tracxn report : online rentals
TRACXN REPORT : ONLINE RENTALS March 2016
Tracxn World’s Largest Start-up Research Platform
2 Online Rentals Report, March 2016
Contents Topic
Page
Sectors We Track
04
Overview
05
Market Map
09
Company List
17
Team
135
3 Online Rentals Report, March 2016
Illustrative Sectors We Track ENTERPRISE INFRASTRUCTURE
CONSUMER
MOBILE
ENTERPRISE APPLICATIONS
SECURITY
MARKETPLACES
MOBILE COMMERCE
SAAS
STORAGE
SUBSCRIPTION COMM.
MOBILE PAYMENTS
MOBILE-FIRST ENT. APPS
NETWORKING
UBER FOR X
MOBILE MARKETING
INTELLIGENT ENT. APPS
MOBILITY
INTERNET FIRST BRANDS
MOBILE DEV TOOLS
OPEN SOURCE
IT OPS
FOOD TECH
MOBILE HEALTH
RETAIL TECH
CLOUD INFRASTRUCTURE
ONLINE RENTALS
MOBILE GAMING
MARKETING TECH
API MANAGEMENT
TRAVEL
MOBILE LEARNING
STEALTH MODE
BIGDATA INFRASTRUCTURE
GAMING
MOBILE COMMUNICATION
VERTICAL SAAS
TECH
FINTECH
EDUCATION
HEALTHCARE
INTERNET OF THINGS
BITCOIN
EDUCATION IT
LIFE SCIENCES
3D PRINTING
PAYMENTS
SELF LEARNING
DIGITAL HEALTH
4 Online Rentals Report, March 2016
Sector Overview Scope of report This report covers companies that provide an online platform to rent as well as rent out products to/from consumers and businesses. It excludes online and offline real estate rental companies such as Zillow or Re/max. Companies providing SaaS services to the online rental companies are also excluded from the report. Over $2.4B has been invested in this sector since 2011, with ~ $1.1B being invested in 2015 to 2016 YTD. 68 rounds of funding between 2015 – 2016 YTD. Transport is the top funded sector. • Transport – 136 total investments worth ~ $2.2B Most active funds
• Sequoia Capital (Reocar, PPZuche, iCarsClub, Zoomcar, Gamefly, Carzonrent) • 500 Startups (Smove, BoatBound, Sproutkin, Le Tote) Notable investments in last eight months • Yongche (Transport – Cars – B2C) - $700M, unattributed round led by LeTV – October 20, 2015. • eHi Car Rental (Transport – Cars – B2C) - $150M, round led by Tiger Global – May 26, 2015. • PPZuche (Transport – Cars – P2P) - $50M, Series C round led by Tiantu Capital – September 22, 2015. • Turo (Transport – Cars – P2P) - $47M, Series C led by KPCB – November 3, 2015. • Silvercar (Transport – Cars – B2C) - $28M, Series C round led by Audi – January 4, 2016.
5 Online Rentals Report, March 2016
Total funding in 2015 has increased despite a fall in the number of rounds compared to 2014 Avg. funding per round:
$5.5M
$10M
$3.7M
$6M
1200
1000
• The average funding per round has seen a massive spike over the last two years especially last year, indicating market consolidation.
$3.8M 80
$1119M 67
65
67 57
800
600
53
36
40 $390M
$389M
400
200
37
27
$251M
$200M
11
13
$42M 0
0 2011
2012
2013 Total Funding
Notable Rounds
Loxam $80M
Zuche
Drive YoYo
$200M
$5.5M
6 Online Rentals Report, March 2016
2014
2015
2016
Number of Rounds iCarsClub $60M
Yongche $700M
Renttherunway $60M ehicar $150M
Silver car $28M
No. of Funding rounds
Total Funding Amount (in Millions)
$20M
• Most recent notable rounds are seen in the Transport Business segment with Yongche receiving a funding of $700M – more than 60% of the total funding received by the sector in 2015.
To receive the full 135 page report, write to us at [email protected]
7 Online Rentals Report, March 2016
Team
Kush Agarwal
Hrishikesh Kulkarni
Senior Analyst, Consumer Technology
Lead Analyst, Consumer Technology
8 Online Rentals Report, March 2016
Tracxn World’s Largest Start-up Research Platform
2 Online Rentals Report, March 2016
Contents Topic
Page
Sectors We Track
04
Overview
05
Market Map
09
Company List
17
Team
135
3 Online Rentals Report, March 2016
Illustrative Sectors We Track ENTERPRISE INFRASTRUCTURE
CONSUMER
MOBILE
ENTERPRISE APPLICATIONS
SECURITY
MARKETPLACES
MOBILE COMMERCE
SAAS
STORAGE
SUBSCRIPTION COMM.
MOBILE PAYMENTS
MOBILE-FIRST ENT. APPS
NETWORKING
UBER FOR X
MOBILE MARKETING
INTELLIGENT ENT. APPS
MOBILITY
INTERNET FIRST BRANDS
MOBILE DEV TOOLS
OPEN SOURCE
IT OPS
FOOD TECH
MOBILE HEALTH
RETAIL TECH
CLOUD INFRASTRUCTURE
ONLINE RENTALS
MOBILE GAMING
MARKETING TECH
API MANAGEMENT
TRAVEL
MOBILE LEARNING
STEALTH MODE
BIGDATA INFRASTRUCTURE
GAMING
MOBILE COMMUNICATION
VERTICAL SAAS
TECH
FINTECH
EDUCATION
HEALTHCARE
INTERNET OF THINGS
BITCOIN
EDUCATION IT
LIFE SCIENCES
3D PRINTING
PAYMENTS
SELF LEARNING
DIGITAL HEALTH
4 Online Rentals Report, March 2016
Sector Overview Scope of report This report covers companies that provide an online platform to rent as well as rent out products to/from consumers and businesses. It excludes online and offline real estate rental companies such as Zillow or Re/max. Companies providing SaaS services to the online rental companies are also excluded from the report. Over $2.4B has been invested in this sector since 2011, with ~ $1.1B being invested in 2015 to 2016 YTD. 68 rounds of funding between 2015 – 2016 YTD. Transport is the top funded sector. • Transport – 136 total investments worth ~ $2.2B Most active funds
• Sequoia Capital (Reocar, PPZuche, iCarsClub, Zoomcar, Gamefly, Carzonrent) • 500 Startups (Smove, BoatBound, Sproutkin, Le Tote) Notable investments in last eight months • Yongche (Transport – Cars – B2C) - $700M, unattributed round led by LeTV – October 20, 2015. • eHi Car Rental (Transport – Cars – B2C) - $150M, round led by Tiger Global – May 26, 2015. • PPZuche (Transport – Cars – P2P) - $50M, Series C round led by Tiantu Capital – September 22, 2015. • Turo (Transport – Cars – P2P) - $47M, Series C led by KPCB – November 3, 2015. • Silvercar (Transport – Cars – B2C) - $28M, Series C round led by Audi – January 4, 2016.
5 Online Rentals Report, March 2016
Total funding in 2015 has increased despite a fall in the number of rounds compared to 2014 Avg. funding per round:
$5.5M
$10M
$3.7M
$6M
1200
1000
• The average funding per round has seen a massive spike over the last two years especially last year, indicating market consolidation.
$3.8M 80
$1119M 67
65
67 57
800
600
53
36
40 $390M
$389M
400
200
37
27
$251M
$200M
11
13
$42M 0
0 2011
2012
2013 Total Funding
Notable Rounds
Loxam $80M
Zuche
Drive YoYo
$200M
$5.5M
6 Online Rentals Report, March 2016
2014
2015
2016
Number of Rounds iCarsClub $60M
Yongche $700M
Renttherunway $60M ehicar $150M
Silver car $28M
No. of Funding rounds
Total Funding Amount (in Millions)
$20M
• Most recent notable rounds are seen in the Transport Business segment with Yongche receiving a funding of $700M – more than 60% of the total funding received by the sector in 2015.
To receive the full 135 page report, write to us at [email protected]
7 Online Rentals Report, March 2016
Team
Kush Agarwal
Hrishikesh Kulkarni
Senior Analyst, Consumer Technology
Lead Analyst, Consumer Technology
8 Online Rentals Report, March 2016
