1 of 16

Supported by the Digital Economy Council and the Department for Digital, Culture, Media and Sport

UK Tech Ecosystem update

DECEMBER 2020

Page / 1

2 of 16

Source: Dealroom.co.

May 2020

Page / 2

Venture capital investment in UK

Top UK rounds in 2020

$500M�London

$500M

London

$400M

London

$333M

London

$360M

London

$310M

London

$264M�Solihull

$200M

London

$200M

London

$198M

London

$150M

London

$150M

Bristol

$133M

Farnborough

$130M

Abingdon

$125M

London

UK startups and scaleups raised record investment in 2020, closing $15B in VC funding, despite challenging macro conditions.

$5.4B

$5.9B

$9.2B

$9.8B

$14.8B

$15.0B

2020

2019

2018

2017

2016

2015

Source: Dealroom.co.

Note: Investment data for 2020 until December 14th.

Page / 2

3 of 16

Source: Dealroom.co.

May 2020

Page / 3

Tech hubs of Oxford, Newcastle and Glasgow showed the highest investment growth in 2020, and Fintech continued to be the leading UK tech sub-sector.

Venture capital investment in UK by sector (2020)

Venture capital investment by city/hub

2019

2020

London

$10.7B

$10.4B

Oxford

$135M

$532M

Cambridge

$496M

$265M

Bristol

$441M

$192M

Edinburgh

$166M

$112M

Manchester

$223M

$71M

Newcastle upon Tyne

$21M

$60M

Leeds

$34M

$45M

Glasgow

$17M

$43M

Cardiff

$100M

$38M

Belfast

$27M

$22M

Birmingham

$33M

$8M

Health

Marketing

Enterprise Software

Food

Cybersecurity

Transportation

32%

16%

15%

12%

6%

6%

5%

6%

Fintech

Energy

Source: Dealroom.co.

Note: Investment data for 2020 until December 24th.

Page / 3

4 of 16

Venture capital investment

The UK tech continues to outperform all European neighbours in 2020, raising more than Germany and France combined in 2020.

$5.9B

United Kingdom

Germany

France

Rest of Europe

$9.2B

$9.8B

$14.8B

$15.0B

$2.4B

$3.6B

$5.2B

$7.4B

$6.9B

$2.5B

$2.9B

$4.2B

$5.4B

$6.1B

$7.7B

$9.6B

$10.7B

$14.6B

$14.8B

Source: Dealroom.co.

Note: Investment data for 2020 until December 24th.

2020

2019

2018

2017

2016

2020

2019

2018

2017

2016

2020

2019

2018

2017

2016

2020

2019

2018

2017

2016

Page / 4

5 of 16

Early-stage and scaleup investment has shown resilience in 2020, posting higher totals than any previous year other than 2019.

OR

Seed

$1M-$4M

Series A

$4M-$15M

Series B

$15M-$40M

Series A

$4M-$15M

Series B

$15M-$40M

VC investment per round type

Number of rounds per round type

Seed

$1M-$4M

Source: Dealroom.co.

Note: Investment data for 2020 until December 14th. The labels “Seed”, “Series A” are standardised labels per Dealroom.co method, not the reported labels as they are not consistently applied.

Page / 5

6 of 16

The UK is a successfully maturing tech ecosystem. Series C rounds have seen consistent growth in recent years, both by deal count and total investment.

VC investment per round type

Number of rounds per round type

Series C

$40M-$100M

Megarounds

$100M-$250M

Megarounds plus

$250M+

Series C

$40M-$100M

Megarounds

$100M-$250M

Megarounds plus

$250M+

Source: Dealroom.co.

Note: Investment data for 2020 until December 14th. The labels “Seed”, “Series A” are standardised labels per Dealroom.co method, not the reported labels as they are not consistently applied.

Page / 6

7 of 16

Late-stage funding is making up an ever greater share of UK investment, though a pipeline of venture-backed startups must be maintained at Seed stage.

% of investment in UK by round type

Seed

$1M-$4M

Series A

$4M-$15M

Series B

$15M-$40M

Series C

$40M-$100M

Megarounds

$100M-$250M

Megarounds plus

$250M+

Source: Dealroom.co estimates.

Note: the labels “Seed”, “Series A” are standardised labels per Dealroom.co method, not the reported labels as they are not consistently applied.

Page / 7

8 of 16

Source: Dealroom.co.

May 2020

Page / 8

Foreign investors are very active in late-stage UK funding rounds, with domestic and European VC investors dominating at early stage.

Domestic

Cross-border European

Rest of World

Asia

USA and Canada

% of investment in UK (2020) by source and round size

Source: Dealroom.co estimates.

Note: the labels “Seed”, “Series A” are standardised labels per Dealroom.co method, not the reported labels as they are not consistently applied.

Page / 8

9 of 16

Source: https://public.flourish.studio/story/279152/

May 2020

United Kingdom: 7

France: 4

Germany: 2

Netherlands: 2

Sweden: 2

New unicorns in 2020

7 UK companies reached unicorn status in 2020, taking the total to 80 billion dollar tech companies produced in the UK.

United Kingdom

34 | Germany

18 | Netherlands

18 | France

15 | Sweden

12 | Switzerland

Cumulative number of European unicorns created by year $1 billion valuation was reached

Source: Dealroom.co.

Page / 9

10 of 16

Source: https://public.flourish.studio/story/279152/

May 2020

Number of potential future unicorns

The UK is also home to 136 potential future unicorns, with London and Cambridge amongst the top 10 European hubs.

United Kingdom

Germany

France

Switzerland

Spain

Netherlands

Ireland

Sweden

Finland

Belgium

Denmark

136

61

61

24

15

13

13

9

9

8

7

London

Paris

Berlin

Munich

Dublin

Cambridge

Amsterdam

Barcelona

Stockholm

Zug

80

39

31

12

10

9

7

7

6

6

Source: Dealroom.co.

Page / 10

11 of 16

New funds raised by VCs in UK

0M-$50M

$50M-$100M

$100M-$250M

$250M+

UK VCs have record levels of dry powder ready to deploy in 2021 and beyond

Seed

Series A+

Growth stage

$140M�Feb 2019

$2B

Apr 2020

€700M

Dec 2020

$115M�Jun 2019

$820M

Feb 2020

$477M

Mar 2019

$100M�Apr 2020

$735M

Feb 2020

$375M

Mar 2018

$80M�Sep 2019

$500M

Nov 2019

€300M

Mar 2019

£81M�Sep 2020

$400M

Nov 2019

Latitude: $180M

Dec 2018

£78M�Nov 2020

$400M

Sep 2020

£110M

Oct 2020

Over $14 billion raised by VCs in UK in 2019-2020 alone. Almost half of the $29 billion raised by European VCs.

Source: Dealroom.co.

Note: VC funds data for 2020 until December 14th.

Page / 11

12 of 16

New funds raised by European VCs

European venture capital funds are disproportionately centred in the UK.

$2.4B

United Kingdom

Germany

France

Rest of Europe

$3.2B

$6.4B

$5.5B

$8.2B

$1.1B

$1.9B

$1.7B

$2.0B

$2.9B

$1.0B

$2.6B

$2.0B

$1.3B

$1.4B

$4.5B

$2.8B

$3.7B

$4.7B

$5.8B

Source: Dealroom.co.

Note: VC funds data for 2020 until December 14th.

2020

2019

2018

2017

2016

2020

2019

2018

2017

2016

2020

2019

2018

2017

2016

2020

2019

2018

2017

2016

Page / 12

13 of 16

Source: Dealroom.co.

May 2020

Page / 13

Foreign investment is a sign of strength, with the UK investment landscape diversified for resilience.

% of foreign investment (2020) by country and source

For Israel and the UK, the high proportion of foreign investors reflects strong global investor appetite, especially from the USA and Asia (a sign of strength).

Germany and Sweden now has the lowest % of domestic capital of any major tech hub.

France wants to attract more foreign capital, especially from the USA and Asia.

0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Israel

United Kingdom

Sweden

Germany

Europe

Netherlands

France

Page / 13

14 of 16

  • Investment numbers refer to venture capital investment rounds such as seed, series A, B, C, …. late stage, and growth equity rounds. It excludes debt or other non-equity funding, lending capital, grants and ICOs.
  • Buyouts, M&A, secondary rounds, and IPOs are treated as exits: excluded from funding data, but included in exit data.

  • A unicorn is defined as a tech driven company that has reached a $1 billion valuation, on the basis of a funding round (unrealised), acquisition or IPO (realised).
  • There are some notable edge-cases:

- Companies that IPO-ed at or above $1 billion but subsequently dipped below that valuation, are still included as $1B+ exit (examples: Alfa, Rovio, eDreams).

- Some companies have at some stage reached a $1 billion but subsequently raised, IPO-ed or were acquired below that value. In this case the company is not counted as a unicorn (examples: Blippar, Home24, Fanduel, Ulmart, Conduit, Wonga, VE Interactive, Powa).

- If a unicorn moved HQ, the company is counted in the country where it reached unicorn status. Occasionally companies received dual HQ status.

  • This report focuses on companies in the post-internet age, i.e. after 2000. Most but not all unicorns are VC backed.
  • Companies included in the analysis are tech-driven. Industries include software, ecommerce, online marketplaces, hardware, ICT infrastructure. The full industry & business model taxonomy can be found online

  • Dealroom’s proprietary database and software aggregate data from multiple sources: harvesting public information, user-submitted data verified by Dealroom, data engineering. All data is verified and curated with an extensive manual process.
  • Most underlying data from the report is available online via https://datacommons.technation.io. For more info please visit dealroom.co or contact support@dealroom.co

Methodology & definitions

Page / 14

15 of 16

The most complete and detailed picture of UK’s tech ecosystem, in partnership with Tech Nation: datacommons.technation.io

76,000+

startups & scaleups

500+

Accelerators, workspaces

15,500+

funds & corporate investors

30,000+

Funding rounds & exits

Page / 15

16 of 16

Initiated by

For founders

Know your ecosystem

Get inspired

For VCs & corporates

Discover hot startups & scaleups. Get new insights & trends

For researchers

Apply for data access, to �support your research projects.

For governments

Better understanding of startup ecosystem dynamics

Powered by

Supported by

��

To discuss partnership opportunities, contact support@dealroom.co

Page / 16