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EARLY
PITCH
DECKS OF
BILLION-
DOLLAR
STARTUPS
www.cbinsights.com
TABLE OF CONTENTS
3
3
30
71
AppNexus
WeWork
AirBnB
LinkedIn
Magic Leap
83
125
AppNexus
Infrastructure for a Connected World
Contents
• Founders
• Why AppNexus?
• Differentiation / Competitive Analysis
• Timeline
• Financials
Founders
• Brian O’Kelley, CEO - former CTO of Right
Media. Invented, built, sold, and launched the
Right Media Exchange. ...
Why AppNexus
Right Media Challenges
• Scale - MySpace is going to send an
extra 1B imps/day of volume ... next
week
• Globalization - Y...
Solving the Problems
• Scale: Cloud computing would have
been great - flip servers on when we
need them
• Global: Multiple...
Cloud → Nexus
• The cloud becomes a “nexus” where
applications can consume services
• Cloud layer needs to be robust, reli...
Cloud Architecture
Nexuses
• One Nexus isn’t enough - applications
are moving global quickly
• Multiple Nexuses around the world,
each with s...
Revenue Sources
• Rent high-end 4-core boxes for around
$10/core/day (virtualized, of course)
• Rent database boxes, stora...
Competitive Analysis
Differentiators - Near
Term
• Global (some tough problems to solve
there - will be compelling)
• Ops tools (very challengi...
Differentiators - Long
Term
• With network effect (lots of services &
lots of applications) will be difficult for a
new cl...
Competition• Amazon / EC2 (biggest risk - they have
capital, the SOA concept, and
momentum)
• Rackspace / Gridlayer (hosti...
Growth Plan
“Ping pong” growth
• First applications sign up for the cloud
• These clients become leverage to
recruit software provider...
Phase 1: The Cloud
• Build-out and deploy robust physical
and virtual infrastructure to underlie the
Nexuses
• Can be prof...
Phase 1 Logistics• First location live Jan 2008; 2nd in Mar-Apr
• Work closely with initial clients to refine ops layers
(...
Phase 1 Pipeline
• Behavioral Marketing (Exelate, Blue
Kai, Media Six Degrees)
• SaaS (Wide Orbit)
• Gaming (Garage Games)...
Phase 2: Credibility
• Go elephant hunting - recruit the
platforms that will make all the
services want to be in their Nex...
Phase 2 Logistics
• Start in Q3 2008
• Raise $10-15MM to ramp team, provide
working capital for 2000+ servers
• Need globa...
Phase 3: Nexus
• With key clients and critical mass,
network effect begins to build
• Focus on comarketing with partners -...
Phase 3 Logistics
• Begin in early 2010
• Infrastructure side of business should
be self-sustaining at this point, so shif...
Financials
Welcome
AirBed&Breakfast
Book rooms with locals, rather than hotels.
1
This is a PowerPoint reproduction of an early AirBn...
Problem 2
Price is an important concern for customers
booking travel online.
Hotels leave you disconnected from the city
a...
Solution 3
A web platform where users can rent out their
space to host travelers to:
SAVE
MONEYwhen traveling
MAKE
MONEYwh...
Market Validation 4
630,000
on temporary housing site
couchsurfing.com
17,000
temporary housing listings on SF
& NYC Craig...
Market Size 5
1.9 Billion+
TRIPS BOOKED (WORDLWIDE)
Total Available Market
532M
BUDGET & ONLINE TRIPS
Serviceable Availabl...
Product 6
REVIEW LISTINGS
Template by PitchDeckCoach.com
SEARCH BY CITY BOOK IT!
Business Model 7
Template by PitchDeckCoach.com
We take a 10% commission on each transaction.
TRIPS W/AB&B
Share of Market...
Market Adoption 8
Template by PitchDeckCoach.com
EVENTS
target events monthly
PARTNERSHIPS
cheap/alternative travel
CRAIGS...
Competition 9
Template by PitchDeckCoach.com
AFFORDABLE
EXPENSIVE
ONLINE TRANSACTIONOFFLINE TRANSACTION
Competitive Advantages 10
Template by PitchDeckCoach.com
1st TO MARKET HOST INCENTIVE
Lorem ipsum dolor sit amet,
consecte...
The Early Pitch Decks Of Billion-Dollar Startups
The Early Pitch Decks Of Billion-Dollar Startups
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The Early Pitch Decks Of Billion-Dollar Startups

  1. EARLY PITCH DECKS OF BILLION- DOLLAR STARTUPS
  2. www.cbinsights.com TABLE OF CONTENTS 3 3 30 71 AppNexus WeWork AirBnB LinkedIn Magic Leap 83 125
  3. AppNexus Infrastructure for a Connected World
  4. Contents • Founders • Why AppNexus? • Differentiation / Competitive Analysis • Timeline • Financials
  5. Founders • Brian O’Kelley, CEO - former CTO of Right Media. Invented, built, sold, and launched the Right Media Exchange. Scaled the RM environment from 10 to 1500 servers and felt the pain of not having AppNexus. • Michiel Nolet, VP of Product - former Director of Analytics at Right Media.
  6. Why AppNexus
  7. Right Media Challenges • Scale - MySpace is going to send an extra 1B imps/day of volume ... next week • Globalization - Yahoo! Japan wants to do a pilot, but only if servers are in Japan... • Integration - let’s integrate a contextual analysis platform... to all 6 datacenters...
  8. Solving the Problems • Scale: Cloud computing would have been great - flip servers on when we need them • Global: Multiple clouds, with smart routing / load balancing, in key geographies • Integration: Run new services “in-cloud”
  9. Cloud → Nexus • The cloud becomes a “nexus” where applications can consume services • Cloud layer needs to be robust, reliable, easy-to-use, etc to get adoption • Centralized directory, documentation, community, and billing for service providers
  10. Cloud Architecture
  11. Nexuses • One Nexus isn’t enough - applications are moving global quickly • Multiple Nexuses around the world, each with same services and applications • Build tools to help scale applications (data tier especially)
  12. Revenue Sources • Rent high-end 4-core boxes for around $10/core/day (virtualized, of course) • Rent database boxes, storage, bandwidth, backup, and many other things too • Profit-sharing with service providers • Access fees
  13. Competitive Analysis
  14. Differentiators - Near Term • Global (some tough problems to solve there - will be compelling) • Ops tools (very challenging to build a scalable ops layer) • Customer-centric (not exciting, but need to get the little things right - it’s a small world, and trust travels)
  15. Differentiators - Long Term • With network effect (lots of services & lots of applications) will be difficult for a new cloud player to compete - will need to recruit the services to get the apps and will need to recruit the apps to get the services • Lots of tools - idea is to get applications “locked in” to the AppNexus way
  16. Competition• Amazon / EC2 (biggest risk - they have capital, the SOA concept, and momentum) • Rackspace / Gridlayer (hosting companies have the hardware and the customer base, but probably not the SOA mentality) • Google / Yahoo / MSFT etc (not in space now, but have the capex to enter)
  17. Growth Plan
  18. “Ping pong” growth • First applications sign up for the cloud • These clients become leverage to recruit software providers • Co-market with software providers to get more applications on board • Repeat...
  19. Phase 1: The Cloud • Build-out and deploy robust physical and virtual infrastructure to underlie the Nexuses • Can be profitable as a standalone service
  20. Phase 1 Logistics• First location live Jan 2008; 2nd in Mar-Apr • Work closely with initial clients to refine ops layers (monitoring, provisioning, cluster management tools) • Beta launch Jan 2008, Scale to 20 clients by mid- 2008 • Ideal clients are platforms and services (natural SOA consumers and purchasers) • Fund via $2-3MM seed round (plus $2MM of personally guaranteed debt)
  21. Phase 1 Pipeline • Behavioral Marketing (Exelate, Blue Kai, Media Six Degrees) • SaaS (Wide Orbit) • Gaming (Garage Games) • Video CDN (Digital Fountain)
  22. Phase 2: Credibility • Go elephant hunting - recruit the platforms that will make all the services want to be in their Nexus (or vice versa) • Aggressively brand as the high-end of the cloud market - graduate from EC2 Competitor/Cloud-Computing provider • Leverage key differentiators to keep pricing high; continue to build IP
  23. Phase 2 Logistics • Start in Q3 2008 • Raise $10-15MM to ramp team, provide working capital for 2000+ servers • Need global presence - market may be stronger (as is currency) overseas
  24. Phase 3: Nexus • With key clients and critical mass, network effect begins to build • Focus on comarketing with partners - help service providers recruit platforms & apps • Provide arms to both sides of a war that never ends...
  25. Phase 3 Logistics • Begin in early 2010 • Infrastructure side of business should be self-sustaining at this point, so shift to marketing, support, evangelism • Be opportunistic about acquiring facilities • Business should be profitable but raise $25-50MM to expand (and compete)
  26. Financials
  27. Welcome AirBed&Breakfast Book rooms with locals, rather than hotels. 1 This is a PowerPoint reproduction of an early AirBnB pitch deck via Business Insider @ http://www.businessinsider.com/airbnb-a-13-billion-dollar-startups-first-ever-pitch-deck-2011-9
  28. Problem 2 Price is an important concern for customers booking travel online. Hotels leave you disconnected from the city and its culture. No easy way exists to book a room with a local or become a host. Template by PitchDeckCoach.com
  29. Solution 3 A web platform where users can rent out their space to host travelers to: SAVE MONEYwhen traveling MAKE MONEYwhen hosting SHARE CULTURElocal connection to the city Template by PitchDeckCoach.com
  30. Market Validation 4 630,000 on temporary housing site couchsurfing.com 17,000 temporary housing listings on SF & NYC Craigslist from 07/09 – 07/16 Template by PitchDeckCoach.com
  31. Market Size 5 1.9 Billion+ TRIPS BOOKED (WORDLWIDE) Total Available Market 532M BUDGET & ONLINE TRIPS Serviceable Available Market 10.6M TRIPS W/AB&B Market Share Template by PitchDeckCoach.com
  32. Product 6 REVIEW LISTINGS Template by PitchDeckCoach.com SEARCH BY CITY BOOK IT!
  33. Business Model 7 Template by PitchDeckCoach.com We take a 10% commission on each transaction. TRIPS W/AB&B Share of Market AVG FEE $70/night @ 3 nights REVENUE 2008-2011 10.6M $20 $200M
  34. Market Adoption 8 Template by PitchDeckCoach.com EVENTS target events monthly PARTNERSHIPS cheap/alternative travel CRAIGSLIST dual posting feature Octoberfest (6M) Cebit (700,000) Summerfest (1M) Eurocup(3M+) Mardi Gras (800,000) with listing widget Widget screenshot AirBnB screenshot Craigslist screenshot
  35. Competition 9 Template by PitchDeckCoach.com AFFORDABLE EXPENSIVE ONLINE TRANSACTIONOFFLINE TRANSACTION
  36. Competitive Advantages 10 Template by PitchDeckCoach.com 1st TO MARKET HOST INCENTIVE Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. LIST ONCE EASE OF USE PROFILES Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer nec odio. Praesent libero. DESIGN & BRAND

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