1、The State of EuropeanMobility 2021State of European MobilityStartups 2021 Template onlyState of European Mobility Startups 2023 January 2023Page/2 Leading innovation ecosystem for mobility entrepreneurs.Via IDAs a business accelerator for new businesses and the venture capital arm of Mobivia,Via ID

2、provides long-term support for projects and entrepreneurs in the development of innovative solutions,so that they can become leaders in sustainable mobility and autotech.Thanks to its hybrid positioning(investor,accelerator,ecosystem facilitator)Via ID supports innovative startups in sustainable mob

3、ility at different stages of development in order to help them develop in France and Europe and transform the mobility of tomorrow.Mobility ClubThe Mobility Club by Via ID is an acceleration platform for mobility corporates and scale-ups The Mobility Club support its members in their innovation stra

4、tegies,and help them to better understand the key innovation trends in mobility.The Mobility Club gathers global players such as Groupe ADP,Hyundai Motor Group,Hutchinson,Groupe IMA,Banque des Territoires,TomTom.Dealroom.co is the foremost data provider on startup,early-stage and growth company ecos

5、ystems in Europe and around the globe.Founded in Amsterdam in 2013,we now work with many of the worlds most prominent investors,entrepreneurs and government organizations to provide transparency,analysis and insights on venture capital activity.Created in 2010 by Mobivia(Norauto,Midas,ATU),Via ID of

6、fers a complete ecosystem to the entrepreneurs who join it:incubator program,accelerator program,financing,international development,expert advice and strong synergies with the leading players in mobility.In all the initiatives that Via ID leads,the ambition is to serve the development of a sustaina

7、ble mobility accessible to all,in the continuity of Mobivias raison dtre:Opening Sustainable Mobility to all.1.Mobility Insights:Via ID decodes and analyzes for you the major innovations of the market.You will have monthly access to exclusive content:sectoral and thematic analyses,mappings,interview

8、s,debriefs following key tech&mobility events,insights from our international offices.2.Events&Networking:At the heart of its ecosystem,Via ID gives you access to a qualified network of experts,corporates,institutions,startups and investors.3.Deal-low&Project flow:With access to a deal flow of+600 s

9、tartups per year worldwide,Via ID gives you the benefit of its sourcing capacity and helps you to identify your future partners.Global startup&venture capital intelligence platform.Reparcar,velyvelo Page/3 2018Electric mobility is defying the slowdown.Electric mobility VC funding in Europe had its s

10、econd most highest yearly total in 2022,and the all time highest share of total mobility investment,at 61%.A maturing segment,73%of the electric mobility funding came from megarounds last year,compared to 46%for the rest of mobility.EV charging in particular saw huge growth in the last two years and

11、 still attracts the most early stage funding.2002020212022After a strong first half of the year,mobility startup funding slowed considerably in H2 2022.VC investment in European mobility startups totalled$11.2B in 2022,down 19%from 2021,but by far the 2nd most active year to date.But when

12、 looking closer,after a strong first half of 2022,funding decreased significantly from August onwards.Corporate investors have been pouring more funding than ever before into European Mobility startups,totaling$3.0B for 2022.What happened in mobility in 2022.SPAC and IPO listings collapsed in 2022,2

13、021 listings performed poorly.After a record-breaking 2021,the window for(SPAC)IPOs closed in 2022.There were 4 public listings in 2022,compared to 22 in 2021.This was partially driven by the discouraging performances of 2021 mobility listings,some down 90%since listing.A renewed focus on profitabil

14、ity also proves challenging for growth-driven companies.However,private M&A remained stable at around 30 transactions per quarter.Source:Dealroom.co.Mobility refers to the“Transportation”industry in Dealroom.For details see methodology and definition.VC investment in European Mobility startups by ye

15、ar$14B61%2002120221.7BEV chargingEV batteryMicromobility11x3.8x1.7xInvestment in European EV startups by year(total amount and%share of total mobility funding)$1.4B$11.2B$7.5B$6.9B$3.3B$1.0B-19%Number of exits by typeQ42021Q32021Q22021Q22022Q42022Q12022Q32022Q12021IPOs and SPACs M&ASlide

16、done293036Page/4 1Value and Venture CapitalPage/5 VC investment in European mobility startups totalled$11.2B in 2022,down 19%from 2021,but still more than double any other year.VC investment in European mobility startups$14B$15B$10B-19%$0-1M(Pre-seed)$1-4M(Seed)$4-15M(Series A)$15-40M(Series B)$40-1

17、00M(Series C)$100-250M$250M+$5BTop rounds in 2022:view online$11.2B202220200122011Source:Dealroom.co.Mobility refers to the“Transportation”industry in Dealroom.For details see methodology and definition.Design doneStartupFunding roundFocus$1.1B ConvertibleEV battery

18、manufacturing628M Series FMobility platform500M Series DEV manufacturing300M Late VCEV charging infrastructure250M Growth Equity VCEV charging infrastructure$285M Late VCAutonomous driving solutionsNumbers updatedPage/6 After a strong first half of 2022,funding decreased significantly in the months

19、following July.Source:Dealroom.co.Mobility refers to the“Transportation”industry in Dealroom.For details see methodology and definition.VC investment in European mobility startups view onlineTo review by design$250m+$100250m$40100m(series C)$1540m(series B)$415m(series A)$14m(seed)$01m(pre-seed)Grow

20、thBreakoutEarly$1B$4B$3B$2B 20212022JanMarJulOctJanMarJulOct$1B/month800kView onlinePage/14 2Trend analysisPage/15 -3%VC funding in European mobility by sub industry(2022)view onlineVC funding growth in European mobility by sub industry(2022 vs 2021)x 6.9LinkVehicle productionLogistics&deliveryMobil

21、ity platforms*Mobility marketplaces*Autonomous&Sensor TechNavigation&MappingMaintenance$2.8B$2.5B$2.1B$1.2B$899M$247M$208MAutonomous&Sensor TechMaintenanceVehicle productionLogistics&deliveryNavigation&mappingMobility platform*Mobility marketplaces*+64%+47%+32%-19%-23%-53%Source:Dealroom.co.Mobility

22、 refers to the“Transportation”industry in Dealroom.*Refers to the Dealroom“Mobility”sub industry focused on mobility platforms for car sharing,ride sharing,ride hailing.For details see methodology and definition.Europe all stagesYoY change-10%+17%-39%-56%+12%-18%-40%Numbers updatedLogistics&delivery

23、,and Vehicle production startups attracted the most funding in 2022.After strong 2021,investors swerved Mobility platforms and marketplaces in 2022.Source:Dealroom.co *Refers to the Dealroom“Mobility”sub-industry focused on mobility platforms for car sharing,ride sharing,ride hailing.*Mobility marke

24、tplaces refers to the“Search,buy&rent”sub-industry in Dealroom.For details see methodology and definition.To review by designPage/16 innovativeness of the European mobility landscape and/or about the European Startup Prize for Mobility(TBC).Read the full interview Read the full interviewVincent Caba

25、nelDealflow&Startup Acceleration Manager Via IDEurope is the leading region in mobility innovation,especially in logistics&delivery,mobility platforms and vehicle marketplaces.The figures of this report demonstrate that Europe is the leading region when it comes to mobility.Via ID anticipated that t

26、rend two years ago.Indeed,after investing in several geographies such as North America and Asia,we decided to refocus on Europe.Its truly exciting to be part of this ecosystem as an investor.From our perspective,we clearly see a trend in logistics&delivery(especially with e-bikes solutions),mobility

27、 platforms and vehicle marketplaces.This explains why we recently invested in companies such as VelyVelo,Beev and Reparcar.”“Europe remains the leading geography for global early stage funding in mobility.“Its true that the macroeconomic environment is stressing the global startup ecosystem,but we c

28、an be confident in Europes potential to develop innovative solutions.The data is explicit:the European EV startup ecosystem is maturing,and has now the biggest share of investments.Corporates invested at a record level,and CEE and Southern Europe are growing really fast.Europe is a great playground

29、for sustainable mobility,but investors will now look for sustainable business models.“More than ever,were convinced about the benefits of building a true European mobility ecosystem that favours the emergence of innovative and long-term players,gathering startups,corporates and policy decision-maker

30、s,like the European Startup Prize for Mobility.DoneSource:Dealroom.co Page/17 Top rounds in Electric Mobility 2022 view onlineDesign doneEV takeawaysEurope has highest share in EV investment ever in 2022 at 43%(see here)Now to EV in Europe:Q3 2022 second strongest quarter ever EV in Europe,defying l

31、arger macro contraction,that is driven by megarounds much less than in strongest ever Q2 2021(91%to 66%)(see here)EV battery second strongest year ever but northvolt as usual so not much here(see here)EV charging has strongest year ever(see here)EV manufacturing strongest year ever but H2 2022 is ha

32、lf of H1 even when projected until year end(see here)EV services practically dead in H2 2022(here)EV motor is too small to say anythingLate Stage electric mobility(Series C+)fundingLate stage transportation funding for benchmarkTransportation-25%EV-11%Electric mobility funding outpaces industry benc

33、hmarkVC investment in European Mobility startups(%EV of total investment)$5B200022$10B$15BEV mobility Rest of mobility%of EV mobility in mobility17%19%20%38%50%54%61%StartupFunding roundFocus$1.1B ConvertibleEV battery manufacturing628M Series FMobility platform500M Series DEV

34、manufacturing300M Late VCEV charging infrastructure250M Growth Equity VCEV charging infrastructure200 Growth Equity VCIntegrated EV and charging providerNumbers updatedEuropean electric mobility VC funding hit its second highest total in 2022,and an all time highest share of mobility investment at 6

35、1%.Source:Dealroom.co *Mobility refers to the“Transportation”industry in Dealroom.For details see methodology and definition.$6.9B$7.5B$2.5B$2.0B$0.6B$0.4B$0.3B$0BPage/18$1.9B-58%VC investment by EV segments 2022(%growth vs 2021)view onlineEV batteryEV chargingEV servicesEV powertrain*$2.0B$977M$47M

36、EV manufacturing$2.0B+82%+16%-30%+25%Selected funding rounds in 2022Design doneNumbers updatedEuropean EV charging and EV manufacturing investment reached an all-time-highs in 2022.Battery funding fell year on year due to previous Northvolt megarounds.Source:Dealroom.co *Mobility refers to the“Trans

37、portation”industry and EV powertrain refers to“EV motor”in Dealroom.Page/19 -34%Early-stage VC investment 2022*(%growth vs 2021)view onlineEV manufacturingEV chargingEV servicesEV powertrain*$510M$123M$77M$47MNotable early-stage funding rounds in 2022EV battery$125M+219%+16%-18%+14%Design doneNumber

38、s updatedEV charging leads early-stage funding with$510M,up 219%from the year prior.Source:Dealroom.co *Angel,Seed,Series A and Early VC rounds based on self-labelled classification.*EV powertrain refers to“EV motor”in Dealroom.Page/20 Share of funding from megaroundsEV manufacturing by investment s

39、tage46%72%2001680%60%40%20%0%Electric Mobility Mobility excluding EVDesign doneNumbers updatedElectric mobility is a maturing segment,having long surpassed the industry benchmark in late-stage funding,and exceeding it by 26%in 2022.Investment in European EV charging startupsis up 7x in th

40、e last years,reaching$2B in 2022.VC funding in European EV charging startups20202022$291M$2.0B7x Explore 150+EV Charging startups across 9 categories hereReady for review Micromobility EV Charging EV Batteries Autonomous driving Car and motor insurance Explore the key themes driving Mobility.Page/23

41、 3Geographic insightsPage/24 VC investment in mobility startup by HQ Europe view online USA view online$14B$1.0B14x$33B20222001920202021$10B$30B$20B$40B$14B20222001920202021$10B$30B$20B$40B$18B$11B-48%-19%Design doneNumbers updatedEuropean mobility startups continue to compete

42、strongly internationally,while US mobility startup funding fell to its lowest level since 2017.Source:Dealroom.co *A Mobility refers to the“Transportation”industry in Dealroom.For details see methodology and definition.Page/25 20%40%60%100%80%20112010Europe increases its share of global VC investmen

43、t in mobility from 16%to 26%European share ranges from 30%from Seed through Series C to 22%for megarounds$250M(US share here 44%)Europe down from ATH share of early stage investment-honestly no story here.Maybe we can do something on source of funds but that would have to be cleaned a bit.16%25%34%2

44、001640%30%20%10%0%European share of global VC funding in mobility view onlineEurope Total Europe Early StageDesign doneNumbers updatedEurope increased its share of global VC investment in mobility from 16%to 25%this year.Europe is also the leading geography at early stage,attracting over

45、34%of global funding.Source:Dealroom.co *Mobility refers to the“Transportation”industry in Dealroom.For details see methodology and definition.Page/26 Mobility VC investment 2022(%growth vs 2021)view onlineGermanyUnited KingdomFranceEstoniaCroatia*SpainNetherlands$2.5B$1.4B$1.2B$736M$682M$429M$406MN

46、otable Mobility funding rounds in 2022Austria*Greece$377M$352MSweden$2.0B-14%-47%-40%+275%+1357%+786%+1%+17%-51%-50%Raw Charging,Gridserve,WayveNorthvolt,Volta Truck,EinrideForto,Volocopter,Finn.autoNW Storm,Electra,Flying WhalesBolt,Skeleton Technologies,EyeVi TechnologiesRimac AutomobiliPaack,Zund

47、er,CooltraLightyear,Fastned,Moove AfricaTTTech,Byrd,Ease LinkFlexcar,SpotawheelDesign doneNumbers updatedThe United Kingdom leads European VC investment in Mobility,due to 50%decrease in funding for Sweden and Germany year on year.Source:Dealroom.co *Increases driven primarily by megarounds(Rimac Au

48、tomobili in Croatia and TTTech Auto in Austria)Page/27 Mobility VC investment 2022(%growth vs 2021)view onlineParisStockholmTallinnZagreb*BerlinVienna*Leeds$2.0B$930M$734M$682M$520M$365M$330MNotable Mobility funding rounds in 2022Cambridge(UK)Barcelona$307M$297MLondon$1.1B-43%+733%+1378%-53%+609%-49

49、%+782%+1%+46%+1%Northvolt,Volta Truck,EinrideWayve,Connected Kerb,What3wordsNW Storm,Electra,Flying WhalesBolt,Skeleton Technologies,BaseTrackRimac AutomobiliForto,H2 Mobility,InstaFreightTTTech,Byrd,LogstaRaw ChargingNexeon,Nyobolt,Focal Point PositioningPaack,MundiMoto,CooltraDesign doneNumbers up

50、datedStockholm remains the number one hub for Mobility funding in Europe,with$2B raised in 2022,while emergent hubs in Croatia and Austria entered the top 10.Source:Dealroom.co *Increases driven primarily by megarounds(Rimac Automobili in Zagreb and TTTech Auto in Vienna)Get the latest mobility insi

51、ghts.Impact newsletterCovering sustainable and electric mobilityMarketplace newsletterCovering micromobility and logistic&delivery Subscribe Now Subscribe NowMonthly access to exclusive content:sectoral and thematic analysis,mappings,interviews,debriefs following key tech&mobility events,insights fr

52、om our international offices.Join the Mobility ClubMobility Clubs Mobility InsightsDesign donePage/29 Venture capital methodology and definitions.Investment numbers refer to rounds such as Seed,Series A,B,C,late stage,and growth equity rounds.Venture capital investment figures exclude debt or other

53、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 public disclosures including press releases,news,filings and verified user-submitted information.Companies designed to grow fast

54、.Generally,such companies are VC-investable businesses.Sometimes they can become very big(e.g.$1B+valuation).This report focuses,unless specified,on companies in the information age,i.e.after 1990.When startups are successful,they develop into scaleups(50 people),grownups(500 people)and result in bi

55、g companies,like NorthVolt or Arrival.A unicorn 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).This report focuses on the Mobility industry.This industry is referred as“Transport

56、ation”in the Dealroom taxonomy.The transportation industry is divided into the following sub-industries:Mobility,Search,Buy&Rent,Maintenance,Navigation&Mapping,Autonomous&Sensor Tech,Vehicle Production,Logistics&Delivery.A precise definition can be found here.Sub topics like micromobility and EV battery are represented by tags in the platform.This can be under one single industry/sub industry or across multiple of them.TaxonomyVenture capital investmentStartups,scaleups,grownups and techSource:Dealroom.co