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Extreme Digital Ventures is a project development and early stage VC consultancy for immersive, spatial, and intelligent computing in consumer and enterprise sectors.

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Extreme Digital Ventures

  1. 1. EXTREME DIGITAL VENTURES EARLY STAGE FUND | COMMERCIAL IN CONFIDENCE 1 Investor Presentation Extreme Digital Ventures is an early stage fund, investing in Augmented, Virtual, Mixed Reality, Artificial Intelligence, Machine Learning, Robotics, Internet of Things - the 'Fourth Wave' of human-centered technology and Industry 4.0.
  2. 2. EXTREME DIGITAL VENTURES EARLY STAGE FUND | COMMERCIAL IN CONFIDENCE 1 Investor Presentation Section 1 Industry Overview
  3. 3. MASSIVE SECTOR INVESTMENT EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 3
  4. 4. The Fourth Wave EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 4 INVESTMENT HORIZON AR/VR hardware has never been better and continues to improve. Price points approaching mass consumer levels. Developer tools/game engines are polished and free to minimal cost. More AR/VR developers now than ever.
  5. 5. The Fourth Wave EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 5 Just like the way the PC, Internet and Mobile have made monumental impact on our lives and created the largest companies on the planet, the industries in this 'Fourth Wave' are set to do the same.
  6. 6. The Fourth Wave EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 6 Virtual Reality and Haptic Interfaces Augmented and Mixed Reality Extreme Digital Ventures identifies companies with proprietary technologies and invests in those companies with the right mix of thought leadership, passion, creative/technical ability and experience to succeed. Technologies enabling The Fourth Wave : Artificial Intelligence and Robotics Internet of Things and Cloud Technology
  7. 7. AR/VR - Revenue Forecast EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 7 • AR/VR revenues are projected to grow at a compound annual growth rate (CAGR) of more than 100% over the next five years • Hundreds of billions of dollars of revenue opportunity • During 2017, new investment in AR/VR exceeded $3b with a record $1b in Q4
  8. 8. AR/VR - Industry Analysis EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 8 • The growth in AR enterprise will see the AR market share substantially exceed the VR share of the market by 2020 • The consumer, retail and manufacturing segments will be the early leaders in AR/VR investment and adoption
  9. 9. AR/VR - Industry Focused Verticals EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 9 • Entertainment • Education • Healthcare • Enterprise • Live Events • Location Based • Social • Construction
  10. 10. AR/VR - Industry Focused Verticals EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 9 • Entertainment • Education • Healthcare • Enterprise • Live Events • Location Based • Social • Construction
  11. 11. AI and ML - Industry Analysis EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 11 • Artificial Intelligence, Machine Learning, and tools such as conversational platforms, digital twins and Blockchain are among the most strategic 2018 technology investments, according to Gartner. • The tech trend of “connected” and intelligent systems has started and will gain momentum in 2018 before we see 40 percent of digital transformation and upwards of 70-80 percent of AI-powered, IoT initiatives in 2019. • According to Forrester, AI automated IoT has already been adopted in transportation industry fleet management, government security and surveillance systems, retail inventory management, and manufacturing assets management. • In 2018, the trend will be to become digital rather than doing digital. ML- powered AI systems will help the modern tech-savvy marketers become digital at breakneck speed.
  12. 12. • The Internet of Things (IoT) is an ever-growing network of physical objects that feature an IP address for internet connectivity, and the communication that occurs between these objects and other internet- enabled devices and systems • IoT has been forecast to deliver up to $11 trillion to the global economy by 2025 and up to $120 billion annually to the Australian economy in the same time frame • It’s predicted there will be up to 30 billion connected IoT devices by 2020 and 300 billion by 2030 • By 2022 IoT will save businesses and customers an astronomical sum of $1 trillion a year in maintenance and services. Some of that will start happening in 2018 IoT - Industry Analysis EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 12
  13. 13. Information Modeling (BIM) - Construction EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 13 • $7.9 trillion USD sector and growing to over $15.80 trillion USD by 2030 • Accounts for 6% of the world’s GDP • Employs approximately 200 million people
  14. 14. EXTREME DIGITAL VENTURES EARLY STAGE FUND | COMMERCIAL IN CONFIDENCE 1 Investor Presentation Section 2 Partners
  15. 15. Partners EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 15 Strong Team combining deep sector and functional experience § Technical, commercial and investment experience § Senior management team based in Sydney and LA § Broad market connectivity with industry participants, incubators and accelerator programs § Active and globally recognised engagement with the market place Strong investment origination § Excellent AR/VR, AI/ML, IoT and IM industry connections § Leading technical appraisal skills General Partners with complementary skills and connections § Intimately involved with the selection and monitoring of investments § Strong commercial evaluation skills § Successful exits and entrepreneurial skills
  16. 16. Partners EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 16 Amber Cordeaux https://www.linkedin.com/in/amber-cordeaux-a2754018/ Recently named as one of Australia’s Top 5 Emerging Leaders in Tech, nationally at the Women’s Agenda Awards 2018. The youngest TV station CEO in Australian history, saving C44 in SA from certain closure, $1M debt and analogue output to profit and all digital output. Amber brings a wealth of experience as both an angel investor and AR/VR start-up co-founder of Humense, the first Australian company to be backed by Alibaba’s investment arm. Mentor at Australia's leading accelerators/incubators and internationally. Winner of "Women in Innovation and Technology" SA award 2015. Started "Women in AR/VR" Australia and co-organised the world's largest and second largest AR Meetups out of Melbourne and Sydney. As a Judge at the Festival of Media Global Awards in Rome, 2018, Amber was the sole representative for APAC region for judging best use of AR/VR, New Technologies and Gamification. Featured in “Top 101 Women Leading the AR/VR Industry” globally. Ric Holland https://www.linkedin.com/in/richolland/ Ric is a VR/AR (Spatial UX) expert and was instrumental in building the XR development space in Australia. Oversaw sponsorship of one of the largest global AR/VR meetups. His first start-up was at age 20, become a pioneering Creative Director delivered literally 1000s of digital projects internationally throughout 80s to late 90s. AsiaPac GM for MetaCreations Corporation (merger between Fractal Design and MetaTools). Creative Director - User Centred Design at IBM – pioneering large scale UX projects in APAC. Senior lecturer at University of Technology Sydney (UTS), UNSW, & AFTRS. Researcher - Human Computer Interaction and served on industry and academic advisory boards. Global Communications and Evangelism Manager for Wacom Technology. Ric authored the book 'Art of Making Marks' a 25 year history of Wacom and NUI technology ecosystems. CMO and Startup community GM for Offis Multi-Cloud Innovation, founding sponsor of AR/VR Meetups. Career building and maintaining global network of digital business innovators.
  17. 17. Partners EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 17 Mark Kogos https://www.linkedin.com/in/mark-kogos-34605a4/ Career in the finance, mergers and acquisitions industry, having implemented transactions for SMEs at the start-up phase through to major Australian and international corporate groups. Formerly with National Australia Bank Institutional Bank and PwC’s M&A/ITS Team, Mark has provided strategic consulting advice in Australia, the USA, UK and New Zealand servicing a range of clients including AXA, CBA, Macquarie Bank Telecommunications Fund, CSR, CVC/Pacific Dunlop and the NZ Blue Star group of technology companies. Mark has a history of early stage investing and exits in tech focused start-ups in Australia and New Zealand, including successful listing Commsoft on ASX and Plexure Ltd on the NZX. David Gasan https://www.linkedin.com/in/davidgasan/ 20 years of operational experience in early stage venture capital and private equity investment management and analysis in a range of diversified industries including technology, telecommunications, mobile, automotive, marine, property and finance/ insurance in Australia, USA, Malta and other parts of Europe and North Africa. David has occupied senior Management and Board level positions contributing to high level company direction, capital requirements, growth and new business opportunities. He holds an Executive MBA from London School of Business in 2011 and a BA (Hons) in History with Italian from the University of Sussex and the University of Bologna.
  18. 18. Advisory Committee EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Pete Cooper https://www.linkedin.com/in/petecooper/ Experienced innovator and investor in technology across multiple verticals. Exits include Pocketbook (approx. 20x) and Tinybeans (approx. 20x) and two more similar in specialist global Fin Techs. Proven track record of success in the tech/internet/finance industry value chain over 20 years and more than a dozen countries. Now consulting to and investing in primarily high volume and real-time technology innovators and actively assisting to deliver internationally. Start- up mentoring, angel/ venture investment, events, education and start-up industry ecosystem development and advocacy, government policy and insight. Founder of The Start Society and Syd Start, Director of Innovation and Growth at University of Technology Sydney (UTS). Peter Koch https://www.linkedin.com/in/peterjkoch/ CTO responsible for developing world-class Augmented Reality and Virtual Reality solutions such as the world’s first integration of AR with the game engine Unity3D, creating the official Transformers 3: Defend the Earth AR app reaching over 2 million downloads and played around the world, one of the world’s first AR eyewear solutions for the Royal Family of Qatar for the World Cup bid in 2010. World expert in computer vision technology, depth sensors, gaming technology, animation. software engineer for Windows Phone 7 at Microsoft Redmond, product design and implementation for Internet Explorer Mobile. 18
  19. 19. Advisory Committee EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 17 Wade McDonough (B.Eng. Biomedical) https://www.linkedin.com/in/wademcdonough/ Seasoned serial entrepreneur with 25 year’s experience in Silicon Valley, Singapore, India and Australia as an investor and advisor in all areas of science and technology. A diversified set of business experience, including Medical Pharmaceuticals and Devices, Aerospace, Logistics, AR/VR, Digital Autonomous Vehicles, AI, Deep Machine Learning, and Spatial Computing. Advisor and consultant to over 32 Silicon Valley based companies and start-ups including NASA, Stanford, Genetech, Hewlett-Packard and Pfizer. Mark Holland linkedin.com/in/mark-holland-a713991 Career in quantitative finance, applied mathematics and software development - mainframes, minis and PCs. Financial Mathematical Modeller at Westpac group in corporate/project/financial markets, programming models that facilitated deal-making activities. Researcher at Macquarie University developing and implementing a range of financial models. Wrote corporate treasury software in Europe, UK and North America, Algorithmic trading equities systems, commodities dealing analytics, aviation finance, retail POS/ERM. University Lecturing - B Comm/Applied Finance - Business Statistics/Economics. Geothermal Energy Modeling; Mathematical Physics - Geometric Algebra.
  20. 20. Extreme Digital Ventures - Partners EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Experienced investment team focused on early stage funding and raising capital to scale projects World class advisory team to help identify and assist with building proprietary and advanced technology companies Mentoring start-up companies to become commercially competitive with a robust business infrastructure in order to generate global sales Funding IP & Technology Commercial Expertise 19
  21. 21. Extreme Digital Ventures - Partners EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Investment Experience Strong combination of start up, early/mature stage investing and exit experience Technology Experience Creating value leveraging the team’s knowledge of advanced technologies, focusing on AR/VR, AI/ML, Robotics and IoT INVESTMENT EXPERIENCE LIQUIDITY EVENT EXPERIENCE ADVANCED TECHNOLOGIES INDUSTRY EXPERTS 20
  22. 22. EXTREME DIGITAL VENTURES EARLY STAGE FUND | COMMERCIAL IN CONFIDENCE 1 Investor Presentation Section 3 The Fund
  23. 23. Local & Global Investment Opportunities EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE INVESTMENT EXPERIENCE VR & AR TECH EXPERIENCE ADVANCED TECHNOLOGIES INDUSTRY EXPERTS AR & VR CONTENT AR & VR TECHNOLOGY Extreme Digital Ventures will provide expert assistance, guidance and valuable introductions to our portfolio companies. Extreme Digital Ventures looks at a broad spectrum of sectors – from infrastructure and development tools to content and applications, and invest on a granular basis across these early stage investments. Our aim is to assist these companies to deliver unique technology globally through our international network with the aim of accelerating sales through access to capital, management input and strategic relationships. The attributes Extreme Digital Ventures is looking for are Global Market applicability and Advanced Technologies capable of protection through Proprietary IP. 22
  24. 24. Accessing Opportunities EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE 23
  25. 25. Accessing Opportunities EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Over the past six years, VC investors worldwide have taken part in 453 VR deals with $2.4 billion invested In 2017. The fund has deep insight and overview of the spatial computing sector in Australia and access to the next generation of disruptive investment opportunities locally and internationally. High quality deal flow is accessed via our network of globally trusted, specialised and best-in-class funds, incubators, accelerators, grass-root community groups, universities and other development bodies. 24
  26. 26. Part of a Global Community EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Internationally, there is an active and highly supportive community of VC investors in our sector. The Extreme Digital Fund has deep connections and established linkages with the global community of best in class VC funds focused on these sectors including: • The Venture Reality Fund, ( www.thevrfund.com ) which is also a founding member of Virtual Reality Venture Capital Alliance, the world’s leading alliance in this sector www.vrvca.com • GFR Fund www.gfrfund.com, an affiliate of GREE in Tokyo • Candela Partners candelapartners.co • Anorak Ventures www.anorak.vc • Super Ventures www.superventures.com • VR Oslo www.vroslo.no Under this arrangement the fund can: • Benchmark investments being considered by the fund against overseas VC funds in our comparables • Access potential investments being considered by overseas funds that would normally not be seen in the Australian market. 25
  27. 27. EDV – Investment Model EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Key investment features of the Extreme Digital Fund: • Target size - $50M fund AUD • Investing in approx. 20+ companies • Looking to invest primarily in Seed and Series A, with potential follow on • Investments will be made either by investing via convertible notes or equity • Aim to co-invest alongside other funds 26
  28. 28. EDV – Investment Model EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Deal Flow Filtering Deal Close SupportScale Local Networks Global Relationships Mentors & Incubator Programs Events and Meetups Partner Referrals Investment Committee Ongoing Due Diligence Business Model Validation Technology Validation Key Investment Criteria Compelling Proposition Founder Friendly Strategic exposure to Capital Partners Ongoing Reporting Commercials Mentor Strategic Partners Local & Global Networks Portfolio Approach Flow-on investments Capital Market Assistance Strong Reputation 27
  29. 29. EXTREME DIGITAL VENTURES EARLY STAGE FUND | COMMERCIAL IN CONFIDENCE 1 Investor Presentation Section 4 Additional Information
  30. 30. EDV - Key Information EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Key Information Overview Fund Structure The fund will be an Limited Partnership structure. As an Australian based fund, it will be structured as an Early Stage Venture Capital Limited Partnership, subject to approval from Innovation Australia. Extreme Digital Ventures The manager of the Extreme Digital Fund Term 10 years Target Fund Size $50M AUD Eligible Investors The fund is open to institutional, strategic, wholesale and sophisticated investors. Investments will be as a limited partner. Management Fee 2.5% of funds under management for the first five years, payable quarterly in advance. Performance Fees 20% of profits. Initial available capital will be returned to LPs plus 6 % IRR hurdle. After all LP capital is returned, there will be a 100% catch-up to the GP until an 80:20 split of profits is achieved at which point that ratio will be maintained for further distributions. 29
  31. 31. EDV - Investment Opportunity EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Extreme Digital Ventures is seeking investment partners to be part of the first fund in Australia focused on Spatial Computing. This investment is an excellent opportunity for strategic investors seeking to gain both technical and financial exposure to early stage, leading edge technology in the fields of XR/AI/Robotics/IoT- sectors that will transform our daily lives. Investors who invest as limited partners $A5m or more will be offered a seat on the Advisory Committee. For investments between $A2m-$5m, Extreme Digital Fund will enter into a side letter with the investor which allows the investor to look at deal flow and an option to co-invest in portfolio companies. This arrangement is a unique opportunity for investors to gain access to a global deal flow of investments which might otherwise never be accessed. 30
  32. 32. EDV - Investments under Review EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE Visospace - VR Experiences that are meaningful and engaging https://www.viso.space/ PAT Inc. - AI/ML (NLU) Natural Language Understanding https://pat.ai/ SpaceTime XR - AR/VR Multi-User Collaboration Platform http://spacetimexr.com/ Migenius - The Products Visualisation Company https://www.migenius.com/ Psykinetic - Natural UI Life-Changing Technologies http://psykinetic.com/ Massless AR/VR - Precise and Intuitive VR tools http://massless.io/ Dotty – Enterprise tool for sharing 3D models in AR http://www.dotty.com.au/ 31
  33. 33. Disclaimer EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE The information contained in this presentation is for information purposes only and has been prepared for use in conjunction with a verbal presentation and should be read in that context. This presentation contains ‘forward-looking information’. Forward-looking statements in this presentation include, but are not limited to, statements with respect to: the Fund’s strategy, plan for the development and commercialization of new investments, projected milestones and cost metrics and other economic indicators. Forward-looking statements are based on certain material assumptions and analysis by the Fund, and the opinions and estimates of the advisory committee as of the date such statements are made and they represent the advisory committee’s best judgment based on facts and assumptions the advisory committee considers reasonable in light of its experience and perception of historical trends, current conditions and expected future developments and other factors it believes are appropriate, and are subject to risks and uncertainties. 32
  34. 34. Thank You EXTREME DIGITAL FUND | COMMERCIAL IN CONFIDENCE extremedigital.vc 33
  35. 35. The FOURTH WAVE EXTREME DIGITAL VENTURES EARLY STAGE FUND | COMMERCIAL IN CONFIDENCE 22 Digital Ventures extremedigital.vc

Extreme Digital Ventures is a project development and early stage VC consultancy for immersive, spatial, and intelligent computing in consumer and enterprise sectors.

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