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New ideas for 2011

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  • 1. Dave McClure's Investment Thesis Rostyslav Chayka www.rchayka.com @rchayka
  • 2. Agenda
    • Consumer internet startups auditory
    • Problem is process
    • Easy prototype
    • Online distribution channel
    • Business models and payments
    • Seed investments
  • 3. World internet auditory
    • Population - 6,845,609,960
    • Internet users - 1,966,514,816
    • Penetration – 28.7 %
    • Online spending – $500B
    • World GDP - $70 000B
  • 4. Internet auditory Word region Population Internet users Penetration Africa 1,013,779,050 110,931,700 10.9 % Asia 3,834,792,852 825,094,396 21.5 % Europe 813,319,511 475,069,448 58.4 % Middle East 212,336,924 63,240,946 29.8 % North America 344,124,450 266,224,500 77.4 % Latin America 592,556,972 204,689,836 34.5 % Oceania 34,700,201 21,263,990 61.3 % World total 6,845,609,960 1,966,514,816 28.7 %
  • 5. Ukraine
    • 12.6M internet users
    • Penetration – 32%
    • Internet advertising – $40M
    • E-Commerce – $500M
  • 6. Problem is process
    • Internet users always have problems
    • Some used to solve it by Google
    • Some are ready to pay
    • Industry are changing very quickly
    • New problems appear
  • 7. Easy prototype
    • Website or service
    • Open source
    • Hosted in cloud
    • Developed in 2-3 months (weekend)
    • Small team (1-5 developers)
    • Test and iterate in real time
    • Real online customers
    • Mashup & build on top of old services
  • 8. Online marketing
    • Paid and organic (SEM/SEO) on Google
    • New media platforms (Facebook, Twitter, YouTube) – viral / social
    • Mobile platforms (IPhone, Android)
    • Easily reach 100M-500M users
    • Low cost & measurable marketing campaigns
  • 9. Business models and payments
    • Variety of online payments
    • Different business models:
      • Digital goods
      • Subscription billing
      • Lead generation
      • CPM/CPC/CPA advertising
  • 10. Seed investments criteria (Product):
    • $0-100K
    • 0-6 months development
    • Minimum Viable Product aka MVP
    • Functional & useful for a few customers
  • 11. Seed investments criteria (Market):
    • $100K - $2M
    • Distribution channels
    • Scalability
    • Customer acquisition cost
  • 12. Seed investments criteria (Revenue):
    •   $1-5M investment
    • 6-24 months to get to cash-flow positive
    • Can be sold for $25-$250M
  • 13. 10 copycats ideas
    • Gist.com
    • Expensify.com
    • RedBeacon.com
    • PlanCast.com
    • Blippy.com
  • 14. 10 copycats ideas
    • SalesForce
    • Vente-Privee
    • Betfair
    • HomeAway
    • Yelp