20201年Q2软件行业报告Software sector update -bullhound.ppt
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1、Q2 2021Softwaresector updateQualitative insights into broader Software trends and public and private valuations across the transaction spectrum,andinterviews with todays leaders transforming the sector.Important disclosures appear at the end of this reportGP Bullhound LLP is authorised and regulated
2、 by the Financial Conduct AuthorityGP Bullhound Inc is a member of FINRAGP Bullhound Hong Kong Limited is authorised and regulated by the Securities&Futures CommissionTakeawaysBusinesses are adopting identity verification software to reduce Internet fraudDigital identity tools have become trust enab
3、lers across the InternetMarket for digital identity tools is likely to grow significantlyIDENTITYVERIFICATIONTECHNOLOGYGROWINGOrganisations are looking for ways to change cold-calling fuelled sales practicesSales teams are adopting SaaS platforms for frictionless buyer/seller experiencesCompanies ai
4、m to increase deal-making success by utilising sales assisting SaaSB2B SALESDIGITISATIONVIA SAASTHE VIEWQ2 Softwareperspectives fromGP BullhoundManual handling of big data is resulting in higher IT costs and operational delaysCompanies are looking for efficient ways to handle big data and analyticsE
5、nd-to-end integration allows businesses to make faster data-driven decisionsDEMAND FOROUTSOURCED BIGDATA HANDLINGLogistics and retail sectors are shifting their focus towards machine learningBusinesses are seeking rapid processes to identify consumer trendsMACHINELEARNING INLOGISTICS ANDRETAILSoluti
6、ons in logistics and retail offer sellers the edge needed to stay competitivePlatform-as-a-Service(PaaS)solutions enable software start-ups to scale fasterPaaS platforms unlock ready-to-use cloud-based servers for software start-upsPaaS benefits developers focused on rapid development and deployment
7、PAAS ENABLESSTART-UPS TOSCALE EFFICIENTLY2TakeawaysA LEADING TECHNOLOGY ADVISORY AND INVESTMENT FIRM,PROVIDING TRANSACTION ADVICE AND CAPITAL.GP Bullhounds recent Software activitySOLD TOSOLD TOSOLD TOSOLD TOSOLD TOINVESTMENT BYInvestmentBankingINVESTMENT BYSOLD TOINVESTMENT INSOLD TOSOLD TOINVESTME
8、NT BYINVESTMENT BYINVESTMENT BYINVESTMENT BYINVESTMENT BYINVESTMENT BYFund IVFund IIIFund VFund IVFund VInvestmentManagementINVESTMENT BYINVESTMENT BYINVESTMENT BYINVESTMENT BYFund IVFund IIIFund IVFund IV3TakeawaysGP BULLHOUNDS SECTOR TAKEAWAYSQ2 Software perspectives from GP BullhoundSelect transa
9、ctionsin Q2 2021Identity verification now core element to software as companies look to reduce fraud across the InternetThe COVID-19 pandemic has ushered in a new era where individuals and companies are spending more time than everbefore online,leading to an increased focus on reducing risk in each
10、customer interaction.SOLD TOMany new and established companies have built digital identity verification tools into their platforms to reduce fraud andincrease trust across the Internet.Start-ups such as Berbix,Jumio,and Onfido,along with more established platforms such as Stripe,have built a suite o
11、ftools to enable companies to identify their customers true identities and individuals to own their identities.Introducing software sales as a serviceSOLD TOFor many years,high-flying software companies growth has been fuelled by direct sales teams cold-calling potentialsoftware buyers.These sales t
12、eams have executed cold-calling armed with just their internal CRM platforms and one of the manyprospecting tools.While successful for some,this model left a lot to be desired,mainly because software purchasingdecisions require many sign-offs within an organisation,which has led to a disorganised pr
13、ocess and fewer closed deals.Companies such as Accord,BuyerAssist,Gong,MetaCX,and Outreach have built platforms focused on reducing frictionbetween buyers and sellers.These companies offer buyers more flexibility and less noise and sellers the ability to run amore consistent sales process.These chan
14、ges are likely to lead to more long-term partnerships between software buyersand sellers and more efficient processes.INVESTMENT BY4Sources:TechCrunch(as of 14 June 2021),Gong(as of 3 June 2021),and Geekwire(as of 2 June 2021)TakeawaysGP BULLHOUNDS SECTOR TAKEAWAYSQ2 Software perspectives from GP Bu
15、llhoundSelectTraditional IT services increasingly lean on softwareinvestment managementtransactionsIT personnel tasked to handle ever-increasing amounts of data and integrations has led to higher IT costs or increasingoperational delays when sufficient funding is not available.Companies are looking
16、for efficient ways to handle big data and analytics as the findings continue to drive morebusiness decisions.INVESTMENT BYThe data pipeline is more important than ever,and end-to-end data integration software companies such as AsteraSoftware allow businesses to make faster data-driven decisions.Fund
17、 VMachine learning for retail and e-commerce mid-level operationsINVESTMENT BYLogistics and retail businesses are shifting their focus to apply machine learning solutions to optimise inventorymanagement and merchandising.Fund VThe rapid increase in the worlds dependence on e-commerce over the past y
18、ear has brought more attention to allaspects of the implementation of machine learning in software platforms.This is because machine learning offers sellers the edge needed to stay competitive in a market via repricing,identifyingtrends,and product recommendations.Businesses seek rapid automation th
19、rough machine learning to identify consumer trends and interests via social media tooffer new product offerings before competitors can act.INVESTMENT BYFund IV5Sources:Astera(as of 15 June 2021),Retail Touch Points(as of 3 June 2021),Outside InsightTakeawaysGP BULLHOUNDS SECTOR TAKEAWAYSQ2 Software
20、perspectives from GP BullhoundSelectinvestment bankingtransactionsPlatform-as-a-Service(PaaS)platforms are enabling software start-ups to scale faster2020 was a pivotal year for cloud systems as it played a lead role in facilitating remote work solutions.PaaS platformshave enabled software businesse
21、s to have ready-to-use cloud-based server infrastructures.With platforms like AWS Lambda,Salesforce Platform,and SAP IS,SaaS businesses can focus on software quality ratherthan sustaining efficient cloud servers.This way,SaaS entrepreneurs can present their products with more ease andspeed while foc
22、using on reaching customers and scaling rapidly.INVESTMENT BYUsing AWS,EC2 has allowed Deliveroo to meet demand and improve service quality,reducing food delivery times by20%while also cutting costs.INVESTMENT BYSOLD TO6Sources:AWS Amazon(as of 25 June 2021),Eleken(as of 22 June 2021),Accenture(as o
23、f 4 March 2021),GartnerTransaction trendsNOTABLE SOFTWARE M&A DEALS&PRIVATE FINANCINGSUsual suspects continued making deals in Q2Selected M&A transactionsSelected private financingsDateBuyerTargetTarget descriptionValue($m)EV/LTM RevDateLead investorIssuerIssuer descriptionValue($m)Developer of an o
24、nline paymentplatform designed to facilitatecashless payments throughinstallmentsProvider of cloud-basedenterprise softwaresolutionsJun-271,6422,2002465.7x-Jun-10639Developer of an openbanking platformintended to offer data-driven financial servicesDeveloper of a talent intelligenceplatform designed
25、 to assistcompanies to find,recruit and retainworkersJun-25Jun-21Jun-7Jun-10Jun-02May-20May-18May-04Apr-27Apr-20Apr-072201,000300320250242125100Operator of cloud-basedmarketing automationsoftware as a serviceplatformDeveloper of an executionmanagement system designed toanalyse and optimise digital b
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