From the business vertical to the crowd vertical capital chasing the next hot spot

October 22, is held in Suzhou, the third "thousand People Plan" venture contest, two internet projects by investors pay special attention-0 points campus network and speed to network. The former is an internet platform for the campus population, the latter is the main low-end blue-collar people.

Investment institutions Yuan Wo Kai Wind Partners, competition judges Liu Biao in an interview with the 21st century Economic report, said the two projects are focused on the subdivision of the population, and bat and other large internet companies do not pay attention to the vertical field, in a certain market vacuum; In the current Internet entrepreneurship, the creation of a new integrated platform is not realistic, Instead, the pioneers who occupy a certain market size in the subdivision field will be favored by the capital.

Speed to network founder Li Guanzhi told the 21st century Economic Report reporter, the company has won the real fund founder Xiaoping Investment, but did not disclose the specific amount. The 0-Point Campus network founder bin also said he also received 2 million of the angel investment, and has contacted a number of investment agencies to prepare for a round of financing.

Since this year, several small and beautiful start-up companies have also been invested, the amount of investment is also rapidly rising. May, focus on the campus feeding "hungry mody" access to the public comment network 80 million U.S. dollars strategic investment, last year, the Sequoia led the capital amount of 25 million U.S. dollars;

The organizer of the contest, Wan Zhongwei, said that from several domestic financing cases, the Internet business vertical, and is moving from the vertical to the current population of vertical.

Main vertical crowd

The 0-Point Campus Network, founded in 2011 by four-digit 85-post university graduates, provides online trading platforms for online college students, covering a wide range of concepts, such as "campus Taobao", that are currently in the Internet industry, such as electricity quotient, O2O, and open platforms. The difference is that the platform provides only a platform and does not involve commodity management.

Bin Introduction, 0 Points Campus network using "0 points Headquarters + Student Team" mode, that is, 0 point headquarters to provide platform and application, each university by the students as "webmaster", responsible for the operation of the school. Once the webmaster through the audit, to obtain qualification, 0 Points campus platform will open to its application interface, webmaster solely responsible for the campus investment and promotion. At present, the 0-point campus provides the application interface including catering (such as takeout services), shopping malls (in-kind transactions, such as ham, instant noodles) and so on.

Bin told reporters that his entrepreneurial background is the university students for the takeaway and door-to-door demand is particularly large, while the other part of the students have entrepreneurial needs, or hope to earn some pocket money. At present, the market space is very big.

0 points on campus to provide data shows that the current number of stationmaster nearly thousand, covering the domestic university nearly 50%, access to merchants Tatsu million, service student users more than 600,000, the cumulative turnover of 100 million yuan. Bin said that the next 6 months, the expected performance will double, covering the school site will reach 70%, almost 1200 universities.

In the student group, compared to the "hungry Mody" main catering, 0 points Campus Network has become a comprehensive platform, the future may also involve tourism and other business.

Most of the current users of the network are also students, but the speed comes to provide them with job opportunities. Li Guanzhi told reporters that the internet industry is rarely concerned about low-end recruitment, zhaopin and other recruitment sites focused on white-collar workers, and for blue-collar markets (such as waiters, telephone customer service, temporary staff of marketing activities, etc.), currently doing the most is still the traditional intermediary, and in a decentralized state.

As a result, the speed net created last year focused on blue-collar workers and the long-term market. Speed to the network responsible for the backend audit employer qualification, front-end free to provide users with jobs. It is understood that at present only in Beijing, the speed to network platform on hundreds of employers, tens of thousands of users through the platform to find work. The participation in the General Assembly, Li Guanzhi hope to obtain a financing, began to expand the national market.

He believes that at present the domestic low-end labor market is very tight, at the same time there is information asymmetry. But for the manufacturing industry, Li Guanzhi said, temporarily will not consider, because the field is still the main battlefield of traditional Labor enterprises, rushed into the resistance is very large, although the future space is very large.

Capital concerns

Bin and Li Guanzhi, who reported to the 21st century economic reporter, are now preparing a round of financing, the amount is at level tens of millions of.

In the "Thousand People Plan" contest, bin to the participants in the detailed exposition of the 0-point campus network model. He says the company is building its own ecosystem--the 0-point football team--after completing the basic deal. "Forward Captain" for "0 points Campus" application, to provide food, mall and other trading venues, "center" for "micro-power" platform, through marketing channels, there are nearly hundreds of campus public accounts hosted in the micro-power platform, and opened the menu function, become 0 points campus traffic entrance; distribution Management system "The Runner" is considered " Goalkeeper "and" coach "is 0 point it, responsible for payment and cloud printing.

Bin said that the future will also open up the supply chain, that is, can be unified procurement of goods to the same city colleges and universities, and then by the webmaster to the wholesale students, in order to form a platform, business, marketing promotion, payment, distribution and upstream suppliers of the entire industrial chain.

For the profit model, Bin said, at present, mainly through licensing fees, each webmaster access to an application authorization, the need to pay 50 yuan per month; In the future, the supply chain will be divided into a proportion. It is noteworthy that the owners of the profit is by the students to collect commissions or fixed fees to achieve, and after graduation can be transferred to others, access to transfer fees.

Bin said that funds are now needed to replicate the model to more universities, so they opted for a round of financing. He thinks that although the company's valuation has reached 70 million or 80 million, it is still low. Li Guanzhi also believes that the speed of the network is currently low valuations.

So how do startups value? Liu Biao said that the current to a specific segment of the people to start a business, is to open up a blue sea in the Red Sea, the competition is not very intense, and there is room for imagination, capital will be concerned; to the valuation stage, the principle is to see whether the company has the advantage in this field, market share is leading, and whether the temporary profit is not important; As for the price , as long as both sides agree on the line.

According to Li Guanzhi said, and Xiaoping only spent half an hour to finalize the investment, Xiaoping is his "returnees" background (which is also one of Xiaoping investment style) and the size of blue-collar markets.

Not long ago, Jingwei venture partner Zhang Ying issued an open letter saying "There is a bubble", that the market heat of the venture will surely turn cold. Bin said that for the 0-point campus, nearly a year, the land continued to have more than 10 investment agencies to invest the intention to feel the Internet to create investment in the field of funds are still in surplus state.

Li Guanzhi held the same view. For the growing trend in financing, he said, compared to the United States, domestic start-up companies to obtain more than 50 million cases of less than the current cost of start-up development, such financing is not very high. For example, he said, compared to two or three years ago, the rent rose 1 time times, the human cost is also rising, even an easy to pull the price also doubled 3 times times, enterprises want to develop, the amount of financing must be increased.

Li Guanzhi's view has much to do with the way it is valued, he said, generally before financing, will estimate how much money to develop in the next two years, including rent, manpower and market, as well as a certain percentage of surplus funds, resulting in a capital price, and then negotiate with investors.