2022年11月7日

主办的2022年11月07年,最近的一次讨论Clausematch发现尽管全球经济低迷,监管技术是在投资者保持其吸引力。塔利斯首都Lytical企业领导人,闪点VC和索尼创新基金参与了讨论。目前,全球RegTech市场规模预计将达到101亿美元,2022年底,根据未来市场见解最近的一份报告,这是一个比2021年增加。相比之下,在估值FinTechs像Klarna贬值,公司从460亿美元下降到67亿美元。Lytical合资企业伙伴史蒂夫·伯格说,“这是自然在经济衰退环境重新评估公司承担的风险。我们正在经历一个自然放缓,但你不能投资少。你没有选择。“索尼创新基金高级风险投资经理Constantino马丽拉补充道,“B2B SaaS目前估值的下降。这是反映在目标市场。然而,RegTech下雷达相比,最大的行业低估值增加痛苦。 RegTech has suffered less hype and will suffer less drop in valuation accordingly.” CEO of Clausematch Evgeny Likhoded also remarked, “It’s been interesting to watch and speak to investors recently. We have never had so much demand in a round of investment than we have now. Because, in the macroeconomic slowdown, compliance is not optional.” The panel all agreed that after 10 years of generating capital, the push to consolidate some RegTech firms is inevitable. “On the one hand, there is this push to go for one company that can manage five products. There are so many solutions to make it easier, faster, and cheaper. So eventually there is undeniable consolidation coming,” said Vasile Foca, co-founder and managing partner at Talis Capital. He continued, “And on the other hand, RegTech is not immune to the Amazon effect. For instance, onboarding Revolut takes three minutes. People are used to onboarding fast and are very well connected with smartphones. It means that compliance also needs to be fast to ensure this speed.” Clausematch remarked that the industry continues to see breakneck advances coming to the marketplace by a range of firms. Yan Shtefanets, VP of Product at Cl, remarked with thousands of complex regulations published every year, connecting data through AI has proved beneficial. “AI could start helping us by transforming unstructured data into a more consumable format so we can easily identify relations and connections in compliance content,” said Shtefanets. “We can digitise compliance content and connect the dots with AI.” Compliance expert Melanie Wright said, “If you have a hope of surviving the avalanche, you have to do something. The regulators never sleep, the old ways of relying on the subject matter expertise of the few people who have worked for your organisation is not just going to cut it anymore. There is a real need to digitise that regulatory management role because it goes across many roles in your organisation.” Likhoded concluded, “Regtech and compliance solutions are very, very stick. Our gross retention revenue is 99%. Net retention revenue is over 100%. Most of our contracts are three year contracts. Yes, growth matters. Yes, revenue matters. “The recurring revenue matters. But you can also show your contract value…your customers don’t leave the solution. So, it’s a very resilient offer to the market. It’s a company that you are not going to see churn.” The full recording can be found here . Copyright © 2022 RegTech Analyst