2011                 kbs+p Ventures 2011 Annual ReportKBSP.VC - 2011                                       1
EXECUTIVE SUMMARY                 Formed in Q1 2011, kbs+p                 Ventures established itself as a               ...
2011                        2011KBSP.VC - 2011                 3
2011                 kbs+p Ventures debuted in Q1                 2011 as a differentiated, strategic                 valu...
2011                 kbs+p Ventures resonated with                 venture capitalists,                 entrepreneurs, and...
2011                 We invested in 7 companies in                 B2B enterprise advertising and                 marketin...
2011                 We co-invested with premier                 Silicon Alley and Silicon Valley                 VCs.KBSP...
2011                 We provided immediate value to                 our entrepreneurs.                 Introductions to po...
2011                 We brought innovation and new                 opportunities to clients.                 Building a ve...
2011                 The Fellows Program built a link                 between early-stage innovation                 and t...
THE MARKET                 THE MARKETKBSP.VC - 2011                 11
THE MARKET                     We evaluated over 120 quality                     potential investments.                   ...
THE MARKET                     We invested in 7 B2B-focused                     companies centered on adtech and          ...
THE MARKET                    Deal flow centered on adtech and marketing                    tech, while the highest average...
THE MARKET                 37% of prospects and 71% of                 investments originated with                 referra...
THE MARKET                 Seed stage was 57% of our                 inbound deal flow, but 71% of our                 inve...
PORTFOLIO                 THE PORTFOLIOKBSP.VC - 2011                   17
PORTFOLIO                                          Jan 2011 - $1.0 MM Series A   Realtime intent engine. Captures, organiz...
PORTFOLIO                          Feb 2011 - $1 MM Seed and Nov 2011 - $4.2 MM Series A  Provider of location-based inten...
PORTFOLIO                                      March 2011 - $2.7 MM Series A                    Social DSP to buy and opti...
PORTFOLIO                                        June 2011 - $6.0 MM Series A        CrowdTwist is a social loyalty and re...
PORTFOLIO                                      July 2011 - $3 MM + Series A                          Next-gen community ma...
PORTFOLIO                                      Nov 2011 – $1.5 MM Series A                            Transparent audience...
PORTFOLIO                                     Nov 2011 - $4.2 MM Series A                                Social media meas...
2012                        2012KBSP.VC - 2011                 25
2012                 Work with us.                         Darren Herman                         President, kbs+p Ventures...
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2011 kbs+ Ventures Annual Report

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2011 kbs+ Ventures Annual Report

  1. 1. 2011 kbs+p Ventures 2011 Annual ReportKBSP.VC - 2011 1
  2. 2. EXECUTIVE SUMMARY Formed in Q1 2011, kbs+p Ventures established itself as a differentiated, strategic, value- added investor in marketing and advertising technology. Immediate access to quality deal flow (over 120 companies evaluated) led to investing in 7 early-stage companies Building a venture arm inside an agency brought innovation and new opportunities to clients, and created key strategic relationships and revenue-creating opportunities for our portfolio We’re excited about supporting our portfolio and finding new partners to work with in 2012KBSP.VC - 2011 2
  3. 3. 2011 2011KBSP.VC - 2011 3
  4. 4. 2011 kbs+p Ventures debuted in Q1 2011 as a differentiated, strategic value-added investor in marketing and advertising technology. Tight investment thesis centering on advertising and marketing technology Noncompetitive to VCs (partners in relevant investments and companies) Evolved the model of how agencies partner with technologyKBSP.VC - 2011 4
  5. 5. 2011 kbs+p Ventures resonated with venture capitalists, entrepreneurs, and agencies. Immediate access to quality deal flow Relationships, advice and distribution valued by venture capitalists and entrepreneurs Bridge between Madison Avenue, entrepreneurs, venture capitalists, and brandsKBSP.VC - 2011 5
  6. 6. 2011 We invested in 7 companies in B2B enterprise advertising and marketing technology. Marketing Technology Jan 2011 Dec 2011 Advertising TechnologyKBSP.VC - 2011 6
  7. 7. 2011 We co-invested with premier Silicon Alley and Silicon Valley VCs.KBSP.VC - 2011 7
  8. 8. 2011 We provided immediate value to our entrepreneurs. Introductions to potential customers, partners, clients, creating immediate test cases and revenue opportunities Strategy sessions with decision-makers throughout kbs+ to share ideas and get concrete feedback Events to promote entrepreneurs and their big ideas, including the IAB / kbs+p Ventures Display Innovation Panel, the Silicon Valley Golf Invitational, the Ventures Holiday Salon and othersKBSP.VC - 2011 8
  9. 9. 2011 We brought innovation and new opportunities to clients. Building a venture arm inside an agency reinforced kbs+p’s commitment and exposure to innovation Insights about digital innovation and opportunities to work with emerging companies were shared with clients Key strategic relationships and revenue-creating opportunities were created between portfolio companies and clientsKBSP.VC - 2011 9
  10. 10. 2011 The Fellows Program built a link between early-stage innovation and the agency. 18 Fellows from throughout the agency worked with Ventures part-time on investment due diligence through an application-based fellowship program Talks and classes taught the Fellows about venture capital and early-stage entrepreneurship Due diligence was more informed by bringing in subject- matter expert FellowsKBSP.VC - 2011 10
  11. 11. THE MARKET THE MARKETKBSP.VC - 2011 11
  12. 12. THE MARKET We evaluated over 120 quality potential investments. MOBILE DESIGN INFUSED ADTECH MARKETING TECH BIG DATA CONSUMER INTERNET SOCIAL MEDIASHAPES, SIZES AND OVERLAPS REPRESENTATIVEOF OVERALL DEALFLOW 12
  13. 13. THE MARKET We invested in 7 B2B-focused companies centered on adtech and marketing tech. BIG DATA MARKETING ADTECH TECH CONSUMER INTERNET SOCIAL MOBILE MEDIASHAPES, SIZES AND OVERLAPS REPRESENTATIVEOF OVERALL DEALFLOW 13
  14. 14. THE MARKET Deal flow centered on adtech and marketing tech, while the highest average raises were in big data and consumer web. 44% % OF DEALS 23% 23% 18% 13% 13% 7% ADTECH MARKETING TECH CONSUMER WEB SOCIALMEDIA MOBILE BIG DATA DESIGN AVERAGE $1.9 MM $2.1 MM $500 K $1.6 MM $1.8 MM $2.0 MM $1.7 MM RAISEAVERAGE $ RAISE% OF DEALS. %s DO NOT SUM TO 100, AS SOME COMPANIES OVERLAP IN AREAS 14
  15. 15. THE MARKET 37% of prospects and 71% of investments originated with referrals from VCs and investors. REFERRALS FROM COLD CALLS & VCs, ANGELS, PROSPECTS ANGELLIST ACCELERATORS 42% 37% REFERRALS FROM RELATIONSHIP WITH AGENCY KBS+P VENTURES 13% 8% REFERRALS FROM RELATIONSHIP INVESTMENTS VCs, ANGELS, WITH KBS+P ACCELERATORS VENTURES 71% 29%KBSP.VC - 2011 15
  16. 16. THE MARKET Seed stage was 57% of our inbound deal flow, but 71% of our investments were Series A. PROSPECTS SEED SERIES A 57% 37% SERIES B, C 8% SEED SERIES A INVESTMENTS 29% 71%KBSP.VC - 2011 16
  17. 17. PORTFOLIO THE PORTFOLIOKBSP.VC - 2011 17
  18. 18. PORTFOLIO Jan 2011 - $1.0 MM Series A Realtime intent engine. Captures, organizes, and makes actionable in realtime the intent arriving, existing, and created in the publisher’s domain. What we love. First-party intent data is massively underutilized and unmonetized by publishers. Notable clients. Brand-name publishers. How you can use them. Publishers: install Yieldbot and sell realtime keyword advertising just like search. More. yieldbot.com - @yieldbotKBSP.VC - 2011 18
  19. 19. PORTFOLIO Feb 2011 - $1 MM Seed and Nov 2011 - $4.2 MM Series A Provider of location-based intent data, allowing advertisers to purchase data to find the right audience at the right time, place, and intent. What we love. It’s not just about location, but about intent. Notable clients. Large QSR, Leading Retailer, Sesame Workshop, Paul Stuart How you can use them. Purchase location data through an ad network to find and target your audience, or purchase data and media through PlaceIQ and their partner network. More. placeiq.com - @placeiqKBSP.VC - 2011 19
  20. 20. PORTFOLIO March 2011 - $2.7 MM Series A Social DSP to buy and optimize ads across all social media platforms. What we love. It’s not just about Facebook. Adaptly helps you optimize your advertising spend across all social media platforms by tapping into each native ad platform in their unique ways. Notable clients. Leading advertising and PR agencies and notable brands. How you can use them. Agencies and brands: optimize your social marketing spend using Adaptly. More. adaptly.com - @adaptlyKBSP.VC - 2011 20
  21. 21. PORTFOLIO June 2011 - $6.0 MM Series A CrowdTwist is a social loyalty and rewards platform that activates your audience wherever they are. CrowdTwist sits on top of a Brand’s ecosystem, tying together their consumers and identifying their top advocates. What we love. Creates a complete picture of customer loyalty by tying together social actions to purchase behavior with powerful, customizable platform for brands. Notable clients. LiveNation, Sony, JC Penny, Zumiez How you can use them. Agencies and brands: Crowdtwist’s platform can work with your CRM platform and help you complete the picture of your customers and fans.KBSP.VC - 2011 21
  22. 22. PORTFOLIO July 2011 - $3 MM + Series A Next-gen community management and event solution. What we love. Up till now groups have been managed in disorganized silos, forcing members to manage multiple accounts. Kohort combines group management, communication, events, ticketing, and dues capabilities into a single platform. Notable clients. Top tech and venture capital groups, including New York Venture Community, Startup Weekend and Columbia Venture Community - among others. How you can use them. Group and community organizers: use Kohort to manage your group and connect your community.  More. kohort.com - @kohortKBSP.VC - 2011 22
  23. 23. PORTFOLIO Nov 2011 – $1.5 MM Series A Transparent audience data provider for advertisers. What we love. Cross Pixel has relationships with more than 450 ecommerce and deep research sites, and provides powerful audience data at a level of transparency not available elsewhere. Notable clients. Major publishers and advertisers. How you can use them. Publishers: partner with Cross Pixel to provide your audience data. Advertisers: use Cross Pixel to find and target the appropriate audience for your campaign. More. crosspixel.net - @alanpearlsteinKBSP.VC - 2011 23
  24. 24. PORTFOLIO Nov 2011 - $4.2 MM Series A Social media measurement infrastructure. What we love. Their focus on tying social media actions to business metrics by making them trackable and measurable at a level of granularity not previously possible Notable clients. Topspin, StockTwits, Local Response How you can use them. Application developers, social media marketers: awe.sm’s API allows you to track how your product’s social actions perform. More. awe.sm - @awesmKBSP.VC - 2011 24
  25. 25. 2012 2012KBSP.VC - 2011 25
  26. 26. 2012 Work with us. Darren Herman President, kbs+p Ventures and Chief Digital Media Officer, kbs+p dherman@kbsp.vc @dherman76 Taylor Davidson Senior Associate, kbs+p Ventures tdavidson@kbsp.vc @tdavidsonKBSP.VC - 2011 26
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