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OATV Fund III Pitch Deck

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OATV Fund III Pitch Deck

  1. 1. AlphaTech Ventures Target: $75M
  2. 2. Seed Funding Landscape Then Now  $250k to $1M Seed Rounds  Up to $3M Party Rounds  Y Combinator and Techstars  100+ Accelerators and  Priced Rounds Incubators  10-12 Seed Stage Funds  Convertible Notes  Everyone 2
  3. 3. OATV Differentiators Then Now  O’Reilly Network  O’Reilly Network  Investment Themes  Investment Themes  Funding Strategy  Funding Strategy  Thought Leadership  Investment Discipline  Highly Referenceable Founders 3
  4. 4. Market Dynamics Then Now  Funding Gap Between Angels  Funding Gap Between Seed and VCs and Growth 4
  5. 5. OATV Investment Strategy Then Now  Invest $500k to $1M Seed  Invest $500k to $2M Seed and Rounds Seed+ Rounds  Lead or Co-Lead Rounds up to  Lead or Co-Lead Rounds up to $2M $3M  Participate in Series B and C  Participate in Series B and C Rounds Rounds  Opportunistically Participate in  Opportunistically Participate in Traditional Series A Rounds Traditional Series A Rounds 5
  6. 6. OATV Investment Themes Then Now  Quantified Self  Quantified Self Pro  Internet Subsystems  Maker Pro  Smart Networks of Things  Hacking Education  Manipulation and Visualization  Hidden Economies of Big Data  Operations as Competitive  Sustainability Advantage  Maker Movement  A Router in Every Pocket  The Internet Operating System 6
  7. 7. OATV Fund Returns Then Now (audited 12/31/11)  Solid Gross IRR  Fund I  Negative Net IRR  Like Woah Net IRR  Um, Wow Gross Multiple  R U Kidding?!? Net Multiple  Fund II  Really? Net IRR  Is That Possible? Multiple  Nice Net Multiple 7
  8. 8. OATV Fund I Projected Return Then Now  Downside  Beating Base Projected Net Multiple  Base  Upside 8
  9. 9. Team Then Now  Mark Jacobsen  Mark Jacobsen  Bryce Roberts  Bryce Roberts  Tim O’Reilly  Tim O’Reilly 9

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