OATV Fund III Pitch Deck

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  • 1. AlphaTech VenturesTarget: $75M
  • 2. Seed Funding LandscapeThen Now $250k to $1M Seed Rounds  Up to $3M Party Rounds Y Combinator and Techstars  100+ Accelerators and Priced Rounds Incubators 10-12 Seed Stage Funds  Convertible Notes  Everyone 2
  • 3. OATV DifferentiatorsThen Now O’Reilly Network  O’Reilly Network Investment Themes  Investment Themes Funding Strategy  Funding Strategy  Thought Leadership  Investment Discipline  Highly Referenceable Founders 3
  • 4. Market DynamicsThen Now Funding Gap Between Angels  Funding Gap Between Seed and VCs and Growth 4
  • 5. OATV Investment Strategy Then Now Invest $500k to $1M Seed  Invest $500k to $2M Seed and Rounds Seed+ Rounds Lead or Co-Lead Rounds up to  Lead or Co-Lead Rounds up to $2M $3M Participate in Series B and C  Participate in Series B and C Rounds Rounds Opportunistically Participate in  Opportunistically Participate in Traditional Series A Rounds Traditional Series A Rounds 5
  • 6. OATV Investment ThemesThen Now Quantified Self  Quantified Self Pro Internet Subsystems  Maker Pro Smart Networks of Things  Hacking Education Manipulation and Visualization  Hidden Economies of Big Data  Operations as Competitive Sustainability Advantage Maker Movement  A Router in Every Pocket  The Internet Operating System 6
  • 7. OATV Fund ReturnsThen Now (audited 12/31/11) Solid Gross IRR  Fund I Negative Net IRR  Like Woah Net IRR  Um, Wow Gross Multiple  R U Kidding?!? Net Multiple  Fund II  Really? Net IRR  Is That Possible? Multiple  Nice Net Multiple 7
  • 8. OATV Fund I Projected ReturnThen Now Downside  Beating Base Projected Net Multiple Base Upside 8
  • 9. Team Then Now Mark Jacobsen  Mark Jacobsen Bryce Roberts  Bryce Roberts Tim O’Reilly  Tim O’Reilly 9