Post on 16-Apr-2017
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
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Deep Data Dive with GCV Analytics
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
Key Trends
•Over 1500 CVC units globally
•US CVC deals top 1000 for first time
•Dramatic Asian growth
• Intel tops GCV Power Rankings
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
CVCs and CVC Units*
* - Participated in at least one deal in a given year
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CVC Investments have grown significantly in past 5 years
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
CVC Investments have grown significantly in past 5 years
Deals with undisclosed investment $ amounts (~20%)
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
CVC Investments have grown significantly in past 5 years
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CVC Investment Dollars have Increased More Rapidly
>2x increase*
Ave deal size2012: $22.3m2015: $55.4m
* Change relative to 2012 values
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Sharp Rise in Investment Dollars for Later Rounds
60% Increase*
100% Increase*
* Relative to 2012
182% Increase*
295% Increase*
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Sector Breakdown of Later Round Sizes in 2015
Transport, Consumer and Media sectors represent largest Series D and E/beyond
investments
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GCV Megatrend: Emergence of “-Tech” Verticals
• CleanTech Solar/PV, Wind, Water, SmartGrid, Sustainability/Materials
• FinTech Mobile Payments, Personal Finance, P2P Lending, Bitcoin/Blockchain
• AdTech Mobile Advertising, Social Commerce, Customer Engagement
• EdTech MOOCs, Testing, Courseware, mobile learning
• AgTech Precision Agriculture, Crop Optimization, Food Safety/Supply Chain
• On Demand Mobile Services Uber, Lyft, AirBnB, Sidecar, etc.
• Internet of Things (IoT) cuts across several traditional verticals. For example:
Both institutional and corporate VCs are ramping investment into new, vertically oriented sectors which are being driven by social, mobile, cloud and machine learning technologies
Electronics
Telecom
AutomotiveManufacturing
Mobile/Consumer/Wearables
Healthcare Cloud/IT Security/Networking
Utilities
BlockChain
Big Data/Analytics
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Globalization of InvestmentsIntra-Country and
Cross-Border Investment
Trends
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Foreign vs. Domestic Investments
Portfolio
Company Location Deal Date Round
Round
Size Investor
Head
Office
Prêt d'Union France 06 Jul 2015 D $34m Schibsted Norway
Portfolio
Company Location Deal Date Round
Round
Size Investor
Head
Office
Fonds Écotechnologies France
Ikea SwedenAledia France 19 Jun 2015 $32mB
Portfolio
Company Location Deal Date Round
Round
Size Investor
Head
Office
Orange France
Publicis FranceiAdvize France 22 Sep 2015 $16mA
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International Nature of InvestmentsU.S., China & RoW
United States China All Countries Except U.S. & China
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Investments by CountryAll Countries, Excluding U.S. & China
2012
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InvestmentsAll Countries, Excluding U.S. & China
2013
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InvestmentsAll Countries, Excluding U.S. & China
• Investments in India increased >6x
• Overwhelming majority were foreign money
• Investments in Germany also increased >5x
• Majority were domestic money
2014
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InvestmentsAll Countries, Excluding U.S. & China
2015
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InvestmentsAll Countries, Excluding U.S. & China
2015
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2015 GCV Power Index TM
Global, Excluding the U.S.
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
2015 GCV Power Index TM
Global, Excluding the U.S.
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
2015 GCV Power Index TM
Global, Excluding the U.S. & China
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
2015 GCV Power Index TM
Investments in India
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2015 GCV Power Index TM
Investments in the IT Sector
#GCVISummit Copyright ©2016 Global Corporate Venturing Analytics
Benchmark and Roadmap™ for Corporate Venture Capital: A BMG-GCV Analytics Collaboration
Global Deal/CVC Program Data & AnalyticsBell Mason Framework for CVC Unit Development
Service Highlights• For new or reinvented (1-3 years) CVC programs: best practices status review of current ops and plans • For companies considering establishing CVC: prescriptive go-forward roadmap and milestones• Based on BMG best practices Framework for CVC Unit Development…learn from the experiences of
others• Incorporates GCV market data for clarity on current CVC market dynamics, trends and competitive
position to educate management, help set expectations for urgency