《ImpatCity & Dealroom:2023影响力创业公司和风险投资状况报告(英文版)(32页).pdf》由会员分享,可在线阅读,更多相关《ImpatCity & Dealroom:2023影响力创业公司和风险投资状况报告(英文版)(32页).pdf(32页珍藏版)》请在三个皮匠报告上搜索。
1、DW:https:/app.datawrapper.de/archive/team/-zAFdE0w/200795Sheet:https:/ Startups 2023November 2023Page/2 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONNovember 2021ImpactCity The Hague is a leading Eu
2、ropean 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 across the Nordics with deep financial competence and leading innovative solutions.Dealroom.
3、co is a global intelligence platform for discovering and tracking the most promising companies,technologies and ecosystems.Knowledge partnersInitiatorsTech Nation fuels the growth of game-changing founders,leaders and scaling companies so they can positively transform societies and economies.Five Se
4、asons?Foodlabs?Other Impact partnersDealroom.co.Planet+Page/3 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONStrong global slowdown in impact VC funding despite the need for a massive acceleration on
5、SDG progress.Impact startups have raised over$41B in 2023 so far,a projected 36%drop from 2021-2022 levels.This is in line with global VC capital dropping 35%.This drops is especially worrying since none of the 17 goals is on-track to be achieved in 2023.In addition,impact startups are now worth a c
6、ombined$2.4T.Europe surpasses the US,and still a long way for climate justice.Europe has now surpassed the US for VC impact funding in 2023,and keeps being by far the region with the highest share of impact funding(over 30%)vs less than 10%.Low and middle income countries are attracting a minimal 5%
7、share of global impact funding,despite housing over 50%of global population and being the most exposed to climate change impacts.More help is needed to develop their domestic impact ecosystem.Climate tech dominatesClimate-related SDGs attract,by far,the vast majority of impact investment.On the othe
8、r hand,startups addressing social related UN SDGs are underfunded.Several Climate Tech segments are among the fastest growing venture capital categories such as carbon tech,lab grown meat,hydrogen,climate fintech and EV batteries.Climate tech VC funding is down 35%from last year,but PE,project finan
9、ce and debt are filling the gap.What you need to knowDealroom.co.Page/4 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONInvestment overviewSpotlight themesGeographic analysis and climate justiceImpact jobs in
10、 the NetherlandsInvestment overviewSpotlight themesGeographic analysis and climate justiceImpact jobs in the Netherlands1234Table of contentsInvestment overview1Investment overviewPage/6 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA
11、CONTENT/SOURCES/INSPIRATIONSource:While public impact companies remain more valuable,private impact companies now comprise a third of total market value.Impact companies are now worth$2.4T,a slight decline from the$2.8T peak in 2021.Dealroom.co.|Created with datawrapper.deSum of the valuations of st
12、artups founded after 1990.Using estimated valuations based on most recent VC rounds,public markets and publicly disclosed valuations as of Nov 3rd 2023.Enterprise value of Impact Startups view onlinePage/7 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTR
13、A CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONVenture capital investment into global impact startups view onlineIn 2022 impact funding performed well almost matching 2021 levels.Now it is projected to drop 36%,in line with the overall VC market projecting 37%decline.Impact funding has dropped
14、 40%from 2021-2022 levels,but still higher than 2020 and any year before.Dealroom.co.|Created with datawrapper.deData as of Nov 3rd 2023.Page/8 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONAverage g
15、lobal drop-45%Europe has surpassed the US as top funder of Impact startups this year and is proving much more resilient in the downturn.Dealroom.co.|Created with datawrapper.deData as of 27th of October 2023,growth computed comparing 2022 and projection of 2023 values at years end Top Regions by Imp
16、act VC Funding view onlinePage/9 Source:EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONLOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2Slower impact investments are especially worrying because SDGs are slipping out of reach.None of the 17 goals is on-trac
17、k to be achieved by 2030.All 17 SDGs are far from being on track for 2030 objective.Only a handful of subsidiary targets for any goal are even close.Progress on more than 50 per cent of targets of the SDGs is weak and insufficient;on 30 per cent,it has stalled or gone into reverse.These include key
18、targets on poverty,hunger and climate.Progress assessment for the 17 Goals,2023 or latest*Source:https:/sdgs.un.org/gsdr/gsdr2023,https:/unstats.un.org/sdgs/report/2023/Dealroom.co.|Created with datawrapper.de*https:/sdgs.un.org/gsdr/gsdr2023,https:/unstats.un.org/sdgs/report/2023/Unless action is t
19、ake now,the“2030 Agenda could become an epitaph for a world that might have been”(UN Secretary-General Antnio Guterres)Page/10 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONSource:New impact unicorns in 202
20、1:view online257 Impact companies founded since 1990 have become Unicorns.Only 11 were minted in 2023 so far.Cumulative number of global impact unicorns view online Dealroom.co.|Created with datawrapper.deData as of Nov 3rd 2023.Page/11 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENT
21、FOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONSource:New impact unicorns in 2021:view onlineClimate Action and Affordable&Clean Energy are still by far the most funded Sustainable Development Goals.2018 to 2023 YTD global investment per Sustainable Development Goal vie
22、w onlineDealroom.co.|Created with datawrapper.deData as of Nov 3rd 2023.Spotlight themes2Spotlight themesPage/13 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONSource:VC investment in climate tech startups v
23、iew onlineClimate tech startups are projected to raise$44.5B this year,a 35%drop from 2021-2022 levels.Climate tech companies are transforming the worlds largest markets with sustainable innovation.Dealroom.co.|Created with datawrapper.deData as of Nov 3rd 2023.Page/14 LOGOS SPACINGYEAR/EXTRA LABELT
24、ITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONSource:New impact unicorns in 2021:view onlineSeveral Climate Tech segments are among the fastest growing venture capital categories such as carbon tech,lab grown meat,hydrogen,climate finte
25、ch and EV batteries.Fast growing venture capital categories Climate tech Rest of techFast growing venture capital categories(y-axis:growth in log-scaleX:axis:total funding amount)green=climate tech,grey=rest of techFunding growthlast 5 years(log-scale)Dealroom.co.|Created with datawrapper.deData as
26、of 27th of Oct 2023.Climate tech segments like carbon tech,lab grown meat,hydrogen,climate fintech and EV batteries are among the fastest-growing areas for venture capital in the last few years.VC funding 22-23(log-scale)Page/15 Source:EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONLOGOS S
27、PACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2InvestorHQLast fund sizeType of InvestorThe Rise Fund(TPG)US$7.3BClimate Tech VCBlackRock US$4.5BCorporate/CVCGenZero Singapore$3.6BClimate Tech VCGeneral Atlantic US$3.5BGeneralistGeneration Investment Management US$1.7BCli
28、mate Tech VCSelected Climate Tech funds raised in 2023Climate tech investors raised$10.9B in 2023 so far,a much slower fundraising pace than last two years.However a lot of dry powder is still available to deploy.updatingGlobal climate tech funds by investor HQNewly fund launched in 2023$10.9Bhttps:
29、/app.dealroom.co/investors/joyful_vc https:/app.dealroom.co/investors/planeteer_capital https:/app.dealroom.co/investors/africa_climate_ventures https:/app.dealroom.co/investors/gigascale_com https:/app.dealroom.co/investors/overview_ https:/app.dealroom.co/companies/just_climate https:/app.dealroom
30、.co/companies/galvanize_climate_solutions https:/app.dealroom.co/companies/idinvest_partnershttps:/app.dealroom.co/companies/sosv https:/app.dealroom.co/investors/astanor_ventures Dealroom.co.|Created with datawrapper.deData as of Nov 3rd 2023.Page/16 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH T
31、ITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONFunding to private climate tech companies view onlineBeyond VC funding,climate tech companies raised nearly$50B in other private financing,an historical high.All together private financing is projected
32、 on par with 2021-2022.Climate tech companies are transforming the worlds largest markets with sustainable innovation.Dealroom.co|Created with Datawrapper.deData as of 27th of Oct 2023.Page/17 Source:EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONLOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TIT
33、LEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2VC investment in renewable energy startups*view onlineRenewable energy startups already raised almost$4B this year,a slight decline from 2021-2022.Solar widely leads attracting 84%of all VC funding in the last 3 years.Renewable energy VC funding by sector(2021
34、-2023)Dealroom.co.|Created with Datawrapper.de Data as of 27th of Oct 2023.*Renewable energy considered here as solar,wind,geothermal,hydropower,wave,tidal,and other marine energy.Does not include energy infrastructure providers.Page/18 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN
35、CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONVC investment in Blue Renewable Energy view online 1200+blue tech startupsBlue Renewable Energy investments are ramping up to almost$300M this year,but still represent a small fraction of total energy investments.Dea
36、lroom.co.|Created with Datawrapper.deData as of 27th of Oct 2023.Explore 1200+blue tech startupsPage/19 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONCombined valuation of regenerative agriculture st
37、artups view onlineFood&Ag:the combined valuation of Regenerative Agriculture startups has grown 6x since 2016 to$9.1B,mostly led by startups founded since 2010.VC funding since?VC funding in 2023Need some small checking the queryRegenerative agriculture platformsData science platform to enable RegAg
38、 practicesScaling regenerative agriculture through remote sensingPlanning and monitoring for adaptive land managementSoil health&carbon removalCrop inoculation with symbiotic microorganismsEnhanced rock weathering(ERW)carbon removal.Advanced prevention and management of agricultural diseasesSustaina
39、ble fertilizersMicrobes for sustainable nitrogen crop nutritionMicrobiome fertilizerGreen crop protection Explore 75+Regenerative Agriculture startupsDealroom.co.|Created with Datawrapper.deData as of 27th of Oct 2023.Explore 75+Regenerative Agriculture startupsPage/20 Source:LOGOS SPACINGYEAR/EXTRA
40、 LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONVC investment in circular economy startups view onlineExplore 1200+Circular Economy startupsCircular economy startups are expected to raise$5.2B in 2023,projected to drop just 17%from
41、 last year.However this resilience is mostly led by EV battery recycling.Selected Circular economy rounds in 2023 view online StartupFunding roundFocus$1.0B Series DEV battery recycling$460M Series DEV battery recycling$225M Series DWater and wastewater treatment$200M Late VCPlastic recycling$130M L
42、ate VCPlastic recyclingDealroom.co.|Created with Datawrapper.deData as of 27th of Oct 2023.Page/21 Source:EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONLOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2VC investment in circular economy for fashion view onl
43、ineFunding for circular economy startups in fashion has slowed down dramatically,despite the huge environmental impact of the fashion industry.Only 20%of discarded textiles are collected.Only 1%of clothes will get recycled into new garments.Fashion account for 10%of global emissions+other problemsMa
44、in successesRising starsDealroom.co.|Created with Datawrapper.deData as of 27th of Oct 2023.See the full list See the full list Main successesRising starsGeographic analysis and climate justice3Geographic analysis and climate justicePage/23 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CON
45、TENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONSource:VC investment into impact startups per HQ region$40B$14.2B Europe USA Asia China Rest of World$60B$20B$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$3
46、0B$2.5B$69BImpact VC funding by regionEurope has now surpassed the US to become the leading impact destination.EuropeUSChinaAfricaSoutheast AsiaLatin AmericaDealroom.co.|Created with Datawrapper.deData as of Nov 1st 2023.Page/24 LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGR
47、APH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONSource:Impact investing as a percentage of the total VC investment5%10%15%20%Europe18%US8%Asia4%Europe is the most impact-oriented among the main startup regions.The Netherlands also over-index on impact compared to the European av
48、erage.0%2022 YTD20202001720192021Impact investment as a percentage of total VC fundingDealroom.co.|Created with Datawrapper.deData as of Nov 1st 2023.Page/25 Source:LOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOU
49、RCES/INSPIRATIONLow and middle income economies bear a disproportionate impact of climate change.Developed countries accounted for 57%of the historical cumulative CO2 emissions from fossil fuel use and industry since 1850,despite having,currently,only 16%of the global population(1).Low and middle in
50、come countries instead represent over 50%of global world population,but accounted for less than 10%of historical emissions,with low-income countries contributing less than 1%(1).In contrast,these countries are projected to bear the most climate change impact(2).Only 5%of Climate tech and Biodiversit
51、y funding went to low-income countries in 2023.There are however many startups HQed in Europe and the US with all or large part of their activities in low-income countries(e.g.Zola Electric,Lumos,Pula).Also,the cost of capital for utility-scale clean energy projects in Africa is at least two to thre
52、e times higher than in advanced economies.This prevents developers from pursuing commercially viable projects that can deliver affordable energy solutions.Still very few climate focused fund are set up in low-income countries.While there are some funds based in high-income countries with geographica
53、l focus on low-income countries,there are still few ones HQed in those countries themselves.Africa,South America and Oceania on fact accounted for less than 1%of Climate tech funds raised since 2016.Many US and European funds have a strong impact focus,and even philanthropic setup,and can help power
54、 the sustainable development of the low-income regions.However,it would auspicable to see a stronger development of a domestic impact VC scene.rest of the Global South(ie,the low-income and middle-income countries of Latin America and the Caribbean,Africa,the Middle East,and Asia)is responsible for
55、only 8%.There are 58 countries,representing 36 billion people,that have remained within their fair shares of the boundary over the whole period from 19702017(including India,Indonesia,Pakistan,Nigeria,Bangladesh,and other large populous countries),and therefore bear no responsibility for excess reso
56、urce use according to the analysisClimate change is the largest social injustice of our time.Dealroom.co1.Global Carbon Budget(2022)2.Banque de France:Climate change in developing countries:global warming effects,transmission channels and adaptation policiesPage/26 Source:EXTRA CONTENTALIGN HERE EXT
57、RA CONTENT/SOURCES/INSPIRATIONLOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2Developing countries bear a disproportionate cost of climate change.Real GDP per Capita Loss due to Global Warming(1960-2017)5%10%20%40%50%85%Climate change in developing countries:global
58、 warming effects,transmission channels and adaptation policies Banque de France-15/07/2021 Page/27 Source:EXTRA CONTENTALIGN HERE EXTRA CONTENT/SOURCES/INSPIRATIONLOGOS SPACINGYEAR/EXTRA LABELTITLEGRAPH TITLEGRAPH/MAIN CONTENTFOOTERGRAPH 1GRAPH 2Looking at VC fundraising,very few Climate Tech funds
59、are set up in emerging economies.Dealroom.co.|Created with Datawrapper.deData as of Nov 3rd 2023.Very few climate tech funds are set up in emerging economies such as Latam or Africa.Even if a local climate tech VC scene is emerging with several funds being raised in 2023 in Africa for instance.Notab
60、ly,however,several funds based in Europe/US focus on those regions.updatingClimate Tech funds by Investor HQ(2016-2023)50 people),grownups(500 people)and result in big companies,like Arrival or Northvolt.Only companies founded since 1990 are included in this report.Climate TechClimate tech is used a
61、s an umbrella term for all startups that have environmental sustainability at the core of their business model.It includes startups focusing on GHGs emissions,biodiversity and environmental protection,pollution(e.g.plastic,chemicals),water usage,and so on.Environmentally focused SDGs:7,11,12,13,14,1
62、5Sometimes also SDGs 2,6,9,11 can focus on the environment and fall into Climate Tech.For more info visit our Climate tech guide:https:/dealroom.co/guides/climate-tech Glossary&DefinitionsDealroom.co.Page/31 Environmental,Social and Corporate Governance(ESG)REDUCING RISK FOR INVESTORS(SHAREHOLDERS)I
63、mpactDOING GOOD FOR THE WORLD(STAKEHOLDERS)Impact is to have sustainability at the core.In this report,an impact 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 al
64、so remove the business.Impact is often confused with ESGs,while the two concepts have strong differences.ESGs look at improving financial returns by reducing the risk of the investment,but do not factoring in positive or negative impact on the world(inside-in view).Impact instead look to solve socie
65、tal challenges and do good for the world(inside-out view)Our full taxonomy is available at this link.In this report we examined over 11,000 global VC-backed impact startups.Source:Dealroom.co.Page/31 Impact and ESGs are two vastly different things with little overlap.Impact sits within a broader framework of Environmental,Social and Corporate Governance(ESG)which seeks to reduce the harmful impact of business.ESGs do not necessarily lead to positive impact on the world.