This report delves into the historical evolution of digital marketing and its underlying growth drivers. We look at how the convergence between branding and performance based online advertising will most likely accelerate further digital marketing growth creating value for all players across the value chain. The pursuit of this target will undoubtedly require players to leverage new technologies and formats to develop and standardize a comprehensive set of measurement tools for customers.
Which companies are best positioned to win in this changing market? Leaders of the first online advertisement generation or new comers? We have selected some of the European companies that may have a card to play in the upcoming ad tech landscape.
Clipperton Finance has been historically active in the adtech space as illustrated by the recent $12 million equity fundraise transaction for Videoplaza – a leading Swedish video ad serving company – and Dailymotion’s $150 million sale to Orange.
Outlook on Online Display Advertising Trends by Clipperton FinanceClipperton Finance
This white paper covers the trends and evolutions in the online advertising technology space.
This report delves into the historical evolution of digital marketing and its underlying growth drivers. We look at how the convergence between branding and performance based online advertising will most likely accelerate further digital marketing growth creating value for all players across the value chain. The pursuit of this target will undoubtedly require players to leverage new technologies and formats to develop and standardize a comprehensive set of measurement tools for customers.
Which companies are best positioned to win in this changing market? Leaders of the first online advertisement generation or new comers? We have selected some of the European companies that may have a card to play in the upcoming ad tech landscape.
Clipperton Finance has been historically active in the adtech space as illustrated by the recent $12 million equity fundraise transaction for Videoplaza - a leading Swedish video ad serving company - and Dailymotion’s $150 million sale to Orange.
Clipperton Finance, a leading European corporate finance boutique serving the technology and media industries, has released a Newsletter concentrating on European e-commerce. Clipperton Finance has provided transaction services to European Technology and Media companies since its inception in 2003.
Following the short-term fall-out of the financial crisis in mid-2008, we have observed a significant increase in investment activity in the European e-commerce space which shows no sign of abating. Investors are attracted to a segment with favorable macro-drivers, capital efficiency through early revenue generation and a thorough understanding of key performance metrics.
The purpose of this report is to evaluate the trends that make this market so attractive, to understand the challenges for European e-commerce companies, and to explore some future developments.
Companies featured in the newsletter include: Aramis, Avail Intelligence, MonShowRoom, Criteo, Tailor Store, Graze, Spartoo, Euroffice, Fizzback
To join the mailing list or receive a PDF copy, comment “send me the PDF” (and leave your email) or “join the mailing list”.
The largest Insurtech company in the world isn’t in San Fransisco or Silicon Valley — but in Shanghai. As a matter of fact, Zhongan has more customers than any other insurance company in the world. Zhongan was founded in 2013 and 4 years later, went public.
The average company in our cohort has a market cap of $6.5b, founded 9 years ago, and is growing at 65% YoY. What makes these companies so successful?
It may surprise you to learn:
FinTechs are some of the fastest growing listed companies, as PurpleBricks grows @ 150% YoY, ZhongAn @ 84%, Quidan @ 70%, and RedFin @ 43% YoY.
Zhongan — arguably the worlds most successful InsurTech business, has an average gross written premium of $1.97
Chinese entrepreneurs are building $10b FinTech businesses in the span of 4–5 years. ZhongAn (insurance) began trading in in 2014 and Quidan (short term lending) in 2015.
Square generated $452m in revenues in their last quarter, as they grow 21% YoY. Its market cap is now $20b.
Subprime lending is out of favour as shares of Quidian drop 40% since the IPO. Elevate completed its IPO at 50% of its expected valuation range.
Valuations for lending companies vary greatly as LendingClub trades at 2.3x their quarterly revenue run rate, Qudian @ 3.8x, Elevate @ .4x, and Credible @ 16x (pro-forma at IPO).
Find this, and much more in our 47-page slide deck.
09911.hk newborn town 210823_value-added services refuels the “traffic+” dire...PingLi64
According to the research report released by WEST BULL Securities, Newborn Town Inc. is rated as the STRONG BUY stock with a targeted price of HKD 8.39
This document brings together a set
of latest data points and publicly
available information relevant for
Hybrid Cloud Infrastructure
Industry. We are very excited to share
this content and believe that readers
will benefit from this periodic
publication immensely.
A Frontline Ventures and Notion Capital collaboration
Self serve enterprise SaaS products have gone from being a niche category, to now accounting for the majority of enterprise SaaS IPOs.
What has changed in the world of enterprise SaaS leading to this change?
We teamed up with Notion Capital to study the rise self-serve SaaS. You may be surprised to learn:
Self serve companies are some of the fastest growing SaaS companies in the public markets, with Shopify growing +67% YoY, Wix +47%, and Atlassian +42%.
Self serve SaaS companies are some of the least and most capital efficient enterprise SaaS companies. Shopify has a 7 month payback time, while Box has a payback time of 40! Why is that?
Of companies that disclose dollar based net expansion, our average company retained 115% of its users.
Find this and much more, inside our 27 page slide deck.
A big thanks to Chrys Chrysanthou, the team at Notion Capital (Kate Hyslop and Jordan Taylor) and our very own Carolina Küng for making this happen.
Outlook on Online Display Advertising Trends by Clipperton FinanceClipperton Finance
This white paper covers the trends and evolutions in the online advertising technology space.
This report delves into the historical evolution of digital marketing and its underlying growth drivers. We look at how the convergence between branding and performance based online advertising will most likely accelerate further digital marketing growth creating value for all players across the value chain. The pursuit of this target will undoubtedly require players to leverage new technologies and formats to develop and standardize a comprehensive set of measurement tools for customers.
Which companies are best positioned to win in this changing market? Leaders of the first online advertisement generation or new comers? We have selected some of the European companies that may have a card to play in the upcoming ad tech landscape.
Clipperton Finance has been historically active in the adtech space as illustrated by the recent $12 million equity fundraise transaction for Videoplaza - a leading Swedish video ad serving company - and Dailymotion’s $150 million sale to Orange.
Clipperton Finance, a leading European corporate finance boutique serving the technology and media industries, has released a Newsletter concentrating on European e-commerce. Clipperton Finance has provided transaction services to European Technology and Media companies since its inception in 2003.
Following the short-term fall-out of the financial crisis in mid-2008, we have observed a significant increase in investment activity in the European e-commerce space which shows no sign of abating. Investors are attracted to a segment with favorable macro-drivers, capital efficiency through early revenue generation and a thorough understanding of key performance metrics.
The purpose of this report is to evaluate the trends that make this market so attractive, to understand the challenges for European e-commerce companies, and to explore some future developments.
Companies featured in the newsletter include: Aramis, Avail Intelligence, MonShowRoom, Criteo, Tailor Store, Graze, Spartoo, Euroffice, Fizzback
To join the mailing list or receive a PDF copy, comment “send me the PDF” (and leave your email) or “join the mailing list”.
The largest Insurtech company in the world isn’t in San Fransisco or Silicon Valley — but in Shanghai. As a matter of fact, Zhongan has more customers than any other insurance company in the world. Zhongan was founded in 2013 and 4 years later, went public.
The average company in our cohort has a market cap of $6.5b, founded 9 years ago, and is growing at 65% YoY. What makes these companies so successful?
It may surprise you to learn:
FinTechs are some of the fastest growing listed companies, as PurpleBricks grows @ 150% YoY, ZhongAn @ 84%, Quidan @ 70%, and RedFin @ 43% YoY.
Zhongan — arguably the worlds most successful InsurTech business, has an average gross written premium of $1.97
Chinese entrepreneurs are building $10b FinTech businesses in the span of 4–5 years. ZhongAn (insurance) began trading in in 2014 and Quidan (short term lending) in 2015.
Square generated $452m in revenues in their last quarter, as they grow 21% YoY. Its market cap is now $20b.
Subprime lending is out of favour as shares of Quidian drop 40% since the IPO. Elevate completed its IPO at 50% of its expected valuation range.
Valuations for lending companies vary greatly as LendingClub trades at 2.3x their quarterly revenue run rate, Qudian @ 3.8x, Elevate @ .4x, and Credible @ 16x (pro-forma at IPO).
Find this, and much more in our 47-page slide deck.
09911.hk newborn town 210823_value-added services refuels the “traffic+” dire...PingLi64
According to the research report released by WEST BULL Securities, Newborn Town Inc. is rated as the STRONG BUY stock with a targeted price of HKD 8.39
This document brings together a set
of latest data points and publicly
available information relevant for
Hybrid Cloud Infrastructure
Industry. We are very excited to share
this content and believe that readers
will benefit from this periodic
publication immensely.
A Frontline Ventures and Notion Capital collaboration
Self serve enterprise SaaS products have gone from being a niche category, to now accounting for the majority of enterprise SaaS IPOs.
What has changed in the world of enterprise SaaS leading to this change?
We teamed up with Notion Capital to study the rise self-serve SaaS. You may be surprised to learn:
Self serve companies are some of the fastest growing SaaS companies in the public markets, with Shopify growing +67% YoY, Wix +47%, and Atlassian +42%.
Self serve SaaS companies are some of the least and most capital efficient enterprise SaaS companies. Shopify has a 7 month payback time, while Box has a payback time of 40! Why is that?
Of companies that disclose dollar based net expansion, our average company retained 115% of its users.
Find this and much more, inside our 27 page slide deck.
A big thanks to Chrys Chrysanthou, the team at Notion Capital (Kate Hyslop and Jordan Taylor) and our very own Carolina Küng for making this happen.
The defining asset of every leading technology company is talent. At Balderton, our job is to provide capital to support European technology companies to attract and retain world leading talent and get the best out of them. As a result, we’re fortunate to have learnt a lot about what it takes to identify, attract and retain people from the teams we work with.
In this report, we’ve set out to identify where people working in European technology companies come from, what experience they have, and what they expect in their roles. We did this by profiling almost 15,000 employees in over 1,000 venture-backed companies in Europe, and by working closely with a select group of recently backed start-ups.
Final report of France Digitale - startups financing - web investors forumFrenchWeb.fr
Rapport (en anglais) rédigé par France Digitale sur demande de la Commission européenne au sujet du financement des start-ups en Europe et sur les pistes pour l'améliorer. Document publié en novembre 2014.
What's happening to London Compliance jobs in 2018?Morgan McKinley
Learn about the Compliance jobs market in London, find out the views of European Head of a leading Compliance Certification Association and get advice from a specialist Compliance recruitment consultant.
Lexology Getting the Deal Through Fintech Ireland 2020Matheson Law Firm
Why is Ireland uniquely placed to flourish as a Fintech hub, what are the triggers for regulated activities requiring authorisation, how does the regulatory landscape operate for Fintech firms and what trends are emerging in the Irish market? Answers to these questions are covered in the Ireland chapter of Lexology, Getting the Deal Through: Fintech 2020 by Financial Institutions Group partner, Liam Flynn and Financial Institutions Group senior associate, Lorna Daly.
GreenN Shoots Special edition to Q4 2013LAP GreenN
GreenN Shoots Special Edition covers LAP GreenN's semi-annual strategy meeting where Group, OpCos and partners meet in one place to discuss their strategies.
For more information, please check our website:
www.lap-greenn.com
or contact media@lap-greenn.com
A Frontline Ventures x DN Capital collaboration
Online Lending
Banks & Neo-Banks
Banking APIs
Asset Management
Foreign Exchange
Payments
Insurtech
2017 has been a sensational year for European FinTech.
The £9.1b acquisition of WorldPay, $100m Series F of Funding Circle, record VC investment, record lending volumes, millions of users joining challenger banks — while Europe undergoes a massive regulatory overhaul, make FinTech arguably the most exciting sector in startups and venture capital.
In this 70-slide presentation you will find some info that may surprise you:
The pace of online lending in the UK over the past 2 years has increased 2.5x from £3.1b to £8.3 in 2Q 2017.
On average UK banks have a shockingly low NPS of +2, including the UKs largest bank (by market cap) at -24.
Robo-advisors may find themselves in a tough spot as 4/5 big banks plan on launching a robo-advisor service.
European InsurTech practically didn’t exist 3 years ago, now accounts for roughly 10% of total FinTech funding.
A big thank you to Piotr Pisarz at DN Capital and to Sophie Winwood at Innovate Finance for making this deck happen.
Frontline Ventures is a seed stage venture capital fund focused on B2B and enterprise software. If you are building the next world beating B2B startup contact thomas@frontline.vc.
Fintech - Lending Platforms: Company Presentation by Frederic Nze, Founder & CEO of Oakam at the NOAH Conference 2018 in London, Old Billingsgate 30-31 October 2018.
The defining asset of every leading technology company is talent. At Balderton, our job is to provide capital to support European technology companies to attract and retain world leading talent and get the best out of them. As a result, we’re fortunate to have learnt a lot about what it takes to identify, attract and retain people from the teams we work with.
In this report, we’ve set out to identify where people working in European technology companies come from, what experience they have, and what they expect in their roles. We did this by profiling almost 15,000 employees in over 1,000 venture-backed companies in Europe, and by working closely with a select group of recently backed start-ups.
Final report of France Digitale - startups financing - web investors forumFrenchWeb.fr
Rapport (en anglais) rédigé par France Digitale sur demande de la Commission européenne au sujet du financement des start-ups en Europe et sur les pistes pour l'améliorer. Document publié en novembre 2014.
What's happening to London Compliance jobs in 2018?Morgan McKinley
Learn about the Compliance jobs market in London, find out the views of European Head of a leading Compliance Certification Association and get advice from a specialist Compliance recruitment consultant.
Lexology Getting the Deal Through Fintech Ireland 2020Matheson Law Firm
Why is Ireland uniquely placed to flourish as a Fintech hub, what are the triggers for regulated activities requiring authorisation, how does the regulatory landscape operate for Fintech firms and what trends are emerging in the Irish market? Answers to these questions are covered in the Ireland chapter of Lexology, Getting the Deal Through: Fintech 2020 by Financial Institutions Group partner, Liam Flynn and Financial Institutions Group senior associate, Lorna Daly.
GreenN Shoots Special edition to Q4 2013LAP GreenN
GreenN Shoots Special Edition covers LAP GreenN's semi-annual strategy meeting where Group, OpCos and partners meet in one place to discuss their strategies.
For more information, please check our website:
www.lap-greenn.com
or contact media@lap-greenn.com
A Frontline Ventures x DN Capital collaboration
Online Lending
Banks & Neo-Banks
Banking APIs
Asset Management
Foreign Exchange
Payments
Insurtech
2017 has been a sensational year for European FinTech.
The £9.1b acquisition of WorldPay, $100m Series F of Funding Circle, record VC investment, record lending volumes, millions of users joining challenger banks — while Europe undergoes a massive regulatory overhaul, make FinTech arguably the most exciting sector in startups and venture capital.
In this 70-slide presentation you will find some info that may surprise you:
The pace of online lending in the UK over the past 2 years has increased 2.5x from £3.1b to £8.3 in 2Q 2017.
On average UK banks have a shockingly low NPS of +2, including the UKs largest bank (by market cap) at -24.
Robo-advisors may find themselves in a tough spot as 4/5 big banks plan on launching a robo-advisor service.
European InsurTech practically didn’t exist 3 years ago, now accounts for roughly 10% of total FinTech funding.
A big thank you to Piotr Pisarz at DN Capital and to Sophie Winwood at Innovate Finance for making this deck happen.
Frontline Ventures is a seed stage venture capital fund focused on B2B and enterprise software. If you are building the next world beating B2B startup contact thomas@frontline.vc.
Fintech - Lending Platforms: Company Presentation by Frederic Nze, Founder & CEO of Oakam at the NOAH Conference 2018 in London, Old Billingsgate 30-31 October 2018.
From Data Centers to Cloud Services, Inside the Backbone of a New Economy - C...Clipperton Finance
Clipperton Finance, a leading European corporate finance boutique serving the technology and media industries, has released a Research Paper covering the evolution and current trends of the Data Management market.
The essentially virtual “New Economy”, is in fact inherently tied to the very physical world of traditional Data Center and Telecom networks. In this era of online advancement, these physical networks are placed under unprecedented new demands through the proliferation of online rich media and cloud computing leading to an explosion in storage capacity and networking needs. In turn, the virtual data underworld is undergoing a true revolution.
One consequence is remarkable: as the cost and complexity of managing Data Centers increases exponentially, this function is more and more outsourced by the large companies that previously managed their own infrastructure on-site.
This paper focuses on this Outsourced Data Center market and demonstrates how this particular value chain is maturing and organising itself:
· Upstream: a new category of players have rapidly emerged – the Wholesalers.
· Downstream: Hosting offerings are experiencing significant commoditizing pressure and need to act fast.
· In the middle: the “Colocators” need to find there position in this newly organized ecosystem.
Today this value chain is dominated by large US companies, but significant European exceptions exist: OVH in France, Telecity in the UK, 1&1 in Germany.
The paper also features European players that we deem “ones to watch”.
This conference explored technological innovation across the financial services sector, from developments in leading tier 1 institutions to the disruptive innovators within the start-up community that are reshaping the FS market. The agenda also contextualised the impact of key technology trends such as: Cloud, Mobile, Big Data and Block Chain technology.
Planning and managing a digital strategy. This paper gives an overview of the steps, processes and thought required to plan, create, actualise and evaluate a digital strategy.
The Financial Times, in partnership with HP, recently held an event in Milan to discuss new CIO strategies for the digital age. Topics discussed included customer engagement, consistent delivery of service across all channels, strategies for driving innovation and supporting business growth, and security concerns in an era of BYOD and cloud services.
This white paper highlight key discussion points from the event.
London leads growth in RegTech investments. Research by FinTech Global, Jan 2017FINTECH GLOBAL
The presentation provides a summary of research findings undertaken by FinTech Global. RegTech investments have more than tripled over the last five years. 2016 saw two record quarters for RegTech investments. London has established itself as the global leader in RegTech deals.
Accelerating the change: London FinTech 2015-2016 Trend ReportStartupbootcamp
This report highlights the most important trends of 2015 within the FinTech space and looks forward to what we can expect to see in 2016. As more startups enter the market there is increasing need to understand this shift and monitor what is happening.
On-switch: Applied Lessons on Moving up the Digital Maturity CurveCognizant
What separates digital beginners from leaders? No matter what your starting point is, our recent research sheds light on where and how much to invest, and the ROI and performance gains to expect.