The East Bay Venture Capital Q2 - 2015 Update Produced by: Marin Economic Consulting October 5, 2015 Jon Haveman, Principal 415-336-5705 or [email protected]Contents Overview of VC Investment in Most Recent Quarter 2 Overall County Investment: Ranking, Amounts, and Shares 2 Recent Investment Amounts 3 Recent Quarter Investments by Company Stage 4 Historical Investment Patterns - by Industry 5 Historical Investment Rankings - by Industry 12 Regional Definition: The East Bay region consists of: Alameda and Contra Costa counties in Northern California.
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The East Bay Venture Capital - Marin Economic Consulting · The East Bay Venture Capital Q2 2015 Update Produced by: Marin Economic Consulting October 5, 2015 Jon Haveman, Principal
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MegaPath Cloud Company LLC Pleasanton Telecommunications 5.0
Cnano Technology Ltd San Francisco Industrial Energy 3.0
ServiceMax Inc Pleasanton Software 0.1
Source: PWC Money Tree; Calculations by Marin Economic Consulting
4
Historical Investment Patterns - by Industry
0
2
4
6
8
10
Num
ber o
f Dea
ls
0
50
100
150
200
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Biotechnology
0
7
14
21
28
35
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
10
20
30
40
50
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayBiotechnology
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
5
10
15
20
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Business Products and Services
0
10
20
30
40
50
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
16
32
48
64
80
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayBusiness Products and Services
5
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
20
40
60
80
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Computers and Peripherals
0
21
42
63
84
105
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
22
44
66
88
110
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayComputers and Peripherals
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
20
40
60
80
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Consumer Products and Services
0
8
16
24
32
40
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
10
20
30
40
50
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayConsumer Products and Services
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
10
20
30
40
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Electronics Instrumentation
0
21
42
63
84
105Pe
rcen
t of C
alifo
rnia
and
U.S
. (Li
nes)
0
22
44
66
88
110
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayElectronics Instrumentation
6
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
10
20
30
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Financial Services
0
10
20
30
40
50
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
20
40
60
80
100
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayFinancial Services
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
2
4
6
8
10
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Healthcare Services
0
7
14
21
28
35
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
8
16
24
32
40
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayHealthcare Services
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
10
20
30
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: IT Services
0
4
8
12
16
20Pe
rcen
t of C
alifo
rnia
and
U.S
. (Li
nes)
0
6
12
18
24
30
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayIT Services
7
0
2
4
6
8
10
Num
ber o
f Dea
ls
0
100
200
300
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Industrial Energy
0
11
22
33
44
55
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
16
32
48
64
80
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayIndustrial Energy
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
10
20
30
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Media and Entertainment
0
2
4
6
8
10
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
4
8
12
16
20
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayMedia and Entertainment
0
2
4
6
8
10
Num
ber o
f Dea
ls
0
50
100
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Medical Devices and Equipment
0
6
12
18
24
30Pe
rcen
t of C
alifo
rnia
and
U.S
. (Li
nes)
0
8
16
24
32
40
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayMedical Devices and Equipment
8
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
5
10
15
20
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Networking and Equipment
0
5
10
15
20
25
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
22
44
66
88
110
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayNetworking and Equipment
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
2
4
6
8
10
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Other
0
16
32
48
64
80
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
16
32
48
64
80
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayOther
9
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
5
10
15
20
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Retailing Distribution
0
6
12
18
24
30
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
6
12
18
24
30
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayRetailing Distribution
0
2
4
6
8
10
Num
ber o
f Dea
ls
0
50
100
150
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Semiconductors
0
10
20
30
40
50
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
10
20
30
40
50Pe
rcen
t of B
ay A
rea
(Bar
)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BaySemiconductors
10
0
3
6
9
12
15
Num
ber o
f Dea
ls
0
50
100
150
200
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Software
0
3
6
9
12
15
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
4
8
12
16
20
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BaySoftware
0
1
2
3
4
5
Num
ber o
f Dea
ls
0
2
4
6
8
10
Amou
nt ($
Milli
ons)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Amount ($ Millions) Number of DealsSource: PWC Money Tree; Calculations by Marin Economic Consulting
Venture Capital Activity in The East BayIndustry: Telecommunications
0
2
4
6
8
10
Perc
ent o
f Cal
iforn
ia a
nd U
.S. (
Line
s)
0
4
8
12
16
20
Perc
ent o
f Bay
Are
a (B
ar)
Q4-09 Q1-11 Q2-12 Q3-13 Q4-14Quarter
Share of Bay Area VC FundingShare of California VC FundingShare of U.S. VC Funding
Source: PWC Money Tree; Calculations by Marin Economic Consulting
Relative to Activity in Broader Geographies
Venture Capital Activity in The East BayTelecommunications
11
Historical Investment Rankings - by Industry
0
8
16
24
32
40
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Biotechnology The East Bay Rank Among All U.S. MSAs
0
2
4
6
8
10
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Business Products and Services The East Bay Rank Among All U.S. MSAs
0
2
4
6
8
10
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Computers and Peripherals The East Bay Rank Among All U.S. MSAs
0
4
8
12
16
20
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Consumer Products and Services The East Bay Rank Among All U.S. MSAs
12
0
2
4
6
8
10
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Electronics Instrumentation The East Bay Rank Among All U.S. MSAs
0
2
4
6
8
10
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Financial Services The East Bay Rank Among All U.S. MSAs
0
4
8
12
16
20
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Healthcare Services The East Bay Rank Among All U.S. MSAs
0
6
12
18
24
30R
ank:
by
Valu
e of
All
Dea
ls
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: IT Services The East Bay Rank Among All U.S. MSAs
0
6
12
18
24
30
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Industrial Energy The East Bay Rank Among All U.S. MSAs
0
8
16
24
32
40
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Media and Entertainment The East Bay Rank Among All U.S. MSAs
13
0
6
12
18
24
30
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Medical Devices and Equipment The East Bay Rank Among All U.S. MSAs
0
2
4
6
8
10
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Networking and Equipment The East Bay Rank Among All U.S. MSAs
0
2
4
6
8
10
Rank
: by
Valu
e of
All D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Other The East Bay Rank Among All U.S. MSAs
0
2
4
6
8
10R
ank:
by
Valu
e of
All
Dea
ls
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Retailing Distribution The East Bay Rank Among All U.S. MSAs
0
2
4
6
8
10
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Semiconductors The East Bay Rank Among All U.S. MSAs
0
6
12
18
24
30
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Software The East Bay Rank Among All U.S. MSAs
14
0
4
8
12
16
20
Ran
k: b
y Va
lue
of A
ll D
eals
Q3-09 Q1-11 Q3-12 Q1-14 Q3-15Quarter
Quarterly Rank Trend in RankSource: PWC Money Tree; Calculations by Marin Economic ConsultingAn empty quarter indicates no deals took place in the MSA in that quarter.
Industry: Telecommunications The East Bay Rank Among All U.S. MSAs