#DealMonitor – zeotap sammelt 12 Millionen ein – Index investiert 5 Millionen in Layer


Im aktuellen #DealMonitor für den 15. Juli werfen wir wieder einen Blick auf die wichtigsten, spannendsten und interessantesten Investments und Exits des Tages. Alle Deals der Vortage gibt es im großen und übersichtlichen #DealMonitor-Archiv.

INVESTMENTS

zeotap
+++ Neue Capital, coparion, MathCapital und TTCER Partners investieren gemeinsam mit den Altinvestoren 37 Millionen Euro in das Berliner Big Data Startup zeotap. Das Unternehmen, das 2014 von Daniel Heer und Co. gegründet wurde, betreibt eine sogenannte Customer Intelligence Platform (CIP). Damit ist es möglich Vorhersagen im Hinblick auf das Verhalten von Kunden zu treffen. Firmen wie Mercedes-Benz, N26, Red Bull und Vodafone setzen bereits auf zeotap. 2017 sammelte die Jungfirma zuletzt 12 Millionen ein.

Layer
+++ Index Ventures und Altinvestor btov Partners investieren gemeinsam mit Angel-Investoren wie Felix Jahn (McMakler), Maximilian Tayenthal (N26) und Ajay Vashee (Dropbox) 5 Millionen Euro in das Berliner Startup Layer. Die Jungfirma, die von Constantin Schünemann, David Barnowsky, Ernests Karlsons, Fábio Carneiro und Moritz ten Eikelder gegründet wurde, positioniert sich als “Github for Spreadsheets”.

Avisio
+++ Zwei “auf die Hotellerie- und Tourismus-Branche spezialisierte Investoren” investieren eine mittlere sechsstellige Summe in das Wiener Startup Avisio. Das 2019 von Johannes Ossanna und Matthias Depenbusch gegründete Unternehmen entwickelt und vermarktet eine “intelligente, cloud-basierte Software zur Einkaufs- und Lagerverwaltung in der Individualhotellerie”. Derzeit befindet sich die Software der Jungfirma noch in der Pilotphase.

Achtung! Wir freuen uns über Tipps, Infos und Hinweise, was wir in unserem #DealMonitor alles so aufgreifen sollten. Schreibt uns eure Vorschläge entweder ganz klassisch per E-Mail oder nutzt unsere “Stille Post“, unseren Briefkasten für Insider-Infos.

Startup-Jobs: Auf der Suche nach einer neuen Herausforderung? In der unserer Jobbörse findet Ihr Stellenanzeigen von Startups und Unternehmen.

Foto (oben): azrael74

#aktuell, #avisio, #berlin, #coparion, #index-ventures, #layer, #mathcapital, #neue-capital, #ttcer-partners, #venture-capital, #wien, #zeotap

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5 VCs agree: COVID-19 reshaped adtech and martech

We last surveyed VCs about their advertising and marketing investment strategies back in January — which is to say, in a completely different world, before the coronavirus pandemic began to wreak havoc on the global economy.

While there don’t appear to be any comprehensive numbers yet about the effect on digital advertising (which is, after all, still playing out), early data and anecdotes suggest a rapid decline, with some categories of ad spend disappearing entirely.

And as we noted in our previous survey, Crunchbase data shows that adtech had already fallen at a roughly 10% compounded annual growth rate over the last five years.

So what does the landscape look like now, and where are the remaining opportunities? To find out, we’ve compiled updated answers from two investors who participated in the previous survey and brought in three new perspectives:

For the most part, they acknowledged the landscape’s challenges — not just the pandemic, but the general maturity of the industry — while also pointing to opportunities in areas like machine learning. As Elton put it succinctly, “Marketing and advertising are not going away.”

Eric Franchi, MathCapital

How much time are you spending looking at marketing tech or adtech startups right now? Are you more focused on one or the other?

Adtech and martech are our main categories as a fund. We selectively invest in categories that might benefit from it (think DTC brands or media) or be of benefit to it (think next-generation CRM or HR tech). But 90%+ of our focus is adtech and martech.

What are you looking for in your next investment?

As always — team first. We look for founding teams with talent, vision and grit. We keep a fairly wide berth in terms of products and categories but we are spending much of our time focused on two themes: the post-privacy era in marketing (i.e. new, cookieless, compliant forms of identity and infrastructure) and future of digital media (i.e. video, OTT, audio, etc.).

How has COVID-19 impacted the adtech and martech investing landscape? Are there still opportunities?

Dealflow is down somewhat, but we are still seeing great opportunities. We have several investments in the pipeline for Q2. The challenges right now are similar to other sectors: spending time getting to know teams and calibrating expectations for growth in a Zoom-only (for now) world.

What kind of advice are you giving to your portfolio companies?

Right now, two months post-lockdown, most adjustments have been made to budgets and plans, teams (and customers) are adjusted to being fully remote and things have somewhat stabilized. Now is the time to get teams focused on sales and marketing. It’s a unique and rare time to outflank larger, slower-moving competitors and adapt to the market.

Christine Tsai, 500 Startups

#500-startups, #advertising-tech, #bowery-capital, #christine-tsai, #coronavirus, #covid-19, #eric-franchi, #extra-crunch, #greylock-partners, #investor-surveys, #mathcapital, #media, #northzone, #par-jorgen-parson, #tc, #venture-capital

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