2022年B2B市场报告（英）

B2BMarketplaces November2022 Investinginthefutureofmarketplaces. AdevintaVenturesistheVCarmoftheAdevintagroup,aglobalonlineclassifiedsspecialistoperatingleadingdigitalmarketplaces11countries.Weinvestinfast-growingEuropeanstartups(SeriesAandBrounds)thatcanshapethefutureofmobility,realestate,workandfintech. WealsofostercollaborationopportunitiesbetweenourportfoliocompaniesandAdevintabrands. Globalstartup&venturecapitalintelligenceplatform. Dealroom.coistheforemostdataprovideronstartup, early-stageandgrowthcompanyecosystemsinEuropeandaroundtheglobe. FoundedinAmsterdamin2013,wenowworkwithmanyoftheworld'smostprominentinvestors,entrepreneursandgovernmentorganizationstoprovidetransparency,analysisandinsightsonventurecapitalactivity. Page/2 Keytakeaways. B2BMarketplacefundinghasremainedrelativelysteadyduringmarketshakeups. ComparedwithotherindustriessuchasHealthorTransportationand consumer-focusedcategories,B2Bmarketplaceshavenothadsuchareductionininwardinvestmentin2022. ConsumerGoods,Logistics&LendingarethehighestvaluedsegmentsinB2BMarketplaces. Byaddressingcomplexvaluechainchallenges,Logistics&LendinghavejoinedConsumerGoodsasthehighestvaluedsegments. B2BMarketplaceshaveimmensepotentialforgrowth. VCfundinghasgrownsignificantlyinB2Bmarketplacesinthelast5years,butfundinglevelsarestillonly19%ofthatoftheirB2Ccounterparts. TotalShareofGlobalMarketplaceVCFundinginB2B MarketplaceVCFundingbySemester ▊H12021▊H12022 $7.1B$6.4B B2B-10% Consumer Goods TopGlobal3SegmentsbyCombinedEnterpriseValue $34B 20% 15% 12.6%12.6% 14.0% 19.0% B2C $55.5B -40% $33.2B Logistics Lending $23B $34B 10%8.6% 6.3% 5% 2017201820192020 2021 2022 Page/3 1.WhatisaB2BMarketplace? Page/4 B2BMarketplaces Two-sidedmarketplacesbetweencompaniesandprofessionals Notincludedinthisreport Two-sidedmarketplacesbetweenbusinesses SaaS-enabledB2Bmarketplaces B2CmarketplaceswithbigB2Bsegmentasadd-on B2BsoftwareforB2Cmarketplaces SaaS-firstwithmarketplace asadd-on MoredetailsonDealroomʼsmethodologyandwhatconsistsaB2Bmarketplacecanbefoundinthe“Methodology”segmentattheendofthereport. ConsumerGoodsInvestmentLending We’veidentified500+ startupsacross14marketsegments. Matchingwholesalerswithbusinesses.IntermediatingB2Bfinancialasset transactions. Issuanceofshortandlong-termdebtforbusinesses. ThemainB2Bmarketplacesegmentsare:ConsumerGoods,Logistics&Lending. TravelandHealthcarearethefastestgrowingsegmentsanalysed,bothhavegrownmorethan15xsince2015.Onaverage,B2BMarketplacesgrew8xinthesameperiod. Startupenterprisevaluegenerationwillcomefrommarketplaceverticalizationasstartupsaddresscomplexvaluechainsandmarkets. Food EnablingFood&Agricultureactivitiesandtransactionsbetweenbusinesses. Industrial Materialssourcing,equipmentpurchasingandrentalandmanufacturingservices. Healthcare Connectingnetworksofpharmacies,therapists,nurses,doctorsandhospitals. Logistics EnablingsupplychainofB2Btransactions. Commodities Intermediatingcommoditiestradingbetweenbusinesses. Travel Enablingtravelandhospitalityforbusinesses. Recruitment Connectingbusinesseswithfutureemployeesandcontractors. Education Courseandeducationservicesaimedatprofessionals. Insurance Providinginsuranceforbusinesses. Legal Connectingbusinessesandlegalservices. RealEstate Intermediaryforcommercialandindustrialrealestatetransactions. Page/6 B2Bmarketplacesareexpandingtocovermoreoftheirvaluechainsandofferingintegrated,optimizedexperiences. “ Ourvisionisthatthewholehiringandworkforcevaluechainfortemporaryworkersiscoveredandintegratedbyoneplatformtooptimizetheworkersʼandcompaniesʼhiringexperience. JuanUrdiales Co-founder&Co-CEOjobandtalent “Theexpansionintotheinternationalmarketsisoneofourmainandmostexcitingchallenges:wenowhavelargerinvestmentfundsthanweareusedto,whichraisesthebar.Wehaveanambitiousexpansionplanandweʼrefocusedongrowinginnewregions(e.g.USA)whilealsostrengtheningourpositioninEurope." Page/7 VerticalizationofB2BMarketplaces. Afterthefirstwaveintheearly2000s,B2Bmarketplaceshaveexpandedtoalargerportionoftheirindustryvaluechain. Thisexpansionoccurredduetoadvancesin3mainhigh-levelfunctionssupply&demandaggregators,procurementtoolsandfinancingsolutions. Lookingahead,verticalspecialistsandmanagedmarketplacesareexpectedtogenerateandcapturemorevalueincomplexvaluechains. CompanyModel + + ManagedMarketplaces VerticalSpecialists SaaS-Enabled Supply&DemandAggregator 1990s-2000s2000s-2010s2010-20202020+ Page/8 FoundingYear B2Bmarketplacesneedtofocusontheneedsofbusinessbuyerstounlocknewclients. “ FinancingsolutionsaredefinitelyafactorthatisattractingparticipantstoB2Bmarketplacesandmanyareaskingforthem. PawelChudzinskiGeneralPartnerPointNineCapital B2Bmarketplacescanideallyfulfill3functions,supplyanddemandaggregation,workflowandtransactingenablement,andfinancingsolutions." Page/9 Commodities Industrial Logistics ConsumerGoods Recruitment MarketExpansioninB2BMarketplaces. ValueChainComplexity B2BMarketplacesaregaininggroundthankstoincreasedadoptionofdigitalsolutionsbydecisionmakers,greateraccesstofinancingoptionsandabili