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1、Impact startups2022November 2022Page/2 November 2021ImpactCity The Hague is a leading European ecosystem for organisations that combine doing good and doing business.We facilitate innovative entrepreneurs in starting and scaling up their businesses.We are a modern bank for people and businesses acro
2、ss the Nordics with deep financial competence and leading innovative solutions.Dealroom.co is the foremost data provider on startup,early-stage and growth company ecosystems in Europe and around the globe.Knowledge partnersInitiatorsExponential ViewPlanet+Tech Nation fuels the growth of game-changin
3、g founders,leaders and scaling companies so they can positively transform societies and economies.Page/3 Following a record 2021,impact startup funding in 2022 is slowing down,back to pre-pandemic levelsImpact startups have raised a record$68B in 2021.2022 has already surpassed with$35B the full cal
4、endar year 2020.In addition,impact startups are now worth a combined$2.3T.What you need to know:Source:Dealroom.co.European impact startups are catching up with the US on VC investmentEurope is the region with the highest share of impact investing as a total of VC investment.Yet,the US attracts the
5、highest amount of impact funding compared to other geographies.Still,just a bit higher than European investment.Climate-aware startups dominateStartups tackling the Climate Action and Affordable and Clean Energy UN SDGs combined raised$129B+since 2017.Climate-related SDGs attract,by far,the vast maj
6、ority of impact investment.On the other hand,startups addressing the people related UN SDGs are underfunded.Page/4 Table of contentsInvestment overviewRegional analysisImpact jobsSpotlight themesInvestment overviewPage/6 Combined enterprise value by launch yearImpact companies are now worth over$2.3
7、 trillion.20200022 YTD$2T$3T$1T$2.3T$23B$2.5T$1.4T 20014 20052009 20002004 19901994Source:Dealroom.co.Sum of the valuations of startups founded after 1990.Using estimated valuations based on most recent VC rounds,public markets and publicly disc
8、losed valuations as of Sep 29,2022.Page/7 Venture capital investment into global impact startupsSource:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.$35B$31B$27B$30B$14B$10B$8B$5B$3B$2B$2B$3B200001620182020$0-1M(pre-seed)$1-4M(seed)$4-15M(series A)
9、$15-40M(series B)$40-100M(series C)$100-250M$250M+$20B$40B$60B2022 YTD$68BImpact startups posted a huge funding record in 2021,amid a global venture capital pullback this year.2022 already“beat”2020 levels.$47B+2022EPage/8 New impact unicorns in 2021:view online A unicorn is defined as a rapidly sca
10、ling company(and tech enabled)that has reached a$1 billion valuation,on the basis of a funding round(unrealised),acquisition or IPO(realised).Source:Dealroom.co.Data until end of Q3 2022.200 impact companies founded since 1990 have become unicorns,26 of which became unicorns in 2022.20062015Today131
11、2021175Cumulative number of global impact unicorns view online 2020200104Page/9 2017 to 2022 YTD global investment per Sustainable Development GoalSource:Dealroom.co.Companies addressing more than one SDG are counted against each individual SDG they are targeting.In this report,2022 YTD covers data
12、up until Q3 2022.Climate Action(#13)Responsible Consumption and Production(#12)Industry Innovation and Infrastructure(#9)Sustainable Cities and Communities(#11)Good Health and Well-being(#3)Zero Hunger(#2)Gender Equality(#5)Life on Land(#15)No Poverty(#1)Reduced Inequalities(#10)Affordable and Clean
13、 Energy(#7)Life Below Water(#14)Peace justice and strong institutions(#16)Clean Water and Sanitation(#6)Decent Work and Economic Growth(#8)Quality Education(#4)Partnerships(#17)Climate Action,and Affordable and Clean Energy are still the most funded Sustainable Development Goals.$119B$29B$22B$21B$21
14、B$17B$6.4B$4.4B$3.3B$3.3B$59B$2.7B$2.5B$2.2B$1.8B$1.7B$1.1B Page/10 2017 to 2022 YTD growth of investment per SDGsLargest rounds for Life below water startups in 2022 YTD CompanyHQTransactionParisFrance$250MSeries DEspooFinland$136MSeries DSan FranciscoUnited States$100MSeries BBandung Indonesia$90M
15、Series CStockholm Sweden46MLate VCLife below water(#14)Decent Work andEconomic Growth(#8)Industry Innovation and infrastructure(#9)Life on Land(#15)Responsible Consumption and Production(#12)8.2x6.2x4.2x4.1x3.7xSource:Dealroom.co.Companies addressing more than one SDG are counted against each indivi
16、dual SDG they are targeting.In this report,2022 YTD covers data up until Q3 2022.Still,Life below water,and Decent Work and Economic Growth are some of the most underfunded Sustainable Development Goals that are actually the fastest growing.Page/11 Combined impact tech funds raised globallyInvestorH
17、QLast fund sizeSan Francisco$1.0BLos Angeles$500MNew York390MSan Francisco$355MNew York$275MLargest impact tech funds raised in 2022 YTD Europe North America AsiaImpact investors have raised$5.1B in new funds so far in 2022.Source:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.2017
18、200202022 YTD$0.7B$0.9B$0.8B$0.2B$1.5B$1.9B$0.9B$2.7B$1.5B$3.7B$7.5B$5.1B$2.0B$1.2B$2.1B$5.5B$4.1BExplore the ecosystemimpact.dealroom.coAccess over 8,000 impact startups,12,000 funding rounds,and our latest insights on the world of impact tech.Visit the platformSource:Dealroom.co.Regiona
19、l analysisPage/14 Developing countries bear a disproportionate cost of climate change.Source:Climate change in developing countries:global warming effects,transmission channels and adaptation policies Banque de France-15/07/2021 Real GDP per Capita Loss due to Global Warming(1960-2017)5%10%20%40%50%
20、85%Page/15 *Sizing the Impact Investing Market Report 2022-GIIN.The size of the impact investing market currently stands at$1.2T in assets under management(AUM)a significant milestone for an industry still maturing and growing.*Organizational representation and impact AUM by HQ regionUS&Canada50%of
21、organisations37%of impact AUMEast Asia2%of organisations1%of impact AUMWestern,Northern&Southern Europe31%of organisations55%of impact AUMMiddle East&North Africa2%of organisations1%of impact AUMEastern Europe&Central Asia1%of organisations0.1%of impact AUMOceania2%of organisations2%of impact AUMSou
22、theast Asia2%of organisations1%of impact AUMSouth Asia2%of organisations0.5%of impact AUMsub-Saharan Africa6%of organisations2%of impact AUMLatin America&Caribbean(including Mexico)5%of organisations1%of impact AUMPage/16 VC investment into impact startups per HQ region200202021$40B$14.2B
23、 Europe USA Asia China Rest of World$60B$20BEuropean impact startups are catching up with the US on VC investment.2022 YTD$16.3B$18.2B$39.0B$4.8B$3.7B$3.0B$8.7B$15.8B$4.0B$7.6B$13.9B$3.4B$4.1B$16.3B$7.7B$5.5B$3.1B$2.6B$35B$31B$27B$30B$2.5B$69BSource:Dealroom.co.In this report,2022 YTD covers data up
24、 until Q3 2022.Page/17 Venture capital investment into global impact startups by investor type80%60%20%40%100%20000022 YTD Other Venture Capital Corporate 52%53%25%22%27%21%47%25%28%Source:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.VC
25、 funds provide the most venture capital for impact startups,followed by corporates and others,such as private equity,family office and accelerators.Page/18 Policy interventions and regulations can enable the impact economy to thrive.Interventions a government can make are:Source:Dealroom.co“Coos San
26、tingProgram ManagerImpactCityProcurement for impact entrepreneurs:make sure sustainability and innovation are selection criteria.Set up a Startup in Residence program.Stimulating access to finance:mapping all the public and private investors,setting up new schemes with the market.Talent:create match
27、making between impact companies and education organizations.Measurement of your impact ecosystem and your policy interventions.”Page/19 2017 to 2022 YTD growth of impact VC investment per regionAfricaEuropeUSALatin AmericaMENA8.4x5.5x3.0 x2.7x1.9xAsia0.4xSource:Dealroom.co.Companies addressing more
28、than one SDG are counted against each individual SDG they are targeting.In this report,2022 YTD covers data up until Q3 2022.Africa is the fastest growing region,followed by Europe.Page/20 Impact investing as a percentage of the total VC investment5%10%15%20%Europe18%US8%Asia4%Source:Dealroom.co.In
29、this report,2022 YTD covers data up until Q3 2022.Venture Capital investment in Europe is the most impact-focused of any region.0%2022 YTD20202001720192021Page/21 Cumulative number of impact tech unicorns per HQ region20800021Europe 51US114Asia 25Latin America3 A uni
30、corn is defined as a rapidly scaling company(and tech enabled)that has reached a$1 billion valuation,on the basis of a funding round(unrealised),acquisition or IPO(realised).Source:Dealroom.co.Europe has created 51 impact unicorns,out of which 11 new unicorns in 2022 so far.Today6040+11+11+2+1Page/2
31、2 Cumulative number of impact tech future unicorns per HQ region0021Europe 86US153Asia 32Latin America2Today50Europe has created 34 new future unicorns in 2022,4 less than the US.+39+34+11+1Source:Dealroom.co.A future unicorn is a fast-growing company valued at$250M-$1B.Get the
32、 latest weekly insights,with the impactnewsletter.Sign upImpact jobsPage/25 Impact startups provide 10%of the startup workforce in the Netherlands.South Holland and Brabant are the most impact intense regions.Percentage of startup jobs at Impact startups by Province.44%7%1%1%2%0.1%4%6%19%0.2%15%2%No
33、rth HollandSouth HollandZeelandLimburgNoord BrabantGelderlandOverijsselDrentheGroningenFrieslandFlevolandUtrechtDataset:554 Dutch impact startups.Netherlands Startup Employment 2022 report.10.5%5.8%6.6%4.4%8.7%1.7%8.6%11.3%12.6%12.4%11.4%North HollandSouth HollandZeelandLimburgBrabantGelderlandOveri
34、jsselDrentheGroningenFrieslandFlevolandUtrecht4.9%Page/26 On a city-level Arnhem,Maastricht and The Hague are the most impact intense cities.Percentage of startup jobs at Impact startups by city*.8%3.5%4.5%1.5%4%1%5.5%7%9%2.5%6%5.5%North HollandSouth HollandZeelandLimburgNoord BrabantGelderlandOveri
35、jsselDrentheGroningenFrieslandFlevolandUtrechtDataset:554 Dutch impact startups.Netherlands Startup Employment 2022 report.*Analysis considers only Dutch cities with at least 30 startups with known job count.CIty#of impact companiesLOCAL IMPACT JOBSLOCAL JOBS 07.22%of start jobs in province that are
36、 impact(2022)Arnhem1429091832%Maastricht615853729%The Hague56909328028%Wageningen1016065324%Haarlem410963417%Leeuwarden67144916%Delft36585394815%Amsterdam512%Rotterdam43%Almere58074411%Groningen1326630729%Leiden814316918%Breda516620128%s-Hertogenbosch414018787%Eindhoven22420585
37、77%ArnhemThe HagueWageningenHaarlemLeeuwardenDelftAmsterdamRotterdamAlmereGroningenMaastrichtLeidenBredas-HertogenboschEindhoven32%28%24%17%16%15%12%11%11%9%29%8%8%7%7%Spotlight themesPage/28$0-1M(pre-seed)$1-4M(seed)$4-15M(series A)$15-40M(series B)$40-100M(series C)$100-250M$250M+VC investment in
38、climate tech startups2002020212022 YTD$40B$60B$20B$28B$52B$24B$20B$25B$9B$37B+2022EClimate tech companies are transforming the worlds largest markets with sustainable innovation.Source:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.Page/29 Electric vehicle batterySolar e
39、nergyNuclear fusionCarbon capture and storageHydrogen tech$13.2B$12.0B$4.1B$3.2B$3.1BStationary energy storageWind energyThermal energy storage$1.2B$0.5B$0.2BVC investment per impact energy transition segment(2017-2022 YTD)Source:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.Explo
40、re 200+European novel and frontier energy tech startupsElectric vehicle battery and solar energy are the most funded segments in the energy transition scene.Page/30 2002020212022 YTD$0.6B$1.2B$0.4B$2.3BSource:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.$4.3B$3.1B$1.1B
41、$0.7B$0.3B$1.1B$3.1B$0.3B$2.5B$0.3B$0.9B$0.2B$0.5B$0.2B$0.2BVC investment per alternative protein segment Explore 600+Alternative Protein startups Lab-grown Plant-based Insect-based for animal consumption Insect-based for human consumption$3B+2022EPlant-based companies dominate the alternative prote
42、in scene.Page/31$0-1M(pre-seed)$1-4M(seed)$4-15M(series A)$15-40M(series B)$40-100M(series C)$100-250M$250M+VC investment in air quality monitoring&treatment startups2002020212022 YTD$100M$150M$50M$61M$50M$142M$16M$71M$13M Explore 70+Air quality monitoring&treatment startups$80M+2022EAir
43、quality monitoring&treatment is a promising yet nascent segment.Source:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.Page/32$1.3B+2022E2002020212022 YTD$1.0B$1.5B$0.5B$2.0B$2.5B$0-1M(pre-seed)$1-4M(seed)$4-15M(series A)$15-40M(series B)$40-100M(series C)$100-250M$250M+V
44、C investment in waste solution startups Explore 120+Food waste startups$1.0B$2.5B$0.7B$0.4B$0.4B$0.3BWaste management startups attract just a fraction of total impact investment,with significant room for growth.Source:Dealroom.co.In this report,2022 YTD covers data up until Q3 2022.The job board for
45、 the global impact ecosystem.Search impact job openings by startup sub-sector,funding round or growth stage.Visit the platformSource:Dealroom.co.Page/34 Environmental,Social and Corporate Governance(ESG)ImpactReducing harmDoing goodImpact is to have sustainability at the coreIn this report,an impact
46、 startup is a company that addresses one or more UN Sustainable Development Goal(SDGs)at the core of its business and the potential to scale.Our litmus test:if you remove the impact you also remove the business.Impact sit within a broader framework of Environmental,Social and Corporate Governance(ES
47、G)which seeks to reduce the harmful impact of business.Our full taxonomy is available at this link.In this report we examined over 9,800 global impact tech startups.Source:Dealroom.co.Page/34 Page/35 Venture capital methodology and definitions.Venture capital investmentInvestment numbers refer to ro
48、unds such as Seed,Series A,B,C,.late stage,and growth equity rounds.Venture capital investment figures exclude debt or other non-equity funding,lending capital,grants and ICOs.Buyouts,M&A,secondary rounds,and IPOs are treated as exits:excluded from funding data.Investment rounds are sourced from pub
49、lic disclosures including press releases,news,filings and verified user-submitted information.ValuationThe combined valuation of the tech ecosystem is based on their market cap or latest transaction value.Transaction value is realized from exit or implied unrealised valuation from the latest VC roun
50、d,which is either announced or estimated by Dealroom based on benchmarks.Startups,scaleups,grownups and techCompanies designed to grow fast.Generally,such companies are VC-investable businesses.Sometimes they can become very big(e.g.$1B+valuation).When startups are successful,they develop into scale
51、ups(50 people),grownups(500 people)and result in big companies,like Arrival or Northvolt.Only companies founded since 1990 are included in this report.Accelerators and workplacesFixed-term,cohort-based programs that include seed investment,connections,sales,mentorship,educational components and culm
52、inate in a public pitch event or demo day to accelerate growth.We consider an accelerator as an investor since it takes equity from its startups whereas a workplace does not take equity from its tenants.In this report,co-working spaces,shared office space that also offer community support,are considered as part of workplaces.Source:Dealroom.co.