Partnership Proposal
Material Consideration for:
April 2012
Arjan Puniani
Megan Shih
| Berkeley Engineering
| Haas School ...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Filtra...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
-  Pro...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Ventur...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Summer...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
§  Ou...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
-  Com...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
PUNIAN...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
We pro...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Partne...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
-  Mar...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Public...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Our sc...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
-  DFJ...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
We pla...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
With P...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
DFJ an...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Tentat...
PUNIANI
V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE
Prepared Exclusively for Draper Fisher Jurvetson
Arjan ...
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Puniani, Arjan Singh - Partnership Proposal to DFJ

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Partnership proposal to DFJ re: possible student-led VC liaison opportunity

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Puniani, Arjan Singh - Partnership Proposal to DFJ

  1. 1. Partnership Proposal Material Consideration for: April 2012 Arjan Puniani Megan Shih | Berkeley Engineering | Haas School of Business PUNIANI V E N T U R E S Connecting and sourcing Berkeley entrepreneurs to VC firms in the Valley
  2. 2. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson FiltrationAudition Selection Problem: Berkeley entrepreneurs are frustrated with inaccessibility to the people and capital in Silicon Valley Student ventures from a variety of colleges and affiliations will apply for “Venture Consideration” Puniani Ventures will carefully screen the potential companies and forward the top batch to DFJ Top teams will present to DFJ at HQ, and a final decision will be levied by investment pros Pitch DEAL PUNIANI VENTURES In 2011, more than 1,000 aspiring entrepreneurs applied to startup accelerators in the Bay Area, with countless more in perpetual stealth-mode simply because they aren’t sure what to do. Puniani Ventures aims to redefine this process. By partnering with and representing DFJ on campus, our team will vet applicants from all over campus, critically analyze their team, market, and product, and forward the best-of-breed to the DFJ office. Even the losers win, since our combined experience will be used to assist those that didn’t make the cut and ensure their next application is stronger than the last. This collaboration will introduce an incredible efficiency in the catalysis of startup innovation in Berkeley and success in Silicon Valley.
  3. 3. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson -  Profiles -  Professional Skills & Experience -  Company Screening Experience Puniani Ventures will bring people, capital, and ideas together to better serve the Berkeley entrepreneurial community Material Consideration for
  4. 4. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson Venture Associate Venture Associate Arjan Puniani Graduating Dec 2012 Megan Shih Graduated Dec 2011 §  BS Chemical Engineering, Minors in EE, CS, and Physics; Honor Roll §  PC Vice President, Alpha Kappa Psi §  Member of IEEE, AIChE, Engineering World Health, CSUA, URAP, CalFencing §  Researcher at LBNL, UCSF, BQIC §  Walter A. Haas School of Business student, BA in Business Administration §  VP External Relations, Delta Sigma Pi §  President, Freshman-Sophomore Business Club §  California Leadership Scholar, BIG Collectively, the founders of Puniani Ventures pursue the most challenging and intensive majors on campus, and enjoy leadership positions in nationally-renown student organizations, bringing a number of valuable technical and people skills to the table, in addition to a passion for technology
  5. 5. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson Summer 2012 Summer 2011 Summer 2010 Summer 2009+ SCIENCE FINANCE Fields Covered Investment/BusinessValuationandFinancialForecasting Accounting ElectronicsEngineering ComputerArchitectureandDesign BiomedicalEngineering ComputerProgramming(Java,C++,Python,Ruby) Healthcare Marketing ApplicationDevelopment TheoreticalPhysics MathematicalPhysics Some of the firms and respective fields covered that the founder’s have worked for and in. Securities CleanTech Neuroscience
  6. 6. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson §  Our youth is misleading… §  We bring several advantages to the table—in addition to extremely strong relationships with the largest professional organizations on campus—we enjoy extensive experience in many relevant fields: Why would DFJ partner with Puniani Ventures? Our collective experience provides a strong foundation for long-term success and profitability for DFJ Value Drivers Financial Services Case Studies Research The  founders  have  worked  in  this   industry  at  the  analyst  level,  developing     solid  modeling  and  analy8cal  skills     We  have  extensive  experience  in   banking,  consul8ng,  and  investment   cases,  consistently  placing  in  the  finals   Investment Banking and Asset Management §  AP was responsible for IPO/M&A financial modeling in five live deals, and profiling hundreds of companies in the SaaS, IDM, andTelecom space at Pacific Crest Securities. §  MS analyzed risk profiles of several different asset classes and analyzed several attractive investment opportunities at Goldman Sachs using fundamentals research and comparative analysis. §  2011 Goldman Sachs IBD M&A Case | 2nd Place: eBay’s acquisition of GSI Commerce §  2011 Dodge & Cox Stock Pitch | 2nd Place: Investment presentation of POSCO Steel §  2011 Morgan Stanley IBD IPO Case | 2nd Place: Flotation of Amyris Biotechnologies §  2011 Macy*s Marketing Case | National Winner: myStylist mobile application and strategy §  2010 Bain Consulting Case | 2nd Place: private equity M&A analysis for a restaurant chain Walter A. Haas School of Business Case Competitions Selected Coverage From  neurosurgery  to  par8cle  physics,   from  ETFs  to  bioengineering,  our  varied   experiences  have  significantly   developed  our  analy8cal  skills   Scientific and Financial Research §  Selected projects include: bolometric detection of terrestrial neutrinos, characterization of evasion pharmacology in glioblastoma multiforme, proof-of-concept for photovoltaic paint, statistical modeling of retinal registration threshold §  All projects require creative solutions to multi-faceted, ambiguous, and ill-posed problems, collaboration, and very strong analytical abilities and reasoning skills We know what it takes to analyze a good investment, and, even more valuable to the student body, we know what elements make a successful and profitable business—our accolades and experience attest to it InSum
  7. 7. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson -  Company Overview -  Sample Analysis -  Partnering with Us Our firm will offer a spectrum of advisory services to Berkeley entrepreneurs, ultimately leading to a profitable investment for DFJ Material Consideration for
  8. 8. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson PUNIANI V E N T U R E S We manage your pipeline to Berkeley’s hottest startup ideas and entrepreneurs DRIVEN STUDENT BODY Nearly half of the campus maintains an affiliation with a professional organization WORLD-CLASS INSTITUTION Berkeley—one of the top engineering schools in the world—is widely considered a “mega-brand”1 ENTREPRENEURIAL SPIRIT East Bay startup accelerators are overwhelmed with applicants, who pine for access to the Valley’s firms University of California, Berkeley 1Times Higher Education
  9. 9. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson We provide a canonical example of the type of analysis you can expect from Puniani Ventures. In addition to scrubbing for relevant financial metrics, we evaluate the core product portfolio of each company, and assess the target market, the risk-reward profile of deployment, competitive landscape, and barriers to entry/IP protection. C A S E STUDY Landscape Analysis Precision Targeting The Goldman Sachs IBD case study asked us to resolve the acquisition universe for eBay, and identify any weaknesses in the company’s portfolio. This analysis required market dynamics insight and forecasting relevant trends. After tallying a shortlist, we dug further into the top contenders. We assessed the brand, the positioning, and the factors that make the company a compelling investment to eBay. Below, we show what went into our GSIC analysis: The Puniani Ventures Solution §  Knowing what part of the business is important §  Anticipating multiple steps ahead (“endgame analysis”) §  Shielding management when appropriate §  Accurately and realistically assess strategic alternatives §  Knowing exactly how much leverage is available §  Understanding other parties’ motivations and not overplaying one’s hand
  10. 10. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson Partnering with Puniani Ventures means access and exclusivity: More than 40,000 students go to Berkeley... §  Nearly 22% of them would like to one day start and own their own company1 §  The statistic more than doubles in business fraternities, professional organizations, and athletics clubs   1 Berkeley Career Center RELATIONSHIPS Through leadership positions in leading campus organizations, the founders have cultivated an incredibly strong network of aspiring entrepreneurs who are extremely eager to see their idea take off with DFJ Business Technical Professional Social Puniani Ventures is UC Berkeley’s exclusive solution bridging titans in Venture Capital to aspiring Cal Entrepreneurs. Only Puniani Ventures can deliver the dedication, drive, expertise and Cal connections that DFJ needs to cement its position as Silicon Valley’s undisputed venture game-changer through high-quality relationship management Total Available Human Capital: 14,000+ >85% Share of Cal’s F500 Placement
  11. 11. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson -  Marketing & Advertising -  Screening & Business Development Our single biggest goal is to ensure that DFJ is represented on campus as the premiere destination for aspiring entrepreneurs Material Consideration for
  12. 12. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson Publicity and online marketing are our key tools to your success UnlikeY Combinator and Skydeck, we comb through UC Berkeley and the people ourselves, looking for the next great idea… Haas Business School Enrollment 1,300 Berkeley Engineering Enrollment 2,870 Letters and Sciences Enrollment 6,181 Popular Exit Banking Strength Business Core Finance Desired Exit Startup Popular Exit Software Strength Product Core EECS Desired Exit Startup Popular Exit Research Strength Analysis Core Economics Desired Exit Banking Puniani Ventures is quickly gaining traction on the Berkeley newsfeed and rests on three pillars of marketing Website and LinkedIn Facebook + Chalking Exclusive ListServing Founders maintain a directory of the top leaders in Berkeley’s entrepreneurship community and regularly interact with them Efficient marketing tools (Facebook Javascripts) ensure news and updates reach more than a third of all students Having connections means we give DFJ nearly… …and assess their strategic fit in DFJ’s portfolio. Website is operational and undergoing a major overhaul—by mid-April, expect an application portal, resources, and marketing material We contend that there are more than 3,000 potential candidates with an exciting new startup idea that would love to pitch to us Thesis 40+ Clubs Result 38% Student Body §  Puniani  Ventures  can  outsource  marke8ng   and  hand-­‐billing  responsibili8es  to  our   professional  business  fraterni8es     §  We  can  also  siC  through  our  expanding   LinkedIn  network  for  Cal  startups  and  help   them  realize  their  dream  company   Our next steps are to make-over the website, and continue to forge relationships with students on campus to spread awareness Puniani Ventures is committed to employ a number of different persuasive methods to ensure a healthy application stream, including guest lectures at club meetings, publicity events at undergraduate career fairs, and social media advertising on Facebook, LinkedIn,Twitter, Pinterest,TechCrunch, etc.
  13. 13. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson Our screening process is engineered to look for top disruptors We breakdown our filtration method into three distinct components: Team Impact Exit §  Nothing can quite eclipse the importance of an incredible team to the entrepreneurship game, and our first step is interviewing the applicants who came through our web portal §  We then take a look at the product and if the market really needs this idea. Our experience combing through data ensure we are apt for this analytic process §  In investment management and banking, we have always concerned ourselves with risk profiles, and we bring that level of rigor to the Puniani Ventures §  As an EECS student, AP can understand the functionality and scalability of source code, and MS can think through the growth drivers and competitive landscape §  We want to ensure that the company understands the stakes involved in the VC process by preparing them for what to expect Strategic Expansion Student Engagement What the Future Holds §  Attracted to the idea of student-mentors, formerly uncertain entrepreneurs will more likely pursue their ideas simply knowing this resource exists §  As partners, we also hope to expand our analytical toolset by working closely with DFJ to ensure we make high-quality decisions ENDGAME ANALYSIS: DFJ can potentially become the premier VC household name on campus thanks to our ground-floor efforts in marketing, analysis, and success. Our primary focus will be looking for companies that are potential blockbuster investments—on the scale of Facebook and Baidu—while ensuring that they receive the help they need to convince DFJ that, indeed, this is the case, through financial modeling, market analysis, product development, team matchmaking, and business logistics (registration) §  After spending the last few years interviewing for highly competitive positions in different fields and securing many offers, the founders have tremendous experience in connecting with others and truly being able to surmise a fruitful collaboration §  We will perform valuations and economic analyses of the companies to paint a quantitative portrait for the team and DFJ §  Our services will be geared towards ensuring that solid cash flows and growth will be expected §  Finally, we deliver well-groomed and thoroughly prepped Berkeley entrepreneurs to the DFJ offices for final screening and consideration
  14. 14. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson -  DFJ Day -  Previous Companies -  Deal Overview -  Timeline Puniani Ventures is the ideal partner for letting your franchise tap into an extremely talented pool of entrepreneurs Material Consideration for
  15. 15. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson We plan on ensuring DFJ is the go-to VC firm for Berkeley’s stars Business Development Business Initiation Student Engagement Founders will provide a service suite that enables startups to operate their new business online, and provides fulfillment integration PV will help with business registration and logistics to ensure applicants are a legal entity prior to approaching DFJ In addition to a vigorous marketing campaign, PV plans on throwing kick-off events and special awareness days to highlight the values of partnering with us The Puniani Ventures Business Platform §  To really cement DFJ in the student entrepreneur consciousness at Berkeley, Puniani Ventures would host a speaking event featuring the staff of DFJ §  Ideally, we would love to have a few of the startups selected by Puniani Ventures that advanced to a final screening at the DFJ office discuss the process and experience §  A number of high-tech venues exist, including the Banatao auditorium in the newest campus building, which can seat around 200 students September 2012: 1st Annual DFJ Day at Berkeley, CA Perhaps future events can be structured as… Based on the international sensation, DFJ Day can be the site of the first ever SharkTank-style selection process, where students pitch their ideas to DFJ “Sharks” in front of a live audience, and preliminary deals, criticisms, and advice are levied.The highly-publicized event will draw an enormous crowd, press coverage, and VC interest 1 2 3 A DFJ Associate and PV founders should initially sit and discuss the mechanics behind a good investment and technicals Next, marketing materials and website will feature DFJ and PV (or simply DFJ), depending on final details discussed Ventures that apply to PV to get to DFJ will bypassY Combinator and Skydeck in exchange for advance consideration 4 Future blockbusters will flesh out under the tutelage of DFJ and PV, allowing DFJ to enter the lucrative seed funding market
  16. 16. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson With Puniani Ventures, DFJ will be the first to know about the next…
  17. 17. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson DFJ and Puniani Ventures can transform the VC industry §  Incredible experience and talent §  Extremely strong brand recognition §  Billions in capital §  History of momentous, blockbuster investments §  We accelerate the incubation process— forwarding to you the very best of Cal §  Future DFJ investments will benefit from the network effect and peer-mentor dynamics without the equity dilution §  Access to Berkeley entrepreneurs and startups §  Dedicated and experienced technologist- founders with great student group relationships DealSummary (1)  Puniani Ventures is committed to distinguishing DFJ from other firms in the Valley (2)  Our relationships with the student body will provide DFJ exclusive access to the hottest startups and talent on campus A collaboration between DFJ and Puniani Ventures would result in a significant milestone in the the Silicon Valley §  Geography. UC Berkeley sits at the nexus between Silicon Valley and San Francisco, absorbing a spectrum of different ideas, and providing an intellectual Shangri-La for UC Berkeley’s student ventures §  Pipelining. Puniani Ventures will work tirelessly to ensuring a steady feed of extremely high-quality teams are consistently supplying DFJ’s deal pipeline thanks to the sheer volume of overwhelming interest on campus and the network effect §  Competitiveness. As a DFJ partner, Puniani Ventures is committed to maintaining a strong, healthy relationship with your firm and providing exclusive access to our on-campus relationships. §  DFJ Seeding. Many of the traditional VC power- houses are examining the lucrative opportunities in seed investing, and Puniani Ventures will help DFJ connect to the very-early stage companies on campus first by processing and filtering the best-of- breed on campus Strategic Considerations P U N I A N I V E N T U R E S PUNIANI V E N T U R E S By partnering with Puniani Ventures, DFJ can expand its influence between Silicon Valley and San Francisco, and access the talents and ideas of some of the top students in the country. We share your goals—introducing technologies that will change the world—and we would love to work closely with you and the student body to ensure that all of us benefit from our efforts in launching important new businesses
  18. 18. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson Tentative Next Steps Action 2012 2013 2014 Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 Audition                     Roll out campus wide advertising     Launch “DFJ Day" kick-off event   Presentation Day   Filtration                     Narrow down submissions toTop 3   Consultation period     Selection                     Top start-up pitches to DFJ offices  
  19. 19. PUNIANI V E N T U R E S WHO WE ARE WHAT WE DO OUR PLAN YOUR FUTURE Prepared Exclusively for Draper Fisher Jurvetson Arjan Puniani Megan Shih §  arjan@punianiventures.com §  (559) 392-1572 §  megan@punianiventures.com §  (206) 669-1868 Contact Information Material Consideration for

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