Thedatarevolution-serenacapital-160908171200.pdf

THE DATA REVOLUTION Jean-Baptiste Dumont, @jbdumont – Partner Eric Gossart, @Egossart – Associate L é a Ve r d i l l o n , @ Lv e r d 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 , @ G v i n ze l l e s – A s s o c i a t e

1855: THE 1 ST DATA SCIENTIST In 1855, Matthew Fontaine Maury founded the first big data company No smartphones, no internet, no computers

Just data

THE 1 ST 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 1 ST DATA CENTRIC COMPANY 1,200,000 data points Statistical map with sailing directions Reducing sailing time by up to 30%

Andrey_Kuzmin / Shutterstock

LIKE WAZE BUT FOR SAILING Sold the data (+1M data points) With a discount for those who agreed to share their own

Andrey_Kuzmin / Shutterstock

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 Much?

Who?

Which Sectors?

Where?

How Big?

Why?

IN EUROPE BIG DATA IN EUROPE… IN A NUTSHELL €

1 200 M

26 SECTORS

INVESTED IN E.U. DATA STARTUPS

€ €

625 M

IDENTIFIED IN THE SERENA CAPITAL STUDY

AdTech

Agriculture

Analytics

Automotive

Customer Insight

Data Distribution

616 M

2014

130

2015

DATA STARTUPS FUNDED

Database

e-Commerce

Horizontal Software

Hospitality

Processing

Real Estate

Energy

Environment

Human Resources

Retail

Sales & Marketing

IoT

Security

FinTech

Health

IT

Logistics

Services

Sport

130 EU DATA CHAMPIONS (1/2)

130 EU DATA CHAMPIONS (2/2)

TOP SECTORS # FUNDED STARTUPS

19 Customer Insights 36%

17 AdTech 10 Sales & Marketing 10

Horizontal software

10 E-Commerce Health

9

# FUNDED STARTUPS

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

Digital sectors

Traditional sectors

UK, FRANCE & GERMANY LEAD THE GAME 130 EU data centric startups raised money in 2014 and 2015

UK

France

Germany

42

26

16

Benelux 11

Nordic countries

Spain

Italy

Rest of Europe

11

9

4

11

SECTORAL DISTRIBUTION (# OF STARTUPS ) 1

UNITED KINGDOM

2

9 Customer Insights

6

3

5 E-Commerce

Customer Insights

4

GERMANY

Ad Tech

Ad Tech

5

FRANCE Ad Tech

3

4 Horizontal software

3 Database

3 Horizontal software

INVESTED AMOUNTS GEOGRAPHIC DISTRIBUTION

M€ INVESTED

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

UK

Nordic countries

Germany

France

Benelux

Spain

176 M

94 M

84 M

70 M

50 M

29 M

Excluding financing rounds > €20m

Italy

5M

Rest of Europe 102 M

INVESTED AMOUNTS PER ROUND SIZE

M€ INVESTED

Number of fundraising rounds per round size

Amount raised (in €M) per round size

74

26

630

22

195 17

15

248 155

13 € 0-1 M

€ 1-5 M

€ 5-10 M

€ 10-20 M

> € 20 M

€ 0-1 M

€ 1-5 M

€ 5-10 M

€ 10-20 M

> € 20 M

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: Digital Layer

Physical Layer

Creative Mood / Shutterstock

- 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)

THE "DATA CHAIN"

Digital Layer Collection

Actionable data

Interpretation

Physical Layer Storage

Processing

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?

Raised $3.5m

Measures and collects data to improve sleep with analytics and recommendations

Collection

Interpretation

Actionable data

Ballistocardiography (1) and machine learning enable Beddit to discover breathing, sleeping and heart beat rhythm patterns.

Beddit collects health data (heart rate, breathing, snoring movement) thanks to a very-thin film sensor placed under your bed sheet.

Users learn about their sleep quality (sleep cycles, efficiency, etc.) and how to improve their recovery. (1) A measure of ballistic forces on the heart

Raised $2.65m

Software for self driving cars

Collection

Interpretation

Actionable data 4 major uses:

AdasWorks software for selfdriving cars has 6 cameras and processes their images in real time.

1.

Detection of cars’ immediate environment thanks to deep learning techniques and convolutional neural network.

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 $100k

Video and data analysis for football teams

Collection

Interpretation

Actionable data

Metrica Sports analyzes football game video recordings.

Pattern-recognition analysis (machine learning) on football games.

Unknown stats are gathered into a single dashboard, enabling trainers to dig deep into their team’s strategy.

Raised $26.75m

Leverages on big data to optimize waste collection

Collection

Interpretation

Wireless & ultrasonic sensors collect fill-level data from waste containers.

Sensor placed into waste containers

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

Enevo analyzes sensors’ log in real time, enriches it with external data, and delivers optimized collection routes.

Raised $3.2m

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

Collection

Interpretation

Collects industrial drone’s data from the clouds

Algorithms extract meaningful information about productivity and safety of industrial operations

Any of the 155 studied rounds can be distributed amongst this "Data chain" 1 2

Collection

Interpretation

Actionable Data

3

1 2

Collection

3

Interpretation

1 2

Collection

3

1 2 3

Interpretation

1 2

Interpretation

Actionable Data

3

€202m invested - 33% 30 startups - 26% €6.7m / startup €95m invested - 16% 25 startups - 22% €3.8m / startup €72.6m invested - 12% 18 startups - 16% €4m / startup €58m invested - 10% 11 startups - 9 % €5.3m / startup €39m invested - 6% 12 startups - 10% €3.2m / startup

UNDERSTANDING THE IMPACT OF DATA

Andrey Armyagov / Shutterstock

45000 BC Fire

4000 BC Writing

600 BC Money

1000 AD Compass & Navigation

1100 AD Gun Powder

TECH REVOLUTIONS Printing 1454

Microscope 1650

Steam machine 1712

Electricity 1750

Internet / Mobile

Nature

Interaction

Interaction

Interaction

Interaction

TECH REVOLUTIONS Interaction

Perception

Nature

Nature

Interaction

PERCEPTION DISRUPTION IS QUITE RARE IN HUMAN HISTORY

Galileo showing the satellites of Jupiter to Venetian senators

THE TELESCOPE 1586 It changed our perception of the universe

Leading to the Copernican Revolution: Science & reason vs. dogma Vadim Sadovski / Shutterstock

THE MICROSCOPE 1650 It changed our perception of the infinitely small world For example: Chemistry + Microscope = Microbiology Health + Microscope = Immunology

Dreamerb / Shutterstock

Louis Pasteur, father of Germ Theory

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

Interpretation 010010100101001 

Collection

Actionable data

A NEW KIND OF PERCEPTION FOR US

BUT THERE’S MORE

THE START OF MACHINE PERCEPTION

FEEDBACK LOOP IN THE "DATA CHAIN"…

Collection

Actionable data

Interpretation

Storage

Processing

The start of machine learning

"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

About us Serena Capital is a Venture Capital firm, Supporting disruptive startups across Europe

Supportive Scale Process oriented

Internationalize Growth enabler

Entrepreneur minded

Disruptive

"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

Portfolio Companies

ANNEX 1: THE 130 EU DATA CHAMPIONS

AD TECH Sector

Name

Ad Tech

Adbrain

Ad Tech

Adello

Ad Tech

Adikteev

Ad Tech

Adjust

Ad Tech

ADmantX

Ad Tech

AdotMob

Ad Tech

Adsquare

Ad Tech

Alkemics

Ad Tech

Campanja

Ad Tech

Captify

Ad Tech

Databerries

Ad Tech

LoopMe

Ad Tech

MOCA

Ad Tech

Sirdata

Ad Tech

Tapvalue

Ad Tech

The Adex

Ad Tech

Zeotap

Position in the Data Chain

Added value

Data provider for the advertising industry, enabling cross-device tracking Self-optimizing advertising campaigns leveraging on data and deep learning Optimizes ad spend while choosing the right moment to target a user Marketing performance tracking. Attribution and analytics across channels.

Increases audience reach and allows cross device tracking

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Optimizes ad spend / ROI

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Optimizes ad spend / ROI

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Enables new bidding strategies

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

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Audience data Programmatic platform for mobile, leveraging data and algorithm to segment audience and provide recommendations Enables advertiser to rely on geolocation information (user's current position, past route and POI proximity) to set up new bidding strategies Enables retailers and CPG manufacturers to collect, activate, and share data

Optimizes ad spend / ROI, better understanding of performance Optimized match between ad placement, content and contextual data Optimizes ad spend / ROI, better understanding of performance

Paid search bidding engine leveraging data tracking to save 10-30% Better ROI on AdWords on AdWords campaigns Ensures users are shown relevant (context, social, Search retargeting, display advertising etc.) ads for a better conversion Right ad for the right person at the right moment and Mobile predictive marketing at the right price; profiling the user based on their past locations Mobile video DSP Allows better targeting Enables companies to relevantly engage and target its Mobile targeting platform customers Leverages on traffic behavioral data to find and score new targets Enables finding new ad targets with a higher for ad buyers (pre-targeting) conversion rate and at a better price Omni channel data platform for retailers Enables cross device tracking and better ad targeting Data management platform for programmatic advertising with realFacilitates data aggregation and distribution time access to data marketplace Monetizes data from telecom operators by making it actionable and Allows the use of telcos data for better targeting in accessible to advertisers advertising

Storage

Processing Collection Interpretation

Actionable data

What

AGRICULTURE – ANALYTICS – AUTOMOTIVE Position in the Data Chain

Sector

Name

Agriculture

Silent Herdsman

Analytics

Aito

Analytics

What

Added value

Collects live data from cattle (temperature, rumination or not, Provides better health for animals and a deeper eating or not) to provide predictive analytics and prevent disease knowledge of cattle Unifies business, network, product and customer data for real-time Un-siloed data and real-time analysis analysis, discovery and reporting

Analytics Engines Big data platform for complex analytics and real-time processing

Storage

Processing Collection Interpretation

Actionable data

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Enables faster, more in depth and real time analysis

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Analytics

Meniscus

Analytics platform

Enables companies to manage a wide range of data from which to deduce calculations

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Analytics

Semmle

Data analytics platform for software engineering

Gains insights into coding

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Automotive

AdasWorks

Software for self driving cars

Enables a computer to "read and understand the road" and to drive a car automatically

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Automotive

Automile

Enables data collection

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Automotive

GreenRoad Technologies

Results in safer fleets and lower fuel consumption

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Collects data from a car (fuel, position, maintenance, driver performance) and uploads this to the cloud Leverages on data to measure, improve and sustain safe and fuelefficient driving behavior

CUSTOMER INSIGHT (1/2) Position in the Data Chain

Sector

Name

Storage

Processing Collection Interpretation

Actionable data

What

Added value

Personalizes the travel portal user-experience in real-time

Enables relevant and personalized offers

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Analytics to better understand customers

Helps companies manage/monetize their customers and save money using data science

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Customer insight Customer insight Customer insight

Big Data For Humans

Boxever

Personalizes the travel portal user experience in real-time

Enables relevant and personalized offers

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Customer insight

Clarisite

Behavioral analytics on web/mobile

Allows marketing teams to instantly drill down into site usability and functionality by capturing, recording and indexing every single customer session in full

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Higher value added CRM system

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Customer insight Customer insight Customer insight Customer insight Customer insight Customer insight

bd4travel

Customermatrix Featurespace Innometrics Intent HQ Intersec NewsWhip

Big data powered CRM leveraging on cognitive computing to provide high value recommendations Adaptive behavioral analytics for fraud management, responsible gambling and churn protection Aggregates consumer data and allows for segmentation

Avoids fraud, allows more transactions from customers and detects gambling addiction Allows centralized consumer data and better segmentation

Customer 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

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Extracts value from mobile network operators' big data

Allows to gain knowledge from MNO networks

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

Allows for trending contents discovery in real-time

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

Sector Customer insight Customer insight Customer insight Customer insight Customer insight Customer insight Customer insight Customer insight Customer insight

Name

What

Added value

Storage

Processing Collection Interpretation

Actionable data

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

Makes it possible to predict behavior among customers Enables better experience, knowledge and decision for e-merchant

Ravelin

Machine learning for fraud detection

Prevents fraud

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Salviol

Analytics software for fraud detection

Detects fraud

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Leverages on traffic data and cognitive science to customize userexperience and improve e-commerce conversion

Enables better user experience and conversion in eshops Enables a better understanding of interaction with mobile audience

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Improves fraud detection

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Text analytics platform

Identifies and analyzes trends

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Real-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

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Predicsis Qubit

Search'XPR Sentiance

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

SDK to collect contextual data

Shift Technology Leverages on data to detect insurance fraud Signal Media

Webtrekk

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DATA DISTRIBUTION – DATABASE Position in the Data Chain

Sector Data distribution

Name

ArangoDB

Database

CartoDB

Database

Clusterpoint

Database

Crate Data

Database

Elastic

Database Database

Added value

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

Database

Database

What

GeoSpock

Processing Collection Interpretation

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Distributed free and open-source NoSQL database

Velocity

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Maps and analyzes location data

Makes it easy to see and understand/explore location data

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SaaS and distributed NoSQL database offering real-time processing Easier scalability for NoSQL database SQL syntax database for big data

Allows making MySQL queries with a big data database

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Big data database software (Elastic search)

Ability to process big data sets

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Search Engine for the rapidly-changing, multi-dimensional, physical Scalable, real-time geospatial database world

Neo Technology Graph database Swarm64

Storage

Robust database solution

Allows graph data modeling on big data sets Increases capacity of databases

E-COMMERCE Position in the Data Chain

Sector

Name

e-Commerce

Cortexica

e-Commerce

EDITD

e-Commerce

Flyr

e-Commerce

Netwave

e-Commerce e-Commerce e-Commerce e-Commerce

e-Commerce e-Commerce

Added value

Deep learning applied to fashion visual recognition

Enables visual search for fashion

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Leverages 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

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Predicts the future pricing of airfares to optimize booking

Optimizes flight bookings

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Improves conversion rates of e-commerce websites

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Real-time personalized customization of e-commerce websites

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Provides a personalized e-shopping experience, including Facebook Allows automated e-shop conversion funnel advertising and post-visit triggered emailing management Increases revenue by creating campaigns to suit Ometria Predictive software for e-commerce marketing customers' profiles Leverages on retailers' data to recommend actions for products, Allows retailers to provide an omnichannel customerOrderDynamics customers, channels and marketing to improve their omnichannel centric experience operations Allows optimal pricing within the competitive Profitero Price monitoring for e-retailers environment Allows optimal pricing within the competitive WebData SolutionsPrice monitoring for e-retailers environment Predictive marketing abandonment solutions for e-commerce Yieldify Increases conversion on e-commerce websites conversion Nosto

Storage

Processing Collection Interpretation

Actionable data

What

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ENERGY – ENVIRONMENT Position in the Data Chain

Sector

Name

What

Added value

Energy

Actility

SmartGrid, M2M and Internet of Things (IoT) enabler

Optimization of energy production and peak load management

Energy

Effigenie

Energy

Limejump

Energy

Onzo

Energy

QwikSense

Environment

Enevo

Environment

Inflowmatix

Storage

Processing Collection Interpretation

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

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

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Allows for efficient peak consumption management and lowers production capacity needs Provides a deeper knowledge of electricity Measures electricity consumption per device and provides insights consumption to provide advice to the consumer and to customers and utilities allow utilities to improve network planning Collects energy indoor data (CO2, temperature, humidity, air Reduces energy consumption and improves work pressure) to optimize energy consumption and improve well being conditions Improves waste collection efficiency by enabling more waste to be collected with the same fleet and Leverages on big data to optimize waste collection. on shorter routes. Able to measure individual waste production and price individual waste collection Improves the management of leaks, demand, energy Optimizes water utilities and IT systems and operational incidents

FINTECH – HEALTH Position in the Data Chain

Sector Fintech Fintech Fintech Fintech Health Health

Name

Cortrium

Health

CubeSensors

Health Health Health Health

Added value

Increases credit reach / reduce credit risk, improved transparency Provides the market with better data on credit Credit Benchmark Gathering credit risk information information Allows online buyers to pay for ordered goods after receiving them Makes for a better customer experience, higher Klarna thanks to credit and fraud risk algorithms conversion rates, and less risks Allows for faster credit scoring of individuals based on Kreditech Innovative banking solutions 20.000 data points Measures and collects data to improve sleep with analytics and Beddit Allows users to track their sleep recommendations Uses tracked data to create highly personalized behavioral Big Health medicine programs (cognitive therapy) applied for instance to Computer based behavioral therapy sleeping Aire

Health

Health

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

Processing Collection Interpretation

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Body sensors and data collection

Lets physicians remotely track patients' vital signs

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Collects data about home interior air and provides recommendation

Better air quality

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Allows healthier behavior, better knowledge of one's behavior and for a more efficient diet Improves quality of care and patient safety with a LindaCare Simple integrated data platform for medical tele-monitoring simplified patient tele-monitoring Allows for a better understanding of one's health and MySugr Aggregates and track diabetes data a better behavior Makes it possible to detect emergency risks and Sensovida Sensors for smart home and connected health abnormal behavior Provides physicians with secure data storage and advanced genetic Lets physicians provide personalized, predictive, Sophia Genetics diagnostic / analytics software preventive and participatory healthcare Lifesum

Storage

Aggregates fitness apps' data

HORIZONTAL SOFTWARE HOSPITALITY - HR Position in the Data Chain

Sector Horizontal software Horizontal software Horizontal software Horizontal software Horizontal software Horizontal software Horizontal software Horizontal software Horizontal software Horizontal software Hospitality Human Resources Human Resources

What

Bitext

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

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

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

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Integrated development platform for data professionals to turn raw Eases deployment of prediction algorithms on data into predictions existing data warehouse

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Blue Yonder Brand a Trend GmbH Dataiku

Massive Analytic Predictive analysis for businesses Neokami OpenDataSoft Redbird Snips SynerScope PriceMatch Clustree Jobandtalent

Added value

Provides forecasts, automatized and optimized decisions for stock management

Allows data driven forecasting and decision making

Making data driven decisions by predicting a wide range of business matters Enables users to visualize and interpret Visualization platform heterogeneous data Drone data collection and processing (network supervision, Enables better decision making based on drones' geospatial, agribusiness) collected data Enables the end user to smoothly interact with apps Data contextualization for apps thanks to contextualization Provides a tool to visualize relationships within a Software for data visualization huge data set and detect anomalies Allows for optimal room price-fixing in order to Leverages on hotels' data to predict and optimize room filling rates maximize hotels' fill rate and revenue Analyzes millions of pathways to maximize the Uses the data to give career suggestions company's talent Reverses the job search process: highly targeted jobs Job matching platform based on linguistic pattern recognition are sent by email to passive candidates Artificial Intelligence platform

Storage

Processing Collection Interpretation

Actionable data

Name

IoT – IT – LOGISTICS - PROCESSING Position in the Data Chain

Sector

Name

IoT

Concirrus

IoT

EVRYTHNG

IoT

Relayr

What

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

Creation of connected devices and platform to enter into the IoT world Provides a unified platform to access and activate connected devices

IoT hardware and software

Allows developers to build IoT apps

IoT middleware cloud and hardware service

IoT

thethings.io

IoT platform

IT

Logmatic.io

Server logs analysis

IT

opvizor

SaaS platform to predict and prevent datacenter issues through crowdsourcing and pattern recognition

Logisitics

Traxens

Sensors for freight forwarding

Logisitics

Xeneta

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

Processing

Added value

Cambridge Quantum Quantum computing Computing Limited

Storage

Processing Collection Interpretation

Actionable data

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Finds cheaper sea freight routes

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Makes for easier and quicker complex problem solving

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Enables development of IoT applications and connecting objects Allows full server monitoring through real-time log analysis Provides automated support tracking issues and giving comprehensive information on how to solve problems Enables tracking and ensuring secure transportation of containers

REAL ESTATE – RETAIL – SALES & MARKETING Position in the Data Chain

Sector Real estate Retail Retail Retail

Sales & Marketing Sales & Marketing Sales & Marketing Sales & Marketing Sales & Marketing Sales & Marketing Sales & Marketing Sales & Marketing

Name

What

Added value

Allows identification of new sites, risk assessment and connection with landowners Optimizes selection of store and site networks, Geoblink BI solution leveraging on data to optimize retailers' shop networks applying advanced analytics over small and big data Relex Solutions Supply chain management software Improves the supply chain Retail analytics tool based on in-store sensors (Wi-Fi) and data Enables a deeper understanding of consumers' Viewsy (sales, video) behavior inside a shop Builds mobile campaigns and collects interactions in a database to Brandtone Creates customer insights for advertising help brands to engage with customers Leveraging on smart data to identify investment opportunities for BrightSun Find unforeseen opportunities funds Growth Qualifies sales leads based on a conversion prediction score Identify and focus on only high potential prospects Intelligence Allows for data collection and centralization from Innaas Collects data from business entities and provides KPI visualization multiple business entities Insights for optimizing B2B marketing campaigns and Kuldat Web platform for B2B prospection find new relevant prospects Enables companies to leverage their marketing and NGDATA Software for CRM improve their CRM Provides relevant data on customer profiles for Relay42 Tag and data management software marketers through integrating all cross channel and cross device customer data in one single platform Knowledge-graph of places, events, companies and geographies Enables automatic entity extraction from a text via an SpazioDati accessible from a single API. API Land Insight

Sales & Marketing

Telectic

Sales & Marketing

Tinyclues

Online solution to recognize and manage off-market lands opportunities

Storage

Processing Collection Interpretation

Actionable data

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Enriched database for the professional world

Enables monitoring and tracking changes within a particular business field

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Software for marketing automation

Delivers the right message to the right person

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SECURITY – SERVICES – SPORT – SPORT STORAGE Position in the Data Chain

Name

What

Added value

Security

Blueliv

Uses big data and machine learning to prevent a cyber attack

Cyber-attack prevention

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Strengthened and automatized security policy

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Fight network threats, manage and monitor risk

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Security

Brainwave

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

Security

Buguroo

Cloud security software for detection, analysis and management

Enables proactive defense against in-progress cyberattacks Transforms information system end-users' data into actionable analytics Leverages on security data (hacker attacks and company defenses) to analyze and make better decisions regarding cybersecurity

Storage

Processing Collection Interpretation

Actionable data

Sector

Security

Darktrace

Identifying new, emerging threats in real time

Security

Nexthink

Real-time monitoring of information systems to improve security

Security

Panaseer

Cyber security software

Services

Unbabel

Online human corrected machine translation service

Enables faster translation with high scalability

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Sport

Fitmo

Track 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

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Sport

Metrica Sports

Video and data analysis for football teams

Allows better tactical analysis for football teams

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Storage

Amplidata

Large scale distributed online storage

Scale, velocity, reliability

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Storage

Scality

Cloud data storage services

Building petabyte storage

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ANNEX 2: BIG GUYS The fundraisings >€20m that we excluded in our amounts analysis

Excluded from amounts based analysis

BIG GUYS €110,000.000

€65,000.000

€154,000.000

€64,000.000

€45,000.000

€212,000.000

Excluded from amounts based analysis

BIG GUYS Automotive

24 M€

Finance

118 M€

Processing

47 M€

Horizontal

70 M€

Security

21 M€

25 M€

Customer Insights

Customer insight

24 M€ Finance

90 M€

Retail

20 M€

Energy

23 M€

Storage

45 M€

E-commerce

HR

38 M€

23 M€

Database

21 M€

Database

65M€

ANNEX 3: AMOUNT ANALYSIS The fundraisings >€20m that we excluded in our amounts analysis

TOP SECTORS

€M INVESTED IN DATA STARTUPS

78,9

AdTech

35%

73,6

Customer Insights

60,1

Sales & Marketing

50,6 Horizontal software

Health

45,8 42,6

E-Commerce

Excluding financing round > €20m

€M INVESTED IN DATA STARTUPS

Excluding financing round > €20m

Excluding financing round > €20m

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

Digital sectors

Traditional sectors