The Data Revolution - Serena Capital

Jean-Baptiste Dumont, @jbdumont – Partner
Eric Gossart, @Egossart – Associate
Léa Verdillon, @Lverdillon – Associate
Gabriel de Vinzelles, @Gvinzelles – Associate
THE DATA REVOLUTION

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 Automotive
Customer
Insight
Data
Distribution
Database e-Commerce Energy Environment FinTech Health
Horizontal
Software
Hospitality
Human
Resources
IoT IT Logistics
Processing Real Estate Retail
Sales &
Marketing
Security Services Sport
26 SECTORS
IDENTIFIED IN THE SERENA CAPITAL STUDY
BIG DATA IN EUROPE… IN A NUTSHELL
IN EUROPE
130 DATA STARTUPS
FUNDED
2014 2015
€ 616 M
€ 625 M
€ 1 200 M
INVESTED IN E.U. DATA STARTUPS

TOP SECTORS
# FUNDED STARTUPS
36%
AdTech
E-Commerce
Health
Customer Insights
Sales & Marketing
Horizontal software
9
10
10
10
17
19

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

UK France Germany Benelux Nordic
countries
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 Nordic
countries
Germany France Benelux Spain Italy Rest of Europe
M€ INVESTED
70
M
176
M
84
M
94
M
29
M
5 M
50
M
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€ INVESTED
INVESTED 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
Digital
Layer

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 (heart
rate, breathing, snoring
movement) thanks to a very-thin
film sensor placed under your
bed sheet.
Ballistocardiography (1) and
machine learning enable Beddit
to discover breathing, sleeping
and heart beat rhythm patterns.
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 $3.5m
Measures and collects data to improve sleep with analytics and recommendations

AdasWorks software for self-
driving cars has 6 cameras and
processes their images in real
time.
Detection of cars’ immediate
environment thanks to deep
learning techniques and
convolutional 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 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 $100k
Video and data analysis for football teams

Wireless & ultrasonic sensors
collect fill-level data from
waste containers.
Drivers receive on a daily basis
optimized routes on cloud-based
applications.
Sensor placed into waste containers
Enevo analyzes sensors’ log in
real time, enriches it with
external data, and delivers
optimized collection routes.
Raised $26.75m
Leverages on big data to optimize waste collection

Collects industrial drone’s data from the clouds
Algorithms extract meaningful information
about productivity and safety of industrial
operations
Raised $3.2m
Collection Interpretation
Drone data collection and processing (network supervision, geospatial, agribusiness)

€202m invested - 33%
€6.7m / startup
30 startups - 26%
€3.8m / startup
25 startups - 22%
€5.3m / startup
11 startups - 9 %
€3.2m / startup
12 startups - 10%
€72.6m invested - 12%
€4m / startup
18 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 BC
Fire
4000 BC
Writing
600 BC
Money
1000 AD
Compass & Navigation
1100 AD
Gun Powder
Printing
1454
Microscope
1650
Steam machine
1712
Electricity
1750
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 = Microbiology
Health + 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

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 us
Serena 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

ANNEX 1: THE 130 EU DATA CHAMPIONS

AD TECH
Sector Name What Added value Storage Processing Collection Interpretation
Actionable
data
Ad Tech Adbrain
Data provider for the advertising industry, enabling cross-device
tracking
Increases audience reach and allows cross device
tracking
- -   
Ad Tech Adello
Self-optimizing advertising campaigns leveraging on data and deep
learning
Optimizes ad spend / ROI - -   
Ad Tech Adikteev
Optimizes ad spend while choosing the right moment to target a
user
Optimizes ad spend / ROI - -   
Ad Tech Adjust
Marketing performance tracking. Attribution and analytics across
channels.
Optimizes ad spend / ROI, better understanding of
performance
- - -  -
Ad Tech ADmantX Audience data
Optimized match between ad placement, content
and contextual data
- -   
Ad Tech AdotMob
Programmatic platform for mobile, leveraging data and algorithm
to segment audience and provide recommendations
Optimizes ad spend / ROI, better understanding of
performance
- - -  -
Ad Tech Adsquare
Enables 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 Alkemics
Enables 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 Campanja
Paid search bidding engine leveraging data tracking to save 10-30%
on AdWords campaigns
Better ROI on AdWords - -   
Ad Tech Captify Search retargeting, display advertising
Ensures users are shown relevant (context, social,
etc.) ads for a better conversion
- -   
Ad Tech Databerries Mobile predictive marketing
Right 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 platform
Enables companies to relevantly engage and target its
customers
- -   
Ad Tech Sirdata
Leverages 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 Adex
Data management platform for programmatic advertising with real-
time access to data marketplace
Facilitates data aggregation and distribution - -   
Ad Tech Zeotap
Monetizes 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

Actionable
data
Agriculture Silent Herdsman
Collects 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 Aito
Unifies 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 platform
Enables 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 cars
Enables a computer to "read and understand the
road" and to drive a car automatically
- -   
Automotive Automile
Collects data from a car (fuel, position, maintenance, driver
performance) and uploads this to the cloud
Enables data collection - -  - -
Automotive
GreenRoad
Technologies
Leverages on data to measure, improve and sustain safe and fuel-
efficient driving behavior
Results in safer fleets and lower fuel consumption - -   -
AGRICULTURE – ANALYTICS – AUTOMOTIVE

CUSTOMER INSIGHT (1/2)
Actionable
data
Customer
insight
bd4travel Personalizes the travel portal user-experience in real-time Enables relevant and personalized offers - -   
Customer
insight
Big Data For
Humans
Analytics to better understand customers
Helps 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/mobile
Allows marketing teams to instantly drill down into
site usability and functionality by capturing, recording
and indexing every single customer session in full
- -   -
Customer
insight
Customermatrix
Big data powered CRM leveraging on cognitive computing to
provide high value recommendations
Higher value added CRM system - - -  -
Customer
insight
Featurespace
Adaptive 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 segmentation
Allows centralized consumer data and better
segmentation
- -  - -
Customer
insight
Intent HQ
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
- -   
Customer
insight
Intersec Extracts value from mobile network operators' big data Allows to gain knowledge from MNO networks - -   -
Customer
insight
NewsWhip
Detects the web's top trending topics through social sharing
analysis
Allows for trending contents discovery in real-time - -  - -

Actionable
data
Customer
insight
Predicsis Leverages on data to predict customer behavior (e.g. churn)
Makes it possible to predict behavior among
customers
- - -  
Customer
insight
Qubit
Leverages 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'XPR
Leverages 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 data
Enables 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
Webtrekk
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
- -   
CUSTOMER INSIGHT (2/2)

DATA DISTRIBUTION – DATABASE
Actionable
data
Data
distribution
Push 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 data
Makes 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 data
Allows making MySQL queries with a big data
database   - - -
Database Elastic Big data database software (Elastic search) Ability to process big data sets   - - -
Database GeoSpock
Search 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   - - -

Actionable
data
e-Commerce Cortexica Deep learning applied to fashion visual recognition Enables visual search for fashion -  -  -
e-Commerce EDITD
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 - -   -
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 Nosto
Provides 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 marketing
Increases revenue by creating campaigns to suit
customers' profiles
- - -  
e-Commerce OrderDynamics
Leverages 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-retailers
Allows optimal pricing within the competitive
environment
- -  - 
e-Commerce WebData SolutionsPrice monitoring for e-retailers
Allows optimal pricing within the competitive
environment
- -  - 
e-Commerce Yieldify
Predictive marketing abandonment solutions for e-commerce
conversion
Increases conversion on e-commerce websites - -   
E-COMMERCE

ENERGY – ENVIRONMENT
Actionable
data
Energy Actility SmartGrid, M2M and Internet of Things (IoT) enabler
Optimization 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 Limejump
Provides 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 Onzo
Measures 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 QwikSense
Collects 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 systems
Improves the management of leaks, demand, energy
and operational incidents
- -   -

FINTECH – HEALTH
Actionable
data
Fintech Aire
Credit 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 information
Provides the market with better data on credit
information
- -  - -
Fintech Klarna
Allows 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 solutions
Allows for faster credit scoring of individuals based on
20.000 data points
- -   
Health Beddit
Measures and collects data to improve sleep with analytics and
recommendations
Allows users to track their sleep - -   
Health Big Health
Uses 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 CubeSensors
Collects data about home interior air and provides
recommendation
Better air quality - -   -
Health Lifesum Aggregates fitness apps' data
Allows healthier behavior, better knowledge of one's
behavior and for a more efficient diet
- -   -
Health LindaCare Simple integrated data platform for medical tele-monitoring
Improves quality of care and patient safety with a
simplified patient tele-monitoring
- -   -
Health MySugr Aggregates and track diabetes data
Allows for a better understanding of one's health and
a better behavior
- -  - -
Health Sensovida Sensors for smart home and connected health
Makes it possible to detect emergency risks and
abnormal behavior
- -   
Health Sophia Genetics
Provides physicians with secure data storage and advanced genetic
diagnostic / analytics software
Lets physicians provide personalized, predictive,
preventive and participatory healthcare   -  -

HORIZONTAL SOFTWARE
HOSPITALITY - HR
Actionable
data
Horizontal
software
Bitext Text analytics (sentiment analysis, categorization, entity extraction) Text understanding - - -  -
Horizontal
software
Blue Yonder
Predictive 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
Dataiku
Integrated 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 platform
Making data driven decisions by predicting a wide
range of business matters
-  -  
Horizontal
software
OpenDataSoft Visualization platform
Enables users to visualize and interpret
heterogeneous data
- -  - -
Horizontal
software
Redbird
Drone data collection and processing (network supervision,
geospatial, agribusiness)
Enables better decision making based on drones'
collected data
- -   -
Horizontal
software
Snips Data contextualization for apps
Enables the end user to smoothly interact with apps
thanks to contextualization
- - -  
Horizontal
software
SynerScope Software for data visualization
Provides 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 rates
Allows for optimal room price-fixing in order to
maximize hotels' fill rate and revenue
- -   
Human
Resources
Clustree Uses the data to give career suggestions
Analyzes millions of pathways to maximize the
company's talent
- -   -
Human
Resources
Jobandtalent Job matching platform based on linguistic pattern recognition
Reverses the job search process: highly targeted jobs
are sent by email to passive candidates
- -   -

IoT – IT – LOGISTICS - PROCESSING
Actionable
data
IoT Concirrus IoT middleware cloud and hardware service
Creation of connected devices and platform to enter
into the IoT world
- -  - -
IoT EVRYTHNG
IoT 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 platform
Enables development of IoT applications and
connecting objects
- -  - -
IT Logmatic.io Server logs analysis
Allows full server monitoring through real-time log
analysis
- - -  
IT opvizor
SaaS 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 forwarding
Enables tracking and ensuring secure transportation
of containers
- -  - -
Logisitics Xeneta
Price comparison service for sea freight based on crowdsourced
data to find the cheapest port to port combinations
Finds cheaper sea freight routes - -   -
Processing
Cambridge
Quantum
Computing Limited
Quantum computing
Makes for easier and quicker complex problem
solving
-  - - -

REAL ESTATE – RETAIL – SALES & MARKETING
Actionable
data
Real estate Land Insight
Online 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 networks
Optimizes 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 Viewsy
Retail 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
Brandtone
Builds mobile campaigns and collects interactions in a database to
help brands to engage with customers
Creates customer insights for advertising - -   
Sales &
Marketing
BrightSun
Leveraging 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 visualization
Allows for data collection and centralization from
multiple business entities
- -  - -
Sales &
Marketing
Kuldat Web platform for B2B prospection
Insights for optimizing B2B marketing campaigns and
find new relevant prospects
- -  - 
Sales &
Marketing
NGDATA Software for CRM
Enables companies to leverage their marketing and
improve their CRM
- - -  
Sales &
Marketing
Relay42 Tag and data management software
Provides relevant data on customer profiles for
marketers through integrating all cross channel and
cross device customer data in one single platform
- -   -
Sales &
Marketing
SpazioDati
Knowledge-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 world
Enables 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
Actionable
data
Security Blueliv Uses big data and machine learning to prevent a cyber attack Cyber-attack prevention - - -  
Security Brainwave
Rights 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 time
Enables proactive defense against in-progress cyber-
attacks
- -   
Security Nexthink Real-time monitoring of information systems to improve security
Transforms information system end-users' data into
actionable analytics
- -   
Security Panaseer Cyber security software
Leverages 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 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
- -   -
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 amounts
based 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 amounts
based 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

The Data Revolution - Serena Capital

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