VC Scott Johnson from NAVfund outlines what he sees as the world's greatest investment opportunity--the mobile platform-to an audience of entrepreneurs, faculty, students, and industry at MIT in January 2015. See http://startupexchange.mit.edu/startupexchange/html/index.html#viewOpportunity/48

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Scott Johnson, Managing Director

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OVERVIEW OF NAV
We are early-stage venture investors in Cambridge and
Washington DC with a track record of success
§ Helping great entrepreneurs build businesses…
§ That are fund-makers for our investors…
§ Around core investment themes that we understand well.
CEOs/Founders Of Top Performing NAV Portfolio Companies

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The Greatest
Platform
for Innovation…
Ever.

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§ According to comScore, smartphone
penetration in the U.S. was near 75% at
the end of 2014.
SMARTPHONE PENETRATION: 75%

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WHAT ARE VCs SEEING? MOBILE eHEALTH
§ Very hot sector with high
valuations and activity levels
§ Started with wrist bands
measuring activity.
§ Now more data focused -
seeing consumer
information, booking and
purchase.

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WHAT ARE VCs SEEING? FINTECH
§ Mobile payment is unsolved.
§ Cross border remittance – seeing a lot of activity
§ Peer-2-peer is active but maturing
§ Bitcoin – not seeing anything

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WHAT ARE VCs SEEING? EDUCATION
§ A lot of “tablet in the classroom”
activity
§ Assessment, curriculum
development, the entire classroom
workflow is on the table

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WHAT ARE VCs SEEING? SECURITY
The world is waking up to the reality that your phone
is your identity and it is easy to steal.

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WHAT ARE VCs SEEING? GAMES
§ Mostly late stage VC – we can’t predict winners
§ Huge engagement, proven monetization.

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WHAT ARE VCs SEEING? ENTERPRISE
§ Mobile salesforce productivity and effectiveness
§ Mobile CRM apps

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WHAT ARE VCs SEEING? UBERIZATION
§ Find anything nearby, now
§ Local market efficiency
– Neighbor’s vegetables, laundry, you name it…

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WHAT ARE VCs SEEING? ADVERTISING
§ Mobile advertising
is unsolved
§ Local is what we are
seeing the most