VC investment winds in 2015: medical and venture capital became good friends

The latest data shows that on June 8, the central parity of the RMB against the US dollar was reported at 6.1205, down 24 basis points from the previous trading day. For investors, the “depreciation curse” of the renminbi urges him to ponder: In 2015, how to maximize the investment benefits? Which is the most reliable investment venture? Recently, the “Internet Queen” Mary Mick revealed the “Internet + "The development trend of the times, but as a well-known venture capital KPCB partner, she did not answer this question one or two. Of course, the turmoil in the domestic venture capital market is not the strength of Mary Mick. In 2015, where did VC investment winds blow? In a wave of popular venture capital projects, health care , taxi software, and SaaS services are the most ecstasy.

Medical and wind investment into a good friend

Preheating, conjecture, and suffering for several years, on April 10, Apple Watch finally accepted the reservation in the Mainland, and it has been nearly half a year since the product was released. If you simply think that iWatch is just a high-end watch, then you are OUT! The biggest highlight of its main feature is not multi-function, but health care. For this reason, Apple teamed up with IBM to release five mobile medical apps. The move is seen as Apple's ambition to enter the medical profession, but compared to other international giants, Apple is clearly aware of it.

I have never seen Intel, Microsoft, Google, Sony, etc. have long been occupying the future "medical market cake". Recently, Sony sold all 50% of Olympus shares in its hands, and most of the funds obtained were used to enter medical equipment . It’s a desperate attempt, and Google’s venture capital investment in life sciences companies has already reached $2 billion.

In addition to foreign countries, medical ventures are also developing rapidly in China. There are statistics: At present, only O2O medical field in China has obtained nearly 1 billion US dollars of financing, and the single financing is higher than Yishan. However, compared with foreign investment in medical artificial intelligence technology projects, domestically, the O2O field is more fond of.

Carpooling industry is burning more and more

No era is as keen on renting cars as it was in 2015, and no one is so keen on burning money than 2015. In less than half a year, the carpooling industry has been smashed by several big black horses, fighting for strength, and behind the scenes of the concessions, in addition to market competition, there are a large number of venture capitalists.

Looking back at the domestic VC market in the fourth quarter of 2014, two taxi software (the taxis won 700 million and the fast won 600 million US dollars) went into the top three, which is called “unprecedented”. The above is not so much a VC's waywardness as it is market driven. A simple, quick single financing is enviable, but Uber on the other side of the Atlantic has raised $1 billion in venture capital since December 2014. In February, it again attracted $1 billion, which is obviously more "local".

According to the data of the Android application platform, there are more than 300 service related services for carpooling. Even if the VCs are spending a lot of money, the embarrassing situation of “small and porridge” has occurred, not to mention “carpooling = burning money”. Fortunately, the "consumer discount" as a "live advertising" model stimulated the mass carpool potential, coupled with the integration of car services, policies, social welfare and other elements, this money-burning game can continue. Whoever burns to the end, who is the final winner, in this regard, it is clear that the VCs hope to laugh at the end will be themselves.

Enterprise SaaS service is very attractive

In May, there are many headlines, and the most popular position in the technology category is definitely the acquisition storm of SaaS supplier Salesforce. From the madness of Oracle will acquire Salesforce for $44 billion, and the negotiation with Microsoft for $70 billion has not been completed. The acquisition has added a bit of dramatic propaganda and has lost a bit of arrogance. Although the acquisition has not yet been settled, these asking prices also see the charm of SaaS services.

According to the recent research report of the enterprise SaaS service industry released by well-known domestic research institutions, the current market prospects of the enterprise software market, especially the SaaS software service market, are promising, and it is likely to become the next game (115 billion) and Internet advertising (154 billion). The next billion-dollar market. Some people look at the "100 billion" unit, and compared to the current SaaS software just started in China, I feel a bit overvalued. In fact, the vast enterprise software market has stopped the billion-dollar market. Traditional enterprise software vendors such as Oracle, SAP, and IBM have implemented a cloud strategy. This is a positive signal. At present, domestic SaaS software has appeared in the day network, Beisen, and current goals. With the new and old players such as sales, sales, and eight hundred passengers, the climate is gradually growing. In view of the active market performance and the billion-dollar market in the future enterprise SaaS field, its financing has also been favored by venture capital institutions. Taking 2014-2015 as an example, only one target company has received financing of 70 million US dollars. Others such as Beisen, Zhejiang, and Dayi have outstanding financing performance. This amount has been considerable in the whole investment and financing industry.

Compared with traditional enterprise software, SaaS software has inherent advantages in online automatic upgrade, integrated function module, big data analysis, low cost, etc., which is very attractive to enterprise users. The biggest highlights for venture capitalists are the “just-needed” potential of enterprise-level applications and the high renewal rate of SaaS software. It is reported that the leading SaaS service has an average renewal rate of 92% and a renewal rate of 100%, which means strong user stickiness and considerable profitability. Therefore, it is not surprising that corporate SaaS services are caught by venture capitalists.

It is worth mentioning that: At present, the HHR service provider based on SaaS and mobile internet has entered the critical period of A round of financing. As a pioneer of SaaS software, as of June 2 this year, the dayHR online user has exceeded 1 million in August, and its potential cannot be underestimated. According to the chairman of the board, Mr. Chen Wei: The dayHR is improving day by day, and new modules such as CRM and finance are on the line or coming online, and vertical industry solutions are coming. Recently, a number of venture capital institutions that are optimistic about their development prospects come to discuss cooperation intentions, and their financing performance is quite expected.

"Internet +" investment variety

In addition to the above three hot investment areas, "Internet +" investment varieties are also very popular. The new wave of Internet + finance + medical + car + circulation + tourism + agriculture... is booming, and it is easy to attract the attention of VCs and PEs. The reason, besides the favorable policies, may be exactly what Ron Miller, CEO of StartEngine, said: “A strong team and innovative ideas are better able to accept market inspections and gain favor from venture capital firms and other investors.” Which of the three hottest ventures is the most sought-after? In my opinion, the SaaS software seems to be more reliable than the slow-heating medical and burning money-taking software.

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