Download pptx - Follow the Money: The Investment Outlook in Insights by Simon Chadwick of Cambiar - Presented at the Insight Innovation eXchange North America 2013

© 2013 Cambiar, LLC. All rights reserved.

New Capital Funding in 2012Results from 2012 Cambiar Capital Funding Index™

Insight Innovation Exchange ConferenceJune 17-19, 2013

© 2013 Cambiar, LLC. All rights reserved.2

Compiling Cambiar Capital Funding Index™ (CCFI)

• New capital infusions into the “industry” from December 1, 2011 through November 30, 2012

• “Industry” being defined using broader ESOMAR definition, i.e.:– primary and secondary research, – syndicated reports (e.g. Gartner), – web and text analytics, – ethnography, – market intelligence, etc.

• Index comprised of only announced deals

• Sources include:– news feeds, – press releases, – trend sites (e.g. TechCrunch), and– trade press around the world

• “New capital” includes only funds that are newly infused into the industry


Snapshot of 2011 Impact

• $830 Million of funds generated came from Private Equity (PE) and Venture Capital (VC), (remainder was share flotation by IPSOS on Paris Bourse)

• 90% funded enterprises in the United States

• 50% of PE/VC funding went into Analytics as opposed to 23% for Market Research, focal areas included:

$1.1 Billion Infused into the Industry

13% Mobile 47% Social Media11% Online Video & Ad

Measurement


WHAT HAS CHANGED SINCE 2011


2011, $830 Million

2012, $1.7 Billion


2011, $830 Million

2012, $1.7 Billion


2011, $830 Million

2012, $1.7 Billion

141% Increase


Funding by Market Segment


Focus of Investment

Full Service0%


Market Research Analytics Platform Business Intelligence Big Data Social Media Mobile Crowdsourcing0

200000000

400000000

600000000

800000000

1000000000

1200000000

138200000

297650000

101031000

330000000

198550000

53400000

0

225667500

1047986000

103600000

50950000

357700000337960000

177226000

95200000

Category Comparison2011 (Blue) – 2012 (Red)


Modalities of Interest to Clients

Web Analytics

DIY Research

Proprietary Online Panels

Innovative Digital Qualitative

Social Media Listening

MROCs

Emotion measurement

Mobile

0 10 20 30 40 50 60 70 80 90

Integrated Trying Planning to try


Funding by Region


Seed A B C D$0

$50,000,000

$100,000,000

$150,000,000

$200,000,000

$250,000,000

$300,000,000

$350,000,000

$400,000,000

$450,000,000

$500,000,000

$11,810,000

$287,376,000

$468,180,000

$407,500,000

$161,400,000

Funding by Stage of Investment

Funding Stage


Seed A B C D0

10000000

20000000

30000000

40000000

50000000

60000000

70000000

80000000

90000000

Aver

age

(Mea

n) In

vest

men

t ($)

Funding Stage

Average Size of Investment


Snapshot of Who’s Investing

• 227 Investors (100 in 2011)

• 130 Investments (63 in 2011)

• 177 Private Equity and Venture Capital Investors

• 28 Individuals

• 15 Corporations

• 7 Angel Funds

9 Investors Account for 20% of

Investment Occasions


For More Information, Contact

Simon [email protected]

THANK YOU