Index Ventures
Venture Capital
Trends
Presentation to European IT Summit, Reims
March 6th, 2014
Mar$n	
  Mignot	
  
@mar&n...
Index Ventures!
Agenda
2
1.  A few words about Index
2.  The coming of age of European Tech
3.  What are we seeing?
A few words about
Index
Index Ventures!
One Mission
Help European entrepreneurs build global leaders
4
Index Ventures!
One Team
Geneva, London, San Francisco
5
Index Ventures!
200 Companies
Enterprise + Consumer
6
Index Ventures!
2 (not so) Secret Weapons
+
7
The coming of age
of European tech
Index Ventures!
BUILD SELL RUN FUND
No Better Times To Be An Entrepreneur
9
Index Ventures!
Exceptional Scale / Incredible Speed
Source: King F1 Filing
10
Index Ventures!
Europe Has Got What It Takes
Infrastructure Education
Capital Consumers
EXITS?
11
Index Ventures!
And Unicorns Are Multiplying
12
What are we
seeing?
Index Ventures!
Three Waves Of Disruption
IT users are consumers too
Bitcoin is revolutionizing finance
The 3 Ps of mobile ...
Index Ventures!
Welcome To A 100% Mobile World
15
Index Ventures!
Software Is Eating Up The World
Core of the
digital economy
(6% GDP)
1
Sectors being
digitalized
(12% GDP)...
Index Ventures!
Software Is Getting Smarter
17
Index Ventures!
The Future Is Now
18
Index Ventures!
And It Is Everywhere
19
Index Ventures!
Three Waves Of Disruption
IT users are consumers too
Bitcoin is revolutionizing finance
The 3 Ps of mobile ...
Index Ventures!
There Are No “Corporate” Users
21
Index Ventures!
The Great Unbundling Of Legacy Software
22
Index Ventures!
Planet Of The APIs
23
Index Ventures!
New World => New Threats => New Opportunities
July 2013 | $2.7bnJan 2014 | $1.5bnJan 2014 | $1bn
IPO Nov 2...
Index Ventures!
Three Waves Of Disruption
IT users are consumers too
Bitcoin is revolutionizing finance
The 3 Ps of mobile ...
Index Ventures!
Store Of Value
26
Index Ventures!
Mean Of Exchange
27
Index Ventures!
Payment Protocol
28
Index Ventures!
Supercomputer
29
Index Ventures!
Political Force
30
Index Ventures!
My Dad Tried To Buy Bitcoins…
31
Index Ventures!
Take-aways
We have never been busier…
Technology doesn’t know geography and Europe is well positioned
Larg...
Thank you
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Venture Capital Trends

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Venture Capital Trends

  1. 1. Index Ventures Venture Capital Trends Presentation to European IT Summit, Reims March 6th, 2014 Mar$n  Mignot   @mar&nmignot  
  2. 2. Index Ventures! Agenda 2 1.  A few words about Index 2.  The coming of age of European Tech 3.  What are we seeing?
  3. 3. A few words about Index
  4. 4. Index Ventures! One Mission Help European entrepreneurs build global leaders 4
  5. 5. Index Ventures! One Team Geneva, London, San Francisco 5
  6. 6. Index Ventures! 200 Companies Enterprise + Consumer 6
  7. 7. Index Ventures! 2 (not so) Secret Weapons + 7
  8. 8. The coming of age of European tech
  9. 9. Index Ventures! BUILD SELL RUN FUND No Better Times To Be An Entrepreneur 9
  10. 10. Index Ventures! Exceptional Scale / Incredible Speed Source: King F1 Filing 10
  11. 11. Index Ventures! Europe Has Got What It Takes Infrastructure Education Capital Consumers EXITS? 11
  12. 12. Index Ventures! And Unicorns Are Multiplying 12
  13. 13. What are we seeing?
  14. 14. Index Ventures! Three Waves Of Disruption IT users are consumers too Bitcoin is revolutionizing finance The 3 Ps of mobile transformation: Penetration, Performance, Polymorphism 14
  15. 15. Index Ventures! Welcome To A 100% Mobile World 15
  16. 16. Index Ventures! Software Is Eating Up The World Core of the digital economy (6% GDP) 1 Sectors being digitalized (12% GDP) 2 Sectors leveraging technology (60% GDP) 3 Sectors still untouched (22% GDP) 4 Numbers from 2009! 16
  17. 17. Index Ventures! Software Is Getting Smarter 17
  18. 18. Index Ventures! The Future Is Now 18
  19. 19. Index Ventures! And It Is Everywhere 19
  20. 20. Index Ventures! Three Waves Of Disruption IT users are consumers too Bitcoin is revolutionizing finance The 3 Ps of mobile transformation: Penetration, Performance, Polymorphism 20
  21. 21. Index Ventures! There Are No “Corporate” Users 21
  22. 22. Index Ventures! The Great Unbundling Of Legacy Software 22
  23. 23. Index Ventures! Planet Of The APIs 23
  24. 24. Index Ventures! New World => New Threats => New Opportunities July 2013 | $2.7bnJan 2014 | $1.5bnJan 2014 | $1bn IPO Nov 2013 | +66% IPO Jul 2012 | +33% IPO Apr 2012 | +200% 24
  25. 25. Index Ventures! Three Waves Of Disruption IT users are consumers too Bitcoin is revolutionizing finance The 3 Ps of mobile transformation: Penetration, Performance, Polymorphism 25
  26. 26. Index Ventures! Store Of Value 26
  27. 27. Index Ventures! Mean Of Exchange 27
  28. 28. Index Ventures! Payment Protocol 28
  29. 29. Index Ventures! Supercomputer 29
  30. 30. Index Ventures! Political Force 30
  31. 31. Index Ventures! My Dad Tried To Buy Bitcoins… 31
  32. 32. Index Ventures! Take-aways We have never been busier… Technology doesn’t know geography and Europe is well positioned Large exits are multiplying, which will strengthen the ecosystem Software is eating up the world We believe crypto currencies will revolutionize finance 32
  33. 33. Thank you

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