A Large Number Of O2O Projects Can Not Run To B.

Over the past year or so, a service category has often been heard.

Millions of tens of millions of financing news, and from the second half of this year, similar news will become scarce.

Perhaps you would say that two days ago, it was not e bag washing that announced the $100 million B round of Baidu investment.

Vertical business "capital cold winter" accompanied by the severe winter of 2012, a wave of vertical B2C began to lay off, cut down the market, finally evolved into a closed or selling tide, many of which were former star business companies.

In the morning, tiger sniffing and e founder Zhang Rongyao through more than 1 hours of telephone, the spring river heating duck prophet, he told us in his circle experience experience, now O2O financing is more and more difficult, not VC is not interested in O2O, but high quality O2O project is less and less, new entrepreneurs have not found the window of opportunity.

On the last day of July, Homejoy, the originator of the US housekeeping O2O, was officially closed. Recently, a $38 million round of financing in the first round (B) was at the end of 2013.

Its business covers 31 major cities in the United States. In 2014, it opened up international markets and entered the UK, Germany, France and other places.

Such a seemingly luxuriant company can not escape the death of C.

In fact, tens of millions of domestic O2O, billions of billions.

The situation is even more crazy. The sudden fall of Homejoy temporarily hit the alarm bell for domestic O2O.

Domestic O2O is mostly concentrated in the field of door-to-door service, and financing is mostly before the B round.

vertical

It is burning money to fight price war, service class O2O is subsidizing users in a big way; vertical B2C online advertising, while service O2O is spending a lot of money online: to win customers and to seek partners -- in short, they are the owners of burning money.

In the first few years, the market share has been grabbed, and 99% service O2O is losing money. According to the scale of the two rounds of O2O financing and the intensity of competition in the industry, the funds on hand can support for two years at most.

Therefore, the second half of this year, the domestic O2O start-up companies will be intensive to find money, all hope to catch up with the capital before the winter, store well funds for the winter.

However, from the perspective of new financing cases, venture capitalists are more inclined to O2O companies that have been polished by their business models. They are no longer the team and the story, but the business data over the past year (user numbers, paction volume, customer orders, number of business cities, repeated consumption, etc.).

And so on.

It can be said that the second half of 2015 will be the watershed for the O2O industry to move towards financing and the severe winter. The industry shuffling will start in 2016, and the O2O start-ups who can only get the A round will become martyrs.

Once money is lacking, the founding team will be divided and pmitted to the business level.