Ims333 vc project

Ultra-Tech Connor Organ Britton Troth Dave Gorley Liz Conese

Eddie Johnson

Introduction •  Our group chose the IT industry and have identified

specific portfolio companies based on our realization that the products and services they provide are tools that fulfill the needs of our daily lives.

•  The world of IT is relatively young but is developing at an exponential rate. Therefore, it is important that we have the resources to properly utilize the technology that is afforded to us.

Overview •  Industry: Information Technology •  Emerging Trends:

o  Mobile Use: Increase of 63% in two years o  Big Data

•  Why? → Constantly evolving; always unanswered questions in the IT market

Hypothesis •  People want quick, easy, and personalized results •  VC Firms look to invest in companies that provide services

to develop these results, and reach consumer needs

We believe we have identified three portfolio companies that each play a significant role in

understanding and solving these needs through their effective provision of innovative technology.

AudioMicro •  AudioMicro makes the process of integrating media (such as stock music

and sound effects) into projects a simple and inexpensive task o  Ideal for building creative, professionally sounding projects

•  Library consists of nearly 300,000 sound effects, and over 65,000 royalty-free music selections from popular artists

•  This year, AudioMicro was named the second fastest growing media company by Inc. Magazine

•  Their uploaded tracks and effects can be heard on popular stations such as CBS and the Discovery Channel

•  They have also been used in hit films such as Braveheart, The Bourne Ultimatum, and Inglorious Bastards

DFJ-Frontier Ventures •  Early Stage on the West Coast •  Offices in: L.A, Portland, Sacramento, and Santa Barbara. •  DFJ Frontier Fund II (55 million) •  Typically invests $100,000 to $1,000,000 initially •  Predixion Software (2013), Janrain (2013), Netpulse. (2012), Big Frame. (2012),

Mogreet (2012), Swink.tv. (2012), Seismic Games. (2012), MomentFeed. (2011), Super Heat Games (2011), GameSalad (2011), Zadspace (2011), AudioMicro (2011), Unsubscribe.com (2010), and SynapSense (2010)

•  Part Of DFJ Network •  Global--33 different cities •  150 Partners

Pentaho •  Analyzes big data of all

types into basic, user-friendly programs

•  1,500 commercial customers in over 185 countries

•  Layman’s terms for business statistics

Index Ventures •  15 Partners; 40+ employees •  $3.2B in Investments •  Focuses in IT and Life Sciences •  Headquartered in Geneva •  Offices in San Francisco, London, and Jersey •  Participate in Seed and Growth Stage Startups •  Well-known portfolio companies:

o  SoundCloud o  Dropbox o  Last.fm o  MySQL

Appcelerator •  Create, deliver and analyze

mobile applications •  Offices worldwide and 519,293

registered developers •  Repeatable and Scalable

o  Titanium o  Bait & Hook

Sierra Ventures •  Silicon Valley based •  Experience and Expertise in Management •  Largest CIO (Chief Info. Officer) advisory board in the industry •  $1.5 billion of capital under management •  Typically invests between $2 million to $25 million •  Notable Investments include:

•  Novariant ($40M), ZoomSystems ($35M), Ooyala ($22M), Verari Systems ($20M), MakeMyTrip.com

Discussion •  Supporting

o  The future of big data in everyday life o  Growth of mobile usage worldwide

•  Refute o  Big data and mobile usage negatively impacts our

society through breach of privacy and liberty

Takeaway •  Big data and Mobile Usage are continually

increasing •  Our VC firms and their Portfolio Companies

are answering new unmet needs •  Answering unmet needs will consequently

unveil future needs that are not yet fulfilled

Works Cited: •  Aaker, Jennifer Lynn, Andy Smith, and Carlye Adler. "Introduction." The dragonfly effect: quick, effective, and powerful ways to use social

media to drive social change. San Francisco: Jossey-Bass, 2010. xx. Print. •  Blank, Steven G., and Bob Dorf. The startup owner's manual the step-by-step guide for building a great company. Pescadero, Calif.: K&S

Ranch, Inc., 2012. Print. •  http://investing.businessweek.com/research/stocks/private/snapshot.asp?privcapId=91996 •  http://www.Appcelerator.com •  http://www.crunchbase.com/company/appcelerator#ixzz2j9fB5LgU •  http://www.crunchbase.com/company/pentaho •  http://www.crunchbase.com/company/pentaho#ixzz2jAumA5ae •  http://www.crunchbase.com/financial-organization/dfj-frontier •  http://www.crunchbase.com/financial-organization/index-ventures •  http://www.dfjfrontier.com/index.shtml •  http://www.dfjfrontier.com/news1.shtml •  http://www.forbes.com/lists/midas/2012/danny-rimer.html •  http://www.indexventures.com/approach •  http://www.indexventures.com/blog/index/post/603 •  http://www.indexventures.com/index.php/team/index/profile_id/1#profile_id_1 •  http://www.innoventsolutions.com/pentaho-review.html#impressions •  http://www.marketwired.com/press-release/Pentaho-Announces-Record-Growth-Adds-400-New-Customers-1379923.htm

Works Cited (Cont.) •  http://www.pewinternet.org/Press-Releases/2012/The-Future-of-Big-Data.aspx •  http://www.pewinternet.org/Reports/2013/Cell-Internet.aspx •  http://www.sierraventures.com/ •  http://www.socaltech.com/interview_with_scott_lenet_dfj_frontier/s-0021286.html •  http://www.venturedeal.com/VentureCapitalFirmProfiles/DFJ%20Frontier.aspx •  https://niihka.miamioh.edu/access/content/attachment/65b27eaa-eeb2-464c-884a-85eb83d2abcf/Assignments/d0ee23e7-

a456-4cac-a764-9b250d6f5c24/The%20New%20Science%20Behind%20Medical%20Investing%20-%20Barrons%2010-19-2013.pdf •  Osterwalder, Alexander, Yves Pigneur, and Tim Clark. Business model generation: a handbook for visionaries, game changers, and

challengers. Hoboken, NJ: Wiley, 2010. Print.