORIZONTAL SOFTWAREHOSPITALITY - HR


data

Horizontal software

Bitext Text analytics (sentiment analysis, categorization, entity extraction) Text understanding - - - -

Horizontal software

Blue YonderPredictive platform which automates decisions in real time and delivers precise forecasts for retailers' stocks

Provides forecasts, automatized and optimized decisions for stock management

- - -

Horizontal software

Brand a Trend GmbH

Text analytics (sentiment analysis, categorization, entity extraction) Text understanding - - - -

Horizontal software

DataikuIntegrated development platform for data professionals to turn raw data into predictions

Eases deployment of prediction algorithms on existing data warehouse

- - -

Horizontal software

Massive Analytic Predictive analysis for businesses Allows data driven forecasting and decision making - - - -

Horizontal software

Neokami Artificial Intelligence platformMaking data driven decisions by predicting a wide range of business matters

- -

Horizontal software

OpenDataSoft Visualization platformEnables users to visualize and interpret heterogeneous data

- - - -

Horizontal software

RedbirdDrone data collection and processing (network supervision, geospatial, agribusiness)

Enables better decision making based on drones' collected data

- - -

Horizontal software

Snips Data contextualization for appsEnables the end user to smoothly interact with apps thanks to contextualization

- - -

Horizontal software

SynerScope Software for data visualizationProvides a tool to visualize relationships within a huge data set and detect anomalies

- - - - -

Hospitality PriceMatch Leverages on hotels' data to predict and optimize room filling ratesAllows for optimal room price-fixing in order to maximize hotels' fill rate and revenue

- -

Human Resources

Clustree Uses the data to give career suggestionsAnalyzes millions of pathways to maximize the company's talent

- - -

Human Resources

Jobandtalent Job matching platform based on linguistic pattern recognitionReverses the job search process: highly targeted jobs are sent by email to passive candidates

- - -



IoT – IT – LOGISTICS - PROCESSING


data

IoT Concirrus IoT middleware cloud and hardware serviceCreation of connected devices and platform to enter into the IoT world

- - - -

IoT EVRYTHNGIoT cloud platform collecting data from connected devices and ability to activate them remotely

Provides a unified platform to access and activate connected devices

- - -

IoT Relayr IoT hardware and software Allows developers to build IoT apps - - - -

IoT thethings.io IoT platformEnables development of IoT applications and connecting objects

- - - -

IT Logmatic.io Server logs analysisAllows full server monitoring through real-time log analysis

- - -

IT opvizorSaaS platform to predict and prevent datacenter issues through crowdsourcing and pattern recognition

Provides automated support tracking issues and giving comprehensive information on how to solve problems

- -

Logisitics Traxens Sensors for freight forwardingEnables tracking and ensuring secure transportation of containers

- - - -

Logisitics XenetaPrice comparison service for sea freight based on crowdsourced data to find the cheapest port to port combinations

Finds cheaper sea freight routes - - -

ProcessingCambridge Quantum

Computing LimitedQuantum computing

Makes for easier and quicker complex problem solving

- - - -



REAL ESTATE – RETAIL – SALES & MARKETING


data

Real estate Land InsightOnline solution to recognize and manage off-market lands opportunities

Allows identification of new sites, risk assessment and connection with landowners

- - -

Retail Geoblink BI solution leveraging on data to optimize retailers' shop networksOptimizes selection of store and site networks, applying advanced analytics over small and big data

- - - -

Retail Relex Solutions Supply chain management software Improves the supply chain - - - -

Retail ViewsyRetail analytics tool based on in-store sensors (Wi-Fi) and data (sales, video)

Enables a deeper understanding of consumers' behavior inside a shop

- - - -

Sales & Marketing

BrandtoneBuilds mobile campaigns and collects interactions in a database to help brands to engage with customers

Creates customer insights for advertising - -

Sales & Marketing

BrightSunLeveraging on smart data to identify investment opportunities for funds

Find unforeseen opportunities - - -

Sales & Marketing

Growth Intelligence

Qualifies sales leads based on a conversion prediction score Identify and focus on only high potential prospects - - - -

Sales & Marketing

Innaas Collects data from business entities and provides KPI visualizationAllows for data collection and centralization from multiple business entities

- - - -

Sales & Marketing

Kuldat Web platform for B2B prospectionInsights for optimizing B2B marketing campaigns and find new relevant prospects

- - -

Sales & Marketing

NGDATA Software for CRMEnables companies to leverage their marketing and improve their CRM

- - -

Sales & Marketing

Relay42 Tag and data management softwareProvides relevant data on customer profiles for marketers through integrating all cross channel and cross device customer data in one single platform

- - -

Sales & Marketing

SpazioDatiKnowledge-graph of places, events, companies and geographies accessible from a single API.

Enables automatic entity extraction from a text via an API

- -

Sales & Marketing

Telectic Enriched database for the professional worldEnables monitoring and tracking changes within a particular business field

- - -

Sales & Marketing

Tinyclues Software for marketing automation Delivers the right message to the right person - - -



SECURITY – SERVICES – SPORT – SPORT STORAGE


data

Security Blueliv Uses big data and machine learning to prevent a cyber attack Cyber-attack prevention - - -

Security BrainwaveRights management audit tool based on data to detect abnormal activity and prevent fraudulent access

Strengthened and automatized security policy - - -

Security Buguroo Cloud security software for detection, analysis and management Fight network threats, manage and monitor risk - - -

Security Darktrace Identifying new, emerging threats in real timeEnables proactive defense against in-progress cyber-attacks

- -

Security Nexthink Real-time monitoring of information systems to improve securityTransforms information system end-users' data into actionable analytics

- -

Security Panaseer Cyber security softwareLeverages on security data (hacker attacks and company defenses) to analyze and make better decisions regarding cybersecurity

- - -

Services Unbabel Online human corrected machine translation service Enables faster translation with high scalability - - - -

Sport FitmoTrack sporting activity by wearable sensors and provide a custom program by a coach

Provides a custom coaching program with personalized recommendations from a real coach

- - -

Sport Metrica Sports Video and data analysis for football teams Allows better tactical analysis for football teams - - - -

Storage Amplidata Large scale distributed online storage Scale, velocity, reliability - - - -

Storage Scality Cloud data storage services Building petabyte storage - - - -



ANNEX 2: BIG GUYS

The fundraisings >€20m that we excluded in our amounts analysis


BIG GUYS

€212,000.000

€45,000.000

€110,000.000

€64,000.000

€65,000.000€154,000.000

Excluded from amountsbased analysis


BIG GUYS

Automotive 24 M€

Processing 47 M€

Security 21 M€

Customer Insights

24 M€

E-commerce 38 M€

HR 23 M€

Database 21 M€

Database 65M€

Finance 118 M€

Horizontal 70 M€

Customer insight

25 M€

Finance 90 M€

Retail 20 M€

Energy 23 M€

Storage 45 M€

Excluded from amountsbased analysis


ANNEX 3: AMOUNT ANALYSIS

The fundraisings >€20m that we excluded in our amounts analysis


35%

AdTech

E-Commerce

Health

Customer Insights

Sales & Marketing

Horizontal software

Excluding financing round > €20m

42,6

45,8

50,6

60,1

73,6

78,9

TOP SECTORS€M INVESTED IN DATA STARTUPS


€M INVESTED IN DATA STARTUPS



THE REAL WORLD IS BEING "DATA-FIED" TOO (€M)


Digital sectors Traditional sectors


Data & Analytics

The Data Revolution - Serena Capital