Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Aydin Senkut - Felicis Ventures - Stanford Engineering - Mar 12 2012

4,092 views

Published on

Published in: Economy & Finance, Business

Aydin Senkut - Felicis Ventures - Stanford Engineering - Mar 12 2012

  1. 1. Backing the Iconic Technology Companies of Today & Tomorrow Trade Confidential
  2. 2. Felicis Ventures Background Operations & Highlights •  Headquartered in Palo Alto, CA •  Currently investing Felicis Ventures II, a $40M Fund raised in July 2010 •  Investment team of 3 (Aydin, Sundeep & Renata) •  24 Primary Exits in 5 years (to: Google, eBay, Microsoft, Twitter, Intuit, AT&T, Disney, Groupon, IAC) International •  Everybody in the investment team is an immigrant (Turkey, Brazil & India) •  International Investments represent: ü  < 10% of capital base but 3 out of 8 most successful companies •  International Portfolio companies in 6 countries: ü  Rovio (Finland), Shopify (Canada), Baby.com.br (Brazil), Erply (Estonia), Any.do (Israel), Azumio (Slovenia)1 Trade Confidential
  3. 3. FV II Strategy – Invest with a Prepared Mind Mobile E-commerce Education Health Global e-commerce to grow Electronic Medical Records (EMR) from $625 in 2010 US education spend to grow from $2.19B in 2010 Smartphone to $1 Trillion in 2013 technology shipments to grow spending to grow to $3.82B in 2014 from 250M in 2010 from $60B in 2009 to 0.5B in 2013 to $80B in 2014 Health IT spend to grow from $32B in 2010 to $76B in 2014 Mobile app spend Digital textbooks to grow from sales to grow from $4.5B in 2010 to Mobile merchandise sales $54M in 2010 $40B in 2014 to grow from $3B in 2010 to $1.1B in 2014 to $31B in 20162 Trade Confidential
  4. 4. FV II – Sample of our Successful Companies Mobile E-commerce Enterprise Education Health Trade Confidential
  5. 5. Our Unique Approach – Engineering Success Calling Our Shots •  Stellar portfolio performance across all focus areas •  Up-rounds supported by strong revenue performance Focus on Critical Use & Huge Markets •  Key focus areas address a critical need, growth or huge market •  Key focus areas uncoupled with rest of economy Intelligent Portfolio Construction •  All current big winners have large portfolio allocation ($) •  Strong focus on liquidity for investors Portfolio Diversification & International Exposure •  ~8% allocated to international deals •  Wide diversity in syndicate composition4 Trade Confidential
  6. 6. Aydin Senkut aydin@felicis.com @asenkut Q&ATrade Confidential

×